Top financial advisors in Hingham, MA
We’ve curated a list of the best financial advisors in Hingham, take a look at it below
Find an advisor in Hingham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $537,227,092 | 5 advisors | ||
| 2 | $448,316,141 | 5 advisors | ||
| 3 | $315,873,791 | 9 advisors | ||
| 4 | $40,387,943 | 3 advisors | ||
| 5 | $32,800,601 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Hingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hingham. 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.
One Charles Private Wealth
One Charles Private Wealth is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $537,227,092 of assets under management and employs about 5 people. One Charles Private Wealth uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and rev share with affiliate focus treas&credit sol, focus risk sol.
Assets under management
$537,227,092
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REV SHARE WITH AFFILIATE FOCUS TREAS&CREDIT SOL, FOCUS RISK SOL
SEC number
801-109973
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Credit & Cash Mgmt And Insurance Solutions
New World Advisors LLC
New World Advisors LLC is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $448,316,141 of assets under management and employs about 5 people. New World Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$448,316,141
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-113314
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
Sandy Cove Advisors, LLC
Sandy Cove Advisors, LLC is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $315,873,791 of assets under management and employs about 9 people. Sandy Cove Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$315,873,791
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-107724
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Advisory Consulting, Family Office And Wealth Planning
O.f.o. Partners, LLC
O.f.o. Partners, LLC is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $40,387,943 of assets under management and employs about 3 people. O.f.o. Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$40,387,943
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-114278
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Patriot Mullare Associates, Inc
Patriot Mullare Associates, Inc is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $32,800,601 of assets under management and employs about 1 people. Patriot Mullare Associates, Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$32,800,601
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-63966
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.