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Find Retirement Advisors for Retirement Planning in Massachusetts
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Massachusetts, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Massachusetts
Last Updated - April 20, 2024Massachusetts has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 609 non-vetted advisors in your local area. These retirement advisors in Massachusetts have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Massachusetts
VERIFIEDJonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJordan Cohne
RICP®
Prudential
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAllworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDSavant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Massachusetts (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street, Boston, MA, 2210 | $3,148,421,739,247 | 23333 | 1108 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| 2 | WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street, Boston, MA, 2210 | $1,204,691,064,459 | 1338 | 2139 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | SSGA FUNDS MANAGEMENT, INC. 1 Iron Street, Boston, MA, 2210 | $841,529,842,790 | 247 | 250 | A Percentage of AUM |
| 4 | GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 2110 | $803,470,618,544 | 174 | 156 | A Percentage of AUM |
| 5 | STRATEGIC ADVISERS LLC 245 Summer Street, Boston, MA, 2210 | $659,550,224,982 | 1712300 | 219 | A Percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| 6 | FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA, 2210 | $652,548,367,853 | 1712247 | 13507 | A Percentage of AUM, Fixed Fees |
| 7 | MELLON INVESTMENTS CORPORATION 201 Washington Street, Boston, MA, 2108 | $619,390,248,152 | 518 | 180 | A Percentage of AUM, Fixed Fees, Other (SECURITIES LENDING) |
| 8 | MFS INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, MA, 02199-7618 | $417,408,071,971 | 348 | 1200 | A Percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES) |
| 9 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 290 Congress Street, Boston, MA, 2210 | $388,388,690,314 | 5163 | 1010 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | CAMBRIDGE ASSOCIATES, LLC 115 Federal Street, Boston, MA, 02110-2112 | $276,031,240,533 | 586 | 1154 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (PERCENT OF ASSETS INVESTED) |
| 11 | LOOMIS, SAYLES & COMPANY, L.P. One Financial Center, Boston, MA, 02111-2621 | $254,158,838,705 | 20030 | 717 | A Percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| 12 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC 200 Berkeley St., Boston, MA, 02116-5022 | $181,758,139,852 | 22073 | 394 | A Percentage of AUM |
| 13 | MANULIFE INVESTMENT MANAGEMENT (US) LLC 197 Clarendon St, Boston, MA, 2116 | $173,184,999,458 | 2822 | 266 | A Percentage of AUM, Performance Based |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 200 Clarendon Street, 30th Floor, Boston, MA, 2116 | $171,377,041,357 | 143 | 415 | A Percentage of AUM, Performance Based |
| 15 | COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA, 02453-3483 | $146,387,007,862 | 585629 | 4300 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
Information on Top Retirement Planning firms in Massachusetts
QualificationsFirm CRD# 108281
Assets Under Management $3,148,421,739,247
No. Of Clients23333
Clients Per Financial Advisor21
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 23333 clients. The team consists of 1108 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 106595
Assets Under Management $1,204,691,064,459
No. Of Clients1338
Clients Per Financial Advisor1
WELLINGTON MANAGEMENT COMPANY LLP is a financial advisory firm situated in Boston, Massachusetts. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 1338 clients. The team consists of 2139 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111242
Assets Under Management $841,529,842,790
No. Of Clients247
Clients Per Financial Advisor1
SSGA FUNDS MANAGEMENT, INC. is a financial advisory firm situated in Boston, Massachusetts. With a nearly $842B assets under management, the firm specializes in crafting personalized retirement planning solutions for 247 clients. The team consists of 250 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 115504
Assets Under Management $803,470,618,544
No. Of Clients174
Clients Per Financial Advisor1
GEODE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $803B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104555
Assets Under Management $659,550,224,982
No. Of Clients1712300
Clients Per Financial Advisor7819
STRATEGIC ADVISERS LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $660B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1712300 clients. The team consists of 219 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 288590
Assets Under Management $652,548,367,853
No. Of Clients1712247
Clients Per Financial Advisor127
FIDELITY PERSONAL AND WORKPLACE ADVISORS is a financial advisory firm situated in Boston, Massachusetts. With a nearly $653B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1712247 clients. The team consists of 13507 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105764
Assets Under Management $619,390,248,152
No. Of Clients518
Clients Per Financial Advisor3
MELLON INVESTMENTS CORPORATION is a financial advisory firm situated in Boston, Massachusetts. With a nearly $619B assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 clients. The team consists of 180 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (SECURITIES LENDING)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110045
Assets Under Management $417,408,071,971
No. Of Clients348
Clients Per Financial Advisor0
MFS INVESTMENT MANAGEMENT is a financial advisory firm situated in Boston, Massachusetts. With a nearly $417B assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 1200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108257
Assets Under Management $388,388,690,314
No. Of Clients5163
Clients Per Financial Advisor5
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $388B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5163 clients. The team consists of 1010 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104942
Assets Under Management $276,031,240,533
No. Of Clients586
Clients Per Financial Advisor1
CAMBRIDGE ASSOCIATES, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $276B assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 1154 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
- Performance Based
- Other (PERCENT OF ASSETS INVESTED)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105377
Assets Under Management $254,158,838,705
No. Of Clients20030
Clients Per Financial Advisor28
LOOMIS, SAYLES & COMPANY, L.P. is a financial advisory firm situated in Boston, Massachusetts. With a nearly $254B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20030 clients. The team consists of 717 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105790
Assets Under Management $181,758,139,852
No. Of Clients22073
Clients Per Financial Advisor56
JOHN HANCOCK INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $182B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22073 clients. The team consists of 394 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 106435
Assets Under Management $173,184,999,458
No. Of Clients2822
Clients Per Financial Advisor11
MANULIFE INVESTMENT MANAGEMENT (US) LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $173B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2822 clients. The team consists of 266 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 111298
Assets Under Management $171,377,041,357
No. Of Clients143
Clients Per Financial Advisor0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is a financial advisory firm situated in Boston, Massachusetts. With a nearly $171B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 415 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 8032
Assets Under Management $146,387,007,862
No. Of Clients585629
Clients Per Financial Advisor136
COMMONWEALTH FINANCIAL NETWORK is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $146B assets under management, the firm specializes in crafting personalized retirement planning solutions for 585629 clients. The team consists of 4300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amesbury, Massachusetts
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Looking for more choices? Use our free match service to compare retirement planners serving your area.