Massachusetts · 29 advisers
Financial Advisors in Wellesley, Massachusetts
Looking for a financial advisor in Wellesley, Massachusetts? Falists indexes 29 SEC-registered and state-registered investment advisers in Wellesley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $5.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
29
With website
25
Largest AUM
$5.09B
Financial planning
9
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wellesley
Ranked by AUM · Fees, team & specialties at a glance
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Wellesley, MA
AUM
$5.09B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
781-416-1700
WASHINGTON TRUST ADVISORS
Wellesley, MA
AUM
$2.39B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-235-7055
ROSE GROVE CAPITAL MANAGEMENT, LLC
Wellesley, MA
AUM
$1.94B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-304-1600
TWIN OAK ETF COMPANY
Wellesley, MA
AUM
$1.06B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
617-402-5495
EMPIRICAL ASSET MANAGEMENT, LLC
Wellesley, MA
AUM
$560.0M
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-431-2223
PEAK FINANCIAL MANAGEMENT INC
Wellesley, MA
AUM
$534.4M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(781) 487-9500
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
Wellesley, MA
AUM
$532.9M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-591-0200
ARCTARIS IMPACT INVESTORS
Wellesley, MA
AUM
$347.3M
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
(617)-735-6000
FAIRFIELD FINANCIAL ADVISORS
Wellesley, MA
AUM
$333.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
781-431-1119
STRATEGIC PLANNING GROUP, INC.
Wellesley, MA
AUM
$218.6M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
781-444-9010
FULHAM & CO
Wellesley, MA
AUM
$200.2M
Team
11 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
781-235-2266
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
NOBSCOT INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$164.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
781-237-2700
SAVIOR WEALTH
Wellesley, MA
AUM
$140.2M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
8889728467
HANOVER STRATEGIC MANAGEMENT, LLC
Wellesley, MA
AUM
$120.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
781-489-3668
WILLIAMS ADVISORY SERVICES, LLC
Wellesley, MA
AUM
$57.6M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
508 598-1247
BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
Wellesley, MA
AUM
$17.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-724-9701
BOSTON SEED CAPITAL MANAGEMENT, L.L.C.
Wellesley, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
617-834-3352
NORTH BRIDGE VENTURE MANAGEMENT COMPANY, LLC
Wellesley, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
781-290-0004
More cities in Massachusetts
Common questions
- How many financial advisors are in Wellesley, Massachusetts?
- 29 registered investment advisers are listed in our Wellesley directory, sourced from public SEC filings.
- What types of advisors are in Wellesley?
- 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 Wellesley?
- 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.