Best Financial Advisor Firms Massachusetts 2023

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

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