AUM
$5.69T
Wealth MgmtTrusts & Estates
Team
744 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
617-563-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA
573 advisers found
WELLINGTON MANAGEMENT COMPANY LLP
Boston, MA
AUM
$1.43T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
497 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-951-5000
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
MFS INVESTMENT MANAGEMENT
Boston, MA
AUM
$514.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
327 advisors
Clients
—
Fees
Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
617-954-5000
AUM
$502.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
440 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-225-2365
LOOMIS, SAYLES & COMPANY, L.P.
Boston, MA
AUM
$386.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
728 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-2450
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Boston, MA
AUM
$351.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
102 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-919-0000
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
MANULIFE INVESTMENT MANAGEMENT (US) LLC
Boston, MA
AUM
$228.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
146 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-375-1500
MERCER INVESTMENTS LLC
Boston, MA
AUM
$226.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
662 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
617-747-9500
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
ACADIAN ASSET MANAGEMENT
Boston, MA
AUM
$177.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
125 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-850-3500
NEPC, LLC
Boston, MA
AUM
$152.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
132 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-374-1300
RHUMBLINE ADVISERS
Boston, MA
AUM
$136.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
617-345-0434
INCOME RESEARCH + MANAGEMENT
Boston, MA
AUM
$130.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
63 advisors
Clients
0
Fees
Percentage of AUM
617-330-9333
PUTNAM INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$117.24B
Wealth MgmtTrusts & EstatesRetirement
Team
72 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-292-1000
BOSTON PARTNERS
Boston, MA
AUM
$116.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
59 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-832-8200
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
MFS INSTITUTIONAL ADVISORS INC.
Boston, MA
AUM
$113.59B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
327 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-954-5000
NATIXIS ADVISORS, LLC
Boston, MA
AUM
$108.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
48 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-449-2802
EATON VANCE MANAGEMENT
Boston, MA
AUM
$97.02B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
160 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-8260
GRANTHAM MAYO VAN OTTERLOO & CO LLC
Boston, MA
AUM
$80.97B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
91 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-330-7500
SLC MANAGEMENT
Wellesley Hills, MA
AUM
$76.41B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
108 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781-446-1903
AUM
$59.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(617) 248-3000
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