Top financial advisors in Cohasset, MA
We’ve curated a list of the best financial advisors in Cohasset, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$102,986,208
Number of advisors
4 advisors
| $102,986,208 | 4 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 Cohasset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cohasset. 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.
South Shore Capital Advisors, LLC
South Shore Capital Advisors, LLC is an independent registered investment adviser based in Cohasset, MA, established in 2006 by Taylor Thomas and joined by Lowell Thomas in 2008. As of December 31, 2024, the firm manages $217,384,769 in assets, with $147,492,527 in discretionary assets and $78,617,557 in non-discretionary assets. The firm offers customized portfolios of stocks, bonds, mutual funds, and options, tailored to individual client investment objectives and risk profiles. Taylor Thomas and Caitlin Appleton are the principal owners as of January 1, 2025. Clients engage the firm for discretionary portfolio management through an investment advisory agreement. The fee structure is based on assets under management, with fees ranging from 2% for accounts between $100,000 and $500,000 to 0.75% for amounts over $2 million. Clients may also incur additional expenses such as trading commissions and custodial fees. South Shore Capital Advisors does not charge performance fees and serves various clients, including individuals, trusts, high net worth individuals, corporations, and businesses. The firm's investment strategies involve fundamental analysis, global diversification, and consideration of ESG factors for sustainable long-term returns. Clients have the option to integrate ESG factors into their investment strategy through a structured process. The firm operates under a fiduciary standard, acting in the best interests of clients and maintaining high ethical standards.
$102,986,208 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Cohasset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cohasset. 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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