CARR FINANCIAL GROUP is a Worcester, Massachusetts based financial advisory firm with nearly $436,608,961 in assets under management and provides investment advisory services for 1032 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 317321 | |
| SEC#: | 801-123187 | |
| Assets under Management: | $436,608,961 | |
| No. of Clients: | 1032 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | 801-25943 | 5065 | 988 | $469,254,453,721 |
| INVESTMENT ADVISORY GROUP LLC | 109445 | 801-56937 | 3245 | 12 | $716,350,000 |
| CHOATE INVESTMENT ADVISORS | 106109 | 801-53321 | 2536 | 15 | $6,586,981,380 |
| TRILLIUM ASSET MANAGEMENT | 110901 | 801-17958 | 2057 | 40 | $5,676,112,804 |
| J.M. FORBES & CO. LLP | 107422 | 801-2252 | 912 | 19 | $1,173,783,193 |
| WOODSTOCK CORPORATION | 110662 | 801-4782 | 554 | 8 | $997,076,168 |
| AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 801-8255 | 220 | 370 | $100,931,741,067 |
| WAINWRIGHT INVESTMENT COUNSEL LLC | 108711 | 801-56485 | 194 | 18 | $4,860,746,000 |
| WINDHAM CAPITAL MANAGEMENT, LLC | 110539 | 801-45014 | 182 | 15 | $945,578,203 |
| BURNS & LEVINSON ASSET MANAGEMENT | 108191 | 801-54171 | 163 | 6 | $327,974,645 |
| FINANCIAL SOLUTIONS ASSOCIATES | 111456 | 801-120911 | 151 | 1 | $130,600,885 |
| SALEM CAPITAL MANAGEMENT INC | 108622 | 801-34265 | 94 | 5 | $284,951,672 |
| AEW CAPITAL MANAGEMENT LP | 108633 | 801-53421 | 70 | 319 | $45,863,177,960 |
| POLARIS CAPITAL MANAGEMENT, LLC | 106278 | 801-43216 | 43 | 19 | $16,198,252,799 |
| RUTABAGA CAPITAL MANAGEMENT LLC | 108727 | 801-56233 | 5 | 7 | $203,304,114 |
| NEW GENERATION ADVISORS, LLC | 109776 | 801-33044 | 2 | 4 | $153,205,244 |