Top advisors in Hingham
We’ve curated a list of the best financial advisors in Hingham, take a look at it below
Find an advisor in Hingham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $537,227,092 | 5 advisors | ||
| 2 | $448,316,141 | 5 advisors | ||
| 3 | $315,873,791 | 9 advisors | ||
| 4 | $40,387,943 | 3 advisors | ||
| 5 | $32,800,601 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Hingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hingham. 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. One Charles Private Wealth
Assets under management
$537,227,092
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REV SHARE WITH AFFILIATE FOCUS TREAS&CREDIT SOL, FOCUS RISK SOL
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Credit & Cash Mgmt And Insurance Solutions
2. New World Advisors LLC
Assets under management
$448,316,141
Fee structure
A percentage of assets under your management
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
3. Sandy Cove Advisors, LLC
Assets under management
$315,873,791
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
Advisory Consulting, Family Office And Wealth Planning
4. O.f.o. Partners, LLC
Assets under management
$40,387,943
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Patriot Mullare Associates, Inc
Assets under management
$32,800,601
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.