Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 10 of 17.
little harbor advisors, llc
marblehead, MA
little house capital, llc
braintree, MA
livelife capital partners llc
southborough, MA
lmcg investments, llc
boston, MA
long river capital management ii llc
boston, MA
long wharf capital llc
boston, MA
longfellow investment management co. llc
boston, MA
longpoint partners lp
boston, MA
longwood management llc
boston, MA
loomis, sayles & company, l.p.
boston, MA
loon lake capital management lp
boston, MA
loring, wolcott & coolidge fiduciary advisors, llp
boston, MA
ltg capital llc
framingham, MA
lumint corporation
boston, MA
m partners capital llc
hingham, MA
m3 advisory group, llc
needham heights, MA
m33 growth llc
boston, MA
mackenzie investments
boston, MA
mad river investors
boston, MA
main capital partners north america llc
boston, MA
manulife investment management (us) llc
boston, MA
manulife investment management private markets (us) llc
boston, MA
manulife investment management timberland and agriculture inc
boston, MA
map funds management, llc
marblehead, MA
marathon financial group
boston, MA
marble harbor investment counsel, llc
boston, MA
marcus partners, llc
boston, MA
martha's vineyard investment advisors, llc
west tisbury, MA
martingale asset management
boston, MA
mason capital partners
boston, MA
mass general brigham ventures, llc
somerville, MA
massachusetts wealth management, llc
north andover, MA
material impact management, llc
boston, MA
matrix partners
cambridge, MA
may hill capital, llc
cohasset, MA
mayflower advisors
boston, MA
mccarter private wealth services llc
boston, MA
mcintyre, freedman & flynn investment advisers, inc.
orleans, MA
mcj venture management
boston, MA
mcnamara financial services, inc.
marshfield, MA
mdt advisers, a division of federated mdta llc
boston, MA
meketa investment group inc
westwood, MA
mercer investments llc
boston, MA
merganser capital management, llc
boston, MA
meridian financial, llc
holliston, MA
mfn partners management, lp
boston, MA
mfs institutional advisors inc.
boston, MA
mfs investment management
boston, MA
Frequently Asked Questions
How much does a financial advisor cost in Massachusetts?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.