Top financial advisors in Quincy, MA
We’ve curated a list of the best financial advisors in Quincy, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,315,720,202
Number of advisors
15 advisors
| $2,315,720,202 | 15 advisors | |
| 2 |
Assets under management
$489,196,408
Number of advisors
13 advisors
| $489,196,408 | 13 advisors | |
| 3 |
Assets under management
$390,421,397
Number of advisors
7 advisors
| $390,421,397 | 7 advisors | |
| 4 |
Assets under management
$90,176,000
Number of advisors
7 advisors
| $90,176,000 | 7 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 Quincy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Quincy. 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.
Hite Hedge Asset Management LLC
HITE Hedge Asset Management LLC is a registered investment adviser established in 2003, specializing in managing assets within the U.S. and global energy sector. The firm offers services to private funds and separately managed accounts, with regulatory assets under management of $2,565,101,091 as of December 31, 2024. HITE operates on a discretionary basis, tailoring services to individual client needs. The minimum initial investment in the Funds is $1,000,000, subject to waiver. The firm charges a 2.0% annual management fee for each Fund and separate account, payable quarterly, and a 20% performance fee for profits, payable annually. HITE's investment strategy focuses on relative value trading within the energy sector, aiming to generate uncorrelated returns. The firm may use leverage and invest in various securities and derivatives. HITE has a code of ethics and insider trading policy in place. The firm has disclosed a past violation related to Rule 105 of Regulation M, which has been resolved. HITE has custody of client assets held at qualified custodians and has adopted proxy voting policies and procedures to act in the best interest of clients. The firm believes that voting proxies in accordance with its guidelines is in the best interest of clients. HITE provides regular reports to clients and has no financial conditions impairing its ability to meet commitments.
$2,315,720,202 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPrw Wealth Management LLC
PRW Wealth Management LLC is a registered investment advisor established in April 2010 and registered with the U.S. Securities and Exchange Commission in November 2016. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations, insurance companies, and retirement plans. PRW Wealth Management acts as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and interaction. The firm's investment approach is primarily long-term focused, utilizing fundamental analysis to construct portfolios tailored to each client's investment goals and risk tolerance. Clients have the opportunity to place reasonable restrictions on their portfolios, subject to acceptance by the advisor. PRW Wealth Management does not charge performance-based fees and does not manage proprietary investment funds. The firm's fee structure for investment management services is based on a percentage of assets under management, with fees calculated quarterly. The firm does not accept or maintain custody of client funds and securities, except for the authorized deduction of advisory fees. Clients are encouraged to review statements provided by the custodian. PRW Wealth Management does not share client information for marketing purposes and has implemented security measures to protect client information. Clients have the right to limit the sharing of their personal information. For more information, clients can contact PRW Wealth Management directly.
$489,196,408 under management
13 advisors
Fee structure
A percentage of assets under your management
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)Pension Consulting ServicesSelection Of Other AdvisersFernwood Investment Management, LLC
Fernwood Investment Management, LLC, established in 2003, is an SEC registered investment adviser offering personalized investment management services. Led by Founder Thomas P. Reilly, with over 45 years of experience, the firm manages assets totaling $435,709,535 as of December 31, 2023. Fernwood tailors custom investment portfolios based on client needs, considering factors like risk tolerance and time horizon. Clients can impose investment restrictions if desired. The firm's investment strategies encompass traditional asset classes like stocks and bonds, as well as alternative investments such as private equity and hedge funds. Fernwood focuses on achieving above-market returns with below-market risk through a long-term, fundamentally driven approach. Additionally, Fernwood serves as a general partner of the Pennmont Fund and Fernwood GXT/Praine, facilitating pooled client allocations to alternative asset classes. Fees are assessed quarterly based on a tiered fee schedule, with additional client-borne expenses like transaction fees. Fernwood does not charge direct performance-based fees but receives an incentive profit allocation from the Pennmont Fund. Clients receive regular reports and have access to a secure website for account information. The firm exercises discretionary authority over client investments, ensuring alignment with client objectives. Clients retain responsibility for voting proxies on securities in their portfolios. Fernwood has no financial commitments affecting its ability to fulfill client obligations.
$390,421,397 under management
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersHellman Jordan Management Co Inc
Hellman, Jordan Management Co., Inc. is a registered investment adviser founded in 1978, specializing in equity asset management for high net worth individuals, trusts, profit-sharing plans, and private foundations. The firm's investment strategy focuses on investing in growth equity securities with above-average earnings potential. They employ a top-down, bottom-up investment process to identify main growth themes within the markets and maintain a concentrated portfolio of approximately 25-50 stock positions. The firm's investment team, led by President Jerry Jordan, actively manages portfolios on a daily basis, adjusting positions in response to changes in company fundamentals, price objectives, relative values, and technical considerations. Hellman, Jordan charges fees based on agreements with clients, billed quarterly, and exclusive of brokerage commissions and other related costs. The firm exercises investment discretion in selecting securities consistent with clients' stated objectives. Clients are required to hire their own custodian, and Hellman, Jordan provides monthly reports summarizing portfolio holdings. The firm has a Code of Ethics to regulate personal securities trading activities and maintains a Proxy Committee for voting client securities. No disciplinary information is reported for Hellman, Jordan.
$90,176,000 under management
7 advisors
Fee structure
A percentage of assets under your management
FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Quincy, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Quincy. 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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