1620 INVESTMENT ADVISORS, INC.
Plymouth, MA
AUM
$241.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-830-4778
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
TABLEAUX WEALTH
Great Barrington, MA
AUM
$229.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
413-264-2400
SUCCESSFUL MONEY STRATEGIES INC
Fall River, MA
AUM
$227.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(508) 730-2300
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(617) 214-2313
WINCAP FINANCIAL LLC
Boston, MA
AUM
$223.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(617) 590-3250
COLRAIN CAPITAL LLC
Boston, MA
AUM
$222.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
617-897-5800
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
POLARIS INVESTMENT ADVISORS, LLC
Framingham, MA
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 481-2299
CUTTER FINANCIAL GROUP LLC
Falmouth, MA
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(508) 388-7175
AUM
$214.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
781-856-4721
APEX INVESTMENT GROUP
Hudson, MA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
7743510805
TRAUB CAPITAL MANAGEMENT
Needham, MA
AUM
$210.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
781-453-3929
MASON CAPITAL PARTNERS
Boston, MA
AUM
$210.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
617-228-5190
FLYING POINT FINANCIAL, INC.
North Andover, MA
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(978) 975-3000
OSBON CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$205.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-217-2772
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-378-1382
FORNESS FINANCIAL LLC
Needham, MA
AUM
$202.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(781) 400-2604
WERNAU ASSET MANAGEMENT
Gloucester, MA
AUM
$202.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-871-0029
KEENAN FINANCIAL
Boston, MA
AUM
$202.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(978) 270-1193
KRAEMATON INVESTMENT ADVISORS, INC.
Braintree, MA
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-9425
GENESIS WEALTH ADVISORS, LLC
Braintree, MA
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-344-1023
WH CORNERSTONE INVESTMENTS INC.
Duxbury, MA
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 797-9009
SECHREST FINANCIAL SERVICES
Acton, MA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
978-795-1284
AUM
$198.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(603) 430-6001