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MassachusettsTopRated / Financial Advisors

Best financial advisors in Massachusetts

The highest rated financial advisors companies across Massachusetts, aggregated from every TopRated city directory in the state.

Rankings updated August 2026 from Google ratings and review volume

The top rated financial advisors companies in Massachusetts

1
Balance Wealth Advisors
Boston · ★★★★★ 5 · 145 Google reviews
2
Marathon Financial Group
Boston · ★★★★★ 5 · 51 Google reviews
3
Shervin Sadr, CFP® - Financial Planner, Wealth Advisor
Boston · ★★★★★ 5 · 48 Google reviews

How to pick well

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

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