SANDY COVE ADVISORS, LLC
Hingham, MA
AUM
$684.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-622-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
MONUMENT GROUP WEALTH ADVISORS, LLC
Concord, MA
AUM
$678.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-369-7705
BOSTON RESEARCH AND MANAGEMENT, INC.
Manchester, MA
AUM
$676.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(978) 526-9700
LITTLE HOUSE CAPITAL, LLC
Braintree, MA
AUM
$675.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-545-5600
BECK BODE LLC
Dedham, MA
AUM
$666.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-209-2224
ALTA WEALTH ADVISORS LLC
Woburn, MA
AUM
$664.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
781-404-6909
COMPASS CAPITAL CORPORATION
Braintree, MA
AUM
$663.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-535-6083
ASSET STRATEGY ADVISORS, LLC
Wayland, MA
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-235-4426
BOSTON STANDARD WEALTH MANAGEMENT, LLC
Winchester, MA
AUM
$647.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 721-0072
ARJUNA CAPITAL, LLC
Manchester, MA
AUM
$642.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
(978) 704-0112
SINGLE POINT PARTNERS
Boston, MA
AUM
$641.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Fixed fees
617-600-0510
TIMBER CREEK CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$636.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
617-722-0855
CAPSHIFT ADVISORS
West Newton, MA
AUM
$628.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-865-5096
RIVERVIEW CAPITAL ADVISERS LLC
Boston, MA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-423-0080
KELLY FINANCIAL SERVICES LLC
Braintree, MA
AUM
$623.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-849-3090
HOOPOE ADVISORS
Boston, MA
AUM
$610.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
617-708-0639
EMPIRICAL ASSET MANAGEMENT, LLC
Wellesley, MA
AUM
$560.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-431-2223
NAPIER FINANCIAL
Braintree, MA
AUM
$550.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-884-2300
MAY HILL CAPITAL, LLC
Cohasset, MA
AUM
$548.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-454-6641
BYRNE FINANCIAL FREEDOM, LLC
Franklin, MA
AUM
$546.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
508-528-9366
GRAY PRIVATE WEALTH, LLC
Canton, MA
AUM
$540.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
781.232.2020
PEAK FINANCIAL MANAGEMENT INC
Wellesley, MA
AUM
$534.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(781) 487-9500
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Wellesley, MA
AUM
$532.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-591-0200
PENSION & WEALTH MANAGEMENT ADVISORS
Waltham, MA
AUM
$529.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
781-810-0800