Top financial advisors in Winchester, MA
We’ve curated a list of the best financial advisors in Winchester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$95,934,282
Number of advisors
2 advisors
| $95,934,282 | 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 Winchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winchester. 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.
Devonshire Asset Management, Inc.
Devonshire Asset Management, Inc., founded by Thomas E. Wade, CFP®, in January 1999, is a registered investment advisory firm located in Winchester, MA. Thomas Wade, with over 30 years of experience, holds a Bachelor of Business Administration degree in finance and is a Certified Financial Planner™. The firm merged with Winchester Financial Advisors, LLC, in 2009. Devonshire specializes in providing financial planning services, including asset allocation and equity management for individuals, trusts, retirement plans, and foundations with over $200 million in assets under management. As a fiduciary, Thomas E. Wade is committed to acting in the best interests of clients. He does not engage in outside business activities, receive commissions, or compensation based on the sale of securities. The firm does not receive additional compensation for client referrals and maintains transparency regarding any potential conflicts of interest. Clients have full discretion over their investments, with Thomas E. Wade serving as the President and Principal of the firm. For regulatory disclosures, Thomas E. Wade has a clean disciplinary record and has not been subject to any legal or disciplinary actions by regulatory bodies. Clients can verify this information through the SEC and Massachusetts Securities Division.
$95,934,282 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 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 Winchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winchester. 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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