STONEHEARTH CAPITAL MANAGEMENT
Danvers, MA
AUM
$425.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-624-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
SPRING LANE CAPITAL
Boston, MA
AUM
$424.7M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
5145857606
EMBLEM GROUP, L.P.
Boston, MA
AUM
$419.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-208-2409
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
Boston, MA
AUM
$419.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-824-1000
GOODMAN ADVISORY GROUP, LLC
Needham, MA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(781) 559-0320
HLM MANAGEMENT CO., LLC
Waltham, MA
AUM
$411.4M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-266-0030
J.R. PRUNIER CAPITAL MANAGEMENT LLC
Holden, MA
AUM
$407.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
508-756-8080
MAD RIVER INVESTORS
Boston, MA
AUM
$403.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-728-0333
PERENNIAL ADVISORS GROUP, LLC
Westford, MA
AUM
$397.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(978) 577-6025
BEACON FINANCIAL PLANNING, INC
Hyannis, MA
AUM
$397.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
508-790-7039
DARROW WEALTH MANAGEMENT
Needham, MA
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
978-369-5144
PROCTOR FINANCIAL
Sherborn, MA
AUM
$382.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-0405
RF&L WEALTH MANAGEMENT, LLC
Acton, MA
AUM
$381.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
978-263-3435
CENTURY EQUITY PARTNERS LLC
Boston, MA
AUM
$378.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-863-2950
AUOUR INVESTMENTS LLC
Woburn, MA
AUM
$378.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
978-338-4830
LIVELIFE CAPITAL PARTNERS LLC
Southborough, MA
AUM
$372.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(978) 315-0230
AUM
$371.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978-772-2156
DONOGHUE FORLINES LLC
Boston, MA
AUM
$370.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
800.642.4276
COX CAPITAL MANAGEMENT LLC
Andover, MA
AUM
$361.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
978-475-3325
U. S. BOSTON CAPITAL CORPORATION
Lincoln, MA
AUM
$359.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-259-1144
CRAWFORD FUND MANAGEMENT, LLC
Boston, MA
AUM
$356.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-274-5617
STANCE CAPITAL LLC
Boston, MA
AUM
$354.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
617-875-1062
10TALENTS INVESTORS, LLC
Foxborough, MA
AUM
$353.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(508) 549-5799
CLARENDON PRIVATE LLC
Boston, MA
AUM
$352.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
(617) 927 7999