COLMAN KNIGHT ADVISORY GROUP, LLC
Acton, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
978-371-2015
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
FINARC INVESTMENTS, INC.
Norwood, MA
AUM
$187.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-762-8080
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-729-1094
HIGH PINES WEALTH MANAGEMENT LLC
Duxbury, MA
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(617) 580-3141
AUM
$183.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617-308-5087
RIGHTHAND CAPITAL, LLC
West Newton, MA
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617) 430-7770
EPILOG PARTNERS, LP.
Boston, MA
AUM
$181.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-263-1454
TIMMONS WEALTH MANAGEMENT
Attleboro, MA
AUM
$179.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING
(774) 331-2172
SPRING LAKE EQUITY GP LLC
Burlington, MA
AUM
$179.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees
617 391 6341
THE WATERMILL GROUP
Boston, MA
AUM
$178.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
781-891-6660
PROSPERITEA PLANNING
Greenfield, MA
AUM
$176.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
413-829-4832
SIPPICAN CAPITAL ADVISORS
Boston, MA
AUM
$175.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
857-263-8101
FMA WEALTH MANAGEMENT, LLC
Duxbury, MA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-934-7880
LEVATUS LLC
Boston, MA
AUM
$173.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 505-4710
SF ADVISERS, LLC
Boston, MA
AUM
$172.5M
Wealth MgmtInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-939-9900
AUM
$172.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
508-255-1651
FINANCIAL SOLUTIONS ASSOCIATES
Dedham, MA
AUM
$171.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781-251-0505
ASSABET ADVISORS, LLC
Holden, MA
AUM
$171.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(508) 351-9666
SEAMANS CAPITAL MANAGEMENT, LLC
Waltham, MA
AUM
$170.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-890-5225
TITANIUM ADVISORS, LLC
Franklin, MA
AUM
$169.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
508-528-3120
CORNERSTONE FINANCIAL MANAGEMENT LLC
Burlington, MA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-527-1238
WINTHROP SQUARE CAPITAL, L.P.
Boston, MA
AUM
$166.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-340-7670
AFG FIDUCIARY SERVICES
Hingham, MA
AUM
$166.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 741-2540
NEW ENGLAND SCHOONER, INC.
Peabody, MA
AUM
$165.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
978-977-4757