Top financial advisors in Andover, MA
We’ve curated a list of the best financial advisors in Andover, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$4,530,238,399
Number of advisors
52 advisors
| $4,530,238,399 | 52 advisors | |
| 2 |
Assets under management
$675,665,750
Number of advisors
52 advisors
| $675,665,750 | 52 advisors | |
| 3 |
Assets under management
$272,831,993
Number of advisors
5 advisors
| $272,831,993 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in 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 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.
Constitution Capital Equity Partners Lp
Constitution Capital Equity Partners Lp is a financial advisory firm based in Andover, Massachusetts. It currently has approximately $4,530,238,399 of assets under management and employs about 52 people. Constitution Capital Equity Partners Lp uses a fee structure of a percentage of assets under your management and carried interest.
$4,530,238,399 under management
52 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment VehiclesConstitution Capital Pm, L. P.
Constitution Capital Pm, L. P. is a financial advisory firm based in Andover, Massachusetts. It currently has approximately $675,665,750 of assets under management and employs about 52 people. Constitution Capital Pm, L. P. uses a fee structure of a percentage of assets under your management and performance-based fees.
$675,665,750 under management
52 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesCox Capital Management LLC
Cox Capital Management LLC, established in 1997, is a fee-based SEC-registered investment adviser specializing in managing individually tailored investment portfolios. The firm offers continuous advice based on clients' needs, objectives, risk tolerance, and liquidity needs. They manage advisory accounts on a discretionary basis, implementing transactions without prior client consent. Clients have a direct interest in their securities. Cox Capital provides investment advice on various areas, including estate planning, insurance, and real estate. The firm may recommend insurance products through DPL Financial Partners, LLC. Investment strategies include fundamental analysis, mutual fund/ETF analysis, quantitative analysis, technical analysis, and cyclical analysis. Cox Capital does not charge performance-based fees and serves individuals, trusts, estates, and charitable organizations with no minimum account size. The firm's team includes William John Cox, Ethan T. Brown, and Harrison Oakes, all CFA® charter holders. The firm's investment philosophy focuses on long-term investments tailored to individual client needs, with a commitment to acting in the best interests of clients. Clients have the option to delegate proxy voting authority to Cox Capital. The firm does not have any disciplinary events to disclose and maintains a high standard of ethical conduct.
$272,831,993 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Portfolio Review Hourly Charge
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in 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 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.
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