The parent company is a publicly traded company. It is owned by Focus Operating, LLC, which is owned by Focus Financial Partners, LLC. SCS Capital Management was founded in 2002. The team at SCS includes at least three chartered financial analysts ( CFAs). Though the firm’s parent company does own broker-dealers, advisors at SCS do not earn commissions. SCS also has an institutional business, advising pooled investment vehicles, charitable organizations and sovereign wealth funds/foreign official institutions.Ĭlients are charged for wealth management based on a percentage of assets under management (AUM) and some funds charge a performance fee. This is likely due to the firm's requirement that clients have at least $25 million in investable assets. When it comes to individuals, the firm only serves those with a high net worth. 1 spot on SmartAsset's list of the top financial advisors in Boston. 1 firm on this list is SCS Capital Management, an extremely large advisory practice based in Boston. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Massachusetts, we first identified all firms registered with the SEC in the state.
Minimum AssetsVaries based on account type Advising on private equity and special situation investments.Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Selection of other advisors (including private fund managers).
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