{ "path": "/advisors/ma/fee-only", "url": "https://advisorcensus.com/advisors/ma/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Massachusetts", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in Massachusetts?", "a": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Massachusetts?", "a": "449 of the 1,422 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Massachusetts offer financial planning?", "a": "584 of the 1,146 firms in Massachusetts that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Massachusetts fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 449 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 449 investment advisory firms with a principal office in Massachusetts that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Massachusetts: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 166, "state": 283, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 449 }, { "code": "percentage_of_aum", "count": 398 }, { "code": "hourly", "count": 211 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 247 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 132 }, { "code": "5_to_9", "count": 86 }, { "code": "10_to_19", "count": 115 }, { "code": "20_plus", "count": 116 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 149 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 90 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 32 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 45 } ], "firms": [ { "crd_number": 105732, "name": "Bounty Management Corp", "name_as_filed": "BOUNTY MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/bounty-management-corp-boston-ma-105732", "city": "Boston", "state": "MA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133140, "name": "Boylston Capital Management", "name_as_filed": "BOYLSTON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/boylston-capital-management-133140", "city": null, "state": null, "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 275029, "name": "Brave Boat Capital Advisors", "name_as_filed": "BRAVE BOAT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/brave-boat-capital-advisors-boston-ma-275029", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282401, "name": "Breakwater Financial, LLC", "name_as_filed": "BREAKWATER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/breakwater-financial-llc-needham-ma-282401", "city": "Needham", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107143, "name": "Breckinridge Capital Advisors Inc", "name_as_filed": "BRECKINRIDGE CAPITAL ADVISORS INC", "url": "https://advisorcensus.com/firm/breckinridge-capital-advisors-inc-boston-ma-107143", "city": "Boston", "state": "MA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173835, "name": "Broad Brook Financial", "name_as_filed": "BROAD BROOK FINANCIAL", "url": "https://advisorcensus.com/firm/broad-brook-financial-173835", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125509, "name": "Broadwater Capital Management LLC", "name_as_filed": "BROADWATER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298297, "name": "Brooknoll Advisors LLC", "name_as_filed": "BROOKNOLL ADVISORS LLC", "url": "https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110197, "name": "Buff Capital Management, LLC", "name_as_filed": "BUFF CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buff-capital-management-llc-newton-ma-110197", "city": "Newton", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 141975, "name": "Burr & Company, LLC", "name_as_filed": "BURR & COMPANY, LLC", "url": "https://advisorcensus.com/firm/burr-and-company-llc-osterville-ma-141975", "city": "Osterville", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269971, "name": "By the Square Investments", "name_as_filed": "BY THE SQUARE INVESTMENTS", "url": "https://advisorcensus.com/firm/by-the-square-investments-269971", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300837, "name": "C.j.gilbert Financial LLC", "name_as_filed": "C.J.GILBERT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/c-j-gilbert-financial-llc-weston-ma-300837", "city": "Weston", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107327, "name": "Cabot Wealth Management", "name_as_filed": "CABOT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327", "city": "Beverly", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133301, "name": "Cambridge Cape COD Advisors, LLC", "name_as_filed": "CAMBRIDGE CAPE COD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cambridge-cape-cod-advisors-llc-sandwich-ma-133301", "city": "Sandwich", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106149, "name": "Cambridge Trustee Advisors Inc", "name_as_filed": "CAMBRIDGE TRUSTEE ADVISORS INC", "url": "https://advisorcensus.com/firm/cambridge-trustee-advisors-inc-106149", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338797, "name": "Canby Financial Advisors", "name_as_filed": "CANBY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797", "city": "Framingham", "state": "MA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326730, "name": "Canopy Capital Group", "name_as_filed": "CANOPY CAPITAL GROUP", "url": "https://advisorcensus.com/firm/canopy-capital-group-woburn-ma-326730", "city": "Woburn", "state": "MA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128942, "name": "Cape ANN Capital, Inc.", "name_as_filed": "CAPE ANN CAPITAL, INC.", "url": "https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942", "city": "Concord", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168313, "name": "Capital Impact Advisors", "name_as_filed": "CAPITAL IMPACT ADVISORS", "url": "https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313", "city": "Boston", "state": "MA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137223, "name": "Capital Wealth Management", "name_as_filed": "CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223", "city": "Tewksbury", "state": "MA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309860, "name": "Capshift Advisors", "name_as_filed": "CAPSHIFT ADVISORS", "url": "https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860", "city": "West Newton", "state": "MA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 280029, "name": "Carey S. Roebuck Financial Services, LLC", "name_as_filed": "CAREY S. ROEBUCK FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/carey-s-roebuck-financial-services-llc-south-dennis-ma-280029", "city": "South Dennis", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 3394, "name": "Carl P. Sherr & Co., LLC", "name_as_filed": "CARL P. SHERR & CO., LLC", "url": "https://advisorcensus.com/firm/carl-p-sherr-and-co-llc-worcester-ma-3394", "city": "Worcester", "state": "MA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 157415, "name": "Carlisle Financial Group, LLC", "name_as_filed": "CARLISLE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/carlisle-financial-group-llc-157415", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322216, "name": "Cascade Wealth LLC", "name_as_filed": "CASCADE WEALTH LLC", "url": "https://advisorcensus.com/firm/cascade-wealth-llc-322216", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333821, "name": "Cascade Wealth Management Solutions Inc.", "name_as_filed": "CASCADE WEALTH MANAGEMENT SOLUTIONS INC.", "url": "https://advisorcensus.com/firm/cascade-wealth-management-solutions-inc-333821", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299335, "name": "Catalyst Financial Partners", "name_as_filed": "CATALYST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143327, "name": "Cedar Rock Investment Advisors", "name_as_filed": "CEDAR ROCK INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/cedar-rock-investment-advisors-143327", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156698, "name": "Centerpoint Advisors, LLC", "name_as_filed": "CENTERPOINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698", "city": "Needham", "state": "MA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128110, "name": "Centre Street Cambridge Corporation", "name_as_filed": "CENTRE STREET CAMBRIDGE CORPORATION", "url": "https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110", "city": "Cambridge", "state": "MA", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173972, "name": "CFS Financial, LLC", "name_as_filed": "CFS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cfs-financial-llc-salem-ma-173972", "city": "Salem", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341159, "name": "Charlesbridge Advisors", "name_as_filed": "CHARLESBRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159", "city": "Dedham", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139240, "name": "Cherrywood Private Capital, LLC", "name_as_filed": "CHERRYWOOD PRIVATE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cherrywood-private-capital-llc-139240", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165611, "name": "Christopher Investment Advisors", "name_as_filed": "CHRISTOPHER INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/christopher-investment-advisors-165611", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333239, "name": "Cigale Financial Services LLC", "name_as_filed": "CIGALE FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/cigale-financial-services-llc-333239", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316616, "name": "Clarendon Private LLC", "name_as_filed": "CLARENDON PRIVATE LLC", "url": "https://advisorcensus.com/firm/clarendon-private-llc-boston-ma-316616", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334055, "name": "Claritas Advisors, LLC", "name_as_filed": "CLARITAS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/claritas-advisors-llc-334055", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128218, "name": "Clary Financial, Inc", "name_as_filed": "CLARY FINANCIAL, INC", "url": "https://advisorcensus.com/firm/clary-financial-inc-so-easton-ma-128218", "city": "So. Easton", "state": "MA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136600, "name": "Clearvue Advisors LLC", "name_as_filed": "CLEARVUE ADVISORS LLC", "url": "https://advisorcensus.com/firm/clearvue-advisors-llc-136600", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118284, "name": "Clifton, Roger Lambert", "name_as_filed": "CLIFTON, ROGER LAMBERT", "url": "https://advisorcensus.com/firm/clifton-roger-lambert-118284", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326834, "name": "Colemma Asset Management LLC", "name_as_filed": "COLEMMA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/colemma-asset-management-llc-326834", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118098, "name": "Colrain Capital LLC", "name_as_filed": "COLRAIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/colrain-capital-llc-boston-ma-118098", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128014, "name": "Compass Planning Associates, Inc.", "name_as_filed": "COMPASS PLANNING ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/compass-planning-associates-inc-westwood-ma-128014", "city": "Westwood", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164278, "name": "Concordia Wealth Management, LLC", "name_as_filed": "CONCORDIA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278", "city": "Concord", "state": "MA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148298, "name": "Connolly Financial Advisors, Inc.", "name_as_filed": "CONNOLLY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/connolly-financial-advisors-inc-north-andover-ma-148298", "city": "North Andover", "state": "MA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172612, "name": "Constant Guidance Financial, LLC", "name_as_filed": "CONSTANT GUIDANCE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/constant-guidance-financial-llc-north-attleboro-ma-172612", "city": "North Attleboro", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", 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