NORTH SHORE WEALTH MANAGEMENT
Westford, MA
AUM
$1.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-420-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
ATLAS CAPITAL INVESTMENT LLC
East Boston, MA
AUM
$1.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
929-933-8975
C. MICHAEL AMIN, LLC
Boston, MA
AUM
$881K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
857-243-8499
ABLE FINANCIAL PLANNING
West Brookfield, MA
AUM
$300K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-3459048
USA 401K
Springfield, MA
AUM
$8K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
413-636-1614
ANDOVER ADVISORY GROUP
North Andover, MA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
978-691-5005
ATLANTIC PLANNING GROUP, LLC
Waltham, MA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Hourly charges; Fixed fees
781-894-7000
GLOBAL VISION ADVISORS
Norwell, MA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
781-740-8883
JOHNSON O'CONNOR WEALTH MANAGEMENT
Wakefield, MA
AUM
—
Trusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
REFERRAL FEES FROM A SINGLE RIA
781-914-3400
THE FAMILY FINANCIAL GROUP
Newton Centre, MA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges
410-583-5540
WESTLAND GATE CAPITAL, LLC
Holliston, MA
AUM
—
Trusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
617-395-9498
WILLOW PARTNER ADVISORS, LLC
Prides Crossing, MA
AUM
$0
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-279-3685
FIDUCIARY TRUST INTERNATIONAL, LLC
Lincoln, MA
AUM
$7.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
781-274-9300
Full profileNo website
360 ONE PORTFOLIO MANAGERS LIMITED
Mumbai, MA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+91 22 4876 5600
Full profileNo website
S & CO., INC.
Boston, MA
AUM
$2.46B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-227-8660
Full profileNo website
CASTLE ROCK ADVISORS LLC
Boston, MA
AUM
$2.38B
Financial PlanningWealth MgmtTrusts & Estates
Team
27 advisors
Clients
26-50
Fees
Percentage of AUM; COST REIMBURSEMENT
617-227-0050
Full profileNo website
SAFFORD NICHOLAS H & CO INC
Rockport, MA
AUM
$1.80B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
978-546-2462
Full profileNo website
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Springfield, MA
AUM
$1.21B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
413-784-0990
Full profileNo website
O'ROURKE & COMPANY, INCORPORATED
Boston, MA
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-482-4200
Full profileNo website
TYLER STREET CAPITAL
Plymouth, MA
AUM
$491.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
508-648-4684
Full profileNo website
EXCHANGE PLACE ADVISORS, LLC
Sudbury, MA
AUM
$379.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-443-4405
Full profileNo website
AUM
$325.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
586-295-2099
Full profileNo website
AUM
$323.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
978-468-2213
Full profileNo website
HARBOR ISLAND CAPITAL LLC
Topsfield, MA
AUM
$277.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
978-887-3174
Full profileNo website