The best financial advisors in Massachusetts, ranked
2 vetted advisors across Boston— compared by fees, minimums, credentials, and specialty. Skip the guesswork: tell us your goals and we'll rank them for your situation.
Top advisors in Massachusetts for 2026
Ranked by rating & fit signalsCFP® · CFA · Beacon Hill Fiduciary Group · Boston
Academics and executives with complex benefits
★ 4.8 (79+)0.70% AUM$1M minFee-only
CFP® · Charles River Planning · Boston
Sandwich-generation households juggling three priorities
★ 4.8 (63+)$4,200/yr flatNo minimum minFee-only
Rankings reflect network ratings and profile completeness, not investment performance. AdvisoryReviews is compensated by participating advisors, which may influence placement. Demo listings shown for template purposes.
What Massachusetts advisors on the network specialize in
Choosing an advisor in Massachusetts
How much does a financial advisor cost in Massachusetts?
Among vetted Massachusetts advisors in the AdvisoryReviews network, ongoing management runs roughly 0.65%–1.10% of assets per year, and flat-fee planning engagements run about $2,400–$6,000 per year. The industry all-in average is closer to 1.25%, which is why comparing before you commit matters.
How do I verify a financial advisor in Massachusetts?
Look the advisor up on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov) or FINRA BrokerCheck. Every profile on AdvisoryReviews links to the public record — check registration status, disclosures, and complaint history before engaging anyone.
Should I choose a local Massachusetts advisor or work virtually?
Both work well. Local advisors offer in-person meetings and familiarity with state specifics; virtual advisors widen the pool to specialists who fit your exact situation. The matcher lets you require local, virtual, or best-fit-either.
What's a fee-only fiduciary, and does it matter?
A fee-only fiduciary is paid solely by you — never commissions — and is legally required to act in your best interest. Most people comparing advisors in Massachusetts filter for fee-only first; the matcher makes that one tap.
Done browsing? Let the advisors compete.
Two minutes of questions, and every Massachusetts advisor above — plus the national network — is screened against your goals.