Top 6 financial advisor firms in Hingham

6 SEC-registered financial advisor firms are headquartered in Hingham, MA, with $3.2B in combined regulatory assets under management. The largest by assets are New World Advisors ($885M), Aequitas Investment Advisors ($826M) and Sandy Cove Advisors ($685M).

6
Financial advisor firms: $3.2B
Their combined AUM: $605M
Median firm AUM: 1,495
Clients of the top 6

The 6 largest by assets

1
New World Advisors
RIA
$885M
0.50% to 2.00% a year
2
Aequitas Investment Advisors
RIA
$826M
0.35% to 0.35% a year
3
Sandy Cove Advisors
RIA
$685M
0.50% to 1.25% a year
4
Bostonpremier Wealth
RIA
$525M
Regulatory AUM
5
AFG Fiduciary Services Limited Partnership
RIA
$166M
0.50% to 1.50% a year
6
O.F.O. Partners
RIA
$110M
0.24% to 0.88% a year

Profiles of the top 6

No. 1 · RIA

New World Advisors

New World Advisors is an investment adviser based in Hingham, MA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $885 million, as filed on 9 April 2026.

New World Advisors charges 0.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $885M
Clients: 105
Advisory staff: 2
Fee schedule: 0.50% to 2.00% a year
Custodians: Fiduciary Trust, Charles Schwab
Headquarters: 350 Lincoln Street, Suite 1100, Hingham, MA 02043
Phone: 781-749-6922
Website: newworldadvisors.com

No. 2 · RIA

Aequitas Investment Advisors

Aequitas Investment Advisors is an investment adviser based in Hingham, MA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $826 million, as filed on 27 March 2026.

Aequitas Investment Advisors charges 0.35% a year for its Standard Reporting Service.

Regulatory AUM: $826M
Clients: 189
Advisory staff: 5
Founded: 1991
Fee schedule: 0.35% to 0.35% a year
Custodians: Charles Schwab
Headquarters: 175 Derby St, Suite 24, Hingham, MA 02043
Phone: 781-740-1199
Website: aequitas-inv.com

No. 3 · RIA

Sandy Cove Advisors

Sandy Cove Advisors is an investment adviser based in Hingham, MA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $685 million, as filed on 23 March 2026.

Sandy Cove Advisors charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM: $685M
Clients: 278
Advisory staff: 4
Founded: 2010
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 37 Derby Street, Suite 5, Hingham, MA 02043
Phone: 617-622-1500
Website: sandycoveadvisors.com

No. 4 · RIA

Bostonpremier Wealth

Bostonpremier Wealth is an investment adviser based in Hingham, MA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $525 million, as filed on 9 April 2026.

Regulatory AUM: $525M
Clients: 754
Advisory staff: 4
Custodians: Fidelity
Headquarters: 4 Pond Park RD, Suite 201, Hingham, MA 02043
Phone: 617-934-1100

No. 5 · RIA

AFG Fiduciary Services Limited Partnership

AFG Fiduciary Services Limited Partnership is an investment adviser based in Hingham, MA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $166 million, as filed on 5 March 2026.

AFG Fiduciary Services Limited Partnership charges 0.50%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $166M
Clients: 159
Advisory staff: 3
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity
Headquarters: 2 Essington Drive, Hingham, MA 02043
Phone: 781-741-2540
Website: afgfiduciary.com

No. 6 · RIA

O.F.O. Partners

O.F.O. Partners is an investment adviser based in Hingham, MA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $110 million, as filed on 1 April 2026.

O.F.O. Partners charges 0.24%–0.88% a year for its Investment Management Services.

Regulatory AUM: $110M
Clients: 10
Advisory staff: 1
Fee schedule: 0.24% to 0.88% a year
Custodians: Charles Schwab
Headquarters: 18 Shipyard Drive, Suite 3d, Hingham, MA 02043
Phone: 617-829-8800
Website: ofopartners.com

Questions about financial advisors in Hingham

How many financial advisor firms are headquartered in Hingham?

6 SEC-registered financial advisor firms report their principal office in Hingham, MA, managing $3.2B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Hingham?

New World Advisors, with $885M in regulatory assets under management on its latest Form ADV. The next largest are Aequitas Investment Advisors ($826M) and Sandy Cove Advisors ($685M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Hingham?

The median firm manages $605M in regulatory assets. That is the midpoint of the 6 firms headquartered in Hingham.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Hingham charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.35% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Hingham?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Hingham has 6 financial advisor firms; see every adviser in the city →