Top 6 advisors in North Andover
We’ve curated a list of the best financial advisors in North Andover, take a look at it below
Find an advisor in North Andover| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $948,301,971 | 20 advisors | ||
| 2 | $883,229,573 | 15 advisors | ||
| 3 | $240,197,809 | 4 advisors | ||
| 4 | $75,182,796 | 2 advisors | ||
| 5 | $62,963,419 | 5 advisors | ||
| 6 | $1,439,850 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in North Andover, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Andover. 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. Boston Hill Advisors, LLC
Assets under management
$948,301,971
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)
Selection Of Other Advisers
Provide Educational Seminars Relating To Financial Planning.
2. Neirg Wealth Management, LLC
Assets under management
$883,229,573
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Insurance Solutions, Credit And Cash Management Solutions
3. Abbot Financial Management, Inc
Assets under management
$240,197,809
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. House Hanover LLC
Assets under management
$75,182,796
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Investment Companies
General Partner To Pooled Funds
5. Needham Advisory Corporation
Assets under management
$62,963,419
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
Future Home Buying, College Expenses, Retirement, Insurance Needs, Tax Planning, Estate Planning
6. Municrest Investment Management Company, LLC
Assets under management
$1,439,850
Fee structure
A percentage of assets under your management
Services offered
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.