ST. GERMAIN INVESTMENT MANAGEMENT
Springfield, MA
AUM
$3.79B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
1-10
Fees
Percentage of AUM
413-733-5111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
BEAUMONT FINANCIAL PARTNERS
Needham, MA
AUM
$3.76B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781-400-2800
HOWLAND CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$3.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
617-357-9110
MOORS & CABOT, INC
Boston, MA
AUM
$3.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
85 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
800-426-0501
FLAGSHIP HARBOR ADVISORS, LLC
Boston, MA
AUM
$3.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(857) 350-4229
NORTHEAST INVESTMENT MANAGEMENT INC
Boston, MA
AUM
$3.27B
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-523-3588
EPG INCORPORATED
Framingham, MA
AUM
$3.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
781-235-2666
SANTANDER SECURITIES
Boston, MA
AUM
$3.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
108 advisors
Clients
More than 500
Fees
Percentage of AUM
866-736-6475
WINTHROP WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-530-1010
SVB WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6179124485
NUTTER INVESTMENT ADVISORS
Boston, MA
AUM
$2.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-439-2100
BIRCH HILL INVESTMENT ADVISORS LLC
Boston, MA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
617-502-8300
LEEWARD INVESTMENTS
Boston, MA
AUM
$2.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
617-468-6700
AUM
$2.84B
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
617-450-9300
EASTERLY INVESTMENT PARTNERS LLC
Beverly, MA
AUM
$2.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-231-4300
WINDROSE ADVISORS LLC
Waltham, MA
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
(617) 421-1750
THE PATRIOT FINANCIAL GROUP, LLC
Walpole, MA
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-251-6100
AUM
$2.57B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
781-276-4966
RETIREMENT RESOURCES INVESTMENT CORPORATION
Andover, MA
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
978-536-9000
NICHOLS & PRATT ADVISERS LLP
Boston, MA
AUM
$2.43B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-523-6800
MOODY, LYNN, LIEBERSON & WALKER, LLC
Boston, MA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
617-973-0590
WASHINGTON TRUST ADVISORS
Wellesley, MA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-7055
ANCHOR CAPITAL ADVISORS LLC
Boston, MA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-338-3800
GRANAHAN INVESTMENT MANAGEMENT LLC
Waltham, MA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-890-4412