SAVVI FINANCIAL LLC
Waltham, MA
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
781-583-7011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
LIGHTHOUSE CAPITAL, LLC
Boston, MA
AUM
$44.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
617-980-1183
BRIO FINANCIAL PLANNING
Quincy, MA
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
617-934-0419
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-450-1001
SILVER PINE CAPITAL, LLC
Medfield, MA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-302-6221
RIDLEY COVE FINANCIAL ADVISORS LLC
Newton, MA
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-791-3811
PARKMOUNT FINANCIAL PARTNERS LLC
Scituate, MA
AUM
$40.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-314-0399
SW PRIVATE WEALTH, LLC
Needham, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
617-866-0998
DAVINCI CAPITAL MANAGEMENT INC.
Cambridge, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-354-3222
MCCURDY & ANDREW INVESTMENTS, LLC
Sturbridge, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-347-8107
BENTLEY WEALTH MANAGEMENT, LLC
Marblehead, MA
AUM
$38.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
781-990-0808
MACDONALD WEALTH MANAGEMENT, LLC
Mansfield, MA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-500-9960
CRYSTAL CAPITAL MANAGEMENT CORPORATION
Saugus, MA
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
781-233-2204
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
Arlington, MA
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
781-641-5700
MAIN STREET FINANCIAL ADVISORY LLC
West Newbury, MA
AUM
$35.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 797-4916
SOUTH COAST PLANNING & WEALTH MANAGEMENT
Fall River, MA
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
508-290-0411
DORFMAN VALUE INVESTMENTS LLC
Boston, MA
AUM
$35.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-542-8888
SINGLE TRACK FINANCIAL, INC.
Woburn, MA
AUM
$34.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
781-939-6830
TGA CAPITAL MANAGEMENT
Braintree, MA
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5082249646
MEETING HOUSE CAPITAL, LLC
Concord, MA
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-245-6811
CERES FINANCIAL GROUP, INC.
Stoughton, MA
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-344-4401
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.
Amherst, MA
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
413.259.1900
PIER 42 ADVISORS
South Dennis, MA
AUM
$29.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(508) 258-9300
NICHOLS INVESTMENT ADVISORY SERVICES
Mashpee, MA
AUM
$29.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; PERFORMANCE REPORTING
508-539-1155