Top 10 advisors in Wellesley
We’ve curated a list of the best financial advisors in Wellesley, take a look at it below
Find an advisor in Wellesley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,891,944,719 | 87 advisors | ||
| 2 | $2,800,813,403 | 31 advisors | ||
| 3 | $2,392,071,459 | 34 advisors | ||
| 4 | $1,918,510,441 | 16 advisors | ||
| 5 | $1,747,943,094 | 27 advisors | ||
| 6 | $461,906,753 | 7 advisors | ||
| 7 | $367,114,205 | 9 advisors | ||
| 8 | $357,107,857 | 4 advisors | ||
| 9 | $355,045,792 | 6 advisors | ||
| 10 | $336,450,406 | 27 advisors |
How we came up with this list
To generate our top financial advisors list in Wellesley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wellesley. 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. Gw & Wade, LLC
Assets under management
$8,891,944,719
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
12B-1 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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Income Tax Prep, Estate/trust Administration Services, Consulting Services & Facilitating Credit And Cash Management Solutions
2. Ampersand Capital Partners
Assets under management
$2,800,813,403
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Wellesley Asset Management, Inc.
Assets under management
$2,392,071,459
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Rose Grove Capital Management, LLC
Assets under management
$1,918,510,441
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Washington Trust Advisors
Assets under management
$1,747,943,094
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Asset Allocation And Monitoring Services
6. The Relaxing Retirement Coach, Inc.
Assets under management
$461,906,753
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Peak Financial Management Inc
Assets under management
$367,114,205
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Julex Capital Management
Assets under management
$357,107,857
Fee structure
A percentage of assets under your management
% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
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)
Model Provider
9. Argonautica Private Wealth Management, Inc
Assets under management
$355,045,792
Fee structure
A percentage of assets under your management
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
Institutional Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Arctaris Impact Investors
Assets under management
$336,450,406
Fee structure
A percentage of assets under your management
Performance-based fees
FIXED INCOME FORMULA FEES / LAUNCH FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
Management Of Cde Vehicle
Your first meeting is free.