Best Financial Advisors in MEDFIELD, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$154M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in MEDFIELD
#1
84
WOLFSTICH CAPITAL, LLC
MEDFIELD, MA · Since 2021
$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
82
BLUEBIRD WEALTH MANAGEMENT LLC
MEDFIELD, MA · Since 2025
$154M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
81
ASHWOOD ADVISORS
MEDFIELD, MA · Since 2026
$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
78
IBS CAPITAL LLC
MEDFIELD, MA · Since 2012
$123M AUM2 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 MEDFIELD?
The median advisory fee in MEDFIELD, MA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.