CALLODINE CREDIT MANAGEMENT
Boston, MA
AUM
$603.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER
617-880-7494
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
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
NAPIER FINANCIAL
Braintree, MA
AUM
$550.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-884-2300
GRAY PRIVATE WEALTH, LLC
Canton, MA
AUM
$540.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781.232.2020
HARBOURVEST REGISTERED ADVISERS
Boston, MA
AUM
$538.7M
Wealth Mgmt
Team
296 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-348-3707
BRIGHT ROCK CAPITAL MANAGEMENT LLC
Hanover, MA
AUM
$536.0M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
781-982-6792
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
FLAGSHIP PRIVATE WEALTH
Woburn, MA
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(781) 756-0090
AUM
$444.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
978-697-5369
SHAWSPRING PARTNERS, LLC
Boston, MA
AUM
$438.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-310-5010
CUTLER CAPITAL MANAGEMENT
Worcester, MA
AUM
$430.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
508-757-4455
MCCARTER PRIVATE WEALTH SERVICES LLC
Boston, MA
AUM
$427.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-449-6500
GOODMAN ADVISORY GROUP, LLC
Needham, MA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(781) 559-0320
MAD RIVER INVESTORS
Boston, MA
AUM
$403.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-728-0333
PERENNIAL ADVISORS GROUP, LLC
Westford, MA
AUM
$397.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(978) 577-6025
RF&L WEALTH MANAGEMENT, LLC
Acton, MA
AUM
$381.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
978-263-3435
CENTURY EQUITY PARTNERS LLC
Boston, MA
AUM
$378.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-863-2950
AUOUR INVESTMENTS LLC
Woburn, MA
AUM
$378.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
978-338-4830
DONOGHUE FORLINES LLC
Boston, MA
AUM
$370.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
800.642.4276
COX CAPITAL MANAGEMENT LLC
Andover, MA
AUM
$361.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
978-475-3325
CRAWFORD FUND MANAGEMENT, LLC
Boston, MA
AUM
$356.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-274-5617
STANCE CAPITAL LLC
Boston, MA
AUM
$354.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
617-875-1062
CLARENDON PRIVATE LLC
Boston, MA
AUM
$352.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
(617) 927 7999