Be advised. This firm is no longer registered.

Eaton Vance Wateroak Advisors

Eaton Vance Wateroak Advisors (CRD# 132047) is a financial advisory firm headquartered in Boston, MA. They manage $14,592,102,806 in 5,607 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,592
    MILLION
  • Total Number of Accounts
    5,607
    ACCOUNTS
  • Average Account Value
    $2,602,480
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Eaton Vance Wateroak Advisors
No Advisor Found.
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