Top 10 advisors in Braintree

Top 10 advisors in Braintree

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

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  • 1. Pallas Capital Advisors, LLC

    Assets under management

    $2,283,471,370

    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

    Selection Of Other Advisers

  • 2. Mg Financial LLC

    Assets under management

    $1,065,578,271

    Fee structure

    A percentage of assets under your management

    Hourly charges

    ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.

    Services offered

    Financial Planning Services

    Portfolio Management For Pooled Investment Vehicles

    Selection Of Other Advisers

  • 3. Msa Financial

    Assets under management

    $1,002,507,241

    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

  • 4. Peddock Capital Advisors, LLC

    Assets under management

    $480,024,197

    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

    Family Office Services

  • 5. Compass Capital Corporation

    Assets under management

    $424,894,713

    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

  • 6. Little House Capital, LLC

    Assets under management

    $370,814,066

    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

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    7. Kelly Financial Services LLC

    Assets under management

    $317,518,293

    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

    Selection Of Other Advisers

  • 8. U.s. Financial Advisors

    Assets under management

    $295,797,521

    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

  • 9. Genesis Wealth Advisors, LLC

    Assets under management

    $176,984,000

    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

  • Not sure which one to choose?
    Use our smart matching tool

    10. Kraematon Investment Advisors, Inc

    Assets under management

    $156,876,741

    Fee structure

    A percentage of assets under your management

    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)

How we came up with this list

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

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