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.
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 |
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.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.
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.
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.
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.
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
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) |
* 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 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?