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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 Massachusetts 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 & Planners in Massachusetts

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Massachusetts that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Massachusetts. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Massachusetts

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Dawn G. Rimari

Commonwealth Financial Network

26-28 West Street Suite 203

Beverly, MA 01915

978-969-3953

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Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

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Rich Testa

Testa Associates

181 Worcester Street

Natick, MA 01760

508-655-2410

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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4075

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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

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Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

617-556-2372

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Adam Wojtkowski

Copper Beech Wealth Management

20 Cabot Boulevard
Suite 300

Mansfield, MA 02048

508-290-0551

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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)
INCOME RESEARCH + MANAGEMENT
100 Federal Street, 30th Floor Boston, MA 02110-1884
104863 $95,994,970,999 841 A percentage of AUM
EATON VANCE MANAGEMENT
Two International Place, Boston, MA 2110
104859 $86,483,917,631 6721 A percentage of AUM
Performance Based
Other (PERCENTAGE OF PORTFOLIO INCOME)
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
125 High Street, Suite 832 Boston, MA 2110
104945 $18,128,008,950 175 A percentage of AUM
Fixed fees
Performance Based
CHOATE INVESTMENT ADVISORS
Two International Place, Suite 3000 Boston, MA 2110
106109 $6,586,981,380 2536 A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF LICENSE AND MANAGEMENT FEES BASED ON ASSETS INVE)
PEAR TREE ADVISORS, INC.
55 Old Bedford Road, Suite 202 Lincoln, MA 01773-1124
104576 $5,820,047,680 1 A percentage of AUM
HOWLAND CAPITAL MANAGEMENT LLC
75 Federal St, Ste 1100, Boston, MA 02110-1911
104726 $2,901,056,797 1666 A percentage of AUM
Hourly charges
Fixed fees
Other (PRIVATE FUND ADMINISTRATION FEES)
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 Federal Street, Suite 1602 Boston, MA 2210
105060 $853,543,964 526 A percentage of AUM
WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor, Boston, MA 2110
104913 $656,200,454 100 A percentage of AUM
Fixed fees
AMERICAN RESEARCH & MANAGEMENT CO
145 Front Street, Marion, MA 2738
6080 $642,532,427 830 A percentage of AUM
Other (BOOKKEEPING)
BTS ASSET MANAGEMENT, INC.
420 Bedford Street, Suite 340 Lexington, MA 2420
105215 $613,272,735 2215 A percentage of AUM
BEATON MANAGEMENT CO INC
150 Summer Street, Haverhill, MA 01830-6032
104728 $329,976,419 134 A percentage of AUM
DELPHI MANAGEMENT INC
9 Sears Rd, Brookline, MA 2445
106042 $116,120,866 29 A percentage of AUM
GARRETT NAGLE & CO., INC.
300 Unicorn Park Drive, Woburn, MA 01801-3363
7071 $116,041,368 162 A percentage of AUM
Commision Based
NATIONAL FINANCIAL SERVICES, LLC
245 Summer Street, Mail Zone Z2h Boston, MA 2210
13041 $0 0 Other (NONE)

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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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