Top financial advisors in Westborough, MA
We’ve curated a list of the best financial advisors in Westborough, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$4,094,106,842
Number of advisors
51 advisors
| $4,094,106,842 | 51 advisors | |
| 2 |
Assets under management
$1,629,757,890
Number of advisors
69 advisors
| $1,629,757,890 | 69 advisors | |
| 3 |
Assets under management
$270,381,256
Number of advisors
8 advisors
| $270,381,256 | 8 advisors | |
| 4 |
Assets under management
$213,733,657
Number of advisors
6 advisors
| $213,733,657 | 6 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 Westborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westborough. 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.
Grimes & Company, Inc.
Grimes & Company, LLC is a financial advisory firm established in 1999 and registered as an Investment Adviser Firm in January 2000. The firm offers customized investment strategies for individuals, businesses, trusts, pension plans, and charitable organizations. Grimes does not provide financial planning services unless specifically requested. The firm may recommend private investment funds, but clients are not obligated to invest in them. Grimes primarily uses mutual funds and exchange-traded funds in client portfolios. The firm does not engage in ESG investing unless directed by a client. Grimes does not recommend investments in Bitcoin, cryptocurrencies, or digital assets due to their speculative nature. The firm charges a negotiable annual management fee based on a percentage of assets under management, with a tiered fee schedule. Clients can have Grimes deduct fees from their custodial account. Grimes recommends Fidelity and Schwab as broker-dealers/custodians for client accounts. The firm participates in referral programs with Fidelity and Schwab, receiving referrals and paying fees for clients referred through these programs. Grimes also participates in proxy voting and due diligence services for client securities. The firm has not been subject to disciplinary actions and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients have the option to grant Grimes investment discretion over their accounts.
$4,094,106,842 under management
51 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)Selection Of Other AdvisersThe Patriot Financial Group, LLC
The Patriot Financial Group, LLC is a financial advisory firm based in Westborough, Massachusetts. It currently has approximately $1,629,757,890 of assets under management and employs about 69 people. The Patriot Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,629,757,890 under management
69 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 BusinessesPension Consulting ServicesSelection Of Other AdvisersCadence Wealth Management LLC
Cadence Wealth Management LLC is a financial advisory firm based in Westborough, Massachusetts. It currently has approximately $270,381,256 of assets under management and employs about 8 people. Cadence Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$270,381,256 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersFactor Investing Group
Melfa Wealth Management, Inc. dba Factor Investing Group is a registered investment advisor based in Westborough, MA. Established in April 2009 and registered with the U.S. Securities and Exchange Commission (SEC) in July 2021, the firm is primarily owned by Victor J. Melfa, Jr., who serves as the President and Chief Compliance Officer. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans, acting as a fiduciary to its clients. The firm provides customized wealth management solutions through discretionary investment management and financial planning services. Investment portfolios typically consist of exchange-traded funds (ETFs), mutual funds, individual stocks, closed-end funds, and bonds. The firm's investment strategies are primarily long-term focused, with the flexibility to buy, sell, or reallocate positions as needed. Clients have the opportunity to place reasonable restrictions on their investments. As of December 31, 2024, FIG managed $309,527,063 in assets under management on a discretionary basis. The firm's fee structure is based on the average daily balance of assets under management and ranges up to 1.30% annually. Clients are billed quarterly in advance, and fees are calculated based on various factors, including the complexity of services provided and the level of assets managed. FIG does not engage in wrap fee programs and does not receive compensation for securities transactions in client accounts. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion over their accounts, and the firm does not accept or maintain custody of client funds or securities, except for limited purposes related to fee deductions and money movement authorization. The firm's team includes Victor J. Melfa III, Christopher R. Chang, and Kendra R. Rasner, who serve as Managing Partner and Lead Portfolio Manager, Financial Advisor, and Investment Advisor Representative, respectively. The team members have strong educational backgrounds and extensive experience in the financial industry. The firm has a comprehensive Privacy Policy in place to protect clients' personal information and ensure data security. Clients can request a copy of the Privacy Policy and ask questions by contacting the firm directly.
$213,733,657 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Westborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westborough. 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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