Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Massachusetts.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Massachusetts are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Massachusetts.
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 |
|
$242.7 million | 193 | 3 | $1.3 million |
| Adviser Investments |
|
$6.4 billion | 3,964 | 53 | $1.6 million |
| American Investment Services |
|
$1.2 billion | 505 | 7 | $2.4 million |
| Anchor Capital Advisors |
|
$2.7 billion | 507 | 17 | $5.3 million |
| Andersen |
|
$4.2 billion | 411 | 9 | $10.3 million |
| Auour Investments |
|
$288.0 million | 344 | 4 | $837,172 |
| Balanced Rock Investment Advisors |
|
$119.4 million | 163 | 4 | $732,533 |
| Ballentine Partners |
|
$9.3 billion | 294 | 74 | $31.6 million |
| Barry Investment Advisors |
|
$656.9 million | 409 | 5 | $1.6 million |
| Battery Global Advisors |
|
$4.3 billion | 110 | 12 | $38.8 million |
| Bernzott Capital Advisors |
|
$682.0 million | 178 | 4 | $3.8 million |
| Bortolussi Wealth Management |
|
$51.6 million | 250 | 2 | $206,400 |
| Boston Financial Management |
|
$3.7 billion | 1,088 | 24 | $3.4 million |
| Boston Research and Management |
|
$502.7 million | 117 | 6 | $4.3 million |
| Boston Standard Wealth Management |
|
$368.4 million | 415 | 3 | $887,630 |
| Bromfield Sneider Wealth Advisors |
|
$380.2 million | 117 | 2 | $3.2 million |
| Cabot Wealth Management |
|
$862.7 million | 655 | 4 | $1.3 million |
| Cadence Wealth Management |
|
$262.7 million | 635 | 7 | $413,673 |
| Cambridge Associates |
|
$5.9 billion | 24 | 13 | $245.6 million |
| Cambridge Associates |
|
$276.0 billion | 581 | 463 | $475.1 million |
| Cape Ann Capital |
|
$166.9 million | 246 | 3 | $678,295 |
| Capital Wealth Management |
|
$14.4 million | 28 | 1 | $514,731 |
| Carl P. Sherr & Co |
|
$351.0 million | 292 | 3 | $1.2 million |
| Centerpoint Advisors |
|
$520.2 million | 465 | 10 | $1.1 million |
| Claro Advisors |
|
$787.3 million | 868 | 18 | $907,077 |
| Clearbrook Investment Consulting |
|
$464.9 million | 1 | 2 | $464.9 million |
| Clearbrook Investment Solutions |
|
$192.4 million | 47 | 2 | $4.1 million |
| Cornerstone Financial Management |
|
$79.8 million | 85 | 3 | $939,172 |
| Cottage Street Advisors |
|
$190.6 million | 114 | 2 | $1.7 million |
| Cox Capital Management |
|
$272.8 million | 189 | 2 | $1.4 million |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Darrow Wealth Management |
|
$203.6 million | 123 | 3 | $1.7 million |
| Diversified Financial Management |
|
$227.6 million | 125 | 2 | $1.8 million |
| Eddy Company |
|
$8.7 million | 50 | 1 | $174,000 |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| EPG Incorporated |
|
$3.8 billion | 78 | 3 | $48.4 million |
| F L Putnam Investment Management Co. |
|
$4.3 billion | 1,673 | 35 | $2.6 million |
| Fiduciary Wealth Partners |
|
$1.3 billion | 109 | 5 | $11.6 million |
| First National Corporation |
|
$1.1 billion | 782 | 7 | $1.4 million |
| Fisher Financial Strategies |
|
$0.0 | 32 | 1 | $0.0 |
| Florek Financial |
|
$351.0 million | 86 | 2 | $4.1 million |
| Flying Point Financial |
|
$145.2 million | 189 | 3 | $768,465 |
| Focus Financial |
|
$0.0 | 80 | 1 | $0.0 |
| Freya Financial Services |
|
$18.6 million | 22 | 1 | $845,454 |
| Genesis Wealth Advisors |
|
$164.1 million | 263 | 8 | $623,945 |
| Granahan Investment Management |
|
$3.3 billion | 98 | 7 | $33.9 million |
| Great Point Wealth Advisors |
|
$464.4 million | 303 | 2 | $1.5 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Harbor Asset Planning |
|
$100.3 million | 85 | 2 | $1.2 million |
| Investment Advisory Group |
|
$709.6 million | 3,071 | 5 | $231,075 |
| James D. Maxon Financial Advisors |
|
$31.4 million | 44 | 1 | $714,561 |
| JSK Capital Advisors |
|
$13.0 million | 23 | 1 | $563,677 |
| Kraematon Investment Advisors |
|
$156.9 million | 185 | 1 | $847,982 |
| Lennox Financial |
|
$16.2 million | 25 | 1 | $648,883 |
| Lowell Blake & Associates |
|
$596.6 million | 255 | 6 | $2.3 million |
| McNamara Financial Services |
|
$521.2 million | 912 | 4 | $571,496 |
| Modera Wealth Management |
|
$6.8 billion | 2,691 | 70 | $2.5 million |
| Montis Financial |
|
$621.0 million | 259 | 8 | $2.4 million |
| Neiman & Associates Financial Services |
|
$27.5 million | 35 | 1 | $785,714 |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| New England Financial Group |
|
$32.9 million | 182 | 1 | $180,920 |
| New Frontier Advisors |
|
$3.6 billion | 122 | 4 | $29.3 million |
| Northstar Asset Management |
|
$611.7 million | 194 | 5 | $3.2 million |
| Okemo Capital Management |
|
$83.0 million | 8 | 1 | $10.4 million |
| Paragon Financial Advisors |
|
$72.0 million | 40 | 1 | $1.8 million |
| Peddock Capital Advisors |
|
$495.5 million | 118 | 6 | $4.2 million |
| Perennial Advisors Group |
|
$261.2 million | 171 | 3 | $1.5 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Pinnacle Pension Consultants |
|
$1.3 billion | 71 | 3 | $18.1 million |
| Pinney & Scofield |
|
$576.3 million | 283 | 3 | $2.0 million |
| Polaris Advisors |
|
$175.8 million | 147 | 3 | $1.2 million |
| Polaris Capital Management |
|
$12.4 billion | 40 | 4 | $310.6 million |
| Private Portfolio Partners |
|
$825.3 million | 1,354 | 27 | $609,490 |
| Proctor Financial |
|
$297.6 million | 218 | 3 | $1.4 million |
| R.W. Roge & Company |
|
$288.3 million | 312 | 5 | $924,184 |
| Retirement Resources Investment Corporation |
|
$1.4 billion | 136 | 2 | $10.0 million |
| Reynders Mcveigh Capital Management |
|
$3.2 billion | 817 | 20 | $4.0 million |
| RF&L Wealth Management |
|
$241.4 million | 132 | 3 | $1.8 million |
| Riverview Capital Advisers |
|
$458.1 million | 179 | 3 | $2.6 million |
| Sagamore Wealth Management |
|
$22.5 million | 80 | 1 | $281,250 |
| Savvi Financial |
|
$28.4 million | 114 | 6 | $249,175 |
| Sensible Financial Planning and Management |
|
$705.4 million | 327 | 13 | $2.2 million |
| Sentry Financial Planning |
|
$36.0 million | 10 | 1 | $3.6 million |
| Siharum Advisors |
|
$489.6 million | 102 | 2 | $4.8 million |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Smartleaf Asset Management |
|
$2.3 billion | 8 | 7 | $288.9 million |
| Smith Shellnut Wilson |
|
$7.8 billion | 390 | 11 | $19.9 million |
| Sound View Financial Advisors |
|
$20.1 million | 73 | 2 | $275,146 |
| TFC Financial Management |
|
$1.2 billion | 377 | 6 | $3.3 million |
| The Clifford Group |
|
$119.0 million | 224 | 2 | $531,326 |
| The Financial Advisors |
|
$850.0 million | 749 | 7 | $1.1 million |
| The Relaxing Retirement Coach |
|
$461.9 million | 301 | 1 | $1.5 million |
| Timescale Financial |
|
$717.3 million | 1,000 | 5 | $717,284 |
| Verity Capital Management |
|
$20.0 million | 41 | 1 | $487,024 |
| Wakely Investment Management |
|
$69.8 million | 51 | 2 | $1.4 million |
| Willow |
|
$132.4 million | 255 | 2 | $519,059 |
| Windham Capital Management |
|
$631.9 million | 66 | 1 | $9.6 million |
| Wingate Wealth Advisors |
|
$1.1 billion | 642 | 14 | $1.7 million |
| Worcester Advisors |
|
$94.1 million | 250 | 3 | $376,550 |
| Zevin Asset Management |
|
$671.5 million | 385 | 3 | $1.7 million |
More Top Firms by State
About the Editorial Team
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, investing, retirement planning, and more.