Search Results

603 advisors in massachusetts
FirmFeeAUMMin.Clients

SECHREST FINANCIAL SERVICES

Fee-Only, No ConflictsClean Record
Acton, MassachusettsCRD #128688
Typical Fee--
AUM$199M
Minimum--
Clients344

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #120766
Typical Fee--
AUM$885M
Minimum--
Clients1,679

SENTINEL PENSION ADVISORS, LLC.

Fee-Only, No ConflictsClean Record
Wakefield, MassachusettsCRD #109901
Typical Fee--
AUM$10.7B
Minimum--
Clients3,113

SF ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #316518
Typical Fee--
AUM$162M
Minimum--
Clients6

SHAWSPRING PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #172766
Typical Fee--
AUM$940M
Minimum--
Clients8

SHELLBACK CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #169642
Typical Fee--
AUM$1.9B
Minimum--
Clients3

SHEPHERD FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winchester, MassachusettsCRD #169093
Typical Fee--
AUM$1.1B
Minimum--
Clients1,779

SHEPHERD KAPLAN KROCHUK, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #127304
Typical Fee--
AUM$9.7B
Minimum--
Clients1,365

SHEPHERD KAPLAN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #128244
Typical Fee--
AUM$9.4B
Minimum--
Clients1,351

SHP WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Plymouth, MassachusettsCRD #174697
Typical Fee--
AUM$1.9B
Minimum--
Clients7,457

SIGNAL RIDGE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Framingham, MassachusettsCRD #167576
Typical Fee--
AUM$111M
Minimum--
Clients94

SIHARUM ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #147957
Typical Fee--
AUM$590M
Minimum--
Clients319

SILVERARC CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #304220
Typical Fee--
AUM$1.0B
Minimum--
Clients7

SILVERSMITH CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #281620
Typical Fee--
AUM$5.3B
Minimum--
Clients21

SINGLE POINT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #163793
Typical Fee--
AUM$568M
Minimum--
Clients1,028

SIPPICAN CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155188
Typical Fee--
AUM$160M
Minimum--
Clients150

SIRIOS CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #160580
Typical Fee--
AUM$892M
Minimum--
Clients5

SLC MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Wellesley Hills, MassachusettsCRD #109684
Typical Fee--
AUM$69.1B
Minimum--
Clients836

SMARTLEAF ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #172273
Typical Fee--
AUM$3.7B
Minimum--
Clients12,408

SOLAMERE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156902
Typical Fee--
AUM$5.4B
Minimum--
Clients27

SOLEL PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #305424
Typical Fee--
AUM$1.2B
Minimum--
Clients3

SOLUM PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #310213
Typical Fee--
AUM$1.7B
Minimum--
Clients4

SOUTH SHORE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cohasset, MassachusettsCRD #142915
Typical Fee--
AUM$226M
Minimum--
Clients249

SPECTRUM EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160619
Typical Fee--
AUM$7.4B
Minimum--
Clients29

SPRING LAKE EQUITY GP LLC

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #167613
Typical Fee--
AUM$295M
Minimum--
Clients4

SPRING LAKE EQUITY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #167251
Typical Fee--
AUM--
Minimum--
Clients--

SPRING LANE CAPITAL

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #290181
Typical Fee--
AUM$393M
Minimum--
Clients7

SQUARE CIRCLE IA LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312718
Typical Fee--
AUM$511M
Minimum--
Clients2

SRB CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161163
Typical Fee--
AUM$4.2B
Minimum--
Clients22

SSGA FUNDS MANAGEMENT, INC.

Fee-Only, No Conflicts
Boston, MassachusettsCRD #111242
Typical Fee--
AUM$1.2T
Minimum--
Clients270
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