STRATEGIC ADVISERS LLC
Boston, MA
AUM
$1.37T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17112 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
617-563-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MA
446 advisers found
CAMBRIDGE ASSOCIATES, LLC
Boston, MA
AUM
$326.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
424 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
617-457-7500
COMMONWEALTH FINANCIAL NETWORK
Waltham, MA
AUM
$212.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2650 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-736-0700
MML INVESTORS SERVICES, LLC
Springfield, MA
AUM
$115.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4961 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(413) 226-0000
GW&K INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$52.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
617-236-8900
SCS CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$48.65B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
617-204-6400
RWA WEALTH PARTNERS
Boston, MA
AUM
$19.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(857) 255-2100
INTEGRATED WEALTH CONCEPTS LLC
Waltham, MA
AUM
$18.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
491 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 890-3045
BALLENTINE PARTNERS
Waltham, MA
AUM
$15.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
781-314-1300
CW ADVISORS, LLC
Boston, MA
AUM
$15.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(617) 428-7600
AUM
$12.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-523-6531
APPLETON PARTNERS, INC.
Boston, MA
AUM
$12.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
617-338-0700
SENTINEL PENSION ADVISORS, LLC.
Wakefield, MA
AUM
$11.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
781-914-1361
SHEPHERD KAPLAN KROCHUK, LLC
Boston, MA
AUM
$10.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-896-1600
SHEPHERD KAPLAN LLC
Boston, MA
AUM
$10.16B
Financial PlanningWealth MgmtInstitutional
Team
24 advisors
Clients
1-10
Fees
A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES
617-896-1600
CHOATE INVESTMENT ADVISORS
Boston, MA
AUM
$10.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-973-4900
WELCH & FORBES LLC
Boston, MA
AUM
$9.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-523-1635
F L PUTNAM INVESTMENT MANAGEMENT CO.
Lynnfield, MA
AUM
$9.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
90 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
800-344-3435
AUREUS ASSET MANAGEMENT, LLC
Boston, MA
AUM
$8.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617.728.8900
BATTERY GLOBAL ADVISORS, LLC
Boston, MA
AUM
$8.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
617-948-3800
BOLTON GLOBAL ASSET MANAGEMENT
Bolton, MA
AUM
$8.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
110 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
978.779.5361
CAMBRIDGE ASSOCIATES LIMITED, LLC
Boston, MA
AUM
$8.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(617) 457-7500
CRESTWOOD ADVISORS
Boston, MA
AUM
$8.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
56 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
617-523-8880
THE BOLLARD GROUP LLC
Boston, MA
AUM
$6.72B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-720-5800
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