Best Financial Advisors in NORWELL, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$339M
Median AUM
4
Firms Listed
in our database
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in NORWELL
#1
88
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
NORWELL, MA · Since 1973
$702M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
82
SOUTH SHORE INVESTMENT SERVICES LLC
NORWELL, MA · Since 2026
$118M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
78
DIVERSIFIED FINANCIAL MANAGEMENT
NORWELL, MA · Since 2014
$339M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
74
VINCENT WEALTH ADVISORS LLC
NORWELL, MA · Since 2024
$153M 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 NORWELL?
The median advisory fee in NORWELL, 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.