Search Results

603 advisors in massachusetts
FirmFeeAUMMin.Clients

DISCIPLINED ALPHA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167254
Typical Fee--
AUM$34M
Minimum--
Clients3

DIVERSIFIED FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwell, MassachusettsCRD #171813
Typical Fee--
AUM$302M
Minimum--
Clients438

DIVIDEX MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Westwood, MassachusettsCRD #171322
Typical Fee--
AUM--
Minimum--
Clients--

DONOGHUE FORLINES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #285403
Typical Fee--
AUM$389M
Minimum--
Clients23

DSF ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #283411
Typical Fee--
AUM$1.2B
Minimum--
Clients8

EAGLECLAW CAPITAL MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Boston, MassachusettsCRD #134045
Typical Fee--
AUM$803M
Minimum--
Clients313

EAST BRIDGE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #167207
Typical Fee--
AUM$442M
Minimum--
Clients4

EAST COAST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Essex, MassachusettsCRD #147910
Typical Fee--
AUM$750M
Minimum--
Clients366

EASTERLY INVESTMENT PARTNERS LLC

Fee-Only, No ConflictsClean Record
Beverly, MassachusettsCRD #299607
Typical Fee--
AUM$3.1B
Minimum--
Clients274

EASTWARD CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Newton, MassachusettsCRD #161422
Typical Fee--
AUM$105M
Minimum--
Clients8

EATON VANCE MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #104859
Typical Fee--
AUM$84.9B
Minimum--
Clients4,053

ELEPHANT

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #282189
Typical Fee--
AUM$2.9B
Minimum--
Clients13

EMBLEM GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #329533
Typical Fee--
AUM$248M
Minimum--
Clients4

EMPIRICAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #155436
Typical Fee--
AUM$467M
Minimum--
Clients988

ENTREPRENEURSHARES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #153615
Typical Fee--
AUM$45M
Minimum--
Clients3

EPG INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Framingham, MassachusettsCRD #106821
Typical Fee--
AUM$3.5B
Minimum--
Clients76

EPILOG PARTNERS, LP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #325368
Typical Fee--
AUM$178M
Minimum--
Clients2

EQUALITY ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #300710
Typical Fee--
AUM$519M
Minimum--
Clients4

EQUITY RESOURCE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, MassachusettsCRD #161186
Typical Fee--
AUM$1.3B
Minimum--
Clients65

ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #109962
Typical Fee--
AUM$610M
Minimum--
Clients124

ESSEX PRIVATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Topsfield, MassachusettsCRD #149991
Typical Fee--
AUM$331M
Minimum--
Clients797

ETHOS CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #306874
Typical Fee--
AUM$3.1B
Minimum--
Clients8

ETRE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, MassachusettsCRD #121355
Typical Fee--
AUM$192M
Minimum--
Clients60

EVENTIDE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #147110
Typical Fee0.49%
AUM$6.4B
Minimum--
Clients26

EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #292216
Typical Fee--
AUM$3.6B
Minimum--
Clients31

EXCALIBUR MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waltham, MassachusettsCRD #110836
Typical Fee--
AUM$657M
Minimum--
Clients906

EXCHANGE PLACE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sudbury, MassachusettsCRD #125240
Typical Fee--
AUM$354M
Minimum--
Clients718

F L PUTNAM INVESTMENT MANAGEMENT CO.

Fee-OnlyAlso Compensated via Product Sales
Lynnfield, MassachusettsCRD #106223
Typical Fee--
AUM$7.7B
Minimum--
Clients6,380

FACTOR INVESTING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westborough, MassachusettsCRD #315131
Typical Fee1.00%
AUM$310M
Minimum--
Clients914

FAIRFIELD FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #106408
Typical Fee--
AUM$298M
Minimum--
Clients160
Browse Fiduciary Financial Advisors | FiduciaryListings