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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
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
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
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
KANAME CAPITAL, L.P.
Boston, MA
AUM
$319.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-841-7705
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
FINER WEALTH MANAGEMENT, INC.
Salem, MA
AUM
$305.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
978-740-1011
ABBOT FINANCIAL MANAGEMENT, INC
Andover, MA
AUM
$303.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(978) 688-9010
OSMOSIS INVESTMENT MANAGEMENT US LLC
London, MA
AUM
$298.9M
Wealth MgmtInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM
+44 (0) 203 928 6555
FOX HILL WEALTH MANAGEMENT
Dedham, MA
AUM
$290.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-613-2600
AUM
$280.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-341-7800
ROCKINGSTONE ADVISORS
Great Barrington, MA
AUM
$280.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-430-2240
IRONWOOD INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$278.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-757-7600
AUM
$261.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-809-2338
RICHARDSON FINANCIAL SERVICES
Medway, MA
AUM
$256.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
508.533.2335
FAMILY FIDUCIARY SERVICES, INC.
Beverly, MA
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-922-0050
JULEX CAPITAL MANAGEMENT
Natick, MA
AUM
$246.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
7817078319