AdvisorGrade

Financial advisers in Braintree, MA

14 registered investment adviser firms in Braintree managing $13.8B in assets, based on public SEC Form ADV filings.

Pallas Capital Advisors, LLC

Braintree, MA · Est. 2020

Regional
Fee-based
AUM
$4.3B
Per adviser
$187M
Advisers
23

No reported disclosures

Hite Hedge Asset Management LLC

Braintree, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$168M
Advisers
13

Msa Financial

Braintree, MA · Est. 2011

Local
Fee-based
AUM
$1.4B
Per adviser
$176M
Advisers
8

No reported disclosures

Mg Financial LLC

Braintree, MA · Est. 1996

Local
Fee-only
AUM
$1.1B
Per adviser
$282M
Advisers
4

No reported disclosures

Stablepoint Partners, LLC

Braintree, MA · Est. 2023

LocalInternational
Fee-only
AUM
$930M
Per adviser
$186M
Advisers
5

No reported disclosures

Peddock Capital Advisors, LLC

Braintree, MA · Est. 2008

Local
Fee-based
AUM
$836M
Per adviser
$167M
Advisers
5

No reported disclosures

Little House Capital, LLC

Braintree, MA · Est. 2017

RegionalInternational
Fee-based
AUM
$675M
Per adviser
$96M
Advisers
7

No reported disclosures

Compass Capital Corporation

Braintree, MA · Est. 1984

Regional
Fee-based
AUM
$664M
Per adviser
$47M
Advisers
14

No reported disclosures

Kelly Financial Services LLC

Braintree, MA · Est. 2018

Local
Fee-based
AUM
$624M
Per adviser
$104M
Advisers
6

No reported disclosures

Napier Financial

Braintree, MA · Est. 2025

Local
Fee-based
AUM
$550M
Per adviser
$69M
Advisers
8

No reported disclosures

Kraematon Investment Advisors, INC.

Braintree, MA · Est. 2006

LocalInternational
Fee-only
AUM
$202M
Per adviser
$202M
Advisers
1

No reported disclosures

Genesis Wealth Advisors, LLC

Braintree, MA · Est. 2011

Local
Fee-based
AUM
$200M
Per adviser
$33M
Advisers
6

No reported disclosures

Rise North Capital Investment Advisors

Braintree, MA · Est. 2025

Local
Fee-based
AUM
$51M
Per adviser
$4M
Advisers
12

No reported disclosures

Gosselin Consulting Group LLC

Braintree, MA · Est. 2012

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures