MASON CAPITAL PARTNERS
Boston, MA
AUM
$210.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
617-228-5190
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
FLYING POINT FINANCIAL, INC.
North Andover, MA
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(978) 975-3000
OSBON CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$205.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-217-2772
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-378-1382
FORNESS FINANCIAL LLC
Needham, MA
AUM
$202.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(781) 400-2604
WERNAU ASSET MANAGEMENT
Gloucester, MA
AUM
$202.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-871-0029
KEENAN FINANCIAL
Boston, MA
AUM
$202.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(978) 270-1193
KRAEMATON INVESTMENT ADVISORS, INC.
Braintree, MA
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-9425
FULHAM & CO
Wellesley, MA
AUM
$200.2M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
781-235-2266
GENESIS WEALTH ADVISORS, LLC
Braintree, MA
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-344-1023
WH CORNERSTONE INVESTMENTS INC.
Duxbury, MA
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 797-9009
SECHREST FINANCIAL SERVICES
Acton, MA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
978-795-1284
AUM
$198.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(603) 430-6001
CONSTANT GUIDANCE FINANCIAL, LLC
North Attleboro, MA
AUM
$198.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-207-8049
AUM
$195.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781.923.0975
CAMBRIDGE CAPE COD ADVISORS, LLC
Sandwich, MA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
101-250
Fees
Percentage of AUM; Fixed fees
508-888-9300
INNOVATIVE ADVISORY GROUP
Lexington, MA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-577-2782
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
BALANCED ROCK INVESTMENT ADVISORS
Roslindale, MA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-971-8323
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
ARCADIA FUNDS
Burlington, MA
AUM
$192.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781.418.1049
PARK STATE ASSET MANAGEMENT LLC
Beverly, MA
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978.529.2395
AUM
$191.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
401-519-9000
ROTHWELL INVESTMENT ADVISORS
Salem, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-594-8828