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Find the Best Financial Advisors in Massachusetts

Massachusetts is a state renowned for its rich history, culture, and innovation. In this state's growing economy, finding a trustworthy financial advisor can be crucial to get the most out of your personal finances. At WiserAdvisor, we connect individuals like you with vetted financial advisors who have been screened and meet your specific requirements. Financial Advisors on our list of experienced financial professionals in and around Massachusetts are dedicated to helping you make informed decisions about your finances, minimize risk, and maximize your investments over time. Whether you're a high net-worth individual, a business owner, or simply looking to grow your wealth over time, our directory helps you compare ranked financial advisors in Massachusetts.

Finding the Top Financial Advisor in Massachusetts

Last Updated - May 20, 2024

Massachusetts has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Massachusetts have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Massachusetts mentioned below does 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
Jonathan Straus
CSNA (Certified Special Needs Advisor)
254 Second Avenue, Suite 130,
Needham, MA 02494
24 Years $24,000,000,000 $25,000,000 Fee-Based
Michael MacLean
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Years Not Specified Not Specified Fee-Based
Jordan Cohne
448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375
Not Disclosed Not Specified Not Specified Not Specified
Allworth Financial
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Suite 405,
Burlington, MA 01803
57 Wells Ave.,
Newton, MA 02459
Not Disclosed $205,600,000,000 Not Specified Fee-Based
Northeast Investment Services
555 Pleasant st suite 103,
Attleboro, MA 02703
Not Disclosed $161,000,000 $50,000 Not Specified
Savant Wealth Management
80 William Street,
Suite 260,
Wellesley, MA 02481
35 Years Not Specified Not Specified Fee-Only

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Information on Qualified Financial Advisors in Massachusetts

Qualifications CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 254 Second Avenue, Suite 130,
Phone Number 617-431-5155

Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America  three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.

About Commons Capital

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important  you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.

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,
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

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# 4763296
Firm CRD# 5685
Series 7, 66

Office Location 448 Turnpike Street,
Suite 1-G-A,
South Easton,
Phone Number 508-219-0301

Jordan has been a Financial Advisor with Prudential since 2004, right after graduating from the University of Massachusetts at Amherst. He began his career working alongside his father Marty, who was also an advisor with Prudential for 45 years before retiring in 2018. Marty inspired Jordan to become an advisor, by showing him the importance of helping clients make prudent financial decisions and instilled in him many of the values he incorporates into his practice today. Jordan's consultative approach provides his clients with education and guidance. Jordan is a qualifying member of MDRT's Top of the Table, as well as being a member of Prudential's Chairman's Council. His spare time is spent with his wife and two daughters, traveling, and exercising. I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better! Click HERE to learn more about Jordan Cohne

About Prudential


The Value of Prudential

Challenges. Solutions. Confidence.

At Prudential, our work helps drive a simple, powerful series of events: one that begins when individual and institutional clients come to us with financial challenges, both great and small. It’s a process we’ve refined since 1875, thanks to a mindset guided by our business strength and the intelligence of our solutions – each a standard bearer in the market. With our strong balance sheet, solid capital position, and talent that ranks among our industry’s best, we’re committed to creating solutions that help deliver confidence to the lives of our clients. We look forward to taking on your challenges, too.

Guidance for your Financial Journey

When you work with a financial professional like me, you’ll do more than simply find a bridge between Prudential’s products and your financial concerns. You’ll also gain access to a network of professionals geared to help you meet the challenges of your financial life. It’s a relationship based on integrity. On trust. And on a commitment to helping you find financial confidence – at every step along the way, no matter your stage of life. 1077814-00003-00

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 800 South Street Suite 350,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based

Office Location 25 Burlington Mall Road,
Suite 405,
Phone Number 781-993-9191

Office Location 57 Wells Ave.,
Suite 31,
Newton,MA 02459
Phone Number 617-556-2372

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 2Data as of Dec. 31, 2023.

Qualifications CRD# 7556128
Firm CRD# 172011

Office Location 555 Pleasant st suite 103,
Phone Number 508-954-7683

About Northeast Investment Services

Northeast Investment Services

We plan with a purpose. We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.

Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets

Office Location 80 William Street,
Suite 260,
Phone Number 781-235-7550

About Savant Wealth Management

Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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, Legal Advice and Services, Estate Planning & Trusts

Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
245 Summer Street, Boston, MA 2210
1108 23333 $3,148,421,739,247
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
280 Congress Street, Boston, MA 2210
2139 1338 $1,204,691,064,459
A Percentage of AUM, Fixed Fees, Performance Based
1 Iron Street, Boston, MA 2210
250 247 $841,529,842,790
A Percentage of AUM
100 Summer Street, 12th Floor, Boston, MA 2110
156 174 $803,470,618,544
A Percentage of AUM
245 Summer Street, Boston, MA 2210
219 1712300 $659,550,224,982
245 Summer Street, V2a, Boston, MA 2210
13507 1712247 $652,548,367,853
A Percentage of AUM, Fixed Fees
201 Washington Street, Boston, MA 2108
180 518 $619,390,248,152
A Percentage of AUM, Fixed Fees, Other (SECURITIES LENDING)
111 Huntington Avenue, Boston, MA 02199-7618
1200 348 $417,408,071,971
290 Congress Street, Boston, MA 2210
1010 5163 $388,388,690,314
A Percentage of AUM, Fixed Fees, Performance Based
115 Federal Street, Boston, MA 02110-2112
1154 586 $276,031,240,533
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (PERCENT OF ASSETS INVESTED)
One Financial Center, Boston, MA 02111-2621
717 20030 $254,158,838,705
A Percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
200 Berkeley St., Boston, MA 02116-5022
394 22073 $181,758,139,852
A Percentage of AUM
197 Clarendon St, Boston, MA 2116
266 2822 $173,184,999,458
A Percentage of AUM, Performance Based
200 Clarendon Street, 30th Floor, Boston, MA 2116
415 143 $171,377,041,357
A Percentage of AUM, Performance Based
29 Sawyer Road, Waltham, MA 02453-3483
4300 585629 $146,387,007,862
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based

    Frequently Asked Questions

    Financial advisors in Massachusetts offer multiple financial services to help their clients including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial service you are looking for.

    When you are ready to choose a financial advisor in Massachusetts, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Massachusetts. To learn more, read the guide on choosing the best financial advisor.

    How much a financial advisor charges for their services in Massachusetts depends on the type and scope of services they provide. Some advisors charge approx. 1% of assets under management (AUM), while others may charge an hourly rate or fixed fee of approx. $7,500 and above. It is important to clarify the advisor's fee structure upfront and to understand any potential hidden costs or fees. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    Often the terms financial advisor and financial planner are used to indicate the same financial professional, but they are slightly different. Financial advisor is a generic and expansive term used for a professional who helps and assists in managing your finances. They provided a vast spectrum of services such as the purchase of stocks, creating investment strategies, managing portfolios etc., depending upon the needs of an individual. On the other hand, a financial planner is a qualified financial professional who works with companies and individuals to create a holistic plan with an aim to save, invest, and grow their clients money. A planner evaluates and analyzes the clients current situation and makes appropriate recommendations to meet their financial goals. Financial planners also hold credentials like CFP or CFA and are obligated to act in the client's best interests. To learn more, read on about the differences between financial advisors and financial planners.

    While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Massachusetts can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.

    In Massachusetts, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as having licenses and credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Additionally, check if the advisor is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Massachusetts Securities Division. Lastly, consider their experience, reputation, and client testimonials to gauge their track record of delivering quality financial advice and services. To further explore a specific financial advisor's qualifications, click the "View Full Profile" button of each advisor listed in the directory above.

    A financial advisor in Massachusetts can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.