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Financial Advisors in Medway, MA: 2026 rankings

457 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Medway: Advanced Auto Sales, RFA Score 70/100; 4.6★ from 524 Google reviews; open 7 days a week.

  2. 27

    Most-reviewed: American Consumer Credit Counseling, Inc., 4,572 Google reviews at 5.0★, the most of 457 ranked; ranked #27.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

457 Medway financial advisors are ranked here by RFA Score, from eight published factors. 100 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.7★ across 457 rated firms.

Top 10 financial advisors in Medway at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Medway at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Advanced Auto Sales704.6★ (524)North Attleborough Center, 12 mi awaySat · Sun · EveningsTop score
2Balance Wealth Advisors705.0★ (143)Wellesley, 14 mi away——
3A&F Bookkeeping & Business Consulting Inc.695.0★ (69)Ashland, 9 mi awaySat—
4Trust Bookkeeping695.0★ (72)Mansfield, 11 mi away——
5Taylor, Torres & Company PC, Certified Public Accountants694.9★ (95)Attleboro, 12 mi away——
6Stoddard Financial, LLC685.0★ (33)Canton, 5 mi away——
7Kelly Financial Services LLC684.9★ (161)Braintree, 20 mi away——
8Oak Leaf Wealth Management685.0★ (62)North Smithfield, 13 mi away——
9Sin-cere Multiservice684.8★ (213)Providence, 20 mi away——
10Merchant Cost Consulting685.0★ (159)Boston, 23 mi away——

All 457 financial advisors in Medway, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Medway

    #1 Advanced Auto Sales

    Based in North Attleborough Center, 12 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 524 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 524 Google reviews
    Hours
    Mon–Sat 9 AM–7 PM · Sun 10 AM–4 PM
    Address
    130 E Washington St, North Attleborough, MA 02760
    View profile for Advanced Auto Sales(508) 210-2224

  4. #4 Trust Bookkeeping

    Based in Mansfield, 11 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Trust Bookkeeping(508) 718-8437

  6. #6 Stoddard Financial, LLC

    Based in Canton, 5 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6 Baker Rd, Medfield, MA 02052
    View profile for Stoddard Financial, LLC(617) 481-5097

  9. #9 Sin-cere Multiservice

    Based in Providence, 20 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 213 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 213 Google reviews
    Hours
    Mon–Thu 9 AM–3 PM · Fri–Sun closed
    Address
    596 Charles St, Providence, RI 02904
    View profile for Sin-cere Multiservice(401) 649-3479

  11. #11 Capital Good Fund

    Based in Providence, 21 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 488 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 488 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    333 Smith St, Providence, RI 02908
    View profile for Capital Good Fund(866) 584-3651

  12. #12 Savant Wealth Management

    Based in Westwood, 12 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Lowder Brook Dr Ste 1000, Westwood, MA 02090
    View profile for Savant Wealth Management(781) 255-0214

  16. #16 F.A.S.T Plus Inc

    Based in Brockton, 19 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 79 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 1 PM–5 PM · Sun closed
    Address
    35 Torrey St #2, Brockton, MA 02301
    View profile for F.A.S.T Plus Inc(508) 588-4500

  17. #17 McAdam Financial

    Based in Boston, 23 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  24. #24 Pomarico Financial, LLC

    Based in Canton, 13 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1900 W Park Dr #280, Westborough, MA 01581
    View profile for Pomarico Financial, LLC(508) 983-1424

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 457 ranked financial advisors here; the rest are on their profiles.

financial advisors in Medway, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Imperia Wealth Management665.0★ (55)20 mi
27American Consumer Credit Counseling, Inc.655.0★ (4,572)17 mi
28Waymark Wealth Management LLC655.0★ (38)17 mi
29Generations Retirement Group655.0★ (52)20 mi
30ClearPath Financial Partners655.0★ (41)17 mi
31Roman Koles: Primerica - Financial Services655.0★ (19)10 mi
32The Funding Booth LLC655.0★ (18)10 mi
33The Clifford Group LLC655.0★ (25)13 mi
34Pension & Wealth Management Advisors655.0★ (35)16 mi
35Bank of America Financial Center654.2★ (82)10 mi
36Finivi654.8★ (36)14 mi
37Asset Strategy654.7★ (30)13 mi
38Marathon Financial Group655.0★ (54)22 mi
39Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (45)20 mi
40Sterling Associates654.6★ (41)14 mi
41Mike Meuse - Edelman Financial Engines655.0★ (20)12 mi
42Lund Wealth Management655.0★ (17)11 mi
43Boston Retirement Group655.0★ (29)17 mi
44Beacon Pointe Advisors655.0★ (31)17 mi
45Balanced Rock Investment Advisors655.0★ (29)17 mi
46Tax Express Group654.8★ (69)22 mi
47Carlos Pichardo: Primerica - Financial Services655.0★ (46)22 mi
48MapleRock Wealth Management - Ameriprise Financial Services, LLC655.0★ (23)15 mi
49Nightingale Wealth Solutions (NWS Advisors)654.8★ (21)13 mi
50Finances for Feminists655.0★ (63)25 mi

Also serving Medway

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Medway
BusinessGoogle ratingDistance
1776 Financial Services5.0★ (2)4 mi
Armstrong Advisory Group5.0★ (2)14 mi
Bob Andreola - Edelman Financial Engines5.0★ (2)12 mi
Bortolussi Wealth Mangement, Inc.5.0★ (2)12 mi
College Planning StrategiesIn Medway
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)12 mi
De Lage Landen Financial Services1.0★ (2)10 mi
Edward Jones - Financial Advisor: Kevin L Johnson5.0★ (2)4 mi
Financial Foundations5.0★ (2)13 mi
Garth Fondo - Ameriprise Financial Services5.0★ (2)9 mi
Johnson Brunetti3.0★ (2)14 mi
MOK Financial Planning & Tax, Inc.5.0★ (2)3 mi
Morgan Stanley Financial Advisors5.0★ (2)14 mi
New Vision Business Advisors5.0★ (2)10 mi
Norton Financial Consultants5.0★ (1)In Medway
Proficient Wealth Counselors5.0★ (2)12 mi
Qualified Pension Services Inc1.0★ (2)15 mi
Statera Financial LLC5.0★ (2)8 mi
Strategic Planning Group3.0★ (2)14 mi
The Patriot Financial Group, LLC3.0★ (2)7 mi

How we ranked Medway financial advisors

We scored 457 Medway financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Medway data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Medway: frequently asked questions

Which financial advisor has the highest RFA Score in Medway?

By RFA Score, the highest-ranked financial advisor in Medway, MA is Advanced Auto Sales with an RFA Score of 70/100. It has 4.6★ from 524 Google reviews. It is open 7 days a week. Balance Wealth Advisors (#2) and A&F Bookkeeping & Business Consulting Inc. (#3) follow. We ranked 457 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Medway?

RankedFinancialAdvisors ranks 457 financial advisors serving Medway, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Medway work on weekends?

100 of 457 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are Advanced Auto Sales (#1), A&F Bookkeeping & Business Consulting Inc. (#3) and Law Offices of David M. Lunny (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Medway financial advisors have?

The median Google rating among 457 rated financial advisors in Medway is 4.7★, with a median of 11 reviews. American Consumer Credit Counseling, Inc. has the most, 4,572 reviews, and ranks #27. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Medway count in this ranking?

Yes, if they are within 25 mi of the Medway city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Medway ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Medway a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Medway

  1. November 2026: RFA Scores recalculated for 457 financial advisors serving Medway.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Medway pages