PENSION & WEALTH MANAGEMENT ADVISORS
Waltham, MA
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
781-810-0800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
BOSTONPREMIER WEALTH
Hingham, MA
AUM
$525.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(617) 934-1100
FORT POINT CAPITAL
Boston, MA
AUM
$522.6M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-303-2123
FLOREK FINANCIAL, LLC
Duxbury, MA
AUM
$511.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-934-9400
CARL P. SHERR & CO., LLC
Worcester, MA
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
508-791-7126
AUM
$505.0M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges
419-350-8981
HASTINGS EQUITY PARTNERS, LLC
Boston, MA
AUM
$498.5M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7813149596
WINCOVE
Boston, MA
AUM
$488.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
(603) 770-9785
GREAT OAK CAPITAL PARTNERS, LLC
South Easton, MA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(508) 230-7100
ARBORSTONE FINANCIAL, LLC
Andover, MA
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-269-6344
WEALTH EFFECTS
Boston, MA
AUM
$472.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM
617-465-2560
ALLIANCE PRIVATE WEALTH, LLC
North Reading, MA
AUM
$466.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-276-1300
PALLADIN CONSUMER RETAIL PARTNERS, LLC
Boston, MA
AUM
$457.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-585-3800
CADENCE WEALTH MANAGEMENT LLC
Westborough, MA
AUM
$448.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(508) 898-0400
FLAGSHIP PRIVATE WEALTH
Woburn, MA
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(781) 756-0090
BEATON MANAGEMENT CO INC
Haverhill, MA
AUM
$445.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-372-3008
AUM
$444.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
978-697-5369
EAST BRIDGE CAPITAL MANAGEMENT LP
Boston, MA
AUM
$442.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-449-5992
ARTEMIS CAPITAL PARTNERS
Boston, MA
AUM
$441.5M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-327-5606
COHERE CAPITAL
Boston, MA
AUM
$440.6M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-245-4020
BARCA CAPITAL, LLC
West Newton, MA
AUM
$439.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-992-6334
SHAWSPRING PARTNERS, LLC
Boston, MA
AUM
$438.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-310-5010
CUTLER CAPITAL MANAGEMENT
Worcester, MA
AUM
$430.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
508-757-4455
MCCARTER PRIVATE WEALTH SERVICES LLC
Boston, MA
AUM
$427.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-449-6500