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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
AUM
$136.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-800-7922
AUM
$135.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
603-819-5323
AUM
$135.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
508-954-9745
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
BREAKWATER FINANCIAL, LLC
Needham, MA
AUM
$127.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-849-8019
MOORE FINANCIAL ADVISORS, LTD.
Belmont, MA
AUM
$127.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-393-9999
ASHWOOD ADVISORS
Medfield, MA
AUM
$126.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(508) 359-9442
TWIN GRYPHON ADVISORS LLC
Marshfield, MA
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(781) 319-0098
TQM WEALTH PARTNERS
Marblehead, MA
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-990-3599
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
BOSTON PORTFOLIO ADVISERS
Boston, MA
AUM
$121.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-227-7807
HANOVER STRATEGIC MANAGEMENT, LLC
Wellesley, MA
AUM
$120.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-489-3668
WORCESTER ADVISORS
Worcester, MA
AUM
$120.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
508-753-7300
RHEECO, INC.
Natick, MA
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(508) 655-1185
GREENPORT CAPITAL ADVISORS
Marlborough, MA
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
978-393-3090
SOUTH SHORE INVESTMENT SERVICES LLC
Norwell, MA
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(781) 887-8978
AUM
$116.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-738-9424
BEYOND YOUR HAMMOCK LLC
Boston, MA
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-446-3841
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-549-1990
SIGNAL RIDGE CAPITAL PARTNERS, LLC
Framingham, MA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-607-3222
PARAGON FINANCIAL ADVISORS
Newton, MA
AUM
$113.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
617-641-2446
CHARLES RIVER WEALTH MANAGEMENT, LLC
Burlington, MA
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 270-5400
O.F.O. PARTNERS, LLC
Hingham, MA
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(617) 829-8800