Financial Advisors in Massachusetts
Browse 798 financial advisors in Massachusetts — page 2 of 17.
apex investment group
hudson, MA
appleton partners, inc.
boston, MA
applied fundamental research, llc
cambridge, MA
arborstone financial, llc
andover, MA
arcadia funds
burlington, MA
archerman capital management llc
boston, MA
arclight capital partners, llc
boston, MA
arctaris impact investors
wellesley, MA
argonautica private wealth management, inc
wellesley, MA
aristotle capital boston, llc
boston, MA
arjuna capital, llc
manchester, MA
armstrong advisory group inc.
needham, MA
arrowside fund gp
boston, MA
arrowstreet capital, limited partnership
boston, MA
artemis capital partners
boston, MA
ascensus investment advisors, llc
newton, MA
ashwood advisors
medfield, MA
assabet advisors, llc
holden, MA
asset strategy advisors, llc
wayland, MA
assetgrade, llc
boston, MA
astira capital partners lp
boston, MA
asymmetric capital partners
boston, MA
atlas venture
boston, MA
atlas venture life science advisors, llc
cambridge, MA
atreides management, lp
boston, MA
atwater wealth management, inc.
boston, MA
auctus fund mangement llc
boston, MA
audax private equity
boston, MA
auour investments llc
woburn, MA
aureus asset management, llc
boston, MA
averin capital llc
andover, MA
azolla management company, lp
cambridge, MA
bain capital asset management, lp
boston, MA
bain capital credit, lp
boston, MA
bain capital insurance solutions, lp
boston, MA
bain capital partnership strategies, lp
boston, MA
bain capital private equity, lp
boston, MA
bain capital public equity, lp
boston, MA
bain capital real estate, lp
boston, MA
bain capital ventures, lp
boston, MA
balanced rock investment advisors
roslindale, MA
baldwin wealth partners, llc
marion, MA
ballentine partners
waltham, MA
ballyrock investment advisors llc
boston, MA
bar point management limited partnership
boston, MA
barca capital, llc
west newton, MA
barry investment advisors, llc
new bedford, MA
battery global advisors, llc
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.