Top financial advisors in Westwood, MA
We’ve curated a list of the best financial advisors in Westwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,930,818,782
Number of advisors
40 advisors
| $1,930,818,782 | 40 advisors | |
| 2 |
Assets under management
$436,659,527
Number of advisors
4 advisors
| $436,659,527 | 4 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 Westwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westwood. 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.
Heritage Financial Services
Heritage Financial Services, LLC is a fee-based registered investment adviser specializing in asset management and financial planning services. Established in 1996 by Charles S. Bean III, the firm offers services such as asset management, financial planning, and educational seminars/webinars. Heritage primarily uses open-end mutual funds, ETFs, closed-end interval funds, separately managed accounts, and limited partnerships in client portfolios. The firm acts as a fiduciary, ensuring advice is in the best interest of clients. Clients can impose restrictions on investments, and Heritage provides ongoing management with discretion to make changes to accounts. Fees are based on a tiered schedule, starting at 1.00% for the first $0 to $2,500,000 of assets. Clients receive quarterly statements and performance reports. Heritage does not charge performance-based fees, and the minimum household size for services is generally $1,000,000. The firm does not have custody of client funds but may have custody through Standing Letters of Authorization. Clients can grant Heritage discretionary authority for account management. Heritage does not vote client securities but provides guidance if requested. The firm is financially stable with no bankruptcy history.
$1,930,818,782 under management
40 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshopsBromfield Sneider Wealth Advisors, Inc.
Bromfield Sneider Wealth Advisors, Inc. is a registered investment adviser specializing in wealth management and financial planning services for individuals, high net worth individuals, families, retirement plans, trusts, and estates. Founded in 2002, the firm is solely owned by Eric M. Sneider, with active involvement from Sandra Bromfield. Services are offered on a fee-only basis, including fees based on assets under management and fixed fees, with a minimum account size typically set at $1,000,000. The firm acts as a fiduciary, obligated to act in clients' best interests and avoid conflicts of interest. Investment strategies focus on asset allocation tailored to individual needs, utilizing no-load mutual funds, exchange-traded funds, and individual debt securities. Clients have the option to engage in discretionary portfolio management and ongoing financial planning services. Bromfield Sneider does not participate in performance-based fees and does not vote proxies on behalf of clients. The firm's employees hold professional designations such as CFA, CFP®, and ChFC, ensuring a high standard of expertise. Regular account reviews are conducted, and clients receive monthly statements from the custodian. Bromfield Sneider does not receive compensation for client referrals and maintains a Code of Ethics to ensure fair and ethical practices. Clients can contact Eric M. Sneider for any inquiries at (617) 252-3400 or [email protected].
$436,659,527 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio 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 Westwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westwood. 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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