BALDWIN WEALTH PARTNERS, LLC
Marion, MA
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(508) 748-0800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
TWELVE POINTS WEALTH MANAGEMENT
Concord, MA
AUM
$2.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
978-318-9500
FOSTER DYKEMA CABOT & PARTNERS, LLC
Waltham, MA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-423-3900
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-572-0109
MINOT DEBLOIS ADVISORS LLC
Boston, MA
AUM
$2.04B
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-557-7413
PORTOLAN CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-753-6400
BOSTON FAMILY OFFICE LLC
Boston, MA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-624-0800
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-951-9400
ROSE GROVE CAPITAL MANAGEMENT, LLC
Wellesley, MA
AUM
$1.94B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-304-1600
SHP WEALTH MANAGEMENT, LLC
Plymouth, MA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-746-2400
ARISTOTLE CAPITAL BOSTON, LLC
Boston, MA
AUM
$1.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
617-274-3700
TFC FINANCIAL MANAGEMENT INC
Boston, MA
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
617-210-6700
CATALYST FINANCIAL PARTNERS
Boston, MA
AUM
$1.72B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-239-8101
J.M. FORBES & CO. LLP
Boston, MA
AUM
$1.67B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-423-5705
ARMSTRONG ADVISORY GROUP INC.
Needham, MA
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(781) 433-0001
AUM
$1.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
617-227-3111
FIDUCIARY WEALTH PARTNERS, LLC
Newton Lower Falls, MA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
617-602-1900
CLOUGH CAPITAL PARTNERS, LP
Boston, MA
AUM
$1.51B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-204-3400
TA REALTY LLC
Boston, MA
AUM
$1.48B
Wealth MgmtTrusts & Estates
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
(617) 476-2700
ICAPITAL, LLC
Boston, MA
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617)542-8700
BAY COLONY ADVISORS
Concord, MA
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
978-369-7200
WINGATE WEALTH ADVISORS, INC.
Lexington, MA
AUM
$1.42B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-862-7100
CLARO ADVISORS INC.
Boston, MA
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(800) 604-2838
MSA FINANCIAL
Braintree, MA
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-843-3500