Top advisors in Wakefield

Top advisors in Wakefield

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

Find an advisor in Wakefield
# Financial advisor Assets under management Number of advisors
1 $3,222,240,609 18 advisors
2 $2,250,376,088 51 advisors
3 $275,408,700 7 advisors
4 $207,146,868 18 advisors

How we came up with this list

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

    Assets under management

    $3,222,240,609

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

  • 2. Sentinel Pension Advisors Inc

    Assets under management

    $2,250,376,088

    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)

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    Credit And Cash Management Solutions

    See full profile

  • 3. Flagship Wealth Advisors, Llc.

    Assets under management

    $275,408,700

    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

    Pension Consulting Services

    See full profile

  • 4. 424 Capital, LLC

    Assets under management

    $207,146,868

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile
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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
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