Top financial advisors in Hanover, MA
We've curated a list of the best financial advisors in Hanover, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $848,188,265 Number of advisors 10 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.
Get matched with an advisorMethodology
To find the top financial advisors in Hanover, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Investment Advisory Group LLC
Investment Advisory Group, LLC, established in 1998, is a registered investment advisor based in Hanover, MA. The firm serves individuals, high net worth individuals, trusts, estates, and charitable organizations, acting as a fiduciary to uphold loyalty and fairness to clients. The firm offers financial planning services, creating customized investment portfolios primarily consisting of diversified mutual funds, ETFs, and fixed income investments. Investment strategies are long-term focused, with the advisor having discretion over investment decisions, subject to client-approved strategies. The firm's investment philosophy is based on Modern Portfolio Theory and the Fama-French Three-Factor Model, aiming to develop diversified portfolios and hold investments for the long term. Clients are billed investment management fees quarterly based on account values. The firm does not charge performance-based fees and does not participate in soft dollar programs. Investment Advisory Group does not have custody of client accounts and typically recommends Fidelity as the custodian. The firm does not vote on proxies for client securities and does not receive compensation for client referrals. Clients may request financial planning services on an hourly rate, fixed fee, or annual retainer basis. Investment Advisory Group does not have any disciplinary events and maintains transparency by providing annual Disclosure Brochures.
$848,188,265 under management
10 advisors
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
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.
Get matched with an advisorMethodology
To find the top financial advisors in Hanover, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
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