Best Financial Advisors in WESTBOROUGH, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$448M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in WESTBOROUGH
#1
100
CADENCE WEALTH MANAGEMENT LLC
WESTBOROUGH, MA · Since 2014
$448M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100
FINIVI INC.
WESTBOROUGH, MA · Since 2018
$308M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
95
GRIMES & COMPANY
WESTBOROUGH, MA · Since 2000
$6.3B AUM36 clientsFee: 0%
FiduciaryFee-Only
#4
95
AAF WEALTH MANAGEMENT, LLC
WESTBOROUGH, MA · Since 2012
$728M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
95
FACTOR INVESTING GROUP
WESTBOROUGH, MA · Since 2021
$349M 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 WESTBOROUGH?
The median advisory fee in WESTBOROUGH, MA is 0.95% of assets under management per year, based on Form ADV filings from 5 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.