How many financial advisors are in Marblehead, Massachusetts?

Falists lists 6 registered investment advisers with a principal office or filing address in Marblehead, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Marblehead charge fees?

Fee structures vary by firm. In Marblehead, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Marblehead?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 6 advisers

Financial Advisors in Marblehead, Massachusetts

Looking for a financial advisor in Marblehead, Massachusetts? Falists indexes 6 SEC-registered and state-registered investment advisers in Marblehead — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $864.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$864.3M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning2 Trusts3 Retirement1 Institutional2

Top advisors in Marblehead

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

MOODY ALDRICH PARTNERS, LLC

Marblehead, MA

AUM

$864.3M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

7 advisors

Clients

—

Fees

Percentage of AUM

781-639-2750

Full profile Visit site →

LITTLE HARBOR ADVISORS, LLC

Marblehead, MA

AUM

$242.6M

Wealth Mgmt

Team

11 advisors

Clients

—

Fees

Percentage of AUM; MODEL DELIVERY FEES.

781-639-3000

Full profile Visit site →

TQM WEALTH PARTNERS

Marblehead, MA

AUM

$123.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

781-990-3599

Full profile Visit site →

BENTLEY WEALTH MANAGEMENT, LLC

Marblehead, MA

AUM

$38.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

781-990-0808

Full profile Visit site →

MAP FUNDS MANAGEMENT, LLC

Marblehead, MA

AUM

$25.8M

Team

1 advisors

Clients

—

Fees

Percentage of AUM; REVENUE SHARING ARRANGEMENTS.

781-639-2750

Full profileNo website

LOYND CAPITAL MANAGEMENT

Marblehead, MA

AUM

$24.0M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

781-639-1400

Full profileNo website

More cities in Massachusetts

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Common questions

How many financial advisors are in Marblehead, Massachusetts?: 6 registered investment advisers are listed in our Marblehead directory, sourced from public SEC filings.
What types of advisors are in Marblehead?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Marblehead?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.