Best Financial Advisors in MARBLEHEAD, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$243M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in MARBLEHEAD
#1
80
MOODY ALDRICH PARTNERS, LLC
MARBLEHEAD, MA · Since 1988
$864M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
78
LITTLE HARBOR ADVISORS, LLC
MARBLEHEAD, MA · Since 2013
$243M AUM11 clientsFee: 0%
FiduciaryFee-Only
#3
75
MAP FUNDS MANAGEMENT, LLC
MARBLEHEAD, MA · Since 2026
$26M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MARBLEHEAD?
The median advisory fee in MARBLEHEAD, MA is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.