Top financial advisors in Framingham, MA
We’ve curated a list of the best financial advisors in Framingham, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$203,387,997
Number of advisors
5 advisors
| $203,387,997 | 5 advisors | |
| 2 |
Assets under management
$170,801,771
Number of advisors
2 advisors
| $170,801,771 | 2 advisors | |
| 3 |
Assets under management
$133,001,432
Number of advisors
5 advisors
| $133,001,432 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Framingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Framingham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Tsw Wealth Management
TSW Wealth Management is a Registered Investment Advisor established in 1996 and based in Framingham, MA. The firm offers investment advisory services to individuals, trusts, and estates, focusing on account portfolio management and financial
$203,387,997 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesWoodside Wealth Management
Woodside Wealth Management LLC is an independent, fee-only registered investment adviser established in Framingham, MA. The firm acts in a fiduciary capacity for clients, with Cheryl Costa as the sole managing member. Services include comprehensive wealth management, financial planning, and discretionary portfolio management. The firm requires a minimum of $750,000 for new clients, with an associated minimum annual fee of $7,500. Clients may grant discretionary authority for account management. Woodside primarily advises on open-end, no-load mutual funds and ETFs. As of December 31, 2024, the firm manages $225,765,543 in client assets on a discretionary basis. Fees for wealth management services are based on a percentage of assets under management, with a minimum annual fee of $7,500. Standalone financial planning services are offered at an hourly fee of $350. The firm does not accept performance-based fees or participate in side-by-side management. Investment strategies are based on Modern Portfolio Theory, with additional methods of analysis including charting, technical analysis, and fundamental analysis. Woodside Wealth Management emphasizes risk management and client-specific investment approaches. The firm does not have any disciplinary disclosures and maintains strict ethical standards. Clients receive regular account reviews and detailed reports. Woodside Wealth Management prioritizes client privacy and security, with policies in place to safeguard personal information.
$170,801,771 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPolaris Advisors, LLC
Polaris Advisors, LLC is a registered investment advisor based in Framingham, MA, established in October 2003. The firm offers investment advisory services to individuals, high net worth individuals, and charitable organizations. Polaris serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including investment management services, retirement account advice, and financial planning services. Polaris primarily employs fundamental and cyclical analysis methods in developing investment strategies for its clients. The firm's investment approach is long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks. Polaris does not charge performance-based fees and does not manage proprietary investment funds. The firm generally requires a minimum relationship size of $100,000, which may be waived at the advisor's discretion. Polaris manages $175,834,171 in client assets as of December 31, 2022, with $133,001,432 managed on a discretionary basis and $42,832,739 on a non-discretionary basis. The firm's fee structure is based on a percentage of assets under management, with fees ranging from 0.75% to 1.25% based on the total assets managed. Polaris does not accept or maintain custody of client funds and securities, except for the deduction of advisory fees. The firm has not been involved in any legal, civil, or disciplinary events. The firm's team includes Fredric E. Weldon, CFA, Robert E. Whitney, ChFC, EA, and Michael P. Gore, CPA, PFS. For more information, clients can contact Polaris Advisors at (508) 481-2299.
$133,001,432 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Framingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Framingham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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