Top 10 advisors in Braintree
We’ve curated a list of the best financial advisors in Braintree, take a look at it below
Find an advisor in Braintree| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,283,471,370 | 22 advisors | ||
| 2 | $1,065,578,271 | 7 advisors | ||
| 3 | $1,002,507,241 | 19 advisors | ||
| 4 | $480,024,197 | 7 advisors | ||
| 5 | $424,894,713 | 17 advisors | ||
| 6 | $370,814,066 | 8 advisors | ||
| 7 | $317,518,293 | 12 advisors | ||
| 8 | $295,797,521 | 14 advisors | ||
| 9 | $176,984,000 | 7 advisors | ||
| 10 | $156,876,741 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Braintree, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Braintree. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pallas Capital Advisors, LLC
Assets under management
$2,283,471,370
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
2. Mg Financial LLC
Assets under management
$1,065,578,271
Fee structure
A percentage of assets under your management
Hourly charges
ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.
Services offered
Financial Planning Services
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
3. Msa Financial
Assets under management
$1,002,507,241
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Peddock Capital Advisors, LLC
Assets under management
$480,024,197
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Family Office Services
5. Compass Capital Corporation
Assets under management
$424,894,713
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
6. Little House Capital, LLC
Assets under management
$370,814,066
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Kelly Financial Services LLC
Assets under management
$317,518,293
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. U.s. Financial Advisors
Assets under management
$295,797,521
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
9. Genesis Wealth Advisors, LLC
Assets under management
$176,984,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Kraematon Investment Advisors, Inc
Assets under management
$156,876,741
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.