Top financial advisors in Newburyport, MA

Top financial advisors in Newburyport, MA

We’ve curated a list of the best financial advisors in Newburyport, take a look at it below

Find an advisor in Newburyport
# Financial advisor Assets under management Number of advisors
1 $404,628,472 7 advisors

How we came up with this list

To generate our top financial advisors list in Newburyport, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newburyport. 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.

  • Resolute Financial, LLC

    Resolute Financial, LLC is a financial advisory firm based in Newburyport, Massachusetts. It currently has approximately $404,628,472 of assets under management and employs about 7 people. Resolute Financial, LLC uses a fee structure of hourly charges and fixed fees.

    Assets under management

    $404,628,472

    Headcount

    7 advisors

    Fee structure

    Hourly charges

    Fixed fees

    SEC number

    801-67898

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

    See full profile

    Meet the advisor

    102 State Street,
    Suite E,
    Newburyport,
    Massachusetts,
    1950

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.

Looking for a financial advisor?

We’ll match you with an SEC-regulated financial advisor perfectly suited to meet your needs.

Connect with an advisor now