Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Boston, Massachusetts, is the most populated city in New England and the 6th most populated city in the United States. The oldest city in the US, Boston is also known for having the oldest baseball stadium, Fenway Park, highly regarded educational institutions like MIT and Harvard, as well as a very high cost of living. With the cost of living 48% higher than the national average, discovering a financial advisor to work with and grow your wealth could prove to be beneficial. There are almost 8,000 financial advisors to choose from in the Boston area, so finding a financial advisor could be quite time consuming. That's where WiserAdvisor comes in. Our mission is to help people like you find an advisor who can work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Boston, Massachusetts.
Boston
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
410
non-vetted advisors in your local area. These financial advisors in
Boston
,
Massachusetts
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Boston
,
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
Boston, Massachusetts.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | Not Specified | $10,000,000 | Fee-Based | |
| 11 Years | $90,000,000 | $250,000 | Fee-Only | |
|
Michael MacLean
CFP® MERCANTILE PRIVATE WEALTH MANAGEMENT 255 Park Ave, STE 1000, Worcester, MA 01609 |
14 Years | Not Specified | Not Specified | Fee-Based |
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
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 235 | 1483231 | $737,260,972,902 | A percentage of AUM, Fixed fees, Other (COST RECOVERY FOR SERVICES PROVIDED TO AFFILIATES)
|
|
| 988 | 5065 | $469,254,453,721 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 370 | 220 | $100,931,741,067 | A percentage of AUM, Performance Based
|
|
| 193 | 841 | $95,994,970,999 | A percentage of AUM
|
|
| 776 | 6721 | $86,483,917,631 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO INCOME)
|
|
| 319 | 70 | $45,863,177,960 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF CASH FLOW & OTHER SUITABLE ARRANGEMENTS)
|
|
| 54 | 175 | $18,128,008,950 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 19 | 43 | $16,198,252,799 | A percentage of AUM, Performance Based
|
|
| 15 | 2536 | $6,586,981,380 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF LICENSE AND MANAGEMENT FEES BASED ON ASSETS INVE)
|
|
| 27 | 1666 | $2,901,056,797 | A percentage of AUM, Hourly charges, Fixed fees, Other (PRIVATE FUND ADMINISTRATION FEES)
|
|
| 19 | 912 | $1,173,783,193 | A percentage of AUM, Fixed fees
|
|
| 13 | 526 | $853,543,964 | A percentage of AUM
|
|
| 8 | 100 | $656,200,454 | A percentage of AUM, Fixed fees
|
|
| 6 | 163 | $327,974,645 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2100 | 0 | $0 | Other (NONE)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 28 State Street 26th, Floor, Boston, MA 02109 | 617-589-3372 | |
| 28 State Street 26th, Floor, Boston, MA 02109 | 617-589-3265 | |
| 28 State Street 26th, Fl, Boston, MA 02109 | 617-478-6440 | |
| 28 State Street 26th, Floor, Boston, MA 02109 | 617-589-3435 | |
| 28 State Street 26th, Fl, Boston, MA 02109 | 617-748-5860 | |
| 28 State Street 26th, Fl, Boston, MA 02109 | 617-478-6417 | |
| 60 State St, Ste 2100, Boston, MA 02109 | 617-451-1400 | |
| 28 State Street, 26th Floor, Boston, MA 02109 | 617-570-9240 | |
| 28 State Street 26th, Floor, Boston, MA 02109 | 617-570-2955 | |
| 28 State Street 26th, Floor, Boston, MA 02109 | 617-570-9546 |
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?
