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Top Financial Advisor Firms in Massachusetts




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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!



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Are you a top firm in Massachusetts? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
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
Appleton Partners 1987 View Locations
Aureus Asset Management 2005 View Locations
Baldwin Brothers 1980 View Locations
Ballentine Partners 2010 View Locations
Barry Investment Advisors 2007 View Locations
Beaumont Financial Partners 2000 View Locations
Berkshire Money Management 2003 View Locations
Bernzott Capital Advisors 1999 View Locations
Birch Hill Investment Advisors 2007 View Locations
Boston Financial Management 1976 View Locations
Boston Research and Management 1991 View Locations
Breckinridge Capital Advisors 1993 View Locations
Bridge Creek Capital Management 2006 View Locations
Bromfield Sneider Wealth Advisors 2006 View Locations
Cabot Wealth Management 1983 View Locations
Cambridge Associates 1978 View Locations
Cape Ann Capital 2006 View Locations
Crow Point Partners 2006 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
Douglass Winthrop Advisors 1999 View Locations
EPG Incorporated 1996 View Locations
Envestnet Portfolio Solutions 1993 View Locations
Essex Investment Management Company 1998 View Locations
F L Putnam Investment Management Co. 1984 View Locations
Fairfield Financial Advisors 1993 View Locations
Fiduciary Investment Advisors 2006 View Locations
Fiduciary Wealth Partners 2012 View Locations
Genesis Wealth Advisors 2011 View Locations
Grace Capital 2007 View Locations
Great Point Wealth Advisors 2009 View Locations
Guidance Point Advisors 2012 View Locations
Heritage Financial Services 2005 View Locations
Howland Capital Management 1972 View Locations
Ironwood Investment Management 1997 View Locations
J.M. Forbes & CO 1960 View Locations
Lindner Capital Advisors 1997 View Locations
Lowell Blake & Associates 1974 View Locations
Marshfield Associates 2009 View Locations
Middleton & Company 1984 View Locations
Minot Deblois Advisors 2009 View Locations
Modera Wealth Management 2010 View Locations
Monument Group Wealth Advisors 2001 View Locations
NEPC 1990 View Locations
New England Private Wealth Advisors 2005 View Locations
New England Retirement Consultants 2012 View Locations
Nichols & Pratt Advisers 1994 View Locations
North American Management Corp 1969 View Locations
Northstar Asset Management 1990 View Locations
Nutter Investment Advisors 1988 View Locations
O'Brien Wealth Partners 1987 View Locations
Peddock Capital Advisors 2008 View Locations
Penobscot Investment Management Company 1988 View Locations
Perennial Advisors Group 2004 View Locations
Pinney & Scofield 1985 View Locations
Polaris Advisors 2004 View Locations
Polaris Capital Management 1993 View Locations
Prio Wealth Limited Partnership 1988 View Locations
Proctor Financial 2002 View Locations
R.W. Roge & Company 1986 View Locations
RF&L Wealth Management 2006 View Locations
Redwood Investments 2004 View Locations
Renaissance Investment Group 2010 View Locations
Resolute Financial 2007 View Locations
Retirement Wealth Advisors 2007 View Locations
Reynders Mcveigh Capital Management 2005 View Locations
Rinet Company 1982 View Locations
Riverview Capital Advisers 2006 View Locations
Salem Capital Management 1989 View Locations
Seamans Capital Management 2002 View Locations
Sensible Financial Planning and Management 2005 View Locations
Shorepoint Capital Partners 2009 View Locations
Siharum Advisors 2008 View Locations
Smith Shellnut Wilson 1995 View Locations
Smith, Salley & Associates 2003 View Locations
Stancorp Investment Advisers 2000 View Locations
Stonehearth Capital Management 2007 View Locations
Strategic Capital Allocation Group 2001 View Locations
Successful Money Strategies 1993 View Locations
TFC Financial Management 1982 View Locations
The Mather Group 2011 View Locations
The Relaxing Retirement Coach 2008 View Locations
The de Burlo Group 2010 View Locations
Timber Creek Capital Management 2008 View Locations
Timberland Investment Resources 2004 View Locations
Torray 1972 View Locations
Trillium Asset Management 1982 View Locations
Wellesley Investment Partners 2007 View Locations
Willow 2009 View Locations
Windrose Advisors 2009 View Locations
Wingate Wealth Advisors 1987 View Locations
Woodstock Corporation 1968 View Locations
Zevin Asset Management 2012 View Locations


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