Fiduciary advisors in Massachusetts

603registered advisers
583fee-only verified

Boston's asset management industry makes Massachusetts a national center for fiduciary advice. With 603 SEC-registered advisors and 583 fee-only firms, the state has one of the highest advisor-to-population ratios in the country. Biotech IPO wealth, university endowment spillover, and a deep bench of CFP and CFA holders distinguish this market.

Cities

Acton3Amherst1Andover7Attleboro1Auburn1Auburndale1Belmont1Beverly6Bolton1Boston333Braintree13Burlington10Cambridge12Canton1Cohasset2Concord7Dalton1Danvers3Dedham5Duxbury4Easton1Essex1Fall River1Falmouth1Fitchburg1Foxboro1Foxborough1Framingham7Franklin2Gloucester2Great Barrington2Greenfield1Groton1Hamilton1Hanover2Haverhill1Hingham6Holden2Holliston1Hudson1Hyannis1Lenox1Lexington3Lincoln4Lynnfield2Manchester2Mansfield1Marblehead2Marion2Marshfield2Medfield3Medford1Medway1Natick2Needham12Needham Heights1New Bedford2Newton6Newton Lower Falls1North Andover5North Attleboro1North Reading1Norwell2Norwood2Orleans1Osterville1Peabody1Plymouth2Prides Crossing1Quincy1Rockport1Roslindale1Salem2Sandwich1Sherborn1Somerville1South Easton1Southborough1Springfield4Stoneham1Sudbury1Taunton1Topsfield2Wakefield4Walpole1Waltham19Wayland2Wellesley15Wellesley Hills1West Newton3West Tisbury1Westborough5Westford1Westwood4Winchester3Woburn6Worcester4

Top advisors

10TALENTS INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foxborough, MassachusettsCRD #262786
Typical Fee--
AUM$268M
Minimum--
Clients20

1620 INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plymouth, MassachusettsCRD #119262
Typical Fee--
AUM$196M
Minimum--
Clients557

424 CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Wakefield, MassachusettsCRD #167462
Typical Fee--
AUM$397M
Minimum--
Clients9

55IP

Fee-Only, No Conflicts
Boston, MassachusettsCRD #286620
Typical Fee--
AUM$27.9B
Minimum--
Clients72,318

93 FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woburn, MassachusettsCRD #144235
Typical Fee--
AUM$780M
Minimum--
Clients2,438

AAF WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westborough, MassachusettsCRD #164646
Typical Fee--
AUM$607M
Minimum--
Clients806

ABBOT FINANCIAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MassachusettsCRD #111040
Typical Fee--
AUM$303M
Minimum--
Clients515

ABRAMS CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #155729
Typical Fee--
AUM$13.0B
Minimum--
Clients9

ABRY PARTNERS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161154
Typical Fee--
AUM$15.5B
Minimum--
Clients34

ABRY PARTNERS III, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #323712
Typical Fee--
AUM$524M
Minimum--
Clients2

ABRY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #161153
Typical Fee--
AUM$311M
Minimum--
Clients7

ACADIAN ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #106609
Typical Fee--
AUM$117.3B
Minimum--
Clients316

ADAGE CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #160679
Typical Fee--
AUM$60.0B
Minimum--
Clients1

ADAPTIVE ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #318716
Typical Fee--
AUM$450K
Minimum--
Clients2

ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #174333
Typical Fee--
AUM$2.2B
Minimum--
Clients3

ADVENT INTERNATIONAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #105673
Typical Fee--
AUM$82.5B
Minimum--
Clients144

AEQUITAS INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Hingham, MassachusettsCRD #127625
Typical Fee--
AUM$766M
Minimum--
Clients1,266

AEW CAPITAL MANAGEMENT LP

Also Compensated via Insurance
Boston, MassachusettsCRD #108633
Typical Fee--
AUM$4.8B
Minimum--
Clients37

AFG FIDUCIARY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hingham, MassachusettsCRD #309943
Typical Fee--
AUM$229M
Minimum--
Clients442

AGF INVESTMENTS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #153781
Typical Fee--
AUM$4.9B
Minimum--
Clients15

AGIS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #172457
Typical Fee--
AUM$588M
Minimum--
Clients3

ALBANY ROAD REAL ESTATE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dedham, MassachusettsCRD #290302
Typical Fee--
AUM$1.1B
Minimum--
Clients5

ALCION VENTURES, L.P.

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #160505
Typical Fee--
AUM$252M
Minimum--
Clients8

ALGEBRIS INVESTMENTS (US) INC.

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #169236
Typical Fee--
AUM$4.4B
Minimum--
Clients8

ALGORITHMIC INVESTMENT MODELS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #306354
Typical Fee--
AUM$157M
Minimum--
Clients289

ALLIANCE PRIVATE WEALTH, LLC

Fee-Only, No ConflictsClean Record
North Reading, MassachusettsCRD #316612
Typical Fee--
AUM$450M
Minimum--
Clients564

ALPHASIMPLEX GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #128356
Typical Fee--
AUM$4.3B
Minimum--
Clients16

ALTA WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woburn, MassachusettsCRD #293675
Typical Fee--
AUM$495M
Minimum--
Clients1,203

ALTERNATIVE FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #313109
Typical Fee--
AUM$226M
Minimum--
Clients1

ALTIMETER CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #160017
Typical Fee--
AUM$12.7B
Minimum--
Clients23

AMERICAN INVESTMENT SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Barrington, MassachusettsCRD #110043
Typical Fee--
AUM$1.3B
Minimum--
Clients1,421

AMPERSAND CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161522
Typical Fee--
AUM$2.8B
Minimum--
Clients4

AMUNDI

Fee-Only, No Conflicts
Boston, MassachusettsCRD #334151
Typical Fee--
AUM$3.8B
Minimum--
Clients3

ANCHOR CAPITAL ADVISORS LLC

Fee-Only, No Conflicts
Boston, MassachusettsCRD #105540
Typical Fee--
AUM$2.4B
Minimum--
Clients3,840

APEX INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hudson, MassachusettsCRD #333593
Typical Fee--
AUM$195M
Minimum--
Clients1,170

APPLETON PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #110049
Typical Fee--
AUM$13.5B
Minimum--
Clients7,414

APPLIED FUNDAMENTAL RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, MassachusettsCRD #167645
Typical Fee--
AUM$150M
Minimum--
Clients10

ARCADIA FUNDS

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #166087
Typical Fee--
AUM$208M
Minimum--
Clients5

ARCLIGHT CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #161228
Typical Fee--
AUM$9.5B
Minimum--
Clients17

ARCTARIS IMPACT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #306898
Typical Fee--
AUM$351M
Minimum--
Clients8

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #316736
Typical Fee--
AUM$507M
Minimum--
Clients535

ARISTOTLE CAPITAL BOSTON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #173198
Typical Fee--
AUM$2.7B
Minimum--
Clients136

ARJUNA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, MassachusettsCRD #283713
Typical Fee--
AUM$599M
Minimum--
Clients610

ARMSTRONG ADVISORY GROUP INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Needham, MassachusettsCRD #318662
Typical Fee--
AUM$1.4B
Minimum--
Clients3,841

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Fee-OnlyAlso Compensated via Product Sales
Boston, MassachusettsCRD #111298
Typical Fee--
AUM$253.6B
Minimum--
Clients157

ARTEMIS CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Boston, MassachusettsCRD #285607
Typical Fee--
AUM$294M
Minimum--
Clients3

ASCENSUS INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newton, MassachusettsCRD #120632
Typical Fee--
AUM$13.0B
Minimum--
Clients10

ASSABET ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holden, MassachusettsCRD #127795
Typical Fee--
AUM$158M
Minimum--
Clients196

ASSET STRATEGY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Wayland, MassachusettsCRD #139879
Typical Fee--
AUM$918M
Minimum--
Clients544

ASSETGRADE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boston, MassachusettsCRD #168779
Typical Fee--
AUM$282M
Minimum--
Clients699
View all 603 advisors in Massachusetts
Fiduciary Financial Advisors in Massachusetts | FiduciaryListings