93 FINANCIAL GROUP, LLC
Woburn, MA
AUM
$899.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
781-938-6361
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
NEW WORLD ADVISORS LLC
Hingham, MA
AUM
$884.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
781-749-6922
MOODY ALDRICH PARTNERS, LLC
Marblehead, MA
AUM
$864.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
781-639-2750
PINNEY & SCOFIELD, INC.
Cambridge, MA
AUM
$858.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
617-492-6223
BARRY INVESTMENT ADVISORS, LLC
New Bedford, MA
AUM
$846.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-992-8601
OPENVIEW ADVISORS, LLC
Boston, MA
AUM
$839.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-478-7500
PEDDOCK CAPITAL ADVISORS, LLC
Braintree, MA
AUM
$836.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(781) 848-0288
DENALI GROWTH PARTNERS
Boston, MA
AUM
$830.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-758-8673
NEW HERITAGE CAPITAL, LLC
Boston, MA
AUM
$830.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Performance-based fees; % OF INVESTED CAPITAL, % OF COMMITTED CAPITAL OR % OF COST BASIS
617-439-0688
AEQUITAS INVESTMENT ADVISORS, LLC
Hingham, MA
AUM
$826.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-740-1199
NEW HARBOR FINANCIAL GROUP, LLC
Worcester, MA
AUM
$820.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-537-7701
J.P. MARVEL WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$820.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-342-5600
CLEAR BROOK ADVISORS, INC.
Boston, MA
AUM
$817.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
617-315-8979
POLEN CAPITAL CLO MANAGEMENT, LLC
Waltham, MA
AUM
$808.4M
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-283-8500
NORTHSTAR ASSET MANAGEMENT, INC
Boston, MA
AUM
$805.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
617-522-2635
CLARUS VENTURES, LLC
Cambridge, MA
AUM
$805.6M
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-949-2200
EAGLECLAW CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$803.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-314-0213
MCNAMARA FINANCIAL SERVICES, INC.
Marshfield, MA
AUM
$797.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-834-2010
ASTIRA CAPITAL PARTNERS LP
Boston, MA
AUM
$777.3M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-238-6010
TREMONT REALTY CAPITAL LLC
Newton, MA
AUM
$763.3M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Performance-based fees; A PERCENTAGE OF THE EQUITY OF A CLIENT
617-867-0700
FLAGSHIP WEALTH ADVISORS, LLC.
Wakefield, MA
AUM
$748.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-631-9997
CARR FINANCIAL GROUP
Worcester, MA
AUM
$744.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(508) 795-0264
STRIDE CONSUMER
Boston, MA
AUM
$740.3M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(781) 208-7375
AUM
$734.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(860) 839-0257