Top advisors in Dedham
We’ve curated a list of the best financial advisors in Dedham, take a look at it below
Find an advisor in Dedham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $489,836,573 | 40 advisors | ||
| 2 | $118,473,000 | 2 advisors | ||
| 3 | $112,459,983 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Dedham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dedham. 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. Beck Bode LLC
Assets under management
$489,836,573
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Financial Consulting And Providing Sub-advisory Services To Other Rias
2. Financial Solutions Associates
Assets under management
$118,473,000
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
3. Financial Solutions Associates
Assets under management
$112,459,983
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
Your first meeting is free.