THE CLIFFORD GROUP LLC
Wayland, MA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(617) 600-2083
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA
446 advisers found
ATWATER WEALTH MANAGEMENT, INC.
Boston, MA
AUM
$248.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-723-1439
NEFPG
Burlington, MA
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-272-2200
1620 INVESTMENT ADVISORS, INC.
Plymouth, MA
AUM
$241.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-830-4778
TABLEAUX WEALTH
Great Barrington, MA
AUM
$229.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
413-264-2400
SUCCESSFUL MONEY STRATEGIES INC
Fall River, MA
AUM
$227.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(508) 730-2300
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(617) 214-2313
WINCAP FINANCIAL LLC
Boston, MA
AUM
$223.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(617) 590-3250
STRATEGIC PLANNING GROUP, INC.
Wellesley, MA
AUM
$218.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
781-444-9010
POLARIS INVESTMENT ADVISORS, LLC
Framingham, MA
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 481-2299
CUTTER FINANCIAL GROUP LLC
Falmouth, MA
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(508) 388-7175
APEX INVESTMENT GROUP
Hudson, MA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
7743510805
TRAUB CAPITAL MANAGEMENT
Needham, MA
AUM
$210.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
781-453-3929
FLYING POINT FINANCIAL, INC.
North Andover, MA
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(978) 975-3000
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-378-1382
FORNESS FINANCIAL LLC
Needham, MA
AUM
$202.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(781) 400-2604
WERNAU ASSET MANAGEMENT
Gloucester, MA
AUM
$202.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-871-0029
KEENAN FINANCIAL
Boston, MA
AUM
$202.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(978) 270-1193
KRAEMATON INVESTMENT ADVISORS, INC.
Braintree, MA
AUM
$201.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-9425
GENESIS WEALTH ADVISORS, LLC
Braintree, MA
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-344-1023
WH CORNERSTONE INVESTMENTS INC.
Duxbury, MA
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 797-9009
SECHREST FINANCIAL SERVICES
Acton, MA
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
978-795-1284
AUM
$198.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(603) 430-6001
CONSTANT GUIDANCE FINANCIAL, LLC
North Attleboro, MA
AUM
$198.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-207-8049