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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 609 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 0 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

advisor

Jordan Cohne

Prudential Advisors

call508-219-0301

advisor

Allworth Financial

Allworth Financial

call888-242-6766

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street,
Boston, MA, 2210
108281 $3,148,421,739,247 23333 A Percentage of AUM, Performance Based, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street,
Boston, MA, 2210
106595 $1,204,691,064,459 1338 A Percentage of AUM, Fixed Fees, Performance Based
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street,
Boston, MA, 2210
111242 $841,529,842,790 247 A Percentage of AUM
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
115504 $803,470,618,544 174 A Percentage of AUM
STRATEGIC ADVISERS LLC
245 Summer Street,
Boston, MA, 2210
104555 $659,550,224,982 1712300 A Percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
FIDELITY PERSONAL AND WORKPLACE ADVISORS
245 Summer Street, V2a,
Boston, MA, 2210
288590 $652,548,367,853 1712247 A Percentage of AUM, Fixed Fees
MELLON INVESTMENTS CORPORATION
201 Washington Street,
Boston, MA, 2108
105764 $619,390,248,152 518 A Percentage of AUM, Fixed Fees, Other (SECURITIES LENDING)
MFS INVESTMENT MANAGEMENT
111 Huntington Avenue,
Boston, MA, 02199-7618
110045 $417,408,071,971 348 A Percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
290 Congress Street,
Boston, MA, 2210
108257 $388,388,690,314 5163 A Percentage of AUM, Fixed Fees, Performance Based
CAMBRIDGE ASSOCIATES, LLC
115 Federal Street,
Boston, MA, 02110-2112
104942 $276,031,240,533 586 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (PERCENT OF ASSETS INVESTED)
LOOMIS, SAYLES & COMPANY, L.P.
One Financial Center,
Boston, MA, 02111-2621
105377 $254,158,838,705 20030 A Percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
200 Berkeley St.,
Boston, MA, 02116-5022
105790 $181,758,139,852 22073 A Percentage of AUM
MANULIFE INVESTMENT MANAGEMENT (US) LLC
197 Clarendon St,
Boston, MA, 2116
106435 $173,184,999,458 2822 A Percentage of AUM, Performance Based
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
200 Clarendon Street, 30th Floor,
Boston, MA, 2116
111298 $171,377,041,357 143 A Percentage of AUM, Performance Based
COMMONWEALTH FINANCIAL NETWORK
29 Sawyer Road,
Waltham, MA, 02453-3483
8032 $146,387,007,862 585629 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based

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