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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

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.

List of Qualified Financial Advisors in Local

Financial Advisor Experience AUM Minimum Assets Fee Structure
Savant Wealth Management
SAVANT WEALTH MANAGEMENT
80 William Street,
Suite 260,
Wellesley, MA 02481
35 Years Not Specified Not Specified Fee-Only
Jonathan Straus
CSNA (Certified Special Needs Advisor)
COMMONS CAPITAL
254 Second Avenue, Suite 130,
Needham, MA 02494
24 Years $24,000,000,000 $25,000,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Years Not Specified Not Specified Fee-Based
Ronald Newton
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1485 South County Trail,,
Suite 101,
East Greenwich, RI 02818
40 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Local,

Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 80 William Street,
Suite 260,
Wellesley,
MA
02481
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


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,
Needham,
MA
02494
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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 800 South Street Suite 350,
Waltham,
MA
02453
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 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.

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# 1276178
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1485 South County Trail,,
Suite 101,
East Greenwich,
RI
02818
Phone Number 401-262-4986

Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.

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 American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Frequently Asked Questions

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 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?

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.