Massachusetts · 1 advisers
Financial Advisors in Swansea, Massachusetts
Looking for a financial advisor in Swansea, Massachusetts? Falists indexes 1 SEC-registered and state-registered investment advisers in Swansea — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $105.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
0
Largest AUM
$105.8M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Swansea
Ranked by AUM · Fees, team & specialties at a glance
DANA R. NORMAN
Swansea, MA
AUM
$105.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
508-676-8561
Full profileNo website
More cities in Massachusetts
Common questions
- How many financial advisors are in Swansea, Massachusetts?
- 1 registered investment advisers are listed in our Swansea directory, sourced from public SEC filings.
- What types of advisors are in Swansea?
- 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 Swansea?
- 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.