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Find The Best Financial Advisors in Massachusetts
Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
How To Find The Best Financial Advisors in Massachusetts
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 1572 non-vetted financial advisors in Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Massachusetts have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Massachusetts
617-431-5155
Top Financial Advisor Firms in Massachusetts (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street, Boston, MA, 2210 | 108281 | $3,688,587,311,060 | 22968 | A percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D) |
| WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street, Boston, MA, 2210 | 106595 | $1,488,387,227,057 | 1705 | A percentage of AUM, Fixed fees, Performance Based |
| GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 2110 | 115504 | $915,092,291,523 | 169 | A percentage of AUM |
| SSGA FUNDS MANAGEMENT, INC. 1 Iron Street, Boston, MA, 2210 | 111242 | $894,513,485,797 | 249 | A percentage of AUM |
| STRATEGIC ADVISERS LLC 245 Summer Street, V10b, Boston, MA, 2210 | 104555 | $737,260,972,902 | 1483231 | A percentage of AUM, Fixed fees, Other (COST RECOVERY FOR SERVICES PROVIDED TO AFFILIATES) |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA, 2210 | 288590 | $726,706,488,861 | 1509611 | A percentage of AUM, Fixed fees |
| MFS INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, MA, 02199-7618 | 110045 | $556,803,162,123 | 345 | A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES) |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 290 Congress Street, Boston, MA, 2210 | 108257 | $469,254,453,721 | 5065 | A percentage of AUM, Fixed fees, Performance Based |
| MELLON INVESTMENTS CORPORATION 201 Washington Street, Boston, MA, 2108 | 105764 | $368,150,954,123 | 541 | A percentage of AUM, Fixed fees, Other (SECURITIES LENDING) |
| LOOMIS, SAYLES & COMPANY, L.P. One Financial Center, Boston, MA, 02111-2621 | 105377 | $329,969,162,140 | 21356 | A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| CAMBRIDGE ASSOCIATES, LLC 125 High Street, Boston, MA, 02110-2112 | 104942 | $294,346,038,709 | 571 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED) |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC 200 Berkeley St., Boston, MA, 02116-5022 | 105790 | $225,498,994,661 | 14374 | A percentage of AUM |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC 197 Clarendon St, Boston, MA, 2116 | 106435 | $220,729,279,323 | 2545 | A percentage of AUM, Performance Based |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 200 Clarendon Street, 30th Floor, Boston, MA, 2116 | 111298 | $186,545,975,184 | 140 | A percentage of AUM, Performance Based |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC 125 High Street, Suite 732 Boston, MA, 2110 | 107312 | $181,634,559,490 | 7540 | A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.) |
Additional Financial Advisors in Massachusetts
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Bridget Gates Inquire with Bridget | 28 State Street 26th, Floor Boston, MA 02109 | 617-589-3372 |
| Brian F Miller Inquire with Brian | 28 State Street 26th, Floor Boston, MA 02109 | 617-589-3265 |
| Alan Melanson Inquire with Alan | 16 Forsythe Ave, South Yarmouth, MA 02664 | 508-776-1168 |
| Alison Palmer Meade Inquire with Alison | 25 Recreation Park Dr, Ste 100 Hingham, MA 02043 | 781-556-0045 |
| Anthony Salerno Inquire with Anthony | 1284 Main St, Unit A1 Osterville, MA 02655 | 508-957-9014 |
| Brent M Crouch Inquire with Brent | 28 State Street 26th, Fl Boston, MA 02109 | 617-478-6440 |
| Alfred J. Hammond Inquire with Alfred | 35 Village Rd, Ste 601 Middleton, MA 01949 | 978-739-3955 |
| Basil C Chigas Inquire with Basil | 112 Worcester Street, Wellesley, MA 02481 | 781-672-5147 |
| AlphaView Wealth Advisors Inquire with AlphaView | 5 Mount Royal Ave, Ste 180 Marlborough, MA 01752 | 508-481-0895 |
| Alyson B. Popper Inquire with Alyson | 112 Worcester Street, Wellesley, MA 02481 | 781-431-6703 |
Select other cities around Massachusetts to broaden your search for a financial advisor
- Financial Advisors in Amesbury, Massachusetts
- Financial Advisors in Holliston, Massachusetts
- Financial Advisors in Lynnfield, Massachusetts
- Financial Advisors in Needham, Massachusetts
- Financial Advisors in Needham Heights, Massachusetts
- Financial Advisors in Salem, Massachusetts
- Financial Advisors in Westford, Massachusetts
- Financial Advisors in Worcester, Massachusetts
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