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603 advisors in massachusetts
FirmFeeAUMMin.Clients

ST. GERMAIN INVESTMENT MANAGEMENT

Also Compensated via Brokerage
Springfield, MassachusettsCRD #155186
Typical Fee--
AUM$3.1B
Minimum--
Clients6,159

STABLEPOINT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #328503
Typical Fee--
AUM$798M
Minimum--
Clients2,166

STACKWELL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #316298
Typical Fee--
AUM$2M
Minimum--
Clients2,688

STAGE HARBOR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westwood, MassachusettsCRD #289725
Typical Fee--
AUM$973M
Minimum--
Clients901

STANCE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #284267
Typical Fee--
AUM$228M
Minimum--
Clients109

STOCKBRIDGE INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160674
Typical Fee--
AUM$5.8B
Minimum--
Clients3

STONEHEARTH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Danvers, MassachusettsCRD #128866
Typical Fee--
AUM$387M
Minimum--
Clients1,400

STRATEGIC ADVISERS LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #104555
Typical Fee--
AUM$1.1T
Minimum--
Clients2,486,631

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #114922
Typical Fee1.00%
AUM$6.8B
Minimum--
Clients16

STRATEGIC PLANNING GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #124855
Typical Fee--
AUM$199M
Minimum--
Clients769

STRIDE CONSUMER

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #311501
Typical Fee--
AUM$679M
Minimum--
Clients5

SUCCESSFUL MONEY STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fall River, MassachusettsCRD #109829
Typical Fee--
AUM$199M
Minimum--
Clients725

SUMMIT PARTNERS CREDIT ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153195
Typical Fee--
AUM$631M
Minimum--
Clients12

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #175100
Typical Fee--
AUM$3.9B
Minimum--
Clients12

SUMMIT PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #135271
Typical Fee--
AUM$43.6B
Minimum--
Clients84

SV HEALTH INVESTORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #160933
Typical Fee--
AUM$1.1B
Minimum--
Clients15

SVB WEALTH

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #172832
Typical Fee--
AUM$5.0B
Minimum--
Clients3,739

SVERICA CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156956
Typical Fee--
AUM$2.3B
Minimum--
Clients10

TA ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156699
Typical Fee--
AUM$60.7B
Minimum--
Clients28

TA REALTY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108586
Typical Fee--
AUM$1.8B
Minimum--
Clients3

TAC PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #158249
Typical Fee--
AUM$1.1B
Minimum--
Clients6

TE ADVISORS LLC

Fee-Only, No Conflicts
Quincy, MassachusettsCRD #336139
Typical Fee--
AUM--
Minimum--
Clients--

TELEMARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #156770
Typical Fee--
AUM$1.1B
Minimum--
Clients1

TFC FINANCIAL MANAGEMENT INC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #105062
Typical Fee--
AUM$1.5B
Minimum--
Clients1,535

TFJ MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Somerville, MassachusettsCRD #312132
Typical Fee--
AUM$179M
Minimum--
Clients3

THE BAUPOST GROUP, L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #109530
Typical Fee--
AUM$23.6B
Minimum--
Clients12

THE BOLLARD GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155317
Typical Fee--
AUM$6.8B
Minimum--
Clients485

THE CLIFFORD GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayland, MassachusettsCRD #318897
Typical Fee--
AUM$204M
Minimum--
Clients824

THE DE BURLO GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153435
Typical Fee--
AUM$1.0B
Minimum--
Clients104

THE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MassachusettsCRD #146680
Typical Fee--
AUM$1.1B
Minimum--
Clients2,146
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