OPTIMAL WEALTH
Sudbury, MA
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(617) 277-4453
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
FAMILY PARTNERS CAPITAL, LLC
Hamilton, MA
AUM
$92.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
978-712-2990
ALGORITHMIC INVESTMENT MODELS
Boston, MA
AUM
$90.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; WRAP MANAGER AND SUB-ADVISOR
888-777-0535
BOUNTY MANAGEMENT CORP
Boston, MA
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
617-357-8285
DODGE WEALTH MANAGEMENT
Foxboro, MA
AUM
$89.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
508-543-3500
WAKELY INVESTMENT MANAGEMENT
Boston, MA
AUM
$86.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(617) 850-9091
MAIN EFFORT FINANCIAL, INC.
Holliston, MA
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(508) 893-9990
BORTOLUSSI WEALTH MANAGEMENT, INC.
Southborough, MA
AUM
$86.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(508) 416-3534
HERITAGE FINANCIAL NETWORK, INC.
Concord, MA
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-371-2954
COLLABORATIVE WEALTH ADVISORS, LLC
Westford, MA
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
978-392-3630
TROMBLEY WEALTH MANAGEMENT
Wilbraham, MA
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(413) 596-6992
STRATEGIC WEALTH MANAGEMENT LLC
South Natick, MA
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
508-975-3700
COPPER BEECH WEALTH MANAGEMENT
Mansfield, MA
AUM
$78.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(508) 290-0550
THURSTON HALL INVESTMENT RESEARCH, LLC
Newton, MA
AUM
$78.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-459-6042
NEW ENGLAND FINANCIAL GROUP
Plymouth, MA
AUM
$77.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-224-0222
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-598-1377
AUM
$71.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
9788867388
KONDRACKI ADVISORY, LLC
Hingham, MA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
781 556 5304
SEIDMAN INVESTMENT PORTFOLIOS
Vineyard Haven, MA
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
508 696-0330
GRANITE WEALTH MANAGEMENT LLC
Plymouth, MA
AUM
$68.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-746-4228
ROMAN RETIREMENT PLANNING, LLC
Mashpee, MA
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(774) 602-5196
US ADVISORY GROUP
Beverly, MA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-246-0222
CIO WEALTH MANAGEMENT, INC.
Sudbury, MA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-287-1405
EAST HORIZON INVESTMENTS
Cambridge, MA
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
617 4012704