BOSTON STANDARD WEALTH MANAGEMENT, LLC
Winchester, MA
AUM
$647.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 721-0072
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
ARJUNA CAPITAL, LLC
Manchester, MA
AUM
$642.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(978) 704-0112
SINGLE POINT PARTNERS
Boston, MA
AUM
$641.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Fixed fees
617-600-0510
TIMBER CREEK CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$636.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
617-722-0855
ROSE PARK ADVISORS, LLC
Boston, MA
AUM
$629.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-849-9239
CAPSHIFT ADVISORS
West Newton, MA
AUM
$628.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-865-5096
SANDIA INVESTMENT MANAGEMENT LP
Boston, MA
AUM
$625.4M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(516) 946-8207
RIVERVIEW CAPITAL ADVISERS LLC
Boston, MA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-423-0080
KELLY FINANCIAL SERVICES LLC
Braintree, MA
AUM
$623.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-849-3090
TURAS CAPITAL MANAGEMENT
Boston, MA
AUM
$613.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(781)-691-9982
HOOPOE ADVISORS
Boston, MA
AUM
$610.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
617-708-0639
CALLODINE CREDIT MANAGEMENT
Boston, MA
AUM
$603.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER
617-880-7494
424 CAPITAL, LLC
Wakefield, MA
AUM
$584.5M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781-295-4000
WAVE EQUITY PARTNERS
Boston, MA
AUM
$563.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-350-9808
EMPIRICAL ASSET MANAGEMENT, LLC
Wellesley, MA
AUM
$560.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-431-2223
AUM
$556.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-897-9200
NAPIER FINANCIAL
Braintree, MA
AUM
$550.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-884-2300
MAY HILL CAPITAL, LLC
Cohasset, MA
AUM
$548.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-454-6641
BYRNE FINANCIAL FREEDOM, LLC
Franklin, MA
AUM
$546.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
508-528-9366
GRAY PRIVATE WEALTH, LLC
Canton, MA
AUM
$540.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781.232.2020
HARBOURVEST REGISTERED ADVISERS
Boston, MA
AUM
$538.7M
Wealth Mgmt
Team
296 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-348-3707
BRIGHT ROCK CAPITAL MANAGEMENT LLC
Hanover, MA
AUM
$536.0M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
781-982-6792
PEAK FINANCIAL MANAGEMENT INC
Wellesley, MA
AUM
$534.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(781) 487-9500
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Wellesley, MA
AUM
$532.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-591-0200