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AdvisorCheck > By State > Massachusetts > Hingham

Top Financial Advisors in Hingham, Massachusetts

Finding the right financial advisor in Hingham is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Hingham, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Hingham, MA.


Find the Best Financial Advisor Firms in Hingham:

ONE CHARLES PRIVATE WEALTH

CRD#: 286635

RIA

Address: 99 Derby Street Suite 100, Hingham, MA 02043

Clients: 134

Average Clients per Advisor: 16

AUM: $ 936M

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AEQUITAS INVESTMENT ADVISORS, LLC

CRD#: 127625

RIA

Address: 175 Derby St Suite 24, Hingham, MA 02043

Clients: 40

Average Clients per Advisor: 8

AUM: $ 766M

NEW WORLD ADVISORS LLC

CRD#: 296798

RIA

Address: 350 Lincoln Street Suite 1100, Hingham, MA 02043

AUM: $ 723M

SANDY COVE ADVISORS, LLC

CRD#: 152482

RIA

Address: 37 Derby Street Suite 5, Hingham, MA 02043

Clients: 67

Average Clients per Advisor: 9

AUM: $ 582M

AFG FIDUCIARY SERVICES

CRD#: 309943

RIA

Address: 2 Essington Drive, Hingham, MA 02043

Clients: 96

Average Clients per Advisor: 24

AUM: $ 229M

VINCENT WEALTH ADVISORS LLC

CRD#: 332759

RIA

Address: 350 Lincoln Street Suite 2400, Hingham, MA 02043

Clients: 50

Average Clients per Advisor: 50

AUM: $ 127M

How We Chose the Top Financial Advisors in Hingham, Massachusetts

To create this list of top financial advisor firms in Hingham, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Hingham has to offer.

Search Financial Advisors in Hingham, Massachusetts


Name or CRD#
Location:
Firm name (optional)
Eric Christopher Fallon

Eric Christopher Fallon

Eric C Fallon
IAR
RR
CRD#: 1547591
Location:
Newton, MA
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
37 years
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Michael Loel Klonsky

Michael Loel Klonsky

IAR
RR
CRD#: 1486161
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Boston, MA 02109
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
34 years
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Terence Hugh Hunt

Terence Hugh Hunt

Fred Hunt
IAR
RR
CRD#: 1588238
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Wellesley Hills, MA 02481
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
37 years
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Neil Mehra

Neil Mehra

Anil Neil Mehra
IAR
RR
CRD#: 1633428
AIF®: Accredited Investment Fiduciary
Location:
Boston, MA 02110
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
38 years
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James M Albanese

James M Albanese

James Michael Albanese, Jim Albanese
IAR
RR
CRD#: 1728684
Location:
Middleton, MA 01949
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
38 years
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Brian Sean Strachan

Brian Sean Strachan

IAR
RR
CRD#: 1677479
Location:
Naples, FL
Company:
MORGAN STANLEY
Disclosures:
Experience:
38 years
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AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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