HIGH PINES WEALTH MANAGEMENT LLC
Duxbury, MA
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(617) 580-3141
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
SF ADVISERS, LLC
Boston, MA
AUM
$172.5M
Wealth MgmtInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-939-9900
AUM
$172.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
508-255-1651
ASSABET ADVISORS, LLC
Holden, MA
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(508) 351-9666
SEAMANS CAPITAL MANAGEMENT, LLC
Waltham, MA
AUM
$170.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-890-5225
TITANIUM ADVISORS, LLC
Franklin, MA
AUM
$169.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
508-528-3120
CORNERSTONE FINANCIAL MANAGEMENT LLC
Burlington, MA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-527-1238
AFG FIDUCIARY SERVICES
Hingham, MA
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 741-2540
NEW ENGLAND SCHOONER, INC.
Peabody, MA
AUM
$165.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
978-977-4757
NOBSCOT INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$164.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-237-2700
RADIUS WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 765-2200
BLUEBIRD WEALTH MANAGEMENT LLC
Medfield, MA
AUM
$154.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(508) 359-4349
HERITAGE WEALTH MANAGEMENT
Medford, MA
AUM
$153.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-620-9330
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
978-767-9501
FELIS ADVANTAGE, LP
Boston, MA
AUM
$150.0M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 702-7450
KALEEL INVESTMENT ADVISORS, LLC
Boston, MA
AUM
$145.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
617-338-8747
BTS ASSET MANAGEMENT, INC.
Lincoln, MA
AUM
$144.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
781-863-2545
APPLIED FUNDAMENTAL RESEARCH, LLC
Cambridge, MA
AUM
$142.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-360-7176
CLARITY RETIREMENT & WEALTH, LLC
New Bedford, MA
AUM
$139.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
774-992-7444
AUM
$136.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-800-7922
INTEGRITY FINANCIAL ADVISORS, LLC
Woburn, MA
AUM
$134.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
978-338-4830
CONDON WEALTH MANAGEMENT, INC.
Plymouth, MA
AUM
$122.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
508-746-7763
WORCESTER ADVISORS
Worcester, MA
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
508-753-7300
AUM
$116.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-738-9424