COMMONWEALTH FINANCIAL NETWORK
Waltham, MA
AUM
$212.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2650 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-736-0700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
26 advisers found
INTEGRATED WEALTH CONCEPTS LLC
Waltham, MA
AUM
$18.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
491 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 890-3045
BALLENTINE PARTNERS
Waltham, MA
AUM
$15.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
781-314-1300
WEBSTER EQUITY PARTNERS, L.P.
Waltham, MA
AUM
$10.31B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-419-1515
POLEN CAPITAL CREDIT, LLC
Waltham, MA
AUM
$6.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781-283-8500
WINDROSE ADVISORS LLC
Waltham, MA
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
(617) 421-1750
GRANAHAN INVESTMENT MANAGEMENT LLC
Waltham, MA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-890-4412
FOSTER DYKEMA CABOT & PARTNERS, LLC
Waltham, MA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-423-3900
MONTIS FINANCIAL, LLC
Waltham, MA
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-541-5057
OLD IRONSIDES ENERGY, LLC
Waltham, MA
AUM
$1.21B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-366-2030
POLEN CAPITAL CLO MANAGEMENT, LLC
Waltham, MA
AUM
$808.4M
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-283-8500
EXCALIBUR MANAGEMENT CORP
Waltham, MA
AUM
$712.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 916-9669
PENSION & WEALTH MANAGEMENT ADVISORS
Waltham, MA
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
781-810-0800
HLM MANAGEMENT CO., LLC
Waltham, MA
AUM
$411.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-266-0030
PROSPECT HILL GROWTH PARTNERS, L.P.
Waltham, MA
AUM
$310.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-753-1100
SEAMANS CAPITAL MANAGEMENT, LLC
Waltham, MA
AUM
$170.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-890-5225
MODEL CAPITAL MANAGEMENT LLC
Waltham, MA
AUM
$47.6M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(617) 429-5607
SAVVI FINANCIAL LLC
Waltham, MA
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
781-583-7011
JSK CAPITAL ADVISORS, LLC
Waltham, MA
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 890-3150
ATLANTIC PLANNING GROUP, LLC
Waltham, MA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Hourly charges; Fixed fees
781-894-7000
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