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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
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
KALEIDOSCOPE CAPITAL
Boston, MA
AUM
$706.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-765-2064
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
SIHARUM ADVISORS, LLC
Boston, MA
AUM
$687.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(617) 428-7500
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
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
SANDIA INVESTMENT MANAGEMENT LP
Boston, MA
AUM
$625.4M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(516) 946-8207
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