Top financial advisors in Marshfield, MA
We've curated a list of the best financial advisors in Marshfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $512,961,746 Number of advisors 12 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.
Get matched with an advisorMethodology
To find the top financial advisors in Marshfield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Mcnamara Financial Services, Inc.
McNamara Financial Services, Inc. is a registered investment advisor established in 2005 and located in Marshfield, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, endowments, businesses, retirement plans, and other legal entities. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. McNamara Financial Services provides customized investment advisory solutions through continuous personal client contact, offering discretionary and non-discretionary investment management services. The firm's investment strategies are primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds to meet client goals. The firm may recommend redistributing investments, increasing sector weightings, employing cash positions, or selling positions for various reasons. Clients have the opportunity to place restrictions on their investments. The firm charges investment advisory fees ranging from 0.25% to 1.05% based on assets under management. McNamara Financial Services does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive commissions for securities transactions and does not accept proxy-voting responsibility for clients. Clients are encouraged to review statements provided by the custodian and compare them to reports provided by the firm. The firm has a Privacy Policy in place to protect clients' personal information and does not sell non-public personal information to anyone.
$512,961,746 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Marshfield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
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