SHEPHERD FINANCIAL PARTNERS, LLC
Winchester, MA
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 756-1804
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
WEATHERBIE CAPITAL, LLC
Boston, MA
AUM
$1.34B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-951-2550
MARBLE HARBOR INVESTMENT COUNSEL, LLC
Boston, MA
AUM
$1.32B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-956-6710
PROMETHOS CAPITAL, LLC
Boston, MA
AUM
$1.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-535-9240
MONTIS FINANCIAL, LLC
Waltham, MA
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-541-5057
MIDDLETON & COMPANY INC.
Boston, MA
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
(617)357-5101
BERKSHIRE MONEY MANAGEMENT, INC.
Dalton, MA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-232-6072
CABOT WEALTH MANAGEMENT
Beverly, MA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-745-9233
WOODSTOCK CORPORATION
Boston, MA
AUM
$1.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-227-0600
THE DE BURLO GROUP, INC.
Boston, MA
AUM
$1.13B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
617-482-0275
MG FINANCIAL LLC
Braintree, MA
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-848-1163
WILKINS INVESTMENT COUNSEL, INC
Boston, MA
AUM
$1.12B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
617-951-9969
STAGE HARBOR FINANCIAL
Westwood, MA
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(781) 934-3130
ONE CHARLES PRIVATE WEALTH
Hingham, MA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
617-337-4208
AMERICAN INVESTMENT SERVICES INC
Great Barrington, MA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
413-591-4445
ZEVIN ASSET MANAGEMENT, LLC
Boston, MA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-742-6666
EAST COAST ASSET MANAGEMENT, LLC
Essex, MA
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
978-801-0860
SACHETTA, LLC
Lynnfield, MA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
781-233-4138
BRISTOL WEALTH GROUP
Taunton, MA
AUM
$985.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(508) 822-0122
STABLEPOINT PARTNERS, LLC
Braintree, MA
AUM
$930.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(781) 654-4600
93 FINANCIAL GROUP, LLC
Woburn, MA
AUM
$899.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
781-938-6361
NEW WORLD ADVISORS LLC
Hingham, MA
AUM
$884.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
781-749-6922
MOODY ALDRICH PARTNERS, LLC
Marblehead, MA
AUM
$864.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
781-639-2750
PINNEY & SCOFIELD, INC.
Cambridge, MA
AUM
$858.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
617-492-6223