Top 10 financial advisors in Wellesley, MA
We've curated a list of the best financial advisors in Wellesley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $8,891,944,719 Number of advisors 87 advisors | |||
| 2 | Assets under management $2,392,071,459 Number of advisors 34 advisors | |||
| 3 | Assets under management $1,747,943,094 Number of advisors 27 advisors | |||
| 4 | Assets under management $461,906,753 Number of advisors 7 advisors | |||
| 5 | Assets under management $367,114,205 Number of advisors 9 advisors | |||
| 6 | Assets under management $357,107,857 Number of advisors 4 advisors | |||
| 7 | Assets under management $355,045,792 Number of advisors 6 advisors | |||
| 8 | Assets under management $295,788,355 Number of advisors 3 advisors | |||
| 9 | Assets under management $288,453,525 Number of advisors 11 advisors | |||
| 10 | Assets under management $245,340,747 Number of advisors 6 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 find the top financial advisors in Wellesley, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Gw & Wade, LLC
Gw & Wade, LLC is a financial advisory firm based in Wellesley, Massachusetts. It currently has approximately $8,891,944,719 of assets under management and employs about 87 people. Gw & Wade, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions and 12b-1 fees.
$8,891,944,719 under management
87 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
12B-1 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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Income Tax Prep, Estate/trust Administration Services, Consulting Services & Facilitating Credit And Cash Management Solutions
Wellesley Asset Management, Inc.
Wellesley Investment Advisors, a division of Wellesley Asset Management, Inc., was founded in 1991 by Greg Miller, CPA, specializing in investing in convertible bonds. As of December 31, 2024, the firm managed approximately $2.06 billion in regulatory assets on a discretionary basis and $3.71 million on a non-discretionary basis. They offer discretionary investment management services to various clients, including high net worth individuals and institutions, using convertible securities and other investment products. Fees for separately managed accounts range from 0.99% to 1.24% based on account size, with negotiable fees for accounts over $10 million. WAM acts as a fiduciary under ERISA and the IRC, ensuring client interests are prioritized. The firm may recommend rolling over retirement plan assets, disclosing any conflicts of interest that may arise. WAM faced disciplinary action in 2023 for inadequate disclosures in advertisements. The firm has a Code of Ethics ensuring client interests are paramount. WAM participates in referral programs, such as Fidelity Wealth Advisor Solutions, and pays referral fees. They do not maintain physical custody of client assets and accept discretionary authority for managing client accounts. Overall, WAM's investment strategies focus on convertible securities, with a risk of loss associated with various factors like interest rates, credit/default, and liquidity risks. Clients receive quarterly reports and monthly custodian statements. WAM does not vote proxies on behalf of clients, except for certain cases. The firm has no financial commitments impairing client obligations and has not undergone bankruptcy in the past decade.
$2,392,071,459 under management
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Washington Trust Advisors
Washington Trust Advisors, Inc. is a financial advisory firm operating under the Washington Trust Wealth Management® trademark. The firm specializes in providing investment advisory services and has licensed its use to its parent, affiliates, and subsidiaries. Key personnel include James S. Zoldy, Jr., CFA®, Kathleen A. Smith, CFP®, Kenneth J. Julian, Thomas N. Ellis, Jr., Peter J. Secrist, and Edward A. Gencarelli, Jr., each with extensive educational backgrounds and professional experience in finance and investments. The firm's advisors are committed to acting in the best interests of their clients and do not have any legal or disciplinary items affecting their evaluations. Clients have discretion over accepting or rejecting recommendations, and the firm has policies in place to manage conflicts of interest. The advisors receive compensation based on performance and may invest in securities recommended to clients. The minimum initial investment or account size, fee structure, and specific investment strategies are not explicitly mentioned in the brochure. Clients interested in learning more about the firm's investment philosophy and strategies are encouraged to contact the advisors directly for additional information.
$1,747,943,094 under management
27 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Asset Allocation And Monitoring Services
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. offers personal retirement coaching and investment advice to individuals and couples to help them transition confidently to Phase 2 of their financial lives. The firm sponsors the Retirement Blueprint Management ™ Wrap Fee Program, which involves creating a custom Retirement Blueprint ™ in Phase One and implementing it in Phase Two. The program includes steps such as fund selection, implementation, recap meetings, annual reassessment, and regular reviews to maintain financial confidence. The firm charges an annualized fee based on assets under management, ranging from 1.00% to 0.70% depending on the account size. There is no minimum investment required for Retirement Blueprint Development, but a household minimum investment value of $1,000,000 is needed for the Retirement Blueprint Management Program. The firm acts as the sole Portfolio Manager, and members have direct contact with the firm for updated information. The firm is a fiduciary and adheres to a Code of Ethics emphasizing member interests, confidentiality, and unbiased advice. Regular reviews and reporting are conducted to ensure members' financial confidence. The firm does not receive referral fees or economic benefits from other professionals.
$461,906,753 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Peak Financial Management Inc
Peak Financial Management, Inc. is a registered investment adviser based in Wellesjson, Massachusetts, established in 1991 by Pran N. Tiku. The firm offers portfolio management services on a discretionary basis, tailoring investment strategies to individual client needs. Clients have the option to choose from different model portfolios based on their risk tolerance and investment goals. Additionally, the firm provides financial planning services, creating detailed financial plans to assist clients in achieving their objectives. Peak Financial Management acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. The firm charges fees based on a percentage of assets under management, with quarterly billing in advance. Clients may also opt for financial planning services on an hourly basis. The firm does not participate in wrap fee programs and had assets under management totaling $452,743,722 as of February 5, 2025. Peak Financial Management does not accept performance-based fees and offers investment strategies such as long-term purchases and short-term purchases. The firm conducts regular reviews of client accounts and provides detailed reports to keep clients informed about their investments. Clients have the option to provide discretionary authority for asset management, allowing the firm to make trades without prior client approval.
$367,114,205 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Julex Capital Management
Julex Capital Management, LLC, based in Natick, Massachusetts, is an investment advisory and research firm specializing in developing and marketing ETF and stock selection managed products and services for retail and institutional markets. Established in 2012, the firm offers continuous investment management services on a discretionary basis, as a sub-adviser, or through model portfolios. Julex's investment strategies include quantitative asset allocation models and stock selection processes aiming to deliver consistent returns in various market conditions. The firm's strategies focus on limiting losses to generate above-market returns. Julex offers various portfolio strategies such as Dynamic Sector, Dynamic Income, TrueAlpha Large Cap, and High Dividend, among others, tailored to meet different investment objectives and risk tolerances. The firm typically requires a minimum investment of $500,000 for retail clients and $1,000,000 for institutional clients, with flexibility in certain situations. Julex charges management fees ranging from 0.50% to 0.65% depending on the strategy. The firm does not utilize performance-based fees or side-by-side management. Julex acts as a fiduciary for discretionary clients and provides detailed information on investment strategies, risks, and potential conflicts of interest in its brochure. Clients are advised that all investments carry inherent risks, and performance is not guaranteed. Julex emphasizes ethical standards and transparency in its operations, with no reportable disciplinary events for its key personnel, Xianghai "Henry" Ma, CFA, PhD, and Robert A. Brown, CFA, PhD.
$357,107,857 under management
4 advisors
Fee structure
A percentage of assets under your management
% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
Services offered
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)
Model Provider
Argonautica Private Wealth Management, Inc
Argonautica Private Wealth Management, Inc. is a registered investment adviser based in Wellesley, MA, established in 2021. The firm offers personalized investment management and financial advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations, and businesses. They provide services such as investment and portfolio management, financial planning, and fiduciary services for plan sponsors. Argonautica manages client portfolios on a discretionary and non-discretionary basis, tailoring services to individual needs and goals. The firm may utilize a combination of active and passive strategies, including individual equity and debt securities, ETFs, and mutual funds. Clients have the option to engage Independent Managers for asset management. The firm charges fees based on the amount of assets under management, with fees varying by investment strategy. Argonautica does not charge performance-based fees or participate in side-by-side management. The firm acts as a fiduciary and provides investment advice in clients' best interests. Clients may have investment discretion over their accounts, and the firm retains proxy voting authority. Argonautica does not have any disciplinary information to report and does not require a minimum initial investment for investment management services.
$355,045,792 under management
6 advisors
Fee structure
A percentage of assets under your management
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
Institutional Consulting Services
Claybrook Capital, LLC
Claybrook Capital, LLC is a registered investment advisor founded in December 2016 and operational since January 2017. The firm specializes in providing wealth management and related advisory services to individuals, high net worth individuals, trusts, estates, and small business owners. As a fiduciary, Claybrook upholds a duty of loyalty, fairness, and good faith towards each client. The investment management services offered are customized to each client's investment goals, risk tolerance, and financial situation. The firm primarily uses exchange-traded funds (ETFs), mutual funds, and dividend-paying equity securities in constructing portfolios, with the option to include other types of securities as needed. Claybrook's fee structure for investment advisory services is based on a tiered schedule ranging from 0.55% to 1.00% of assets under management, with certain legacy clients having different fee schedules. Financial planning services are offered at an hourly rate of up to $350 per hour or based on a fixed fee per engagement. The firm does not charge performance-based fees and does not engage in soft dollar programs. Clients of Claybrook typically have a minimum relationship size of $1,000,000, although this minimum may be reduced at the firm's discretion. The firm primarily employs fundamental analysis in developing investment strategies and focuses on long-term investment approaches. Claybrook does not accept or maintain custody of client funds and assets, and all client assets are managed within designated accounts at qualified custodians. For more information, clients can contact Claybrook at (617) 932-7927 or visit their website at http://ClaybrookCapital.com.
$295,788,355 under management
3 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
Empirical Asset Management, LLC
Empirical Asset Management, LLC is a financial advisory firm based in Wellesley, Massachusetts. It currently has approximately $288,453,525 of assets under management and employs about 11 people. Empirical Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$288,453,525 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Model Services
Fairfield Financial Advisors
Fairfield Financial Advisors, Ltd. is a registered investment adviser founded in 1993, based in Wellesley, MA. The firm specializes in providing personalized financial planning and investment management services to individuals, families, and small businesses. They offer fee-only services and do not sell commissioned products. Fairfield primarily invests client assets in no-load mutual funds and individual common stocks through Charles Schwab & Co. The firm's investment strategy focuses on strategic asset allocation tailored to each client's goals and objectives. Fairfield operates on a discretionary basis, with the majority of clients under a discretionary arrangement. They are a fiduciary under ERISA and the IRC, ensuring they act in the best interests of clients. The firm charges an annual fee based on a percentage of assets under management, with no minimum initial investment required. Clients receive regular account reviews and communication, and have the option to terminate the agreement at any time. Fairfield does not engage in performance-based fees, and their clients include individuals, high net worth individuals, families, trusts, estates, and pension and profit sharing plans. The firm's investment approach includes fundamental analysis and strategic asset allocation, with a focus on managing risks such as interest-rate, market, inflation, and liquidity risks. Clients are responsible for voting their own proxies, and the firm does not vote on their behalf. Fairfield does not have any disciplinary disclosures and maintains a Code of Ethics to ensure professional conduct.
$245,340,747 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Wellesley, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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