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Financial Advisors in Norwell, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norwell: Kelly Financial Services LLC, RFA Score 71/100; 4.9★ from 161 Google reviews.

  2. 21

    Most-reviewed: American Consumer Credit Counseling, Inc., 918 Google reviews at 5.0★, the most of 298 ranked; ranked #21.

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

298 Norwell financial advisors are ranked here by RFA Score, from eight published factors. 71 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.4★ across 298 rated firms.

Top 10 financial advisors in Norwell 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 Norwell at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kelly Financial Services LLC714.9★ (161)Braintree, 13 mi away—Top score
2Merchant Cost Consulting705.0★ (159)Boston, 17 mi away——
3Total Financial Freedom LLC695.0★ (112)Winthrop, 18 mi awayEvenings—
4IPX1031: Patricia Flowers, CES®695.0★ (120)Boston, 19 mi away——
5Bank of America (with Drive-thru ATM)694.4★ (294)Brockton, 14 mi awaySat—
6Bank of America (with Drive-thru ATM)694.5★ (176)Randolph, 13 mi awaySat—
7Cornerstone Financial Group LLC.695.0★ (82)Carver, 15 mi awayEvenings—
8SHP Financial694.9★ (90)Carver, 15 mi away——
9McAdam Financial684.9★ (120)Boston, 19 mi away——
10F.A.S.T Plus Inc684.9★ (79)Brockton, 14 mi awaySat—

All 298 financial advisors in Norwell, 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.

  8. #8 SHP Financial

    Based in Carver, 15 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    225 Water St Bldg C, Suite C210, Plymouth, MA 02360
    View profile for SHP Financial(508) 746-2400

  9. #9 McAdam Financial

    Based in Boston, 19 mi away

    68/100RFA Score

    Ranked #9 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

  10. #10 F.A.S.T Plus Inc

    Based in Brockton, 14 mi away

    68/100RFA Score

    Ranked #10 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

  16. #16 EMJ Financial Services Inc

    Based in Weymouth, 7 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 42 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 42 Google reviews
    Hours
    Mon–Wed 9 AM–6 PM · Thu 10 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    775 Pleasant St STE 3, Weymouth, MA 02189
    View profile for EMJ Financial Services Inc(781) 340-1829

  18. #18 Trust Bookkeeping

    Based in Mansfield, 20 mi away

    67/100RFA Score

    Ranked #18 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

  19. #19 Liquid Capital Inc

    Based in Norwell

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    46 Accord Park Dr, Norwell, MA 02061
    View profile for Liquid Capital Inc(781) 659-7896

  22. #22 The Zisko Tax Group

    Based in Kingston, 7 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    811 Washington St STE 8, Pembroke, MA 02359
    View profile for The Zisko Tax Group(781) 829-1004

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

financial advisors in Norwell, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Westport Group, LLC665.0★ (32)13 mi
27Carlos Pichardo: Primerica - Financial Services665.0★ (46)18 mi
28Investment Advisory Group665.0★ (13)3 mi
29Bank of America (with Drive-thru ATM)663.9★ (134)9 mi
30WH Cornerstone Investments665.0★ (25)11 mi
31Spano Dawicki & Witt654.9★ (72)25 mi
32Savant Wealth Management655.0★ (47)22 mi
33Alpha Taxes654.8★ (66)23 mi
34Norfolk Capital655.0★ (31)17 mi
35Harper Financial Associates, LLC655.0★ (12)6 mi
36Gateway Financial, LLC645.0★ (6)In Norwell
37Quality Tax And Business Partners644.9★ (54)24 mi
38Eastern Bank644.1★ (29)9 mi
39Concierge Wealth Management™️645.0★ (31)19 mi
40Beyond Your Hammock644.9★ (33)19 mi
41Bank of America (with Drive-thru ATM)644.4★ (96)23 mi
42Balanced Rock Investment Advisors645.0★ (29)19 mi
43Marshall Wealth Management644.8★ (5)In Norwell
44Bank of America Financial Center644.0★ (146)19 mi
45Fidelity Investments643.9★ (20)6 mi
46Wells Fargo Advisors644.2★ (6)In Norwell
47Parkmount Financial Partners644.9★ (7)4 mi
48Claro Advisors635.0★ (24)19 mi
49White Financial Services & Insurance635.0★ (16)14 mi
50Bank of America Financial Center634.2★ (82)21 mi

Also serving Norwell

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 Norwell
BusinessGoogle ratingDistance
Brian Mahler - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Norwell
Carter Andrew4.0★ (1)In Norwell
Christopher Angers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Norwell
Crescent Bay Wealth - Ameriprise Financial Services, LLCIn Norwell
Delta Capital Management - Ameriprise Financial Services, LLCIn Norwell
Edward Jones - Financial Advisor: Lisa Andrews-BowersIn Norwell
Gregg Helbock - Financial Advisor, Ameriprise Financial Services, LLCIn Norwell
James Gallagher - Financial Advisor, Ameriprise Financial Services, LLCIn Norwell
Jeff Wheeler - Financial Advisor, Ameriprise Financial Services, LLCIn Norwell
Joseph BoughanIn Norwell
Martin Robbins - Financial Advisor, Ameriprise Financial Services, LLCIn Norwell
Morgan Stanley Financial Advisors5.0★ (1)In Norwell
North River Financial, LLC5.0★ (2)In Norwell
PAR Wealth Advisory Group - Ameriprise Financial Services, LLC4.0★ (2)In Norwell
Paul Previte - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Norwell
Peter Ashley Ramsay - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (1)In Norwell
Primerica Financial ServicesIn Norwell
Robbins and Associates - Ameriprise Financial Services, LLCIn Norwell
South Shore Investment Services5.0★ (1)In Norwell
Sullivan Financial Services Inc5.0★ (1)In Norwell

How we ranked Norwell financial advisors

We scored 298 Norwell 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 Norwell 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 Norwell: frequently asked questions

Which financial advisor has the highest RFA Score in Norwell?

By RFA Score, the highest-ranked financial advisor in Norwell, MA is Kelly Financial Services LLC with an RFA Score of 71/100. It has 4.9★ from 161 Google reviews. Merchant Cost Consulting (#2) and Total Financial Freedom LLC (#3) follow. We ranked 298 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Norwell?

RankedFinancialAdvisors ranks 298 financial advisors serving Norwell, MA. 4 of them are based in Norwell; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Norwell work on weekends?

71 of 298 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#5), Bank of America (with Drive-thru ATM) (#6) and F.A.S.T Plus Inc (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norwell financial advisors have?

The median Google rating among 298 rated financial advisors in Norwell is 4.4★, with a median of 10 reviews. American Consumer Credit Counseling, Inc. has the most, 918 reviews, and ranks #21. 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 Norwell count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 298 financial advisors serving Norwell.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Norwell pages