Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Local is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Local & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
GW & WADE, LLC 93 Worcester Street, 4th Floor Wellesley, MA, 2481 | 105394 | $8,902,726,024 | 11861 | A Percentage of AUM, Fixed Fees, Commission Based, Other (12B-1 FEES) |
F L PUTNAM INVESTMENT MANAGEMENT CO. 20 William Street, Suite G40, Wellesley, MA, 2481 | 106223 | $4,302,700,958 | 4312 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSETS UNDER ADVISEMENT) |
AMPERSAND CAPITAL PARTNERS 55 William Street, Suite 240 Wellesley, MA, 2481 | 161522 | $2,800,813,403 | 9 | A Percentage of AUM, Other (CARRIED INTEREST) |
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC 36 Washington Street, Suite 280, Wellesley, MA, 02481-1922 | 133790 | $2,359,399,566 | 2647 | A Percentage of AUM, Fixed Fees |
ROSE GROVE CAPITAL MANAGEMENT, LLC 40 Grove Street, Suite 170 Wellesley, MA, 2482 | 156572 | $1,918,510,441 | 9 | A Percentage of AUM, Performance Based |
WASHINGTON TRUST ADVISORS 100 William St, Suite 200 Wellesley, MA, 2481 | 110407 | $1,757,126,043 | 749 | A Percentage of AUM, Fixed Fees |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 57 River Street, Suite 202 Wellesley, MA, 2481 | 316736 | $383,506,122 | 496 | A Percentage of AUM, Fixed Fees |
PEAK FINANCIAL MANAGEMENT INC 93 Worcester Street, Suite 101 Wellesley, MA, 2481 | 110559 | $367,114,205 | 1357 | A Percentage of AUM, Hourly charges |
JULEX CAPITAL MANAGEMENT 40 Grove Street, Suite 140 Wellesley, MA, 2482 | 166053 | $357,107,857 | 1335 | A Percentage of AUM, Other (% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS) |
ARCTARIS IMPACT INVESTORS 20 William Street, Suite G50 Wellesley, MA, 2481 | 306898 | $336,450,406 | 7 | A Percentage of AUM, Performance Based, Other (FIXED INCOME FORMULA FEES / LAUNCH FEE) |
CLAYBROOK CAPITAL, LLC 75 Central Street, 2nd Floor Wellesley, MA, 2482 | 286209 | $295,788,355 | 74 | A Percentage of AUM, Hourly charges, Fixed Fees |
EMPIRICAL ASSET MANAGEMENT, LLC 57 River Street, Suite 301 Wellesley, MA, 2481 | 155436 | $290,243,469 | 1044 | A Percentage of AUM, Performance Based |
FAIRFIELD FINANCIAL ADVISORS The Wellesley Office Park, 20 William Street, Ste 260 Wellesley, MA, 2481 | 106408 | $245,340,747 | 414 | A Percentage of AUM |
FULHAM & CO 593 Washington Street, Wellesley, MA, 2482 | 158374 | $242,133,869 | 8 | Fixed Fees, Performance Based |
STRATEGIC PLANNING GROUP, INC. 57 River Street, #306 Wellesley, MA, 2481 | 124855 | $172,061,704 | 728 | A Percentage of AUM, Fixed Fees |
Your Information is Safe and Secure
FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS