BOSTONPREMIER WEALTH
Hingham, MA
AUM
$525.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(617) 934-1100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
FLOREK FINANCIAL, LLC
Duxbury, MA
AUM
$511.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-934-9400
CARL P. SHERR & CO., LLC
Worcester, MA
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
508-791-7126
GREAT OAK CAPITAL PARTNERS, LLC
South Easton, MA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(508) 230-7100
ARBORSTONE FINANCIAL, LLC
Andover, MA
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-269-6344
WEALTH EFFECTS
Boston, MA
AUM
$472.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM
617-465-2560
ALLIANCE PRIVATE WEALTH, LLC
North Reading, MA
AUM
$466.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-276-1300
CADENCE WEALTH MANAGEMENT LLC
Westborough, MA
AUM
$448.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(508) 898-0400
FLAGSHIP PRIVATE WEALTH
Woburn, MA
AUM
$447.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(781) 756-0090
BEATON MANAGEMENT CO INC
Haverhill, MA
AUM
$445.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-372-3008
SHAWSPRING PARTNERS, LLC
Boston, MA
AUM
$438.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-310-5010
CUTLER CAPITAL MANAGEMENT
Worcester, MA
AUM
$430.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
508-757-4455
MCCARTER PRIVATE WEALTH SERVICES LLC
Boston, MA
AUM
$427.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
617-449-6500
STONEHEARTH CAPITAL MANAGEMENT
Danvers, MA
AUM
$425.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-624-3000
GOODMAN ADVISORY GROUP, LLC
Needham, MA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(781) 559-0320
J.R. PRUNIER CAPITAL MANAGEMENT LLC
Holden, MA
AUM
$407.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
508-756-8080
MAD RIVER INVESTORS
Boston, MA
AUM
$403.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-728-0333
PERENNIAL ADVISORS GROUP, LLC
Westford, MA
AUM
$397.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(978) 577-6025
BEACON FINANCIAL PLANNING, INC
Hyannis, MA
AUM
$397.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
508-790-7039
DARROW WEALTH MANAGEMENT
Needham, MA
AUM
$392.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
978-369-5144
PROCTOR FINANCIAL
Sherborn, MA
AUM
$382.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-0405
RF&L WEALTH MANAGEMENT, LLC
Acton, MA
AUM
$381.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
978-263-3435
AUOUR INVESTMENTS LLC
Woburn, MA
AUM
$378.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
978-338-4830
LIVELIFE CAPITAL PARTNERS LLC
Southborough, MA
AUM
$372.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(978) 315-0230