ATWATER WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$248.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-723-1439
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
JULEX CAPITAL MANAGEMENT
Natick, MA
AUM
$246.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
7817078319
NEFPG
Burlington, MA
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-272-2200
ALTERNATIVE FUND ADVISORS, LLC
Boston, MA
AUM
$245.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
844-850-5809
LITTLE HARBOR ADVISORS, LLC
Marblehead, MA
AUM
$242.6M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; MODEL DELIVERY FEES.
781-639-3000
1620 INVESTMENT ADVISORS, INC.
Plymouth, MA
AUM
$241.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-830-4778
CASTANEA PARTNERS INC.
Newton, MA
AUM
$239.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-630-2400
NINTH ETERNITY ASSET MANAGEMENT LLC
Cambridge, MA
AUM
$238.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
508-638-8199
OT MANAGEMENT, LLC
Boston, MA
AUM
$232.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-462-3524
TABLEAUX WEALTH
Great Barrington, MA
AUM
$229.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
413-264-2400
SUCCESSFUL MONEY STRATEGIES INC
Fall River, MA
AUM
$227.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(508) 730-2300
WORLDLY PARTNERS MANAGEMENT, LLC
Needham, MA
AUM
$226.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
917-818-0035
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(617) 214-2313
GLOBAL DELTA CAPITAL, LLC
Somerville, MA
AUM
$224.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
501-952-9465
LIONSTONE INVESTMENTS
Boston, MA
AUM
$224.4M
Wealth MgmtRetirementInstitutional
Team
3 employees
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
8002252365
WINCAP FINANCIAL LLC
Boston, MA
AUM
$223.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(617) 590-3250
COLRAIN CAPITAL LLC
Boston, MA
AUM
$222.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
617-897-5800
STRATEGIC PLANNING GROUP, INC.
Wellesley, MA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
781-444-9010
POLARIS INVESTMENT ADVISORS, LLC
Framingham, MA
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 481-2299
CUTTER FINANCIAL GROUP LLC
Falmouth, MA
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(508) 388-7175
AUM
$214.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
781-856-4721
JMC MANAGEMENT, LLC
Boston, MA
AUM
$211.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-338-1144
APEX INVESTMENT GROUP
Hudson, MA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
7743510805
TRAUB CAPITAL MANAGEMENT
Needham, MA
AUM
$210.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
781-453-3929