NATHANAEL R. BRAYTON, CFA
Boston, MA
AUM
$96.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-988-2828
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
CLARY FINANCIAL, INC
So. Easton, MA
AUM
$92.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
508-238-8868
Full profileNo website
DOWNEY CAPITAL MANAGEMENT, INC.
Boston, MA
AUM
$86.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-338-4866
Full profileNo website
SPENCER BROOK ASSET MANAGEMENT, LLC
Concord, MA
AUM
$86.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617-828-7795
Full profileNo website
PASHADRE CAPITAL MANAGEMENT, INC
S. Weymouth, MA
AUM
$83.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-337-7766
Full profileNo website
GALLUGI WEALTH MANAGEMENT, LLC
North Reading, MA
AUM
$76.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
978-664-9909
Full profileNo website
HERITAGE HOUSE ASSET MANAGEMENT
Boston, MA
AUM
$72.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
617-482-8877
Full profileNo website
HEAPHY INVESTMENTS, LLC
Springfield, MA
AUM
$67.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
413-736-8805
Full profileNo website
GREGORY M DOHERTY, CPA
Dedham, MA
AUM
$66.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
781-461-0212
Full profileNo website
MURRAY FINANCIAL ADVISORS LLC
Tyngsboro, MA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(978) 649-5677
Full profileNo website
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
Chelmsford, MA
AUM
$45.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
978-453-2222
Full profileNo website
MS FINANCIAL SERVICES, LLC
Reading, MA
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(781) 944-4960
Full profileNo website
ZEN WEALTH ADVISORS, LLC
Marlborough, MA
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
508-719-0288
Full profileNo website
C.J.GILBERT FINANCIAL LLC
Weston, MA
AUM
$27.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
781-899-4853
Full profileNo website
PARKSTONE INVESTMENTS, LLC
Newton, MA
AUM
$24.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
617-549-2963
Full profileNo website
LOYND CAPITAL MANAGEMENT
Marblehead, MA
AUM
$24.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-639-1400
Full profileNo website
PENFACS FINANCIAL SERVICES
Southborough, MA
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
603-893-3563
Full profileNo website
BOGLE WEALTH MANAGEMENT, LLC
Yarmouth Port, MA
AUM
$20.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(508) 737-7321
Full profileNo website
HARVEST CAPITAL MANAGEMENT, LLC
Quincy, MA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(617) 413-5884
Full profileNo website
PORTFOLIOSBOSTON
East Dennis, MA
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
617-721-6392
Full profileNo website
TRIBECA INVESTMENT INC.
Chestnut Hill, MA
AUM
$19.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-638-8199
Full profileNo website
SIMPSON INVESTMENT COUNSEL
Lexington, MA
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
781-863-0250
Full profileNo website
LMC INVESTMENTS, INC.
Wellesley, MA
AUM
$17.2M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
781-237-6767
Full profileNo website
FG&G FINANCIAL SERVICES, LLC
Danvers, MA
AUM
$15.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
978-605-5030
Full profileNo website