Financial advisers in Wakefield, MA
4 registered investment adviser firms in Wakefield managing $63.1B in assets, based on public SEC Form ADV filings.
Vestmark Advisory Solutions, INC.
Wakefield, MA · Est. 2018
RegionalInternational
- AUM
- $49.9B
- Per adviser
- $2.0B
- Advisers
- 25
No reported disclosures
Sentinel Pension Advisors, LLC.
Wakefield, MA · Est. 1998
National
- AUM
- $11.9B
- Per adviser
- $249M
- Advisers
- 48
No reported disclosures
Flagship Wealth Advisors, LLC.
Wakefield, MA · Est. 2017
Local
- AUM
- $749M
- Per adviser
- $187M
- Advisers
- 4
No reported disclosures
424 Capital, LLC
Wakefield, MA · Est. 2022
Local
- AUM
- $584M
- Per adviser
- $37M
- Advisers
- 16
No reported disclosures