Top financial advisors in Northborough, MA
We've curated a list of the best financial advisors in Northborough, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $125,840,000 Number of advisors 2 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 Northborough, 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.
Peak Financial Services, Inc.
PEAK Financial Services, Inc. is a registered investment adviser specializing in asset management and financial planning services. Established in 1995 by Kevin M. O'Brien, the firm offers tailored services based on clients' financial goals and objectives. PEAK primarily uses exchange-traded funds, mutual funds, and alternative investments in client portfolios, with a focus on asset allocation models. Clients with at least $1,000,000 in assets receive advisory services, with fees ranging from 0.40% to 1.25% based on investable assets. The firm operates on a fee-based structure, with fees payable quarterly in advance. PEAK does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not participate in wrap fee programs and does not have a history of disciplinary actions. Clients' assets are held at qualified custodians, primarily TD Ameritrade, with PEAK selecting brokers based on factors such as transaction execution, custody services, and pricing. PEAK does not vote client securities and does not require prepayment exceeding $1,200. The firm has participated in the Paycheck Protection Program to support its operations during the COVID-19 pandemic.
$125,840,000 under management
2 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
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 Northborough, 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
ActonAmherstAndoverAuburnBeverlyBostonBraintreeBurlingtonCambridgeCantonCohassetConcordDanversDedhamDuxburyFalmouthFoxboroughFraminghamFranklinGloucesterGreat BarringtonHanoverHinghamHyannisLexingtonLincolnLynnfieldMarlboroughMarshfieldMashpeeMedfieldNatickNeedhamNeedham HeightsNew BedfordNewburyportNewtonNorth AndoverNorth ReadingNorwellNorwoodPlymouthQuincyRocklandSalemSouth EastonSpringfieldStonehamSudburyTopsfieldWakefieldWalthamWaylandWellesleyWellesley HillsWestboroughWestfordWestwoodWinchesterWoburnWorcesterIt's quick and easy to find the right financial advisor for you
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