NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Wellesley, MA
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
781-416-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
29 advisers found
WASHINGTON TRUST ADVISORS
Wellesley, MA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-7055
ROSE GROVE CAPITAL MANAGEMENT, LLC
Wellesley, MA
AUM
$1.94B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-304-1600
TWIN OAK ETF COMPANY
Wellesley, MA
AUM
$1.06B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-402-5495
EMPIRICAL ASSET MANAGEMENT, LLC
Wellesley, MA
AUM
$560.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-431-2223
PEAK FINANCIAL MANAGEMENT INC
Wellesley, MA
AUM
$534.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(781) 487-9500
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Wellesley, MA
AUM
$532.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-591-0200
ARCTARIS IMPACT INVESTORS
Wellesley, MA
AUM
$347.3M
Wealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
(617)-735-6000
FAIRFIELD FINANCIAL ADVISORS
Wellesley, MA
AUM
$333.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-1119
STRATEGIC PLANNING GROUP, INC.
Wellesley, MA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
781-444-9010
FULHAM & CO
Wellesley, MA
AUM
$200.2M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
781-235-2266
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
NOBSCOT INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$164.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-237-2700
SAVIOR WEALTH
Wellesley, MA
AUM
$140.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
8889728467
HANOVER STRATEGIC MANAGEMENT, LLC
Wellesley, MA
AUM
$120.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-489-3668
WILLIAMS ADVISORY SERVICES, LLC
Wellesley, MA
AUM
$57.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
508 598-1247
BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$17.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-724-9701
BOSTON SEED CAPITAL MANAGEMENT, L.L.C.
Wellesley, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
617-834-3352
NORTH BRIDGE VENTURE MANAGEMENT COMPANY, LLC
Wellesley, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
781-290-0004
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