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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 - June 26, 2025Massachusetts has 7 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Massachusetts
VERIFIEDRobert Capone
Engineered Wealth Solutions
Qualifications
CRD# 5752506
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$150,000
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJordan 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
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
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 | 245 Summer Street, Boston, MA, 02210 | $3,964,385,404,654 | 31349 | 1264 | A percentage of AUM, Fixed fees, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D) |
| 2 | 280 Congress Street, Boston, MA, 02210 | $1,282,732,502,947 | 1559 | 2021 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 100 Summer Street, 12th Floor Boston, MA, 02110 | $1,062,795,395,069 | 172 | 161 | A percentage of AUM |
| 4 | 1 Iron Street, Boston, MA, 02210 | $1,014,331,002,469 | 246 | 243 | A percentage of AUM |
| 5 | 155 Seaport Blvd, Boston, MA, 02210-2698 | $824,740,096,815 | 1965880 | 269 | A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| 6 | 245 Summer Street, V2a, Boston, MA, 02210 | $818,776,100,963 | 1991043 | 15424 | A percentage of AUM, Fixed fees |
| 7 | One Boston Place, 201 Washington Street Boston, MA, 02108 | $674,158,830,515 | 502 | 146 | A percentage of AUM, Fixed fees, Other (SECURITIES LENDING) |
| 8 | 111 Huntington Avenue, Boston, MA, 02199-7618 | $454,325,314,664 | 344 | 1300 | A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES) |
| 9 | 290 Congress Street, Boston, MA, 02210 | $427,057,574,198 | 5495 | 1008 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | One Financial Center, Boston, MA, 02111-2621 | $301,378,322,996 | 20445 | 722 | A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| 11 | 115 Federal Street, Boston, MA, 02110-2112 | $281,965,202,879 | 556 | 1098 | 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 | $216,586,078,465 | 151 | 459 | A percentage of AUM, Performance Based |
| 13 | 200 Berkeley St., Boston, MA, 02116-5022 | $189,588,843,467 | 28802 | 403 | A percentage of AUM |
| 14 | 197 Clarendon St, Boston, MA, 02116 | $188,781,027,999 | 3809 | 246 | A percentage of AUM, Performance Based |
| 15 | 29 Sawyer Road, Waltham, MA, 02453-3483 | $177,031,841,416 | 623075 | 4500 | 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)
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
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
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.)
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)
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
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
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
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)
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)
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
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
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
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
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
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.