Massachusetts · 573 firms
Trust & Estate Advisors in Massachusetts
Advisers working with trusts, estates, and charitable organizations. Browse 573 advisers in Massachusetts matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Massachusetts
AUM
$5.69T
Team
744 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
617-563-7000
WELLINGTON MANAGEMENT COMPANY LLP
Boston, MA
AUM
$1.43T
Team
497 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-951-5000
STRATEGIC ADVISERS LLC
Boston, MA
AUM
$1.37T
Team
17112 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
617-563-7000
MFS INVESTMENT MANAGEMENT
Boston, MA
AUM
$514.05B
Team
327 advisors
Clients
—
Fees
Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
617-954-5000
AUM
$502.40B
Team
440 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-225-2365
LOOMIS, SAYLES & COMPANY, L.P.
Boston, MA
AUM
$386.88B
Team
728 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-2450
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Boston, MA
AUM
$351.32B
Team
102 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-919-0000
CAMBRIDGE ASSOCIATES, LLC
Boston, MA
AUM
$326.70B
Team
424 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
617-457-7500
MANULIFE INVESTMENT MANAGEMENT (US) LLC
Boston, MA
AUM
$228.04B
Team
146 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-375-1500
MERCER INVESTMENTS LLC
Boston, MA
AUM
$226.04B
Team
662 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
617-747-9500
COMMONWEALTH FINANCIAL NETWORK
Waltham, MA
AUM
$212.66B
Team
2650 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-736-0700
ACADIAN ASSET MANAGEMENT
Boston, MA
AUM
$177.46B
Team
125 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-850-3500
NEPC, LLC
Boston, MA
AUM
$152.72B
Team
132 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-374-1300
RHUMBLINE ADVISERS
Boston, MA
AUM
$136.48B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
617-345-0434
INCOME RESEARCH + MANAGEMENT
Boston, MA
AUM
$130.65B
Team
63 advisors
Clients
0
Fees
Percentage of AUM
617-330-9333
PUTNAM INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$117.24B
Team
72 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-292-1000
BOSTON PARTNERS
Boston, MA
AUM
$116.17B
Team
59 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-832-8200
MML INVESTORS SERVICES, LLC
Springfield, MA
AUM
$115.64B
Team
4961 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(413) 226-0000
MFS INSTITUTIONAL ADVISORS INC.
Boston, MA
AUM
$113.59B
Team
327 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-954-5000
NATIXIS ADVISORS, LLC
Boston, MA
AUM
$108.65B
Team
48 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-449-2802
EATON VANCE MANAGEMENT
Boston, MA
AUM
$97.02B
Team
160 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-8260
GRANTHAM MAYO VAN OTTERLOO & CO LLC
Boston, MA
AUM
$80.97B
Team
91 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-330-7500
SLC MANAGEMENT
Wellesley Hills, MA
AUM
$76.41B
Team
108 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781-446-1903
AUM
$59.16B
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(617) 248-3000
1,193 total advisers in Massachusetts. Browse all Massachusetts advisors