Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
BEAUMONT FINANCIAL PARTNERS LLC 250 1st Avenue,
Suite 101 Needham, MA 2494 |
108345 |
$3,027,042,866 |
3616 |
A percentage of AUM, Hourly charges, Fixed fees |
PINNACLE PENSION CONSULTANTS LLC 1492 Highland Ave.,
Suite 9 Needham, MA 2492 |
133442 |
$1,379,750,121 |
65 |
A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER CONSULTATION) |
ARMSTRONG ADVISORY GROUP INC. 144 Gould Street,
Suite 210 Needham, MA 2494 |
318662 |
$889,124,634 |
2562 |
A percentage of AUM, Fixed fees |
STAGE HARBOR FINANCIAL 197 First Avenue,
Suite 220 Needham, MA 2494 |
289725 |
$836,371,229 |
1002 |
A percentage of AUM, Fixed fees |
CENTERPOINT ADVISORS, LLC 175 Highland Avenue,
Suite 302 Needham, MA 2494 |
156698 |
$560,471,812 |
879 |
A percentage of AUM, Hourly charges, Performance Based |
FSA WEALTH MANAGEMENT, LLC 144 Gould Street,
Suite 120 Needham, MA 2494 |
288525 |
$352,000,000 |
791 |
A percentage of AUM, Hourly charges, Fixed fees |
GOODMAN ADVISORY GROUP, LLC 197 First Avenue,
Suite 130 Needham, MA 2494 |
285637 |
$317,127,211 |
735 |
A percentage of AUM, Hourly charges, Fixed fees |
DARROW WEALTH MANAGEMENT 200 Reservoir Street,
Suite 303 Needham, MA 2494 |
105679 |
$241,920,094 |
383 |
A percentage of AUM, Hourly charges, Fixed fees |
COMMONS CAPITAL, LLC 254 Second Avenue,
Suite 130 Needham, MA 2494 |
165738 |
$184,316,352 |
432 |
A percentage of AUM, Fixed fees |
FORNESS FINANCIAL LLC 105 Chestnut Street,
Suite 12 Needham, MA 2492 |
172473 |
$167,000,000 |
701 |
A percentage of AUM |
TRAUB CAPITAL MANAGEMENT 97 Chapel St,
Suite 7 Needham, MA 02492-2680 |
136851 |
$148,641,154 |
94 |
A percentage of AUM, Hourly charges |
METHOD ADVISORS, LLC 117 Kendrick Street,
Suite 300 Needham, MA 2494 |
144644 |
$147,200,000 |
4 |
A percentage of AUM, Performance Based |
CHARLES CARROLL FINANCIAL PARTNERS, LLC 1329 Highland Avenue,
Needham, MA 2492 |
147960 |
$125,258,197 |
54 |
A percentage of AUM, Hourly charges, Fixed fees |