Written by investor.com
November 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 November 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Massachusetts are as follows:
- Must be rated at least 4.5 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 |
|
$240.2 million | 195 | 3 | $1.2 million |
| American Investment Services |
|
$1.2 billion | 505 | 7 | $2.4 million |
| Barry Investment Advisors |
|
$656.9 million | 409 | 5 | $1.6 million |
| Bdkmarketgroup Investment Management |
|
$18.3 million | 14 | 1 | $1.3 million |
| Bortolussi Wealth Management |
|
$51.6 million | 250 | 2 | $206,400 |
| Boston Harbor Investment Management |
|
$32.6 million | 37 | 4 | $881,418 |
| Boston Research and Management |
|
$502.7 million | 117 | 6 | $4.3 million |
| Brio Financial Planning |
|
$26.5 million | 29 | 1 | $913,009 |
| Bromfield Sneider Wealth Advisors |
|
$380.2 million | 117 | 2 | $3.2 million |
| Cadence Wealth Management |
|
$262.7 million | 635 | 7 | $413,673 |
| Cambridge Associates Limited |
|
$5.3 billion | 23 | 14 | $228.6 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 |
| Ceres Financial Group |
|
$25.0 million | 81 | 2 | $308,440 |
| Clearbrook Investment Consulting |
|
$464.9 million | 1 | 2 | $464.9 million |
| Clearbrook Investment Solutions |
|
$192.4 million | 47 | 2 | $4.1 million |
| Community Financial Group |
|
$67.1 million | 73 | 2 | $919,535 |
| Compass Wealth Management |
|
$78.9 million | 75 | 1 | $1.1 million |
| Convergent Capital Partners |
|
$14.4 million | 10 | 1 | $1.4 million |
| Cornerstone Financial Management |
|
$79.8 million | 85 | 3 | $939,172 |
| Cox Capital Management |
|
$272.8 million | 189 | 2 | $1.4 million |
| Darrow Wealth Management |
|
$203.6 million | 123 | 3 | $1.7 million |
| Devonshire Asset Management |
|
$92.7 million | 47 | 2 | $2.0 million |
| DJG Financial Services |
|
$59.2 million | 154 | 2 | $384,440 |
| Dorothy J. Cole |
|
$52.0 million | 52 | 1 | $1.0 million |
| EPG Incorporated |
|
$3.8 billion | 78 | 3 | $48.4 million |
| Fairfield Financial Advisors |
|
$245.3 million | 149 | 2 | $1.6 million |
| FG&G Financial Services |
|
$13.1 million | 19 | 2 | $691,597 |
| Fiduciary Wealth Partners |
|
$1.3 billion | 109 | 5 | $11.6 million |
| First National Corporation |
|
$1.1 billion | 782 | 7 | $1.4 million |
| Florek Financial |
|
$351.0 million | 86 | 2 | $4.1 million |
| Freya Financial Services |
|
$18.6 million | 22 | 1 | $845,454 |
| Genesis Wealth Advisors |
|
$164.1 million | 263 | 8 | $623,945 |
| Great Point Wealth Advisors |
|
$464.4 million | 303 | 3 | $1.5 million |
| Greenway Financial Advisors |
|
$62.0 million | 75 | 2 | $827,214 |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Hanover Strategic Management |
|
$75.8 million | 33 | 2 | $2.3 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 |
| Journey Wealth Partners |
|
$44.0 million | 34 | 3 | $1.3 million |
| JSK Capital Advisors |
|
$13.0 million | 23 | 1 | $563,677 |
| Kondracki Advisory |
|
$55.0 million | 92 | 1 | $597,826 |
| Kraematon Investment Advisors |
|
$156.9 million | 185 | 1 | $847,982 |
| Lenk Ladner Investment Solutions |
|
$265.4 million | 236 | 3 | $1.1 million |
| Lennox Financial |
|
$16.2 million | 25 | 1 | $648,883 |
| Lowell Blake & Associates |
|
$596.6 million | 255 | 6 | $2.3 million |
| Mason Capital Partners |
|
$183.7 million | 117 | 4 | $1.6 million |
| McNamara Financial Services |
|
$521.2 million | 912 | 4 | $571,496 |
| Middleton & Company |
|
$895.2 million | 352 | 6 | $2.5 million |
| Montis Financial |
|
$621.0 million | 259 | 8 | $2.4 million |
| MSA Financial |
|
$870.4 million | 1,267 | 8 | $686,983 |
| Needham Advisory Corporation |
|
$94.0 million | 235 | 2 | $399,958 |
| Neiman & Associates Financial Services |
|
$27.5 million | 35 | 1 | $785,714 |
| Neumeier Capital Management |
|
$19.1 million | 23 | 1 | $832,530 |
| New England Financial Group |
|
$32.9 million | 182 | 1 | $180,920 |
| New England Private Wealth Advisors |
|
$2.4 billion | 335 | 7 | $7.0 million |
| New Frontier Advisors |
|
$3.6 billion | 122 | 4 | $29.3 million |
| Northstar Asset Management |
|
$611.7 million | 194 | 4 | $3.2 million |
| Okemo Capital Management |
|
$83.0 million | 8 | 1 | $10.4 million |
| Paragon Financial Advisors |
|
$82.0 million | 36 | 1 | $2.3 million |
| Peddock Capital Advisors |
|
$495.5 million | 118 | 6 | $4.2 million |
| Perennial Advisors Group |
|
$261.2 million | 171 | 3 | $1.5 million |
| Pinney & Scofield |
|
$576.3 million | 283 | 3 | $2.0 million |
| Proctor Financial |
|
$297.6 million | 218 | 3 | $1.4 million |
| Quabbin Advisors |
|
$70.7 million | 39 | 1 | $1.8 million |
| Retirement Resources Investment Corporation |
|
$1.4 billion | 136 | 2 | $10.0 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 |
| Seamark Financial Services |
|
$89.6 million | 42 | 2 | $2.1 million |
| 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 |
| Silver Pine Capital |
|
$44.1 million | 145 | 3 | $304,137 |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Smith Shellnut Wilson |
|
$7.8 billion | 390 | 11 | $19.9 million |
| Strategic Capital Allocation Group |
|
$7.3 billion | 32 | 1 | $228.4 million |
| Strategic Financial Alliance |
|
$33.0 million | 50 | 1 | $659,561 |
| Tapparo Capital Management |
|
$54.6 million | 89 | 1 | $613,112 |
| 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 |
| Tilton Asset Management |
|
$78.2 million | 61 | 1 | $1.3 million |
| Timber Creek Capital Management |
|
$421.7 million | 46 | 2 | $9.2 million |
| Timmons Wealth Management |
|
$88.2 million | 128 | 1 | $688,736 |
| Traub Capital Management |
|
$136.9 million | 113 | 3 | $1.2 million |
| Verity Capital Management |
|
$20.0 million | 41 | 1 | $487,024 |
| Wakely Investment Management |
|
$69.8 million | 51 | 2 | $1.4 million |
| Washington Trust Advisors |
|
$1.8 billion | 749 | 6 | $2.3 million |
| Waypoint Financial Planning |
|
$42.8 million | 35 | 1 | $1.2 million |
| Wilkins Investment Counsel |
|
$591.8 million | 103 | 3 | $5.7 million |
| Willow |
|
$132.4 million | 255 | 2 | $519,059 |
| Wilson Capital |
|
$24.2 million | 50 | 1 | $484,352 |
| Wingate Wealth Advisors |
|
$1.1 billion | 642 | 14 | $1.7 million |
| Worcester Advisors |
|
$94.1 million | 250 | 4 | $376,550 |
| Zevin Asset Management |
|
$671.5 million | 385 | 3 | $1.7 million |
More Top Firms by State
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investor.com
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