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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 - June 18, 2024

Massachusetts 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 29 years of experience.

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List of Qualified Retirement Planning Advisors in Massachusetts

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Jonathan 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

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Jordan 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

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Allworth 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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street,
Boston, MA, 2210
$3,148,421,739,247233331108
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
2
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street,
Boston, MA, 2210
$1,204,691,064,45913382139
A Percentage of AUM, Fixed Fees, Performance Based
3
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street,
Boston, MA, 2210
$841,529,842,790247250
A Percentage of AUM
4
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
$803,470,618,544174156
A Percentage of AUM
5
STRATEGIC ADVISERS LLC
245 Summer Street,
Boston, MA, 2210
$659,550,224,9821712300219
A Percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
6
FIDELITY PERSONAL AND WORKPLACE ADVISORS
245 Summer Street, V2a,
Boston, MA, 2210
$652,548,367,853171224713507
A Percentage of AUM, Fixed Fees
7
MELLON INVESTMENTS CORPORATION
201 Washington Street,
Boston, MA, 2108
$619,390,248,152518180
A Percentage of AUM, Fixed Fees, Other (SECURITIES LENDING)
8
MFS INVESTMENT MANAGEMENT
111 Huntington Avenue,
Boston, MA, 02199-7618
$417,408,071,9713481200
A Percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
9
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
290 Congress Street,
Boston, MA, 2210
$388,388,690,31451631010
A Percentage of AUM, Fixed Fees, Performance Based
10
CAMBRIDGE ASSOCIATES, LLC
115 Federal Street,
Boston, MA, 02110-2112
$276,031,240,5335861154
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
$254,158,838,70520030717
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
$181,758,139,85222073394
A Percentage of AUM
13
MANULIFE INVESTMENT MANAGEMENT (US) LLC
197 Clarendon St,
Boston, MA, 2116
$173,184,999,4582822266
A Percentage of AUM, Performance Based
14
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
200 Clarendon Street, 30th Floor,
Boston, MA, 2116
$171,377,041,357143415
A Percentage of AUM, Performance Based
15
COMMONWEALTH FINANCIAL NETWORK
29 Sawyer Road,
Waltham, MA, 02453-3483
$146,387,007,8625856294300
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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