Top financial advisors in Rockland, MA
We've curated a list of the best financial advisors in Rockland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,232,325,895 Number of advisors 8 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 generate our top financial advisors list in Rockland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rockland. 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.
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.
First National Advisors LLC
First National Advisors, LLC, established in 1978 as First National Corporation and succeeded by First National Advisors LLC in January 2024, offers personalized investment management, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, businesses, and other investment advisors. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards clients. Investment management services include strategic asset allocation using Modern Portfolio Theory, with a focus on passively-managed index and exchange-traded funds. Clients maintain control over their accounts and authorize First National to have investment discretion. The firm does not charge performance-based fees and does not receive soft dollars. Fees are based on a percentage of assets under management, with annual rates ranging from 0.45% to 1.25%. Financial planning fees range from $1,000 to $8,000, with hourly rates available for limited scope engagements. Retirement plan advisory services are billed at an annual rate of up to 0.75% of plan assets. First National does not impose minimum portfolio sizes or annual fees. The firm maintains a Business Continuity Plan and an Information Security Program to safeguard client information and ensure business continuity in the event of disasters. Clients are provided with a Privacy Notice annually.
$1,232,325,895 under management
8 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
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
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Rockland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rockland. 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.
Top advisors in Massachusetts
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