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603 advisors in massachusetts
FirmFeeAUMMin.Clients

COLUMBIA CENT CLO ADVISERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #310864
Typical Fee--
AUM$2.8B
Minimum--
Clients9

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #108257
Typical Fee--
AUM$457.5B
Minimum--
Clients6,061

COMMONS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Needham, MassachusettsCRD #165738
Typical Fee--
AUM$307M
Minimum--
Clients728

COMMONWEALTH FINANCIAL NETWORK

Also Compensated via Brokerage
Waltham, MassachusettsCRD #8032
Typical Fee--
AUM$209.7B
Minimum--
Clients671,650

COMPASS CAPITAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Braintree, MassachusettsCRD #112323
Typical Fee--
AUM$664M
Minimum--
Clients1,371

CONCORDIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #164278
Typical Fee--
AUM$189M
Minimum--
Clients119

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Clean RecordAlso Compensated via Brokerage
Boston, MassachusettsCRD #105161
Typical Fee--
AUM$14.2B
Minimum--
Clients8,097

CONSTANT GUIDANCE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Attleboro, MassachusettsCRD #172612
Typical Fee--
AUM$165M
Minimum--
Clients598

CONSTITUTION CAPITAL EQUITY PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MassachusettsCRD #147248
Typical Fee--
AUM$5.1B
Minimum--
Clients34

CONSTITUTION CAPITAL PM, L. P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MassachusettsCRD #319678
Typical Fee--
AUM$710M
Minimum--
Clients1

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwell, MassachusettsCRD #109767
Typical Fee--
AUM$628M
Minimum--
Clients589

CORMORANT ASSET MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167820
Typical Fee--
AUM$3.9B
Minimum--
Clients14

CORNERSTONE FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, MassachusettsCRD #140967
Typical Fee--
AUM$135M
Minimum--
Clients393

COTTAGE STREET ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marion, MassachusettsCRD #173487
Typical Fee--
AUM$290M
Minimum--
Clients363

COVALENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, MassachusettsCRD #140494
Typical Fee--
AUM$121M
Minimum--
Clients4

COVE HILL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #288684
Typical Fee--
AUM$4.8B
Minimum--
Clients11

COX CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MassachusettsCRD #117593
Typical Fee--
AUM$361M
Minimum--
Clients579

CRAWFORD FUND MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #158659
Typical Fee--
AUM$185M
Minimum--
Clients3

CRESTWOOD ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #286243
Typical Fee--
AUM$7.0B
Minimum--
Clients5,862

CUTLER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Worcester, MassachusettsCRD #107463
Typical Fee--
AUM$340M
Minimum--
Clients300

CUTTER FINANCIAL GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Falmouth, MassachusettsCRD #290016
Typical Fee--
AUM$215M
Minimum--
Clients523

CW ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #310873
Typical Fee--
AUM$9.3B
Minimum--
Clients12,836

D/B/A THE DAVIS COMPANIES OR DAVIS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161888
Typical Fee--
AUM$2.4B
Minimum--
Clients21

DARDANELLES CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #323067
Typical Fee--
AUM$83M
Minimum--
Clients1

DARROW WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Needham, MassachusettsCRD #105679
Typical Fee--
AUM$354M
Minimum--
Clients406

DATALIGN

Fee-Only, No ConflictsClean Record
Cambridge, MassachusettsCRD #317004
Typical Fee--
AUM--
Minimum--
Clients--

DELPHINUS FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mansfield, MassachusettsCRD #152952
Typical Fee0.70%
AUM$157M
Minimum--
Clients356

DENALI GROWTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #312887
Typical Fee--
AUM$578M
Minimum--
Clients6

DENHAM CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #156605
Typical Fee--
AUM$5.7B
Minimum--
Clients13

DIAMETRIC CAPITAL, LP

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #288409
Typical Fee--
AUM$557M
Minimum--
Clients10
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