{
  "path": "/advisors/ma/hourly",
  "url": "https://advisorcensus.com/advisors/ma/hourly/page/2",
  "page_type": "state_fee",
  "title": "Hourly financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 405,
  "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 405 investment advisory firms with a principal office in Massachusetts that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in Massachusetts: 405 firms from Form ADV filings as of October 2026.",
  "total_firms": 405,
  "page": 2,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 154,
    "state": 251,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 211
    },
    {
      "code": "percentage_of_aum",
      "count": 342
    },
    {
      "code": "hourly",
      "count": 405
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 307
    },
    {
      "code": "commissions",
      "count": 25
    },
    {
      "code": "performance_based",
      "count": 15
    },
    {
      "code": "other",
      "count": 43
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 108
    },
    {
      "code": "5_to_9",
      "count": 83
    },
    {
      "code": "10_to_19",
      "count": 110
    },
    {
      "code": "20_plus",
      "count": 104
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 100
    },
    {
      "code": "25m_100m",
      "count": 92
    },
    {
      "code": "100m_500m",
      "count": 77
    },
    {
      "code": "500m_1b",
      "count": 30
    },
    {
      "code": "1b_5b",
      "count": 29
    },
    {
      "code": "over_5b",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 62
    }
  ],
  "firms": [
    {
      "crd_number": 120304,
      "name": "Bostonnorth Financial Services, Inc.",
      "name_as_filed": "BOSTONNORTH FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/bostonnorth-financial-services-inc-andover-ma-120304",
      "city": "Andover",
      "state": "MA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282268,
      "name": "Bostonpremier Wealth",
      "name_as_filed": "BOSTONPREMIER WEALTH",
      "url": "https://advisorcensus.com/firm/bostonpremier-wealth-hingham-ma-282268",
      "city": "Hingham",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318283,
      "name": "Bowditch Advisory Services, LP",
      "name_as_filed": "BOWDITCH ADVISORY SERVICES, LP",
      "url": "https://advisorcensus.com/firm/bowditch-advisory-services-lp-318283",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107505,
      "name": "Boyd Financial Strategies, Inc.",
      "name_as_filed": "BOYD FINANCIAL STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/boyd-financial-strategies-inc-auburn-ma-107505",
      "city": "Auburn",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 133115,
      "name": "Brisbois Capital Management LLC",
      "name_as_filed": "BRISBOIS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115",
      "city": "Wilmington",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330145,
      "name": "Bristol Wealth Group",
      "name_as_filed": "BRISTOL WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/bristol-wealth-group-taunton-ma-330145",
      "city": "Taunton",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 344265,
      "name": "Brookstone Wealth Management, Inc.",
      "name_as_filed": "BROOKSTONE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/brookstone-wealth-management-inc-oxford-ma-344265",
      "city": "Oxford",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 325026,
      "name": "Butterworth Financial LLC",
      "name_as_filed": "BUTTERWORTH FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026",
      "city": "Danvers",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 104942,
      "name": "Cambridge Associates, LLC",
      "name_as_filed": "CAMBRIDGE ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942",
      "city": "Boston",
      "state": "MA",
      "years_registered": 47,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based",
        "other"
      ],
      "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": 131088,
      "name": "Cape ANN Financial",
      "name_as_filed": "CAPE ANN FINANCIAL",
      "url": "https://advisorcensus.com/firm/cape-ann-financial-131088",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 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": 290483,
      "name": "CCM Investment Management, LLC",
      "name_as_filed": "CCM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ccm-investment-management-llc-new-bedford-ma-290483",
      "city": "New Bedford",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "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": 129086,
      "name": "Ceres Financial Group, Inc.",
      "name_as_filed": "CERES FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/ceres-financial-group-inc-stoughton-ma-129086",
      "city": "Stoughton",
      "state": "MA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288017,
      "name": "Charles River Wealth Management, LLC",
      "name_as_filed": "CHARLES RIVER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/charles-river-wealth-management-llc-burlington-ma-288017",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 106109,
      "name": "Choate Investment Advisors",
      "name_as_filed": "CHOATE INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/choate-investment-advisors-boston-ma-106109",
      "city": "Boston",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "over_5b",
      "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": 313576,
      "name": "CIO Wealth Management, Inc.",
      "name_as_filed": "CIO WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/cio-wealth-management-inc-sudbury-ma-313576",
      "city": "Sudbury",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318575,
      "name": "Clarity Wealth Management LLC",
      "name_as_filed": "CLARITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/clarity-wealth-management-llc-montague-ma-318575",
      "city": "Montague",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160294,
      "name": "Claro Advisors Inc.",
      "name_as_filed": "CLARO ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/claro-advisors-inc-boston-ma-160294",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": [
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    {
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    },
    {
      "crd_number": 130693,
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    {
      "crd_number": 128409,
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      "name_as_filed": "CONDON WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409",
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    {
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      "url": "https://advisorcensus.com/firm/connolly-financial-advisors-inc-north-andover-ma-148298",
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    {
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    {
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      "name_as_filed": "CONSTANT GUIDANCE FINANCIAL, LLC",
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      "url": "https://advisorcensus.com/firm/convergent-capital-partners-llc-boston-ma-158100",
      "city": "Boston",
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      "crd_number": 321059,
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      {
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      },
      {
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      {
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}