SEC-registered financial advisors in Massachusetts
This page lists 355 advisory firms with a main office in Massachusetts that are registered with the SEC and report individual clients. It is not every advisor in Massachusetts. Firms registered with Massachusetts's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Massachusetts
Showing 24 of 355
- 1620 Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 71 West Capital Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- 93 Financial Group, LLC$500M to $1BSEC recordPercentage of assets
- Aaf Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Abbot Financial Management, Inc$100M to $500MSEC recordPercentage of assets
- Adaptive Advisers, LLCUnder $25MSEC recordPercentage of assets
- Aequitas Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Aew Capital Management LP$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Afg Fiduciary Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Algorithmic Investment Models$25M to $100MSEC recordPercentage of assetsOther
- Alliance Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alta Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- American Investment Services Inc$1B or moreSEC recordPercentage of assets
- Anchor Capital Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Apex Investment Group$100M to $500MSEC recordPercentage of assets
- Appleton Partners, Inc.$1B or moreSEC recordPercentage of assets
- Arborstone Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argonautica Private Wealth Management, Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Aristotle Capital Boston, LLC$1B or moreSEC recordPercentage of assets
- Arjuna Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Armstrong Advisory Group Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ashwood Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Assabet Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Asset Strategy Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Assetgrade, LLC$100M to $500MSEC recordPercentage of assets
- Atwater Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Auour Investments LLC$100M to $500MSEC recordPercentage of assets
- Aureus Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Balanced Rock Investment Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Baldwin Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Ballentine Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Barry Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Battery Global Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Bay Colony Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Beacon Financial Planning, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Beaton Management Co Inc$100M to $500MSEC recordPercentage of assets
- Beaumont Financial Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Beck Bode LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Berkshire Money Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Betro Mileszko & Company$100M to $500MSEC recordPercentage of assets
- Beyond Your Hammock LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Birch Hill Investment Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluebird Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluedoor Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bolton Global Asset Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Borabond, LLCUnder $25MSEC recordPercentage of assets
- Boston Common Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Boston Family Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Boston Family Office LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Boston Management and Research$1B or moreSEC recordPercentage of assetsOther
- Boston Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Boston Portfolio Advisers$100M to $500MSEC recordPercentage of assets
- Boston Research and Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Boston Standard Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bostonpremier Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Boyd Financial Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Breakwater Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Breckinridge Capital Advisors Inc$1B or moreSEC recordPercentage of assets
- Bristol Wealth Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Broadwater Capital Management LLC$100M to $500MSEC recordPercentage of assets
- BTS Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
- Butterworth Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Byrne Financial Freedom, LLC$500M to $1BSEC recordPercentage of assets
- Cabot Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cadence Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cambridge Associates Limited, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Cambridge Associates, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feePerformance-basedOther
- Cambridge Cape Cod Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Canby Financial Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Cape Ann Capital, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capital Advisors Group, Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Capshift Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Carl P. Sherr & Co., LLC$500M to $1BSEC recordPercentage of assetsHourly
- Carr Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Castle Rock Advisors LLC$1B or moreSEC recordPercentage of assetsOther
- Catalyst Financial Partners$1B or moreSEC recordPercentage of assets
- Centerpoint Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Charles River Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Charlesbridge Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Choate Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Clarendon Private LLC$100M to $500MSEC recordPercentage of assets
- Clarity Retirement & Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Claro Advisors Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Clear Brook Advisors, Inc.$500M to $1BSEC recordFixed or flat feeOther
- Colman Knight Advisory Group, LLC$100M to $500MSEC recordHourlyFixed or flat fee
- Colrain Capital LLC$100M to $500MSEC recordPercentage of assets
- Columbia Management Investment Advisers, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Commons Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Commonwealth Financial Network$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Compass Capital Corporation$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Concordia Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Condon Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Congress Asset Management Company, LLP$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Constant Guidance Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Contravisory Investment Management, Inc.$500M to $1BSEC recordPercentage of assetsPerformance-based
- Cornerstone Financial Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cottage Street Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cox Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Crestwood Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cutler Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cutter Financial Group LLC$100M to $500MSEC recordPercentage of assets
- CW Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Darrow Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Delphinus Financial Advisors, LLC$100M to $500MSEC recordFixed or flat fee
- Diversified Financial Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Donoghue Forlines LLC$100M to $500MSEC recordPercentage of assetsOther
- Eagleclaw Capital Management LLC$500M to $1BSEC recordPercentage of assets
- East Coast Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Easterly Investment Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Empirical Asset Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Entrepreneurshares LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Epg Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Essex Investment Management Company, LLC$500M to $1BSEC recordPercentage of assets
- Essex Private Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Etre LLC$100M to $500MSEC recordPercentage of assets
- Excalibur Management Corp$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Exchange Place Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- F L Putnam Investment Management Co.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Factor Investing Group$100M to $500MSEC recordPercentage of assets
- Fairfield Financial Advisors$100M to $500MSEC recordPercentage of assets
- Family Fiduciary Services, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Family Partners Capital, LLC$25M to $100MSEC recordPercentage of assets
- Fidelity Institutional Wealth Adviser LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fidelity Management & Research Company LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Fiduciary Trust International, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fiduciary Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Financial Solutions Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Solutions Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finarc Investments, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finer Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finivi Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Five Corners Financial Services$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Flagship Harbor Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Flagship Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Flagship Wealth Advisors, LLC.$500M to $1BSEC recordPercentage of assetsHourly
- Florek Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Flying Point Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fma Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Forness Financial LLC$100M to $500MSEC recordPercentage of assets
- Foster Dykema Cabot & Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fox Hill Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Game Creek Capital, LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Garrett Nagle & Co., Inc.$25M to $100MSEC recordPercentage of assetsCommissions
- GC Wealth Management RIA, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Genesis Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Good Harbor Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Goodman Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Granahan Investment Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Gray Private Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Great Oak Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Great Point Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Greenport Capital Advisors$100M to $500MSEC recordPercentage of assets
- Grimes & Company$1B or moreSEC recordPercentage of assets
- Gw&K Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Harbor Island Capital LLC$100M to $500MSEC recordPercentage of assets
- Heritage Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- High Pines Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Highvista Private Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Hoopoe Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Howland Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Icapital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Income Research + Management$1B or moreSEC recordPercentage of assets
- Innovative Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Wealth Concepts LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsOther
- Investment Management Trust, LLC$100M to $500MSEC recordPercentage of assets
- Ipswich Investment Management Company, Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Ironwood Investment Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- J.M. Forbes & Co. LLP$1B or moreSEC recordPercentage of assetsFixed or flat fee
- J.P. Marvel Wealth Management, Inc.$500M to $1BSEC recordPercentage of assets
- J.R. Prunier Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- John Hancock Personal Financial Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Julex Capital Management$100M to $500MSEC recordPercentage of assetsOther
- Kastel Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Keenan Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kelly Financial Services LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kraematon Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Leeward Investments$1B or moreSEC recordPercentage of assets
- Lenk Ladner Investment Solutions LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Levatus LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Liberty Forge LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Little House Capital, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Livelife Capital Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- LMCG Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Longfellow Investment Management Co. LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Loomis, Sayles & Company, L.P.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$1B or moreSEC recordPercentage of assetsFixed or flat fee
- LTG Capital LLC$100M to $500MSEC recordPercentage of assets
- Mad River Investors$100M to $500MSEC recordPercentage of assetsPerformance-based
- Manulife Investment Management (US) LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Marathon Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Marble Harbor Investment Counsel, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Martha's Vineyard Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Martingale Asset Management$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Mason Capital Partners$100M to $500MSEC recordPercentage of assets
- Massachusetts Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- May Hill Capital, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Mayflower Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- McCarter Private Wealth Services LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- McIntyre, Freedman & Flynn Investment Advisers, Inc.$100M to $500MSEC recordPercentage of assets
- McNamara Financial Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- MDT Advisers, A Division of Federated MDTA LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Merganser Capital Management, LLC$1B or moreSEC recordPercentage of assets
- Meridian Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MFS Institutional Advisors Inc.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- MG Financial LLC$1B or moreSEC recordPercentage of assetsHourlyOther
- Middleton & Company Inc.$1B or moreSEC recordPercentage of assets
- Minot Deblois Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- MML Investors Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Montis Financial, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Monument Group Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Moody Aldrich Partners, LLC$500M to $1BSEC recordPercentage of assets
- Moody, Lynn, Lieberson & Walker, LLC$1B or moreSEC recordPercentage of assets
- Moore Financial Advisors, Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Moors & Cabot, Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Msa Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mwa Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Napier Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Natixis Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Needham Advisory Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nefpg$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nepc, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- New England Private Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- New England Schooner, Inc.$100M to $500MSEC recordPercentage of assets
- New Frontier Advisors, LLC$1B or moreSEC recordPercentage of assets
- New Harbor Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- New World Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Nichols & Pratt Advisers LLP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Nobscot Investment Management LLC$100M to $500MSEC recordPercentage of assets
- Northeast Investment Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Northstar Asset Management, Inc$500M to $1BSEC recordPercentage of assets
- Nutter Investment Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- O.F.O. Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- O'Rourke & Company, Incorporated$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Osbon Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Ouellette Wealth Advisory LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- P/E Global LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Pallas Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Park State Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Partners Capital Investment Group, LLP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Peak Financial Management Inc$500M to $1BSEC recordPercentage of assetsHourly
- Pearson Financial Services$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Peddock Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Penobscot Investment Management Company, Inc.$1B or moreSEC recordPercentage of assets
- Pension & Wealth Management Advisors$500M to $1BSEC recordPercentage of assets
- Perennial Advisors Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pinney & Scofield, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Polaris Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Portolan Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Proctor Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Proficient Wealth Counselors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Proficio Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Promethos Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Prosperitea Planning$100M to $500MSEC recordHourlyFixed or flat feeOther
- Purefi Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Putnam Investment Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Quabbin Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Radius Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Investments, LLC$500M to $1BSEC recordPercentage of assets
- Renaissance Investment Group, LLC$500M to $1BSEC recordPercentage of assets
- Renaissance Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Retirement Resources Investment Corporation$1B or moreSEC recordPercentage of assetsHourly
- Reynders, McVeigh Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Rf&L Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rheeco, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Richardson Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Righthand Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rise North Capital Investment Advisors$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Riverview Capital Advisers LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Rockingstone Advisors$100M to $500MSEC recordPercentage of assets
- Rocky Hill Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rothwell Investment Advisors$100M to $500MSEC recordPercentage of assets
- RPG Family Wealth Advisory, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Rwa Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- S & Co., Inc.$1B or moreSEC recordPercentage of assets
- Safford Nicholas H & Co Inc$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Sandy Cove Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Santander Securities$1B or moreSEC recordPercentage of assets
- Savior Wealth$100M to $500MSEC recordPercentage of assetsPerformance-based
- Savvi Financial LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Sawyer & Co Inc$100M to $500MSEC recordPercentage of assets
- Schwerin Boyle Capital Management, Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- SCS Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Seamans Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Sechrest Financial Services$100M to $500MSEC recordFixed or flat fee
- Sentinel Pension Advisors, LLC.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sequentis Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shepherd Financial Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Shepherd Kaplan Krochuk, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- SHP Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyOther
- Signal Ridge Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Siharum Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Single Point Partners$500M to $1BSEC recordFixed or flat fee
- Sippican Capital Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- SLC Management$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- South Shore Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- South Shore Investment Services LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- St. Germain Investment Management$1B or moreSEC recordPercentage of assets
- Stablepoint Partners, LLC$500M to $1BSEC recordPercentage of assets
- StackwellUnder $25MSEC recordFixed or flat fee
- Stage Harbor Financial$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Stance Capital LLC$100M to $500MSEC recordPercentage of assets
- Stonehearth Capital Management$100M to $500MSEC recordPercentage of assetsHourly
- Strategic Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Strategic Capital Allocation Group, L.L.C.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Strategic Planning Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Successful Money Strategies Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- SVB Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ta Realty LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Tableaux Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tax & Investment Advisors$100M to $500MSEC recordPercentage of assets
- Te Advisors LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
- TFC Financial Management Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Bollard Group LLC$1B or moreSEC recordPercentage of assetsHourlyPerformance-based
- The Clifford Group LLC$100M to $500MSEC recordPercentage of assets
- The De Burlo Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Patriot Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Practical Planner$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Putnam Advisory Company, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- The Sher Wealth Management Group$100M to $500MSEC recordPercentage of assets
- TIAA Kaspick, LLC$1B or moreSEC recordPercentage of assetsHourly
- Timber Creek Capital Management, LLC$500M to $1BSEC recordPercentage of assets
- Timbuktu Capital Management, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Timmons Wealth Management$100M to $500MSEC recordPercentage of assetsOther
- Titanium Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- TQM Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Traub Capital Management$100M to $500MSEC recordPercentage of assetsHourly
- Trillium Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- TSW Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Twelve Points Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Twin Focus Capital Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Twin Gryphon Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tyler Street Capital$100M to $500MSEC recordPercentage of assetsHourly
- U. S. Boston Capital Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vestmark Advisory Solutions, Inc.$1B or moreSEC recordPercentage of assets
- Vincent Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wainwright Investment Counsel LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Washington Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Washington Trust Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wealth Effects$100M to $500MSEC recordPercentage of assets
- Weatherbie Capital, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Welch & Forbes LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wernau Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- West Branch Capital LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Westfield Capital Management Company, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- WH Cornerstone Investments Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wilkins Investment Counsel, Inc$1B or moreSEC recordPercentage of assets
- Wincap Financial LLC$100M to $500MSEC recordPercentage of assets
- Windrose Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Wingate Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Winthrop Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wolfstich Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Woodside Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Woodstock Corporation$1B or moreSEC recordPercentage of assetsPerformance-based
- Zevin Asset Management, LLC$1B or moreSEC recordPercentage of assetsHourlyOther
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.