Best Financial Advisors in WAKEFIELD, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$11.9B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WAKEFIELD
#1
100
SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA · Since 1998
$11.9B AUM48 clientsFee: 0%
FiduciaryFee-Only
#2
100
424 CAPITAL, LLC
WAKEFIELD, MA · Since 2022
$584M AUM16 clientsFee: 0%
FiduciaryFee-Only
#3
100
VESTMARK ADVISORY SOLUTIONS, INC.
WAKEFIELD, MA · Since 2018
$49.9B AUM25 clientsFee: 0%
FiduciaryFee-Only
#4
97
FLAGSHIP WEALTH ADVISORS, LLC.
WAKEFIELD, MA · Since 2017
$749M AUM4 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 WAKEFIELD?
The median advisory fee in WAKEFIELD, 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.