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Find Best Financial Advisors in Massachusetts

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A densely populated state like Massachusetts has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Massachusetts and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Massachusetts
Last Updated - 01-Feb-2023

Massachusetts has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1500 non-vetted advisors in your local area. These financial advisors in Massachusetts have an average of 21 years of experience.

NOTE: The list of financial advisors in Massachusetts mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Massachusetts.

List of Qualified Financial Advisors in Massachusetts
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dawn G. Rimari
CLTC®, AIF®
COMMONWEALTH FINANCIAL NETWORK
26-28 West Street Suite 203,
Beverly, MA 01915
33 Not Specified $1000.00 Fee-Based
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Not Specified Not Specified Fee-Based
Rich Testa
CFP®, RIA
TESTA ASSOCIATES
181 Worcester Street,
Natick, MA 01760
22 $17000000 Not Specified Fee-Based
Josh Darwin
REGAL FINANCIAL
669 South St,
Needham, MA 02492
30 Not Specified $100,000.00 Fee-Based
Adam Wojtkowski
CFP®, CPWA®
COPPER BEECH WEALTH MANAGEMENT
20 Cabot Boulevard,
Suite 300,
Mansfield, MA 02048
19 $40,000,000 250000 Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only

Information on Qualified Financial Advisors in Massachusetts

Qualifications CRD# 4063813
Firm CRD# 8032
Series 6, 7, 24, 63, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 26-28 West Street Suite 203,
Beverly,
MA
01915
Phone Number 978-969-3953

Dawn has more than three decades of experience in the financial services industry, including retail banking, retirement planning, and insurance. Dawn holds the FINRA Series 6, 7, 24, 63, and 66 securities registrations. She is also licensed in the lines of life, health, and accident insurance. Dawn is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Dawn has a BS in Business Administration from Southern New Hampshire University and a graduate-level certificate in Financial Planning from Boston University. Dawn has owned and operated her own practice since 2006, which is located in Beverly, Massachusetts, where she grew up. Her clients are individuals, families, and small businesses. She is certified in long-term care, holding the CLTC® designation, and holds the Accredited Investment Fiduciary® (AIF®) designation. As an AIF® designee, she is committed to putting the client's interests ahead of her own.

Dawn Rimari is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Dawn Rimari is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Dawn Rimari is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Dawn Rimari is required to act in a fiduciary capacity.

About Commonwealth Financial Network

When you’ve come this far, though, there’s one more factor that you cannot overlook. You need someone to help you devise a sensible financial plan.

At Commonwealth Financial Network in Beverly, Massachusetts, Dawn G. Rimari, AIF®, CLTC®, is a dedicated financial planner who will help you to develop a plan that is right for you, one that takes into account who you are now and where you want to go, a plan that will point you in the direction of your goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5457640
Firm CRD# 5457640
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 255 Park Ave,
STE 1000,
Worcester,
MA
01609
Phone Number 774-239-1862

As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.

About Mercantile Private Wealth Management

Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 3152207
Firm CRD# 39543
Series 7, 63, 66 SIE

Compensation/Fee Fee-Based, Based on Assets


Office Location 181 Worcester Street,
Natick,
MA
01760
Phone Number 508-655-2410

I believe that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. Beginning with a get-to-know-you meeting in which we will have a relaxed conversation as we get to know you and you, in turn, get to know us. We will ask you to prioritize your financial goals. We'll then set up a second meeting to suggest options and strategies that can help you meet those goals. At the end of this process, you can decide whether you want to work with us. There is no charge for these initial meetings. Should you decide we are a good fit, we will develop a plan we think will work for you and your financial needs, and we will meet again to refine it and fine-tune it for you. We will never fit you into a preformatted template. And we will never suggest or charge you for services you don't need. Our relationship does not end with the development of your financial plan. We will meet with you regularly to make sure the plan continues to meet your financial needs, both before and after you retire.

About Testa Associates

At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms. The plan we develop with your input typically will include some of the following investment vehicles: Mutual Funds, Stocks, Bonds, Insurance and Annuity Products, IRAs (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products: Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2153443
Firm CRD# 125004
Series 63, 65

Compensation/Fee Fee-Based


Office Location 669 South St,
Needham,
MA
02492
Phone Number 617-281-2721

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

About Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 4803455
Firm CRD# 321059
Series 63, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 20 Cabot Boulevard,
Suite 300,
Mansfield,
MA
02048
Phone Number 508-290-0551

Adam is a native of Worcester and started Copper Beech Wealth Group in February 2022. Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth. To do so, he utilizes a comprehensive approach & incorporates a network of trusted advisors such as accounting, legal, real estate & insurance professionals. Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.

About Copper Beech Wealth Management

Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no matter what the markets or your life may bring. YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own. YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications Firm CRD# 293420

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

About Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
STRATEGIC ADVISERS LLC
245 Summer Street, V10b,
Boston, MA 2210
$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
$95,994,970,999 841 A percentage of AUM
EATON VANCE MANAGEMENT
Two International Place,
Boston, MA 2110
$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
$18,128,008,950 175 A percentage of AUM
Fixed fees
Performance Based
CHOATE INVESTMENT ADVISORS
Two International Place , Suite 3000,
Boston, MA 2110
$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
$5,820,047,680 1 A percentage of AUM
HOWLAND CAPITAL MANAGEMENT LLC
75 Federal St, Ste 1100,
Boston, MA 02110-1911
$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
$853,543,964 526 A percentage of AUM
WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor,
Boston, MA 2110
$656,200,454 100 A percentage of AUM
Fixed fees
AMERICAN RESEARCH & MANAGEMENT CO
145 Front Street,
Marion, MA 2738
$642,532,427 830 A percentage of AUM
Other (BOOKKEEPING)
BTS ASSET MANAGEMENT, INC.
420 Bedford Street , Suite 340,
Lexington, MA 2420
$613,272,735 2215 A percentage of AUM
BEATON MANAGEMENT CO INC
150 Summer Street,
Haverhill, MA 01830-6032
$329,976,419 134 A percentage of AUM
DELPHI MANAGEMENT INC
9 Sears Rd,
Brookline, MA 2445
$116,120,866 29 A percentage of AUM
GARRETT NAGLE & CO., INC.
300 Unicorn Park Drive,
Woburn, MA 01801-3363
$116,041,368 162 A percentage of AUM
Commision Based
NATIONAL FINANCIAL SERVICES, LLC
245 Summer Street , Mail Zone Z2h,
Boston, MA 2210
$0 0 Other (NONE)

    List of Additional 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
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