Massachusetts · 5 advisers
Financial Advisors in Somerville, Massachusetts
Looking for a financial advisor in Somerville, Massachusetts? Falists indexes 5 SEC-registered and state-registered investment advisers in Somerville — 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 $224.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$224.9M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Somerville
Ranked by AUM · Fees, team & specialties at a glance
GLOBAL DELTA CAPITAL, LLC
Somerville, MA
AUM
$224.9M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
501-952-9465
TFJ MANAGEMENT, LLC
Somerville, MA
AUM
$198.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-877-7752
R & R JAMES, INC.
Somerville, MA
AUM
—
Team
3 employees
Clients
—
Fees
A PERCENTAGE OF THE FEE THE ADVISOR EARNS.
617-625-4939
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Common questions
- How many financial advisors are in Somerville, Massachusetts?
- 5 registered investment advisers are listed in our Somerville directory, sourced from public SEC filings.
- What types of advisors are in Somerville?
- 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 Somerville?
- 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.