AUM
$371.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978-772-2156
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
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
U. S. BOSTON CAPITAL CORPORATION
Lincoln, MA
AUM
$359.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-259-1144
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
FACTOR INVESTING GROUP
Westborough, MA
AUM
$348.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(508) 366-6040
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
West Tisbury, MA
AUM
$342.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(508) 693-8850
M3 ADVISORY GROUP, LLC
Needham Heights, MA
AUM
$342.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(781) 371-2670
DIVERSIFIED FINANCIAL MANAGEMENT
Norwell, MA
AUM
$338.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-792-0440
ASSETGRADE, LLC
Boston, MA
AUM
$337.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
617-933-7257
LENK LADNER INVESTMENT SOLUTIONS LLC
Osterville, MA
AUM
$337.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-428-1645
BLUEDOOR PRIVATE WEALTH, LLC
Beverly, MA
AUM
$337.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-810-4604
COTTAGE STREET ADVISORS
Marion, MA
AUM
$333.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(508) 748-0709
GOOD HARBOR ADVISORS, INC.
Gloucester, MA
AUM
$333.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-515-7119
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
ESSEX PRIVATE WEALTH MANAGEMENT LLC
Topsfield, MA
AUM
$330.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(978) 887-5981
BOSTON FAMILY ADVISORS LLC
Boston, MA
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(617) 963-0904
GAME CREEK CAPITAL, LP
Boston, MA
AUM
$329.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-849-6589
PUREFI WEALTH, LLC
Boston, MA
AUM
$326.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 488-9320
FINANCIALLY IN TUNE
Stoneham, MA
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
781-587-0582
SAWYER & CO INC
Boston, MA
AUM
$320.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-227-7033
AUM
$317.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(401) 601-0185
FINIVI INC.
Westborough, MA
AUM
$308.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(508) 870-0440
MARATHON FINANCIAL GROUP
Boston, MA
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
857-201-3420