Best Financial Advisor Firms Massachusetts 2023

investor.com

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


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