Massachusetts · 4 advisers
Financial Advisors in Osterville, Massachusetts
Looking for a financial advisor in Osterville, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in Osterville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $337.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$337.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Osterville
Ranked by AUM · Fees, team & specialties at a glance
LENK LADNER INVESTMENT SOLUTIONS LLC
Osterville, MA
AUM
$337.3M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-428-1645
BURR & COMPANY, LLC
Osterville, MA
AUM
$56.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
508.428.1677
REVIRESCO INVESTMENT MANAGEMENT LLC
Osterville, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
508-428-0600
WASHINGTON FINANCIAL GROUP, INC.
Osterville, MA
AUM
$119.0M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
508-420-8341
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Common questions
- How many financial advisors are in Osterville, Massachusetts?
- 4 registered investment advisers are listed in our Osterville directory, sourced from public SEC filings.
- What types of advisors are in Osterville?
- 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 Osterville?
- 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.