COMMONS CAPITAL, LLC
Needham, MA
AUM
$307.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(617) 431-7200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
FINER WEALTH MANAGEMENT, INC.
Salem, MA
AUM
$305.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
978-740-1011
MWA ASSET MANAGEMENT
Danvers, MA
AUM
$305.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-263-1600
ABBOT FINANCIAL MANAGEMENT, INC
Andover, MA
AUM
$303.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(978) 688-9010
MASSACHUSETTS WEALTH MANAGEMENT, LLC
North Andover, MA
AUM
$301.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
978-685-1050
OSMOSIS INVESTMENT MANAGEMENT US LLC
London, MA
AUM
$298.9M
Wealth MgmtInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM
+44 (0) 203 928 6555
FIVE CORNERS FINANCIAL SERVICES
Easton, MA
AUM
$292.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
508-297-2033
FOX HILL WEALTH MANAGEMENT
Dedham, MA
AUM
$290.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-613-2600
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 563-0044
MERIDIAN FINANCIAL ADVISORS, LLC
Holliston, MA
AUM
$283.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(508) 429-2600
AUM
$280.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-341-7800
ROCKINGSTONE ADVISORS
Great Barrington, MA
AUM
$280.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-430-2240
TSW WEALTH MANAGEMENT
Framingham, MA
AUM
$279.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-655-9303
IRONWOOD INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$278.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-757-7600
HERITAGE HOLDING
Boston, MA
AUM
$277.7M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-938-3664
OUELLETTE WEALTH ADVISORY LLC
Lexington, MA
AUM
$274.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-861-0766
SOUTH SHORE CAPITAL ADVISORS, LLC
Boston, MA
AUM
$272.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
781-740-9310
AJOVISTA
Boston, MA
AUM
$269.0M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(413) 419-0828
WOODSIDE WEALTH MANAGEMENT
Framingham, MA
AUM
$266.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-655-0210
AUM
$261.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-809-2338
AUM
$259.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-905-3042
RICHARDSON FINANCIAL SERVICES
Medway, MA
AUM
$256.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
508.533.2335
FAMILY FIDUCIARY SERVICES, INC.
Beverly, MA
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-922-0050
THE CLIFFORD GROUP LLC
Wayland, MA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(617) 600-2083