Financial advisors in Massachusetts
178 SEC-registered advisory firms based in Massachusetts, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.
Top cities in Massachusetts
Massachusetts advisory firms by assets
Boston, MA · CRD #108257
$502B AUM·8.3k accounts·Fee-based
Showing the 40 largest of 178 firms in Massachusetts. Get matched to see the ones that fit you.
Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.
Choosing an advisor in Massachusetts
How many financial advisors are in Massachusetts?
AdvisoryReviews lists 178 SEC-registered advisory firms based in Massachusetts, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.
How do I verify a financial advisor in Massachusetts?
Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.
What does a financial advisor cost in Massachusetts?
Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.
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