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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 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 24, 2025

Massachusetts 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 35 years of experience.

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List of Qualified Retirement Planning Advisors in Massachusetts

advisor
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Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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Savant 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

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 15 Retirement Planning firms in Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

245 Summer Street,
Boston, MA, 02210
$3,964,385,404,654313491264
A percentage of AUM, Fixed fees, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)
2

280 Congress Street,
Boston, MA, 02210
$1,282,732,502,94715592021
A percentage of AUM, Fixed fees, Performance Based
3

100 Summer Street, 12th Floor
Boston, MA, 02110
$1,062,795,395,069172161
A percentage of AUM
4

1 Iron Street,
Boston, MA, 02210
$1,014,331,002,469246243
A percentage of AUM
5

155 Seaport Blvd,
Boston, MA, 02210-2698
$824,740,096,8151965880269
A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
6

245 Summer Street, V2a,
Boston, MA, 02210
$818,776,100,963199104315424
A percentage of AUM, Fixed fees
7

One Boston Place, 201 Washington Street
Boston, MA, 02108
$674,158,830,515502146
A percentage of AUM, Fixed fees, Other (SECURITIES LENDING)
8

111 Huntington Avenue,
Boston, MA, 02199-7618
$454,325,314,6643441300
A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
9

290 Congress Street,
Boston, MA, 02210
$427,057,574,19854951008
A percentage of AUM, Fixed fees, Performance Based
10

One Financial Center,
Boston, MA, 02111-2621
$301,378,322,99620445722
A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
11

115 Federal Street,
Boston, MA, 02110-2112
$281,965,202,8795561098
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED)
12

200 Clarendon Street, 30th Floor,
Boston, MA, 02116
$216,586,078,465151459
A percentage of AUM, Performance Based
13

200 Berkeley St.,
Boston, MA, 02116-5022
$189,588,843,46728802403
A percentage of AUM
14

197 Clarendon St,
Boston, MA, 02116
$188,781,027,9993809246
A percentage of AUM, Performance Based
15

29 Sawyer Road,
Waltham, MA, 02453-3483
$177,031,841,4166230754500
A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Information on Top Retirement Planning firms in Massachusetts

QualificationsFirm CRD# 108281

Assets Under Management $3,964,385,404,654

No. Of Clients31349

Clients Per Financial Advisor25

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $4T assets under management, the firm specializes in crafting personalized retirement planning solutions for 31349 clients. The team consists of 1264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)
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QualificationsFirm CRD# 106595

Assets Under Management $1,282,732,502,947

No. Of Clients1559

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 1559 clients. The team consists of 2021 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 115504

Assets Under Management $1,062,795,395,069

No. Of Clients172

Clients Per Financial Advisor1

GEODE CAPITAL MANAGEMENT, LLC 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 172 clients. The team consists of 161 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 111242

Assets Under Management $1,014,331,002,469

No. Of Clients246

Clients Per Financial Advisor1

SSGA FUNDS MANAGEMENT, INC. 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 246 clients. The team consists of 243 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (SSGA FUNDS MANAGEMENT, INC. PROVIDES ASSET ALLOCATION MODELS ON A NON-DISCRETIONARY BASIS.)
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QualificationsFirm CRD# 104555

Assets Under Management $824,740,096,815

No. Of Clients1965880

Clients Per Financial Advisor7308

STRATEGIC ADVISERS LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $825B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1965880 clients. The team consists of 269 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (PROVIDER OF MODEL PORTFOLIOS)
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QualificationsFirm CRD# 288590

Assets Under Management $818,776,100,963

No. Of Clients1991043

Clients Per Financial Advisor129

FIDELITY PERSONAL AND WORKPLACE ADVISORS is a financial advisory firm situated in Boston, Massachusetts. With a nearly $819B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1991043 clients. The team consists of 15424 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 105764

Assets Under Management $674,158,830,515

No. Of Clients502

Clients Per Financial Advisor3

MELLON INVESTMENTS CORPORATION is a financial advisory firm situated in Boston, Massachusetts. With a nearly $674B assets under management, the firm specializes in crafting personalized retirement planning solutions for 502 clients. The team consists of 146 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 110045

Assets Under Management $454,325,314,664

No. Of Clients344

Clients Per Financial Advisor0

MFS INVESTMENT MANAGEMENT is a financial advisory firm situated in Boston, Massachusetts. With a nearly $454B assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 clients. The team consists of 1300 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 108257

Assets Under Management $427,057,574,198

No. Of Clients5495

Clients Per Financial Advisor5

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $427B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5495 clients. The team consists of 1008 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS)
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QualificationsFirm CRD# 105377

Assets Under Management $301,378,322,996

No. Of Clients20445

Clients Per Financial Advisor28

LOOMIS, SAYLES & COMPANY, L.P. is a financial advisory firm situated in Boston, Massachusetts. With a nearly $301B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20445 clients. The team consists of 722 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (NON-DISCRETIONARY INVESTMENT ADVICE)
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QualificationsFirm CRD# 104942

Assets Under Management $281,965,202,879

No. Of Clients556

Clients Per Financial Advisor1

CAMBRIDGE ASSOCIATES, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $282B assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 1098 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 111298

Assets Under Management $216,586,078,465

No. Of Clients151

Clients Per Financial Advisor0

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is a financial advisory firm situated in Boston, Massachusetts. With a nearly $217B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 459 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 companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 105790

Assets Under Management $189,588,843,467

No. Of Clients28802

Clients Per Financial Advisor71

JOHN HANCOCK INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $190B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28802 clients. The team consists of 403 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 and/or small businesses
  • Portfolio management for investment companies
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QualificationsFirm CRD# 106435

Assets Under Management $188,781,027,999

No. Of Clients3809

Clients Per Financial Advisor15

MANULIFE INVESTMENT MANAGEMENT (US) LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $189B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3809 clients. The team consists of 246 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 8032

Assets Under Management $177,031,841,416

No. Of Clients623075

Clients Per Financial Advisor138

COMMONWEALTH FINANCIAL NETWORK is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $177B assets under management, the firm specializes in crafting personalized retirement planning solutions for 623075 clients. The team consists of 4500 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

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