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
Top-Ranked Advisors in MEDFIELD
#1
100
ASHWOOD ADVISORS
MEDFIELD, MA · Since 2026
$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
WOLFSTICH CAPITAL, LLC
MEDFIELD, MA · Since 2021
$162M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100
BLUEBIRD WEALTH MANAGEMENT LLC
MEDFIELD, MA · Since 2025
$154M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
IBS CAPITAL LLC
MEDFIELD, MA · Since 2012
$123M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.