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
Your first meeting is free.