National Retirement Planning Experts

National Coverage
Local Professionals

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

advisor-photo

Jonathan Straus

Commons Capital

254 Second Avenue, Suite 130

Needham, MA 02494

617-431-5155

advisor-photo

Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

advisor-photo

Nicholas Cantrell

Green Future Wealth Management

324 Grove Street

Worcester, MA 01605

978-333-2144

advisor-photo

Josh Darwin

Regal Financial

669 South St

Needham, MA 02492

617-281-2721

advisor-photo

Allworth Financial

Allworth Financial

800 South Street Suite 350

Waltham, MA 02453

888-242-6766

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 $3,688,587,311,060 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 AdvisorOffice LocationPhone 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

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors