Top financial advisors in Topsfield, MA
We’ve curated a list of the best financial advisors in Topsfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$220,060,276
Number of advisors
6 advisors
| $220,060,276 | 6 advisors | |
| 2 |
Assets under management
$187,527,950
Number of advisors
3 advisors
| $187,527,950 | 3 advisors | |
| 3 |
Assets under management
$165,698,622
Number of advisors
2 advisors
| $165,698,622 | 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 Topsfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Topsfield. 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.
Essex Private Wealth Management, LLC
Essex Private Wealth Management, LLC is a financial advisory firm based in Topsfield, Massachusetts. It currently has approximately $220,060,276 of assets under management and employs about 6 people. Essex Private Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$220,060,276 under management
6 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 BusinessesPension Consulting ServicesBarker Financial Group, Inc.
Barker Financial Group, Inc. is a registered investment advisor founded in 1997 by James T. Barker. The firm offers investment advisory services to individuals, trusts, estates, non-profit organizations, pension and profit-sharing plans, and corporations. Services include financial planning, investment consulting, investment management, defined contribution plans, and cash management services. Barker Financial Group, Inc. acts as a fiduciary when providing investment advice, ensuring to act in the best interest of clients. The firm typically charges fixed fees or hourly rates for financial planning and consulting services, ranging from $1,000 to $3,000 for fixed fees and $200 to $350 per hour for hourly rates. Investment management fees range from 0.40% to 1.00% annually based on the assets under management. The firm does not charge performance-based fees or participate in side-by-side management. Clients have the option to impose restrictions on their investments, and Barker Financial Group, Inc. tailors advisory services to individual client needs. The firm does not engage in principal transactions, cross transactions, or receive compensation for securities transactions. Clients receive quarterly statements from the custodian holding their assets. The firm's Supervised Persons maintain professional designations and adhere to a Code of Ethics. There are no disciplinary events involving the firm's Supervised Persons. Clients are encouraged to perform due diligence on the firm and its advisors.
$187,527,950 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesHarbor Island Capital LLC
Harbor Island Capital LLC is an investment firm founded in January 1999 by Paul Fortin, managing approximately $165.7 million as of December 31, 2022, with a focus on personalized portfolio management for high-net-worth individuals and trusts. The firm employs a fundamental, value-based investment philosophy primarily in equities, constructing individual portfolios with 10-25 companies. Clients can impose reasonable restrictions on account management, and the firm aims for a fully invested posture, with the option to use modest leverage. Fees are charged as a percentage of assets under management, ranging from 1.25% to 1.00%, paid quarterly. The firm does not charge performance fees and primarily serves high-net-worth individuals and legal entities. Investment decisions are based on internal research and qualitative assessments, with a focus on long-term value creation. The firm reviews client accounts daily and provides quarterly reports. Clients' assets are held with unaffiliated custodians, and the firm typically manages accounts on a discretionary basis, with clients having the authority to direct brokerage. The firm votes proxies on behalf of clients in their best interest and does not file proof of claims in class action settlements. Paul Fortin, the owner, has no disciplinary history and supervises all advisory activities.
$165,698,622 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Topsfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Topsfield. 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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