NORTHEAST INVESTMENT MANAGEMENT INC
Boston, MA
AUM
$3.27B
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-523-3588
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
FALCON INVESTMENT ADVISORS, LLC
Boston, MA
AUM
$3.27B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 412-2700
EPG INCORPORATED
Framingham, MA
AUM
$3.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
781-235-2666
SANTANDER SECURITIES
Boston, MA
AUM
$3.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
108 advisors
Clients
More than 500
Fees
Percentage of AUM
866-736-6475
WINTHROP WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
617-530-1010
SVB WEALTH
Boston, MA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
6179124485
AMPERSAND CAPITAL PARTNERS
Boston, MA
AUM
$3.09B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-239-0700
ALPHASIMPLEX GROUP, LLC
Boston, MA
AUM
$3.09B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-475-7100
AEW CAPITAL MANAGEMENT LP
Boston, MA
AUM
$3.02B
Wealth MgmtInstitutional
Team
130 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
617-261-9000
NUTTER INVESTMENT ADVISORS
Boston, MA
AUM
$2.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-439-2100
BIRCH HILL INVESTMENT ADVISORS LLC
Boston, MA
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
617-502-8300
LEEWARD INVESTMENTS
Boston, MA
AUM
$2.87B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
617-468-6700
AUM
$2.84B
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
617-450-9300
EASTERLY INVESTMENT PARTNERS LLC
Beverly, MA
AUM
$2.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-231-4300
MARCUS PARTNERS, LLC
Boston, MA
AUM
$2.68B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-556-5200
WINDROSE ADVISORS LLC
Waltham, MA
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
(617) 421-1750
THE PATRIOT FINANCIAL GROUP, LLC
Walpole, MA
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-251-6100
AUM
$2.57B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
781-276-4966
SVERICA CAPITAL MANAGEMENT
Boston, MA
AUM
$2.46B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-695-0221
RETIREMENT RESOURCES INVESTMENT CORPORATION
Andover, MA
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
978-536-9000
NICHOLS & PRATT ADVISERS LLP
Boston, MA
AUM
$2.43B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-523-6800
MOODY, LYNN, LIEBERSON & WALKER, LLC
Boston, MA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
617-973-0590
WASHINGTON TRUST ADVISORS
Wellesley, MA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-7055
YELLOW WOOD PARTNERS
Boston, MA
AUM
$2.38B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-500-6340