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603 advisors in massachusetts
FirmFeeAUMMin.Clients

J.R. PRUNIER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holden, MassachusettsCRD #321026
Typical Fee--
AUM$407M
Minimum--
Clients424

JMC MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #169235
Typical Fee--
AUM$234M
Minimum--
Clients6

JOHCM (USA) INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167596
Typical Fee--
AUM$9.0B
Minimum--
Clients32

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105790
Typical Fee--
AUM$202.2B
Minimum--
Clients35,239

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #174433
Typical Fee--
AUM$2.0B
Minimum--
Clients32,545

JOHN HANCOCK VARIABLE TRUST ADVISERS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #16009
Typical Fee--
AUM$67.6B
Minimum--
Clients50

JULEX CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Natick, MassachusettsCRD #166053
Typical Fee--
AUM$247M
Minimum--
Clients1,716

KALEIDOSCOPE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #282159
Typical Fee--
AUM$496M
Minimum--
Clients9

KANAME CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #300565
Typical Fee--
AUM$202M
Minimum--
Clients16

KASTEL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #226520
Typical Fee--
AUM$193M
Minimum--
Clients265

KEENAN FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #285673
Typical Fee--
AUM$148M
Minimum--
Clients1,372

KELLY FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #291996
Typical Fee--
AUM$506M
Minimum--
Clients3,240

KRAEMATON INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #126869
Typical Fee--
AUM$202M
Minimum--
Clients476

LANDON CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #292398
Typical Fee--
AUM$158M
Minimum--
Clients14

LEEWARD INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312557
Typical Fee--
AUM$2.8B
Minimum--
Clients56

LENK LADNER INVESTMENT SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Osterville, MassachusettsCRD #109927
Typical Fee--
AUM$311M
Minimum--
Clients472

LEVATUS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #287811
Typical Fee--
AUM$152M
Minimum--
Clients204

LINCOLN PEAK CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #292864
Typical Fee--
AUM$661M
Minimum--
Clients5

LITTLE HARBOR ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Marblehead, MassachusettsCRD #168700
Typical Fee--
AUM$202M
Minimum--
Clients4

LITTLE HOUSE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #290070
Typical Fee--
AUM$601M
Minimum--
Clients722

LIVELIFE CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Southborough, MassachusettsCRD #290008
Typical Fee--
AUM$319M
Minimum--
Clients1,086

LMCG INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #149936
Typical Fee--
AUM$6.5B
Minimum--
Clients2,160

LONG WHARF CAPITAL LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #158038
Typical Fee--
AUM$1.0B
Minimum--
Clients3

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #104945
Typical Fee--
AUM$18.9B
Minimum--
Clients187

LONGPOINT PARTNERS LP

Fee-Only, No Conflicts
Boston, MassachusettsCRD #283800
Typical Fee--
AUM$4.8B
Minimum--
Clients9

LOOMIS, SAYLES & COMPANY, L.P.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #105377
Typical Fee--
AUM$350.9B
Minimum--
Clients22,232

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #107153
Typical Fee0.60%
AUM$12.9B
Minimum$2M
Clients3,385

LTG CAPITAL LLC

Fee-Only, No Conflicts
Framingham, MassachusettsCRD #128216
Typical Fee--
AUM$133M
Minimum--
Clients348

LUMINT CORPORATION

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #324443
Typical Fee--
AUM$749M
Minimum--
Clients3

M3 ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Needham Heights, MassachusettsCRD #156208
Typical Fee--
AUM$342M
Minimum--
Clients671
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