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Arlington
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Find Top Financial Advisors in Arlington, Massachusetts

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Arlington, Massachusetts, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Arlington, Massachusetts

WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels. Each and every advisor is pre-screened for industry experience, disclosures, and registrations with SEC and FINRA. Collectively, our pre-screened advisors serve thousands of happy clients, manage billions of dollars and provide financial freedom and security for families and individuals like you.

Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors around you.

The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.

Qualified Financial Advisors in Arlington, Massachusetts

VETTED
Financial Advisor
Savant Wealth Management
600 Unicorn Park DriveWoburn, MA 01801
80 William StreetWellesley, MA 02481
100 Lowder Brook DriveWestwood, MA 02090
1099 Hingham StreetRockland, MA 02370
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC720 University AvenueNorwood, MA 02062
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Jordan CohneRICP®, TPCP®Clarity Wealth Advisors448 Turnpike StreetSouth Easton, MA 02375
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureNot Specified
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Information on Qualified Financial Advisors in Arlington, Massachusetts

Savant Wealth Management
VETTED
Savant Wealth Management
About 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
Qualifications
Firm CRD# 107271
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
600 Unicorn Park Drive,Suite 203,Woburn,MA 01801Phone Number717-393-9721
80 William Street,Suite 260,Wellesley,MA 02481Phone Number781-235-7550
100 Lowder Brook Drive,Suite 1000,Westwood,MA 02090Phone Number781-255-0214
1099 Hingham Street,Rockland,MA 02370Phone Number781-255-0214
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
720 University Avenue,Suite 230,Norwood,MA 02062
Phone Number
877-208-7414
Jordan Cohne
VETTED
Jordan CohneRICP®, TPCP®
Clarity Wealth Advisors
About Jordan Cohne
Jordan has been a Financial Planner 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 Clarity Wealth Advisors
At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.
Qualifications
CRD# 4763296Firm CRD# 8733Series 7, 66
Compensation/Fee
Office Location
448 Turnpike Street,Suite 1-G-A,South Easton,MA 02375
Phone Number
508-219-0301

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