Browse all advisors in Massachusetts

Every advisor below is licensed to work with clients in Massachusetts. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

How they work

Type	Advisors
Flat-fee	6,719
Large-firm	6,390
Independent	4,029
Seasoned	3,769
CFP®-certified	2,240

Who they serve

Type	Advisors
High-net-worth	2,085
Baby Boomer	51
Gen X	19
Millennial	13

Browse by specialty

Find Massachusetts advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,225
Wealth management	4,062
Retired	3,857
Tax-loss harvesting	3,764
Executive	3,430
Active portfolio management	2,731
Retirement plans for business owners (SEP, solo 401k)	2,672
Retirement income strategy	2,167
Private / alternative investments	1,590
General retirement planning	1,502
College savings (529s, UTMA, etc.)	1,397
ESG / Sustainable investing	1,363
Charitable giving & philanthropy	1,331
Passive / index investing	1,251
Annuities	1,228
Options & derivatives strategies	1,227
Business exit / sale strategy	1,094
Cash flow / budgeting	801
Self-Employed	698
Income planning	672
Concentrated stock management	668
Approaching retirement	505
General estate planning guidance	404
Established Professionals	341
Social Security optimization	336
Business succession planning	312
Real estate investing	302
HENRY (High Earners, Not Rich Yet)	275
Equity compensation tax strategy	270
General tax planning	221
Debt management	219
Business ownership considerations	197
Financial Professional	188
Mid-Career Professionals	170
Multi-generational wealth transfer	150
Retired	144
Dentist	136
Life insurance needs analysis	101
Educators, Teachers, and Academics	93
Long-term care insurance	89
Business sale tax planning	88
Retirement withdrawal strategies	88
Women Professionals	83
Tax strategies for small businesses	68
Values-based investing	64
Factor investing / smart beta	60
Divorce financial planning	53
Parents	48
Intergenerational Families	45
Divorced	37
Equity Recipients (RS/RSU, SOP, ESPP)	35
Charitable giving tax strategies	34
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	31
Attorney	29
Professional Athlete	29
Doctor or Medical Professional	25
Family Business	22
Married/Couples/Partners	22
Roth conversion strategy	20
Planning for children with special needs	18
Medicare planning	17
Trust structures (GRAT, IDGT, revocable)	17
Young Professionals	15
Young Families	13
Business Financial Management	11
Expats	11
Disability insurance	10
Religious/faith focused	10
Exec comp design	9
LGBTQIA	9
Liquidity event planning	9
Military & Veterans	9
Cross-border / expatriate tax planning	8
Elder care planning	8
Women's Finance	8
Technology Professional	7
Dual Income Family	6
Early retirement planning	5
Government Employee	5
Stock option exercise strategy	5
Widow/Widower	5
Student loan debt	4
Entertainment Industry	3

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