Massachusetts · 9 advisers
Financial Advisors in North Andover, Massachusetts
Looking for a financial advisor in North Andover, Massachusetts? Falists indexes 9 SEC-registered and state-registered investment advisers in North Andover — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $301.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
9
Largest AUM
$301.5M
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in North Andover
Ranked by AUM · Fees, team & specialties at a glance
MASSACHUSETTS WEALTH MANAGEMENT, LLC
North Andover, MA
AUM
$301.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
978-685-1050
FLYING POINT FINANCIAL, INC.
North Andover, MA
AUM
$206.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(978) 975-3000
NEEDHAM ADVISORY CORPORATION
North Andover, MA
AUM
$102.4M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978 681-8821
CONNOLLY FINANCIAL ADVISORS, INC.
North Andover, MA
AUM
$93.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
800-758-1112
DEMERS FINANCIAL PLANNING
North Andover, MA
AUM
$25.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-494-4337
ANDOVER ADVISORY GROUP
North Andover, MA
AUM
—
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
978-691-5005
FRENCH AND SKLOFF INVESTMENT ADVISORS, LLC
North Andover, MA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-720-5520
NORTHERN CAPITAL SECURITIES CORPORATION
North Andover, MA
AUM
$0
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
978-289-1000
ROOTSON CAPITAL LLC
North Andover, MA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
7814837134
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Common questions
- How many financial advisors are in North Andover, Massachusetts?
- 9 registered investment advisers are listed in our North Andover directory, sourced from public SEC filings.
- What types of advisors are in North Andover?
- 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 North Andover?
- 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.