SIGNAL RIDGE CAPITAL PARTNERS, LLC
Framingham, MA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-607-3222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
PARAGON FINANCIAL ADVISORS
Newton, MA
AUM
$113.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
617-641-2446
CHARLES RIVER WEALTH MANAGEMENT, LLC
Burlington, MA
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 270-5400
O.F.O. PARTNERS, LLC
Hingham, MA
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(617) 829-8800
RENAISSANCE WEALTH ADVISORS, LLC
Newton, MA
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 663-5595
QUABBIN ADVISORS
Amherst, MA
AUM
$109.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
413-313-5037
ALTERNATIVE CAPITALIS, LLC
Wrentham, MA
AUM
$107.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
551-258-3476 / 617-841-7141
GREENWAY FINANCIAL ADVISORS LLC
Burlington, MA
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
339-234-9098
AUM
$107.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · PERCENTAGE OF PLAN ASSETS +1 more
212-879-7498
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(508) 980-0999
BUTTERWORTH FINANCIAL LLC
Danvers, MA
AUM
$103.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-792-8492
ROCKY HILL ADVISORS INC.
Peabody, MA
AUM
$102.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-531-5900
NEEDHAM ADVISORY CORPORATION
North Andover, MA
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978 681-8821
SEQUENTIS CAPITAL LLC
Boston, MA
AUM
$101.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(617) 419-7133
TAX & INVESTMENT ADVISORS
Newburyport, MA
AUM
$101.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(978) 255-1128
ADVANCED PORTFOLIO DESIGN, LLC
Westford, MA
AUM
$100.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
978-850-4910
TIMBUKTU CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(857) 419-3809
TIMOTHY CHARLES FINANCIAL, LLC
Lynnfield, MA
AUM
$98.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(781) 595-7900
GARRETT NAGLE & CO., INC.
Woburn, MA
AUM
$98.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
617-737-9090
BRISBOIS CAPITAL MANAGEMENT LLC
Wilmington, MA
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
888-680-6886
SALTBOX FINANCIAL LLC
Amesbury, MA
AUM
$97.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-572-2071
EASTWARD CAPITAL PARTNERS, LLC
West Newton, MA
AUM
$96.0M
Team
7 advisors
Clients
0
Fees
Performance-based fees; PERCENTAGE OF RETURNED CAPITAL
617-969-6700
OKEMO CAPITAL MANAGEMENT, LLC
Stow, MA
AUM
$95.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
978-897-0600
DJG FINANCIAL SERVICES, INC.
East Weymouth, MA
AUM
$95.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
781-331-8811