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Advisers in Massachusetts

525 advisers in 138 Massachusetts cities, 525 registered with SEC or state.

Financial planning (365)Hourly fees (223)Flat / fixed fees (307)% of assets managed (501)Retirement plan consulting (125)

Cities

Boston150 advisers Braintree17 advisers Needham14 advisers Wellesley13 advisers Waltham12 advisers Woburn9 advisers Burlington9 advisers Newton9 advisers Hingham8 advisers Concord8 advisers Beverly8 advisers Framingham8 advisers Plymouth7 advisers Westborough7 advisers Andover7 advisers North Andover7 advisers Cambridge7 advisers Dedham6 advisers Norwell6 advisers Danvers5 advisers Worcester5 advisers Wakefield5 advisers Lexington5 advisers Westford4 advisers Medfield4 advisers Pittsfield4 advisers Duxbury4 advisers Natick4 advisers Springfield4 advisers Wrentham3 advisers Great Barrington3 advisers New Bedford3 advisers Southborough3 advisers Lincoln3 advisers Salem3 advisers Sudbury3 advisers Acton3 advisers Marlborough3 advisers North Attleboro3 advisers Mansfield3 advisers Topsfield3 advisers Lynnfield3 advisers Marblehead3 advisers Amherst3 advisers Walpole3 advisers Newburyport2 advisers North Reading2 advisers Manchester2 advisers Holden2 advisers Wayland2 advisers Marion2 advisers Foxboro2 advisers East Longmeadow2 advisers Bedford2 advisers Winchester2 advisers Osterville2 advisers Franklin2 advisers Weston2 advisers Tewksbury2 advisers West Newton2 advisers Stoughton2 advisers Norwood2 advisers Gloucester2 advisers Quincy2 advisers Arlington2 advisers Holliston2 advisers Orleans2 advisers Marshfield2 advisers Peabody2 advisers Mashpee2 advisers Brookline2 advisers Vineyard Haven2 advisers Fall River2 advisers Melrose1 adviser Hudson1 adviser East Boston1 adviser Roslindale1 adviser Weymouth1 adviser Hyannis1 adviser Northampton1 adviser Haverhill1 adviser Dalton1 adviser Yarmouth Port1 adviser Bridgewater1 adviser Auburn1 adviser Taunton1 adviser Sandwich1 adviser Montague1 adviser So. Easton1 adviser Winthrop1 adviser Falmouth1 adviser Swansea1 adviser East Weymouth1 adviser Sout Boston1 adviser Essex1 adviser Newton Upper Falls1 adviser Hamilton1 adviser Newton Lower Falls1 adviser Easton1 adviser Canton1 adviser South Easton1 adviser Hull1 adviser Brockton1 adviser Fitchburg1 adviser Revere1 adviser Swampscott1 adviser Wilmington1 adviser West Newbury1 adviser West Tisbury1 adviser Cohasset1 adviser Sturbridge1 adviser Millis1 adviser Belmont1 adviser Reading1 adviser Tyngsboro1 adviser Middleton1 adviser Stow1 adviser South Dennis1 adviser South Hadley1 adviser East Dennis1 adviser Sherborn1 adviser Greenfield1 adviser Subudry1 adviser Lenox1 adviser Milton1 adviser Medway1 adviser Rockport1 adviser Boxborough1 adviser Wellesley Hills1 adviser Westwood1 adviser South Natick1 adviser Newton Centre1 adviser Groton1 adviser Attleboro1 adviser Chestnut Hill1 adviser Wilbraham1 adviser Prides Crossing1 adviser Charlestown1 adviser

Top advisers in Massachusetts

1620 Investment Advisors, INC.36 Cordage Park Circle, Suite 217 · Plymouth, MA 02360 · (508) 830-4778 · Financial planningCRD 119262 · % of assets, Hourly charges, Fixed fees · $241.6 million AUMSEC registeredNo commissions reported 71 West Capital Partners1 Post Office Square, Suite 2200 · Boston, MA 02109 · (617) 885-8090 · % of assets managedCRD 338756 · % of assets, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reported 93 Financial Group, LLC600 Unicorn Park Drive · Woburn, MA 01801 · (781) 938-6361 · Financial planningCRD 144235 · % of assets · $899.7 million AUMSEC registeredNo commissions reported Aaf Wealth Management, LLC50 Washington Street · Westborough, MA 01581 · (508) 366-9100 · Financial planningCRD 164646 · % of assets, Hourly charges, Fixed fees · $727.6 million AUMSEC registeredNo commissions reported Abbot Financial Management, INC63 Park Street, Suite 202 · Andover, MA 01810 · (978) 688-9010 · Financial planningCRD 111040 · % of assets · $358.9 million AUMSEC registeredNo commissions reported Access Financial Planning, LLC40r Merrimac Street, Suite 201e · Newburyport, MA 01950 · (978) 237-5833 · Financial planningCRD 291360 · % of assets, Fixed fees · $14.4 million AUMState registeredNo commissions reported Access Investment Management116 Walton Park · Melrose, MA 02176 · (339) 674-8392 · Financial planningCRD 336512 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported Adaptive Advisers, LLC6 Liberty Square, No. 2352 · Boston, MA 02109 · (781) 728-9556 · % of assets managedCRD 318716 · % of assets · $450,000 AUMSEC registeredNo commissions reported Advanced Portfolio Design, LLC515 Groton Road Suite 201 · Westford, MA 01886 · (978) 850-4910 · Financial planningCRD 141727 · % of assets, Hourly charges, Fixed fees · $100.1 million AUMState registeredNo commissions reported Aequitas Investment Advisors, LLC175 Derby St, Suite 24 · Hingham, MA 02043 · (781) 740-1199 · Financial planningCRD 127625 · % of assets, Hourly charges, Fixed fees · $826.1 million AUMSEC registeredNo commissions reported Aew Capital Management LPTwo Seaport Lane · Boston, MA 02210 · (617) 261-9000 · % of assets managedCRD 108633 · % of assets, Performance-based fees, Other · $3.0 billion AUMSEC registeredNo commissions reported Afg Fiduciary Services2 Essington Drive · Hingham, MA 02043 · (781) 741-2540 · Financial planningCRD 309943 · % of assets, Hourly charges, Fixed fees · $166.3 million AUMSEC registeredNo commissions reported Algorithmic Investment Models125 Newbury St, 4th Floor · Boston, MA 02116 · (888) 777-0535 · % of assets managedCRD 306354 · % of assets, Other · $90.9 million AUMSEC registeredNo commissions reported Alliance Private Wealth, LLC200 Park St · North Reading, MA 01864 · (978) 276-1300 · Financial planningCRD 316612 · % of assets, Hourly charges, Fixed fees · $466.2 million AUMSEC registeredNo commissions reported Alta Wealth Advisors LLC300 Tradecenter, Suite 5700 · Woburn, MA 01801 · (781) 404-6909 · Financial planningCRD 293675 · % of assets, Hourly charges, Fixed fees · $664.6 million AUMSEC registeredNo commissions reported Alternative Capitalis, LLC46 South St · Wrentham, MA 02093 · Financial planningCRD 282775 · % of assets, Hourly charges, Fixed fees · $107.8 million AUMState registeredNo commissions reported American Investment Services INC250 Division Street · Great Barrington, MA 01230 · (413) 591-4445 · % of assets managedCRD 110043 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported Anchor Capital Advisors LLCTwo International Place, Suite 2110 · Boston, MA 02110 · (617) 338-3800 · Financial planningCRD 105540 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported Andante Financial1500 District Avenue · Burlington, MA 01803 · (617) 816-4422 · Financial planningCRD 318656 · % of assets, Fixed fees · $18.8 million AUMState registeredNo commissions reported Andersonlane1329 Highland Avenue, Suite 2 · Needham, MA 02492 · (617) 517-4824 · Financial planningCRD 301225 · % of assets, Fixed fees · $50.9 million AUMState registeredNo commissions reported Andover Advisory Group800 Turnpike Street, Suite 300 · North Andover, MA 01845 · (978) 691-5005 · Financial planningCRD 132062 · Hourly charges, Fixed feesState registeredNo commissions reported Apex Investment Group145 Main St · Hudson, MA 01749 · (774) 351-0805 · Financial planningCRD 333593 · % of assets · $211.1 million AUMSEC registeredNo commissions reported Appleton Partners, INC.One Post Office Square, 5th Floor · Boston, MA 02109 · (617) 338-0700 · Financial planningCRD 110049 · % of assets · $12.6 billion AUMSEC registeredNo commissions reported Arborstone Financial, LLC10 New England Business Center Drive, Suite 109 · Andover, MA 01810 · (978) 269-6344 · Financial planningCRD 338225 · % of assets, Fixed fees · $476.0 million AUMSEC registeredNo commissions reported Argonautica Private Wealth Management, INC57 River Street, Suite 202 · Wellesley, MA 02481 · (781) 591-0200 · Financial planningCRD 316736 · % of assets, Fixed fees · $532.9 million AUMSEC registeredNo commissions reported Aristotle Capital Boston, LLCOne Federal Street, 36th Floor · Boston, MA 02110 · (617) 274-3700 · % of assets managedCRD 173198 · % of assets · $1.8 billion AUMSEC registeredNo commissions reported Arjuna Capital, LLC13 Elm Street, Suite 2 · Manchester, MA 01944 · (978) 704-0112 · Financial planningCRD 283713 · % of assets, Performance-based fees · $642.4 million AUMSEC registeredNo commissions reported Armstrong Advisory Group INC.144 Gould Street, Suite 210 · Needham, MA 02494 · (781) 433-0001 · Financial planningCRD 318662 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported Ashwood Advisors5 North Meadows Road · Medfield, MA 02052 · (508) 359-9442 · Financial planningCRD 128811 · % of assets, Hourly charges, Fixed fees · $126.9 million AUMSEC registeredNo commissions reported Assabet Advisors, LLC1087 Main Street · Holden, MA 01520 · (508) 351-9666 · % of assets managedCRD 127795 · % of assets · $171.4 million AUMSEC registeredNo commissions reported