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Financial Advisors in Milford, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milford: A&F Bookkeeping & Business Consulting Inc., RFA Score 69/100; 5.0★ from 69 Google reviews; open Saturdays until 5 PM.

  2. 40

    Most-reviewed: American Consumer Credit Counseling, Inc., 4,572 Google reviews at 5.0★, the most of 294 ranked; ranked #40.

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

294 Milford financial advisors are ranked here by RFA Score, from eight published factors. 63 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.9★ across 294 rated firms.

Top 10 financial advisors in Milford 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 Milford at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1A&F Bookkeeping & Business Consulting Inc.695.0★ (69)Ashland, 9 mi awaySatTop score
2Advanced Auto Sales694.6★ (524)North Attleborough Center, 15 mi awaySat · Sun · Evenings—
3Oak Leaf Wealth Management695.0★ (62)North Smithfield, 10 mi away——
4Law Offices of David M. Lunny694.8★ (43)Northbridge, 4 mi awaySat—
5Balance Wealth Advisors695.0★ (143)Wellesley, 18 mi away——
6Taylor, Torres & Company PC, Certified Public Accountants684.9★ (95)Attleboro, 15 mi away——
7Sin-cere Multiservice684.8★ (213)Providence, 21 mi away——
8Capital Good Fund684.6★ (488)Providence, 22 mi away——
9Trust Bookkeeping675.0★ (72)Mansfield, 17 mi away——
10Stoddard Financial, LLC675.0★ (33)Canton, 11 mi away——

All 294 financial advisors in Milford, 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.

  2. #2 Advanced Auto Sales

    Based in North Attleborough Center, 15 mi away

    69/100RFA Score

    Ranked #2 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

  7. #7 Sin-cere Multiservice

    Based in Providence, 21 mi away

    68/100RFA Score

    Ranked #7 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

  8. #8 Capital Good Fund

    Based in Providence, 22 mi away

    68/100RFA Score

    Ranked #8 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

  9. #9 Trust Bookkeeping

    Based in Mansfield, 17 mi away

    67/100RFA Score

    Ranked #9 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

  10. #10 Stoddard Financial, LLC

    Based in Canton, 11 mi away

    67/100RFA Score

    Ranked #10 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

  11. #11 Pomarico Financial, LLC

    Based in Canton, 10 mi away

    67/100RFA Score

    Ranked #11 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

  12. #12 Sterling Associates

    Based in Northbridge, 8 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 41 Google reviews
    Hours
    Mon–Wed 8:30 AM–5 PM · Thu–Fri 8:30 AM–9 PM · Sat–Sun closed
    Address
    49 Church St, Whitinsville, MA 01588
    View profile for Sterling Associates(800) 286-8073

  16. #16 Finivi

    Based in Marlborough, 11 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 36 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1400 Computer Dr, Westborough, MA 01581
    View profile for Finivi(508) 870-0440

  19. #19 Tax Express Group

    Based in Worcester, 17 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 69 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun 12 PM–6 PM
    Address
    166 Lincoln St, Worcester, MA 01605
    View profile for Tax Express Group(508) 853-2767

  21. #21 Savant Wealth Management

    Based in Westwood, 17 mi away

    66/100RFA Score

    Ranked #21 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

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 294 ranked financial advisors here; the rest are on their profiles.

financial advisors in Milford, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Planning for Good - Karen Melo Ticas, CFP®665.0★ (31)16 mi
27Dan Defeo: Primerica - Financial Services664.9★ (24)13 mi
28Roman Koles: Primerica - Financial Services655.0★ (19)12 mi
29The Clifford Group LLC655.0★ (25)15 mi
30Bank of America (with Drive-thru ATM)654.3★ (212)18 mi
31F.A.S.T Plus Inc654.9★ (79)25 mi
32The Funding Booth LLC655.0★ (18)13 mi
33UMassFive College Federal Credit Union654.4★ (84)16 mi
34Asset Strategy654.7★ (30)15 mi
35Pension & Wealth Management Advisors655.0★ (35)20 mi
36Boston Independence Group654.7★ (17)11 mi
37Bank of America (with Drive-thru ATM)654.4★ (294)24 mi
38Nexus Property Management - Worcester MA654.5★ (80)19 mi
39Meenes Wealth Partners655.0★ (21)16 mi
40American Consumer Credit Counseling, Inc.655.0★ (4,572)21 mi
41Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (45)24 mi
42Bank of America (with Drive-thru ATM)644.5★ (176)24 mi
43Jennifer Foreman: Primerica - Financial Services644.9★ (14)13 mi
44Constellation Financial644.9★ (35)20 mi
45Boston Retirement Group645.0★ (29)20 mi
46David J. Prothero, CPA, P.C.644.9★ (15)14 mi
47Beacon Pointe Advisors645.0★ (31)21 mi
48Haddad Financial645.0★ (9)10 mi
49Lund Wealth Management645.0★ (17)16 mi
50MapleRock Wealth Management - Ameriprise Financial Services, LLC645.0★ (23)19 mi

Also serving Milford

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 Milford
BusinessGoogle ratingDistance
1776 Financial Services5.0★ (2)8 mi
1st Line Financial, LLCIn Milford
Ashley Humphreys - Financial Advisor, Ameriprise Financial Services, LLCIn Milford
Bortolussi Wealth Mangement, Inc.5.0★ (2)11 mi
Chic Elite Credit5.0★ (2)11 mi
Daniel R Omogrosso Jr - Ameriprise Financial Services, Inc.In Milford
Eastern Trust Wealth ManagementIn Milford
Edward Jones - Financial Advisor: Kevin L Johnson5.0★ (2)8 mi
ElysiumIn Milford
Financial Foundations5.0★ (2)11 mi
Garth Fondo - Ameriprise Financial Services5.0★ (2)6 mi
Leone Wealth ManagementIn Milford
Lounsbury Wealth ManagementIn Milford
Marilyn Nakhla - TD Wealth Financial AdvisorIn Milford
Melissa Indelicato - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Milford
MOK Financial Planning & Tax, Inc.5.0★ (2)9 mi
Morgan Stanley Financial Advisors5.0★ (2)11 mi
Owen Financial Services5.0★ (1)In Milford
Stephen Coffey - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Milford
Tamagni Wealth AdvisorsIn Milford

How we ranked Milford financial advisors

We scored 294 Milford 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 Milford 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 Milford: frequently asked questions

Which financial advisor has the highest RFA Score in Milford?

By RFA Score, the highest-ranked financial advisor in Milford, MA is A&F Bookkeeping & Business Consulting Inc. with an RFA Score of 69/100. It has 5.0★ from 69 Google reviews. It is open Saturdays until 5 PM. Advanced Auto Sales (#2) and Oak Leaf Wealth Management (#3) follow. We ranked 294 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Milford?

RankedFinancialAdvisors ranks 294 financial advisors serving Milford, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Milford work on weekends?

63 of 294 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are A&F Bookkeeping & Business Consulting Inc. (#1), Advanced Auto Sales (#2) and Law Offices of David M. Lunny (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milford financial advisors have?

The median Google rating among 294 rated financial advisors in Milford is 4.9★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 4,572 reviews, and ranks #40. 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 Milford count in this ranking?

Yes, if they are within 25 mi of the Milford 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 Milford 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 Milford 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 Milford

  1. November 2026: RFA Scores recalculated for 294 financial advisors serving Milford.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Milford pages