How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Dalton, Massachusetts

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and a 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

Q: When should I hire 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.

Q: How do I choose the right 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.

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 Dalton, 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 Dalton, Massachusetts

Dalton has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Dalton, Massachusetts have an average of 35 years of experience.

NOTE: The list of vetted financial advisors in Dalton, 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 Dalton, Massachusetts.

Qualified Financial Advisors in Dalton, Massachusetts

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Thomas BrownPioneer Wealth Management @ Pioneer Bank HeadquartersAlbany, NY 12211	N/A	$40,831,751	$250,000	Fee-Based
Edelman Financial Engines, LLC28 Corporate DriveClifton Park, NY 12065	N/A	$0	Not Specified	Fee-Only

Financial Advisor

Thomas BrownPioneer Wealth Management @ Pioneer Bank HeadquartersAlbany, NY 12211

ExperienceN/A

AUM$40,831,751

Minimum Assets$250,000

Fee StructureFee-Based

Financial Advisor

Edelman Financial Engines, LLC28 Corporate DriveClifton Park, NY 12065

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Dalton, Massachusetts

VETTED

Thomas Brown

About Brown Financial Management Group LLC

........

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, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

Firm CRD# 282501

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Office Location

Pioneer Wealth Management @ Pioneer Bank Headquarters,652 Albany Shaker Rd.,Albany,NY 12211

Phone Number

518-464-9974

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 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — 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

28 Corporate Drive,Suite 101,Clifton Park,NY 12065

Phone Number

877-208-7414

WiserAdvisor Reviews

Note: 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.

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FINRA/SEC Registered Advisors

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Dalton, Massachusetts

Dalton, Massachusetts is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Dalton, Massachusetts are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Dalton, Massachusetts, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


FIDELITY MANAGEMENT & RESEARCH COMPANY LLCBoston, MA	1264	31349	$3,964,385,404,654	A percentage of AUM, Fixed fees, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)
WELLINGTON MANAGEMENT COMPANY LLPBoston, MA	2021	1559	$1,282,732,502,947	A percentage of AUM, Fixed fees, Performance Based
GEODE CAPITAL MANAGEMENT, LLCBoston, MA	161	172	$1,062,795,395,069	A percentage of AUM
SSGA FUNDS MANAGEMENT, INC.Boston, MA	243	246	$1,014,331,002,469	A percentage of AUM
STRATEGIC ADVISERS LLCBoston, MA	269	1965880	$824,740,096,815	A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
FIDELITY PERSONAL AND WORKPLACE ADVISORSBoston, MA	15424	1991043	$818,776,100,963	A percentage of AUM, Fixed fees
MELLON INVESTMENTS CORPORATIONBoston, MA	146	502	$674,158,830,515	A percentage of AUM, Fixed fees, Other (SECURITIES LENDING)
MFS INVESTMENT MANAGEMENTBoston, MA	1300	344	$454,325,314,664	A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCBoston, MA	1008	5495	$427,057,574,198	A percentage of AUM, Fixed fees, Performance Based
LOOMIS, SAYLES & COMPANY, L.P.Boston, MA	722	20445	$301,378,322,996	A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
CAMBRIDGE ASSOCIATES, LLCBoston, MA	1098	556	$281,965,202,879	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED)
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPBoston, MA	459	151	$216,586,078,465	A percentage of AUM, Performance Based
JOHN HANCOCK INVESTMENT MANAGEMENT LLCBoston, MA	403	28802	$189,588,843,467	A percentage of AUM
MANULIFE INVESTMENT MANAGEMENT (US) LLCBoston, MA	246	3809	$188,781,027,999	A percentage of AUM, Performance Based
HARBOURVEST PARTNERS, LLCBoston, MA	1103	281	$151,348,655,160	A percentage of AUM, Fixed fees, Performance Based

Firm Name

FIDELITY MANAGEMENT & RESEARCH COMPANY LLCBoston, MA

No. of Advisors1264

AUM$3,964,385,404,654

No. of Clients31349

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)

Firm Name

WELLINGTON MANAGEMENT COMPANY LLPBoston, MA

No. of Advisors2021

AUM$1,282,732,502,947

No. of Clients1559

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

GEODE CAPITAL MANAGEMENT, LLCBoston, MA

No. of Advisors161

AUM$1,062,795,395,069

No. of Clients172

Fee StructureA percentage of AUM

Firm Name

SSGA FUNDS MANAGEMENT, INC.Boston, MA

No. of Advisors243

AUM$1,014,331,002,469

No. of Clients246

Fee StructureA percentage of AUM

Firm Name

STRATEGIC ADVISERS LLCBoston, MA

No. of Advisors269

AUM$824,740,096,815

No. of Clients1965880

Fee StructureA percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)

Firm Name

FIDELITY PERSONAL AND WORKPLACE ADVISORSBoston, MA

No. of Advisors15424

AUM$818,776,100,963

No. of Clients1991043

Fee StructureA percentage of AUM, Fixed fees

Firm Name

MELLON INVESTMENTS CORPORATIONBoston, MA

No. of Advisors146

AUM$674,158,830,515

No. of Clients502

Fee StructureA percentage of AUM, Fixed fees, Other (SECURITIES LENDING)

Firm Name

MFS INVESTMENT MANAGEMENTBoston, MA

No. of Advisors1300

AUM$454,325,314,664

No. of Clients344

Fee StructureA percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)

Firm Name

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCBoston, MA

No. of Advisors1008

AUM$427,057,574,198

No. of Clients5495

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

LOOMIS, SAYLES & COMPANY, L.P.Boston, MA

No. of Advisors722

AUM$301,378,322,996

No. of Clients20445

Fee StructureA percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)

Firm Name

CAMBRIDGE ASSOCIATES, LLCBoston, MA

No. of Advisors1098

AUM$281,965,202,879

No. of Clients556

Fee StructureA percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED)

Firm Name

ARROWSTREET CAPITAL, LIMITED PARTNERSHIPBoston, MA

No. of Advisors459

AUM$216,586,078,465

No. of Clients151

Fee StructureA percentage of AUM, Performance Based

Firm Name

JOHN HANCOCK INVESTMENT MANAGEMENT LLCBoston, MA

No. of Advisors403

AUM$189,588,843,467

No. of Clients28802

Fee StructureA percentage of AUM

Firm Name

MANULIFE INVESTMENT MANAGEMENT (US) LLCBoston, MA

No. of Advisors246

AUM$188,781,027,999

No. of Clients3809

Fee StructureA percentage of AUM, Performance Based

Firm Name

HARBOURVEST PARTNERS, LLCBoston, MA

No. of Advisors1103

AUM$151,348,655,160

No. of Clients281

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?