Top financial advisors in Sudbury, MA
We’ve curated a list of the best financial advisors in Sudbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$270,009,175
Number of advisors
3 advisors
| $270,009,175 | 3 advisors | |
| 2 |
Assets under management
$32,161,436
Number of advisors
2 advisors
| $32,161,436 | 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 Sudbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sudbury. 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.
Exchange Place Advisors, LLC
Exchange Place Advisors, LLC is an SEC registered investment adviser established in May 2003, located in Sudbury, MA. The firm specializes in providing financial planning, consulting, and investment management services. They manage $308,908,738 of assets on a discretionary basis. Clients can engage Exchange Place for comprehensive financial planning and consulting services tailored to their individual needs. Investment management services include allocating assets among mutual funds, ETFs, and individual debt securities based on client objectives. Fees are charged on a fee basis, including fixed fees, hourly rates, and asset-based fees ranging from 0.20% to 1.00%. Exchange Place does not provide performance-based fees. They serve individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm follows asset allocation and diversification principles, primarily using mutual funds in client portfolios. Exchange Place does not vote client securities and does not have any disciplinary or financial disclosures. Clients receive regular account reviews and reports, and the firm has investment discretion over client accounts. Exchange Place recommends utilizing Fidelity for brokerage services, considering factors like financial strength and execution. The firm may receive economic benefits from Fidelity, creating a potential conflict of interest.
$270,009,175 under management
3 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 BusinessesOptimal Wealth
Optiwealth, LLC, also known as Optimal Wealth, is a Limited Liability Company established in Massachusetts in August 2012 by Ira Gene Sager. The firm specializes in Portfolio Wealth Management Services, offering personalized portfolio management based on clients' goals, risk tolerance, and time horizon. Optiwealth provides financial planning and consulting services, creating Investment Policy Statements for each client. The firm advises both discretionary and non-discretionary accounts, ensuring investment decisions align with fiduciary duties. Optiwealth offers pension consulting services, financial planning, and consulting services, and works with sub-advisers and independent managers. The firm may provide DST/1031 Exchange advice, facilitating tax-deferred investments in real estate. Optiwealth generally limits investment advice to various securities, including mutual funds, fixed income securities, equities, and ETFs. For clients, Optiwealth charges fees ranging from 0.60% to 2.00% annually of Assets Under Management (AUM), depending on the complexity of services provided. The firm does not participate in wrap fee programs and has assets under management totaling $35,267,611.00 for discretionary amounts and $41,218,204.00 for non-discretionary amounts as of December 31, 2024. Optiwealth acts as a fiduciary, ensuring investment decisions are made in clients' best interests. The firm's investment strategies include cyclical, fundamental, quantitative, and technical analysis, with a focus on long-term trading. Clients have the option to impose restrictions on investments based on personal values or beliefs. Optiwealth provides periodic account reviews and reports to clients, ensuring transparency and accountability in its services.
$32,161,436 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection 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.
Methodology
To generate our top financial advisors list in Sudbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sudbury. 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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