Best Financial Advisors in NEEDHAM, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in NEEDHAM
PINNACLE PENSION CONSULTANTS LLC
NEEDHAM, MA · Since 2007
TRAUB CAPITAL MANAGEMENT
NEEDHAM, MA · Since 2009
COMMONS CAPITAL, LLC
NEEDHAM, MA · Since 2018
THE SHER WEALTH MANAGEMENT GROUP
NEEDHAM, MA · Since 2025
FORNESS FINANCIAL LLC
NEEDHAM, MA · Since 2018
GOODMAN ADVISORY GROUP, LLC
NEEDHAM, MA · Since 2016
DARROW WEALTH MANAGEMENT
NEEDHAM, MA · Since 1989
CENTERPOINT ADVISORS, LLC
NEEDHAM, MA · Since 2011
BREAKWATER FINANCIAL, LLC
NEEDHAM, MA · Since 2024
WORLDLY PARTNERS MANAGEMENT, LLC
NEEDHAM, MA · Since 2023
ARMSTRONG ADVISORY GROUP INC.
NEEDHAM, MA · Since 2022
BEAUMONT FINANCIAL PARTNERS
NEEDHAM, MA · Since 2022
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 NEEDHAM?
The median advisory fee in NEEDHAM, MA is 0.95% of assets under management per year, based on Form ADV filings from 12 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.