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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 6 vetted financial advisors and 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 24 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
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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 | $3,148,421,739,247 | 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 |
Select other cities around Massachusetts to broaden your search for a financial advisor
- Financial Advisors in Amesbury, Massachusetts
- Financial Advisors in Attleboro, Massachusetts
- Financial Advisors in Holliston, Massachusetts
- Financial Advisors in Lynnfield, Massachusetts
- Financial Advisors in Needham Heights, Massachusetts
- Financial Advisors in Westford, Massachusetts
- Financial Advisors in Worcester, Massachusetts
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