Best Financial Advisor Firms Massachusetts 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Massachusetts.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Massachusetts, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Massachusetts are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Abbot Financial Management 5/5 Stars $242.7 million 193 4 $1.3 million
Adviser Investments 5/5 Stars $7.2 billion 3,970 53 $1.8 million
Aevitas Wealth Management 5/5 Stars $617.3 million 377 5 $1.6 million
American Investment Services 5/5 Stars $1.3 billion 502 8 $2.6 million
Anchor Capital Advisors 5/5 Stars $3.4 billion 534 17 $6.4 million
Andersen 5/5 Stars $3.7 billion 399 11 $9.3 million
Auour Investments 5/5 Stars $291.8 million 325 4 $897,958
Balanced Rock Investment Advisors 5/5 Stars $105.8 million 129 4 $820,516
Barry Investment Advisors 5/5 Stars $750.0 million 384 5 $2.0 million
Battery Management Corp 5/5 Stars $17.8 billion 52 51 $342.0 million
Beaumont Financial Partners 5/5 Stars $3.0 billion 1,389 13 $2.2 million
Bernzott Capital Advisors 5/5 Stars $1.2 billion 472 4 $2.6 million
Bortolussi Wealth Management 5/5 Stars $48.0 million 85 1 $564,705
Boston Financial Management 5/5 Stars $3.8 billion 870 20 $4.4 million
Boston Research and Management 5/5 Stars $548.3 million 111 5 $4.9 million
Breckinridge Capital Advisors 5/5 Stars $46.7 billion 16,834 27 $2.8 million
Cabot Wealth Management 5/5 Stars $1.1 billion 664 4 $1.7 million
Cadence Wealth Management 5/5 Stars $252.8 million 602 7 $419,933
Cambridge Associates 5/5 Stars $294.3 billion 568 461 $518.2 million
Cambridge Associates 5/5 Stars $5.9 billion 24 13 $245.6 million
Cape Ann Capital 5/5 Stars $202.2 million 246 3 $821,809
Capital Wealth Management 5/5 Stars $16.2 million 23 1 $703,538
Carl P. Sherr & Co 5/5 Stars $381.1 million 305 3 $1.2 million
Centerpoint Advisors 5/5 Stars $560.5 million 441 10 $1.3 million
Claro Advisors 5/5 Stars $763.0 million 759 14 $1.0 million
Clearbrook Investment Consulting 5/5 Stars $480.0 million 1 2 $480.0 million
Clearbrook Investment Solutions 5/5 Stars $620.2 million 30 2 $20.7 million
Community Financial Group 5/5 Stars $75.6 million 70 2 $1.1 million
Cooper Lapman Financial 5/5 Stars $341.4 million 89 4 $3.8 million
Cornerstone Financial Management 5/5 Stars $84.4 million 75 3 $1.1 million
Cottage Street Advisors logoCottage Street Advisors 5/5 Stars $233.8 million 100 2 $2.3 million
Cox Capital Management 5/5 Stars $286.0 million 164 3 $1.7 million
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Darrow Wealth Management 5/5 Stars $241.9 million 132 4 $1.8 million
Demers Financial Planning 5/5 Stars $13.9 million 25 1 $557,160
Diversified Financial Management 5/5 Stars $231.1 million 120 2 $1.9 million
EPG Incorporated 5/5 Stars $4.5 billion 75 4 $59.7 million
F L Putnam Investment Management Co. 5/5 Stars $4.5 billion 1,408 31 $3.2 million
Fairfield Financial Advisors 5/5 Stars $310.2 million 194 2 $1.6 million
Fiduciary Wealth Partners 5/5 Stars $1.5 billion 93 5 $15.9 million
First National Corporation 5/5 Stars $1.2 billion 804 7 $1.4 million
Florek Financial 5/5 Stars $373.8 million 86 2 $4.3 million
Focus Financial 5/5 Stars $0.0 100 1 $0.0
Freya Financial Services 5/5 Stars $21.3 million 23 1 $926,086
Genesis Wealth Advisors 5/5 Stars $210.8 million 249 7 $846,704
Great Point Wealth Advisors 5/5 Stars $548.9 million 299 2 $1.8 million
Harbor Asset Planning 5/5 Stars $108.5 million 82 2 $1.3 million
Investment Advisory Group 5/5 Stars $716.4 million 3,241 6 $221,027
Jantz Management 5/5 Stars $7.6 million 18 1 $422,194
Lechner Associates 5/5 Stars $82.0 million 153 1 $536,155
Lennox Financial 5/5 Stars $17.1 million 28 1 $610,906
Lowell Blake & Associates 5/5 Stars $763.7 million 263 6 $2.9 million
Mason Capital Partners 5/5 Stars $213.8 million 111 4 $1.9 million
McNamara Financial Services 5/5 Stars $499.0 million 920 4 $542,403
Middleton & Company 5/5 Stars $1.3 billion 393 8 $3.3 million
Modera Wealth Management 5/5 Stars $7.0 billion 2,293 56 $3.0 million
Montis Financial 5/5 Stars $748.2 million 261 7 $2.9 million
Neiman & Associates Financial Services 5/5 Stars $33.4 million 33 1 $1.0 million
NEPC 5/5 Stars $69.7 billion 403 1 $173.0 million
New England Retirement Consultants 5/5 Stars $1.5 billion 2 3 $756.3 million
New Frontier Advisors 5/5 Stars $4.6 billion 112 4 $40.6 million
Northstar Asset Management 5/5 Stars $792.2 million 189 5 $4.2 million
Okemo Capital Management 5/5 Stars $88.0 million 8 1 $11.0 million
Paragon Financial Advisors 5/5 Stars $72.0 million 40 1 $1.8 million
Perennial Advisors Group 5/5 Stars $298.9 million 168 2 $1.8 million
Pinnacle Pension Consultants 5/5 Stars $1.4 billion 65 3 $21.2 million
Pinney & Scofield 5/5 Stars $664.8 million 281 3 $2.4 million
Polaris Advisors 5/5 Stars $147.4 million 112 3 $1.3 million
Prio Wealth Limited Partnership 5/5 Stars $4.1 billion 682 11 $6.0 million
Proctor Financial 5/5 Stars $293.3 million 219 3 $1.3 million
R.A.I. Financial Services 5/5 Stars $9.4 million 99 1 $94,668
R.W. Roge & Company 5/5 Stars $342.8 million 296 5 $1.2 million
Resolute Financial 5/5 Stars $443.8 million 329 5 $1.3 million
Retirement Resources Investment Corporation 5/5 Stars $1.5 billion 146 2 $10.2 million
Reynders Mcveigh Capital Management 5/5 Stars $3.9 billion 825 22 $4.7 million
RF&L Wealth Management 5/5 Stars $242.2 million 126 3 $1.9 million
Riverview Capital Advisers 5/5 Stars $502.5 million 145 3 $3.5 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Savvi Financial 5/5 Stars $27.4 million 152 6 $180,401
Sensible Financial Planning and Management 5/5 Stars $730.7 million 298 12 $2.5 million
Sentry Financial Planning 5/5 Stars $40.6 million 10 1 $4.1 million
Seven Eight Capital 5/5 Stars $1.2 billion 3 24 $384.0 million
Silver Pine Capital 5/5 Stars $44.3 million 137 3 $323,357
Sound View Financial Advisors 5/5 Stars $16.6 million 53 2 $313,420
Spillane Financial Planning 5/5 Stars $36.9 million 37 1 $997,518
Sterling Oak Advisors 5/5 Stars $27.0 million 24 1 $1.1 million
Successful Money Strategies 5/5 Stars $185.8 million 242 1 $767,768
TFC Financial Management 5/5 Stars $1.4 billion 371 9 $3.8 million
The Clifford Group 5/5 Stars $113.7 million 221 2 $514,632
The Financial Advisors 5/5 Stars $974.8 million 752 7 $1.3 million
The Relaxing Retirement Coach 5/5 Stars $536.3 million 295 1 $1.8 million
Timber Creek Capital Management 5/5 Stars $519.6 million 43 2 $12.1 million
Timmons Wealth Management 5/5 Stars $100.1 million 124 1 $807,136
Torray 5/5 Stars $711.1 million 368 6 $1.9 million
Valence8 5/5 Stars $312.7 million 3 3 $104.2 million
Washington Capital Management 5/5 Stars $6.5 billion 72 9 $90.8 million
West Branch Capital logoWest Branch Capital 5/5 Stars $509.6 million 379 5 $1.3 million
Wingate Wealth Advisors 5/5 Stars $1.1 billion 633 13 $1.8 million
Worcester Advisors 5/5 Stars $105.1 million 232 3 $453,183
Zevin Asset Management 5/5 Stars $783.0 million 382 3 $2.0 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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