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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
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
WILKINS INVESTMENT COUNSEL, INC
Boston, MA
AUM
$1.12B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
617-951-9969
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
TWIN OAK ETF COMPANY
Wellesley, MA
AUM
$1.06B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-402-5495
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
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
AUM
$984.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
917-319-4683
CONSTITUTION CAPITAL PM, L. P.
Andover, MA
AUM
$910.8M
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
978-749-9600
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
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
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
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
AUM
$734.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(860) 839-0257
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