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Best Financial Advisor Firms Massachusetts 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Massachusetts.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Massachusetts, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Massachusetts are as followed:

  • Must be Trusted by investor.com.
  • 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Abbot Financial Management 1983 View Locations
Aevitas Wealth Management 2007 View Locations
American Investment Services 1979 View Locations
Anchor Capital Advisors 1983 View Locations
Andersen 2003 View Locations
Aspire Wealth Management Corporation 2013 View Locations
Aureus Asset Management 2005 View Locations
Barry Investment Advisors 2007 View Locations
Beaumont Financial Partners 2000 View Locations
Bernzott Capital Advisors 1999 View Locations
Bortolussi Wealth Management 2010 View Locations
Boston Financial Management 1976 View Locations
Boston Research and Management 1991 View Locations
Breckinridge Capital Advisors 1993 View Locations
Bromfield Sneider Wealth Advisors 2006 View Locations
Cabot Wealth Management 1983 View Locations
Cambridge Associates 1994 View Locations
Cambridge Associates 1978 View Locations
Cape Ann Capital 2006 View Locations
Capital Wealth Management 2005 View Locations
Carl P. Sherr & Co 2006 View Locations
Centerpoint Advisors 2011 View Locations
Clearbrook Investment Consulting 1999 View Locations
Clearbrook Investment Solutions 2011 View Locations
Community Financial Group 2012 View Locations
Csenge Advisory Group 2011 View Locations
Cutler Capital Management 2000 View Locations
DE Groote Financial Group 2013 View Locations
Daintree Advisors 2010 View Locations
Darrow Wealth Management 1989 View Locations
EPG Incorporated 1996 View Locations
F L Putnam Investment Management Co. 1984 View Locations
FG&G Financial Services 2009 View Locations
Fairfield Financial Advisors 1993 View Locations
Fiduciary Wealth Partners 2012 View Locations
Finer Wealth Management 2012 View Locations
First Affirmative Financial Network 1999 View Locations
First National Corporation 2006 View Locations
Fisher Financial Strategies 2006 View Locations
Florek Financial 2009 View Locations
Focus Financial 2007 View Locations
Freedman Financial Associates 2013 View Locations
Freya Financial Services 1998 View Locations
Grace Capital 2007 View Locations
Great Point Wealth Advisors 2009 View Locations
Heritage Financial Services 2005 View Locations
Investment Advisory Group 1999 View Locations
James D. Maxon Financial Advisors 2004 View Locations
Jantz Management 2003 View Locations
Kraematon Investment Advisors 2006 View Locations
Lechner Associates 1997 View Locations
Lindner Capital Advisors 1997 View Locations
Lowell Blake & Associates 1974 View Locations
MSA Financial 2011 View Locations
Mason Capital Partners 1976 View Locations
McNamara Financial Services 2010 View Locations
Middleton & Company 1984 View Locations
Modera Wealth Management 2010 View Locations
Montis Financial 2012 View Locations
Monument Group Wealth Advisors 2001 View Locations
NEPC 1990 View Locations
NEW England Financial Group 1994 View Locations
New England Retirement Consultants 2012 View Locations
New Frontier Advisors 2011 View Locations
New Harbor Financial Group 2010 View Locations
Northstar Asset Management 1990 View Locations
Peddock Capital Advisors 2008 View Locations
Perennial Advisors Group 2004 View Locations
Pinnacle Pension Consultants 2007 View Locations
Pinney & Scofield 1985 View Locations
Polaris Advisors 2004 View Locations
Prio Wealth Limited Partnership 1988 View Locations
Proctor Financial 2002 View Locations
R.A.I. Financial Services 2001 View Locations
R.W. Roge & Company 1986 View Locations
RF&L Wealth Management 2006 View Locations
Redwood Investments 2004 View Locations
Resolute Financial 2007 View Locations
Retirement Resources Investment Corporation 2005 View Locations
Reynders Mcveigh Capital Management 2005 View Locations
Riverview Capital Advisers 2006 View Locations
Seamark Financial Services 1997 View Locations
Sensible Financial Planning and Management 2005 View Locations
Silver Pine Capital 2010 View Locations
Smith, Salley & Associates 2003 View Locations
Spillane Financial Planning 2004 View Locations
Strategic Financial Alliance 2001 View Locations
Successful Money Strategies 1993 View Locations
TFC Financial Management 1982 View Locations
THE Montgomery Financial Group 2006 View Locations
The Relaxing Retirement Coach 2008 View Locations
Timber Creek Capital Management 2008 View Locations
Titanium Advisors 2010 View Locations
Torray 1972 View Locations
Verity Capital Management 2010 View Locations
Washington Capital Management 1978 View Locations
West Branch Capital 2013 $1,000,000 View Locations
Wingate Wealth Advisors 1987 View Locations
Worcester Advisors 2012 View Locations
Zevin Asset Management 2012 View Locations


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