Best Financial Advisors in Massachusetts
621 SEC-registered advisory firms across 98 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Massachusetts
Top-Ranked Advisors in Massachusetts
Page 1 of 25 · 621 firms
BRECKINRIDGE CAPITAL ADVISORS INC
BOSTON, MA · Since 1993
MEKETA INVESTMENT GROUP INC
WESTWOOD, MA · Since 1979
RA CAPITAL MANAGEMENT, LP
BOSTON, MA · Since 2012
BCSF ADVISORS, LP
BOSTON, MA · Since 2016
NUTTER INVESTMENT ADVISORS
BOSTON, MA · Since 1988
GRANAHAN INVESTMENT MANAGEMENT LLC
WALTHAM, MA · Since 1985
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
BOSTON, MA · Since 1997
NEPC, LLC
BOSTON, MA · Since 1990
BOSTON TRUST WALDEN INC.
BOSTON, MA · Since 2001
SHEPHERD KAPLAN KROCHUK, LLC
BOSTON, MA · Since 2003
PINNACLE PENSION CONSULTANTS LLC
NEEDHAM, MA · Since 2007
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
WELLESLEY, MA · Since 2005
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
BOSTON, MA · Since 2005
EVENTIDE ASSET MANAGEMENT, LLC
BOSTON, MA · Since 2008
THE BOLLARD GROUP LLC
BOSTON, MA · Since 2011
BV INVESTMENT PARTNERS, L.P.
BOSTON, MA · Since 2012
RETIREMENT RESOURCES INVESTMENT CORPORATION
ANDOVER, MA · Since 2005
SAFFORD NICHOLAS H & CO INC
ROCKPORT, MA · Since 1983
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
BOSTON, MA · Since 1986
WAINWRIGHT INVESTMENT COUNSEL LLC
BOSTON, MA · Since 1999
SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA · Since 1998
CAPITAL ADVISORS GROUP, INC
BOSTON, MA · Since 2001
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
BOSTON, MA · Since 2001
BALLYROCK INVESTMENT ADVISORS LLC
BOSTON, MA · Since 2001
GEODE CAPITAL MANAGEMENT, LLC
BOSTON, MA · Since 2002
About Financial Advisors in Massachusetts
How many financial advisors are registered in Massachusetts?
There are 621 SEC-registered investment advisory firms in Massachusetts, spread across 98 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Massachusetts?
The median advisory fee in Massachusetts is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.