Massachusetts · 3 advisers
Financial Advisors in Winchester, Massachusetts
Looking for a financial advisor in Winchester, Massachusetts? Falists indexes 3 SEC-registered and state-registered investment advisers in Winchester — 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 $1.38B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.38B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Winchester
Ranked by AUM · Fees, team & specialties at a glance
SHEPHERD FINANCIAL PARTNERS, LLC
Winchester, MA
AUM
$1.38B
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(781) 756-1804
BOSTON STANDARD WEALTH MANAGEMENT, LLC
Winchester, MA
AUM
$647.6M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(781) 721-0072
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Common questions
- How many financial advisors are in Winchester, Massachusetts?
- 3 registered investment advisers are listed in our Winchester directory, sourced from public SEC filings.
- What types of advisors are in Winchester?
- 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 Winchester?
- 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.