BARRY INVESTMENT ADVISORS, LLC
New Bedford, MA
AUM
$846.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-992-8601
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
PEDDOCK CAPITAL ADVISORS, LLC
Braintree, MA
AUM
$836.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(781) 848-0288
AEQUITAS INVESTMENT ADVISORS, LLC
Hingham, MA
AUM
$826.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-740-1199
NEW HARBOR FINANCIAL GROUP, LLC
Worcester, MA
AUM
$820.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-537-7701
J.P. MARVEL WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$820.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-342-5600
CLEAR BROOK ADVISORS, INC.
Boston, MA
AUM
$817.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
617-315-8979
NORTHSTAR ASSET MANAGEMENT, INC
Boston, MA
AUM
$805.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
617-522-2635
EAGLECLAW CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$803.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
617-314-0213
MCNAMARA FINANCIAL SERVICES, INC.
Marshfield, MA
AUM
$797.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-834-2010
FLAGSHIP WEALTH ADVISORS, LLC.
Wakefield, MA
AUM
$748.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-631-9997
CARR FINANCIAL GROUP
Worcester, MA
AUM
$744.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(508) 795-0264
CENTERPOINT ADVISORS, LLC
Needham, MA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(781) 400-1748
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Beverly, MA
AUM
$730.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
978-356-6333
CANBY FINANCIAL ADVISORS
Framingham, MA
AUM
$729.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
508-598-1082
AAF WEALTH MANAGEMENT, LLC
Westborough, MA
AUM
$727.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-366-9100
RENAISSANCE INVESTMENT GROUP, LLC
Lenox, MA
AUM
$726.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
413-445-2481
GREAT POINT WEALTH ADVISORS, LLC
Boston, MA
AUM
$725.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(617) 585-0050
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
Boston, MA
AUM
$712.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
617-342-3200
EXCALIBUR MANAGEMENT CORP
Waltham, MA
AUM
$712.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 916-9669
REDWOOD INVESTMENTS, LLC
Boston, MA
AUM
$710.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
617-467-3000
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Norwell, MA
AUM
$701.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
781-740-1786
RPG FAMILY WEALTH ADVISORY, LLC
Burlington, MA
AUM
$700.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 285-8600
WEST BRANCH CAPITAL LLC
Amherst, MA
AUM
$690.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-888-0534; 413-256-1225
SIHARUM ADVISORS, LLC
Boston, MA
AUM
$687.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(617) 428-7500