BRECKINRIDGE CAPITAL ADVISORS INC
Boston, MA
AUM
$54.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM
617-443-0779
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
GW&K INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$52.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
617-236-8900
PARTNERS CAPITAL INVESTMENT GROUP, LLP
Boston, MA
AUM
$50.51B
Wealth MgmtTrusts & EstatesRetirement
Team
102 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-292-2570
SCS CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$48.65B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
617-204-6400
PANAGORA ASSET MANAGEMENT INC
Boston, MA
AUM
$44.13B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-439-6300
THE PUTNAM ADVISORY COMPANY, LLC
Boston, MA
AUM
$33.19B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-292-1000
AUM
$25.95B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-235-7100
AUM
$24.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 428-7100
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
Boston, MA
AUM
$23.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-695-3504
CAPITAL ADVISORS GROUP, INC
Boston, MA
AUM
$23.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
617-630-8100
RWA WEALTH PARTNERS
Boston, MA
AUM
$19.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(857) 255-2100
INTEGRATED WEALTH CONCEPTS LLC
Waltham, MA
AUM
$18.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
491 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 890-3045
BALLENTINE PARTNERS
Waltham, MA
AUM
$15.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
781-314-1300
CW ADVISORS, LLC
Boston, MA
AUM
$15.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(617) 428-7600
CONGRESS ASSET MANAGEMENT COMPANY, LLP
Boston, MA
AUM
$14.20B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-428-4300
AUM
$12.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-523-6531
APPLETON PARTNERS, INC.
Boston, MA
AUM
$12.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
617-338-0700
SENTINEL PENSION ADVISORS, LLC.
Wakefield, MA
AUM
$11.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
781-914-1361
SHEPHERD KAPLAN KROCHUK, LLC
Boston, MA
AUM
$10.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-896-1600
CHOATE INVESTMENT ADVISORS
Boston, MA
AUM
$10.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-973-4900
MEKETA INVESTMENT GROUP INC
Westwood, MA
AUM
$9.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
118 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
781-471-3500
WELCH & FORBES LLC
Boston, MA
AUM
$9.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-523-1635
F L PUTNAM INVESTMENT MANAGEMENT CO.
Lynnfield, MA
AUM
$9.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
90 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
800-344-3435
AUM
$9.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
101 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-563-7000