Top advisors in Wellesley Hills
We’ve curated a list of the best financial advisors in Wellesley Hills, take a look at it below
Find an advisor in Wellesley Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $533,566,213 | 5 advisors | ||
| 2 | $48,518,827 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Wellesley Hills, 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 Hills. 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. Aevitas Wealth Management, Inc.
Assets under management
$533,566,213
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
2. Newfound Research LLC
Assets under management
$48,518,827
Fee structure
A percentage of assets under your management
Fixed fees
% OF CLIENTS' AUM/AUA; FIXED CONSULTING FEES
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
License Model Portfolios; Model Portfolio Consulting
Your first meeting is free.