Top financial advisors in Northborough, MA
We’ve curated a list of the best financial advisors in Northborough, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$125,840,000
Number of advisors
2 advisors
| $125,840,000 | 2 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 Northborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northborough. 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.
Peak Financial Services, Inc.
PEAK Financial Services, Inc. is a registered investment adviser specializing in asset management and financial planning services. Established in 1995 by Kevin M. O'Brien, the firm offers tailored services based on clients' financial goals and objectives. PEAK primarily uses exchange-traded funds, mutual funds, and alternative investments in client portfolios, with a focus on asset allocation models. Clients with at least $1,000,000 in assets receive advisory services, with fees ranging from 0.40% to 1.25% based on investable assets. The firm operates on a fee-based structure, with fees payable quarterly in advance. PEAK does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not participate in wrap fee programs and does not have a history of disciplinary actions. Clients' assets are held at qualified custodians, primarily TD Ameritrade, with PEAK selecting brokers based on factors such as transaction execution, custody services, and pricing. PEAK does not vote client securities and does not require prepayment exceeding $1,200. The firm has participated in the Paycheck Protection Program to support its operations during the COVID-19 pandemic.
$125,840,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)Educational Seminars/workshops
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 Northborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Northborough. 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.
Your first meeting is free.