Skip to content

Financial Advisors in Milton, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Milton: Kelly Financial Services LLC, RFA Score 72/100; 4.9★ from 161 Google reviews.

  2. 31

    Most-reviewed: American Consumer Credit Counseling, Inc., 4,572 Google reviews at 5.0★, the most of 480 ranked; ranked #31.

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

480 Milton financial advisors are ranked here by RFA Score, from eight published factors. 113 open Saturdays and 16 open Sundays, based on posted hours. The median Google rating is 4.6★ across 480 rated firms.

Top 10 financial advisors in Milton 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 Milton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kelly Financial Services LLC724.9★ (161)Braintree, 3 mi away—Top score
2Merchant Cost Consulting725.0★ (159)Boston, 6 mi away——
3IPX1031: Patricia Flowers, CES®715.0★ (120)Boston, 8 mi away——
4Balance Wealth Advisors705.0★ (143)Wellesley, 11 mi away——
5McAdam Financial704.9★ (120)Boston, 7 mi away——
6Total Financial Freedom LLC705.0★ (112)Winthrop, 10 mi awayEvenings—
7Imperia Wealth Management705.0★ (55)Braintree, 3 mi away——
8Generations Retirement Group705.0★ (52)Braintree, 3 mi away——
9Finances for Feminists695.0★ (63)Belmont, 7 mi away——
10Bank of America (with Drive-thru ATM)694.5★ (176)Randolph, 6 mi awaySat—

All 480 financial advisors in Milton, 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.

  5. #5 McAdam Financial

    Based in Boston, 7 mi away

    70/100RFA Score

    Ranked #5 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

  13. #13 Trust Bookkeeping

    Based in Mansfield, 10 mi away

    69/100RFA Score

    Ranked #13 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

  16. #16 The Westport Group, LLC

    Based in Braintree, 3 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Grandview Rd #412, Braintree, MA 02184
    View profile for The Westport Group, LLC(781) 380-1055

  17. #17 Norfolk Capital

    Based in Boston, 3 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    344 Talbot Ave, Boston, MA 02124
    View profile for Norfolk Capital(617) 718-5363

  21. #21 F.A.S.T Plus Inc

    Based in Brockton, 12 mi away

    68/100RFA Score

    Ranked #21 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

  24. #24 Alpha Taxes

    Based in Medford, 11 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    394 Main St, Medford, MA 02155
    View profile for Alpha Taxes(781) 393-0101

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

financial advisors in Milton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Quality Tax And Business Partners674.9★ (54)12 mi
27Concierge Wealth Management™️675.0★ (31)8 mi
28Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (45)12 mi
29Beyond Your Hammock674.9★ (33)7 mi
30Advanced Auto Sales674.6★ (524)24 mi
31American Consumer Credit Counseling, Inc.675.0★ (4,572)12 mi
32EMJ Financial Services Inc674.7★ (42)8 mi
33Spano Dawicki & Witt674.9★ (72)16 mi
34American Consumer Credit Counseling, Inc.675.0★ (918)2 mi
35Stonehearth Capital Management675.0★ (127)24 mi
36Claro Advisors675.0★ (24)7 mi
37Mike Meuse - Edelman Financial Engines665.0★ (20)7 mi
38Bank of America (with Drive-thru ATM)664.4★ (96)11 mi
39Civic Financial665.0★ (20)7 mi
40Single Point Partners665.0★ (20)7 mi
41Pension & Wealth Management Advisors665.0★ (35)12 mi
42AWG Capital Advisory665.0★ (19)7 mi
43Beacon Pointe Advisors665.0★ (31)12 mi
44A&F Bookkeeping & Business Consulting Inc.665.0★ (69)21 mi
45Shoreline Advisors (Formerly BA, Inc.)665.0★ (24)10 mi
46MapleRock Wealth Management - Ameriprise Financial Services, LLC665.0★ (23)10 mi
47Bank of America (with Drive-thru ATM)664.3★ (39)6 mi
48Evergreen Wealth Management665.0★ (17)7 mi
49SHP Financial665.0★ (50)18 mi
50White Financial Services & Insurance665.0★ (16)7 mi

Also serving Milton

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 Milton
BusinessGoogle ratingDistance
Andy FinanzasIn Milton
Bob Andreola - Edelman Financial Engines5.0★ (2)7 mi
Credit PlusIn Milton
Edward Jones - Financial Advisor: Joseph A Parlavecchio, CFP®|CFA®In Milton
Financial institutionIn Milton
Flagship Wealth Management5.0★ (2)3 mi
G2 Capital Advisors5.0★ (2)7 mi
Grand Coast Capital5.0★ (2)3 mi
John AlessiIn Milton
Mainsail Advisor Group, LLCIn Milton
Morris Corporate ServicesIn Milton
Nathan Baldwin - Edelman Financial Engines5.0★ (2)2 mi
NorthStar Asset Management, Inc.5.0★ (2)5 mi
Obed DaphnisIn Milton
Parkway Wealth Management5.0★ (2)5 mi
Pye MoiizIn Milton
Sean OBrienIn Milton
Seeley Capital Management4.5★ (2)In Milton
Telmo Galvao: Primerica - Financial Services5.0★ (2)6 mi
William Robinson - Financial Advisor, Ameriprise Financial Services, LLCIn Milton

How we ranked Milton financial advisors

We scored 480 Milton 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 Milton 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 Milton: frequently asked questions

Which financial advisor has the highest RFA Score in Milton?

By RFA Score, the highest-ranked financial advisor in Milton, MA is Kelly Financial Services LLC with an RFA Score of 72/100. It has 4.9★ from 161 Google reviews. Merchant Cost Consulting (#2) and IPX1031: Patricia Flowers, CES® (#3) follow. We ranked 480 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Milton?

RankedFinancialAdvisors ranks 480 financial advisors serving Milton, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Milton work on weekends?

113 of 480 ranked financial advisors post Saturday hours and 16 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#10), Bank of America Financial Center (#20) and F.A.S.T Plus Inc (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milton financial advisors have?

The median Google rating among 480 rated financial advisors in Milton is 4.6★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 4,572 reviews, and ranks #31. 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 Milton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 480 financial advisors serving Milton.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Milton pages