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Financial Advisors in Somerset, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Somerset: Capital Good Fund, RFA Score 72/100; 4.6★ from 488 Google reviews.

  2. 3

    Most-reviewed: Advanced Auto Sales, 524 Google reviews at 4.6★, the most of 172 ranked; ranked #3.

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

172 Somerset financial advisors are ranked here by RFA Score, from eight published factors. 50 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.9★ across 172 rated firms.

Top 10 financial advisors in Somerset 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 Somerset at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Capital Good Fund724.6★ (488)Providence, 16 mi away—Top score
2WealthMax Financial Group725.0★ (86)Bristol, 9 mi awaySat—
3Advanced Auto Sales724.6★ (524)North Attleborough Center, 17 mi awaySat · Sun · EveningsMost reviews
4Sin-cere Multiservice714.8★ (213)Providence, 16 mi away——
5Bankers Life704.9★ (132)Warwick, 17 mi away——
6South Coast Planning & Wealth Management LLC705.0★ (36)Fall River, 5 mi away——
7Providence Financial Advisors705.0★ (74)Providence, 14 mi awayEvenings—
8Taylor, Torres & Company PC, Certified Public Accountants694.9★ (95)Attleboro, 18 mi away——
9Marco Moretti, CRPC® CLTC695.0★ (69)Cranston, 17 mi away——
10Southcoast Financial Group695.0★ (42)Acushnet, 11 mi away——

All 172 financial advisors in Somerset, 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 Somerset

    #1 Capital Good Fund

    Based in Providence, 16 mi away

    72/100RFA Score

    Ranked #1 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

  2. #2 WealthMax Financial Group

    Based in Bristol, 9 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 86 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    655 Metacom Ave Unit 102, Bristol, RI 02809
    View profile for WealthMax Financial Group(401) 366-2525

  3. #3 Advanced Auto Sales

    Based in North Attleborough Center, 17 mi away

    72/100RFA Score

    Ranked #3 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 Sin-cere Multiservice

    Based in Providence, 16 mi away

    71/100RFA Score

    Ranked #4 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

  5. #5 Bankers Life

    Based in Warwick, 17 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    475 Kilvert St #300, Warwick, RI 02886
    View profile for Bankers Life(401) 732-5213

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

    Based in Brockton, 22 mi away

    67/100RFA 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

  18. #18 Northeast Investment Group

    Based in Cranston, 17 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920
    View profile for Northeast Investment Group(401) 213-8318

  19. #19 Mutual of Omaha Mortgage

    Based in West Warwick, 21 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1350 Division Rd Ste 104, West Warwick, RI 02893
    View profile for Mutual of Omaha Mortgage(401) 465-9326

  20. #20 Collection Assist

    Based in Fall River, 5 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    249 County St, Fall River, MA 02723
    View profile for Collection Assist(888) 841-7856

  24. #24 Eastern Bank

    Based in Raynham, 10 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 33 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    500 S St W, Raynham, MA 02767
    View profile for Eastern Bank(800) 327-8376

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

financial advisors in Somerset, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wentworth Divorce Mediation and Consulting LLC655.0★ (13)11 mi
27Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP655.0★ (18)16 mi
28USA Wealth Advisors, LLC.655.0★ (10)10 mi
29Oceanstate Financial Services645.0★ (18)17 mi
30Bank of America (with Drive-thru ATM)643.7★ (47)11 mi
31Asta Muldoon - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (17)18 mi
32IPX1031 - Investment Property Exchange Services, Inc.645.0★ (22)21 mi
33Integrated Financial Partners: Christopher Medeiros645.0★ (15)17 mi
34Eastern Bank644.3★ (27)17 mi
35The Funding Booth LLC645.0★ (18)20 mi
36Gather Wealth Investment Management645.0★ (12)16 mi
37Lund Wealth Management645.0★ (17)20 mi
38GPS Retirement LLC645.0★ (15)18 mi
39Bank of America (with Drive-thru ATM)633.8★ (33)13 mi
40Dan Defeo: Primerica - Financial Services634.9★ (24)23 mi
41SK Wealth Management | Fee-Only Financial Planner635.0★ (10)16 mi
42Washington Trust634.1★ (24)16 mi
43New England Financial Advisors635.0★ (11)17 mi
44Cornerstone Financial Management LLC635.0★ (8)14 mi
45Angel Urena: Primerica - Financial Services635.0★ (15)20 mi
46J Marshall Associates635.0★ (3)6 mi
47Proactive Financial Solutions 360, LLC635.0★ (12)18 mi
48Mind Your Money, LLC635.0★ (20)24 mi
49Euclid Financial Services LLC.634.5★ (8)12 mi
50Terrace Financial, LLC. Accounting & Tax635.0★ (9)16 mi

Also serving Somerset

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 Somerset
BusinessGoogle ratingDistance
Advanced Financial Group5.0★ (2)8 mi
Baystate Financial - The Women's Advisory Group5.0★ (2)12 mi
Chris Civale - Private Wealth Advisor, Ameriprise Financial Services, LLC2.0★ (2)10 mi
Chris Melendy: Primerica - Financial Services5.0★ (2)14 mi
Darrien Slaughter5.0★ (2)12 mi
Edward Jones - Financial Advisor: Andrea Tremblay5.0★ (2)5 mi
Edward Jones - Financial Advisor: Christopher D Stevenson, CFP®|CEPA®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Karen Brunner Lemke5.0★ (2)14 mi
Financial Planning Alternatives5.0★ (2)10 mi
Fonseca Financial ServicesIn Somerset
Harkins Wealth Management5.0★ (2)14 mi
Jon Skov - Thrivent3.0★ (2)11 mi
Julian Larson Financial and Insurance ServicesIn Somerset
LPL Financial5.0★ (2)In Somerset
Luckson Financial Services LLC5.0★ (2)10 mi
Mark Savastano - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi
Oldrid Financial4.5★ (2)4 mi
Portsmouth Financial Center3.0★ (2)12 mi
PRIMERICA Financial Services5.0★ (2)12 mi
Rene LePage FinancialIn Somerset

How we ranked Somerset financial advisors

We scored 172 Somerset 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 Somerset 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 Somerset: frequently asked questions

Which financial advisor has the highest RFA Score in Somerset?

By RFA Score, the highest-ranked financial advisor in Somerset, MA is Capital Good Fund with an RFA Score of 72/100. It has 4.6★ from 488 Google reviews. WealthMax Financial Group (#2) and Advanced Auto Sales (#3) follow. We ranked 172 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Somerset?

RankedFinancialAdvisors ranks 172 financial advisors serving Somerset, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Somerset work on weekends?

50 of 172 ranked financial advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are WealthMax Financial Group (#2), Advanced Auto Sales (#3) and Joel Lamoureux: Primerica - Financial Services (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Somerset financial advisors have?

The median Google rating among 172 rated financial advisors in Somerset is 4.9★, with a median of 12 reviews. Advanced Auto Sales has the most, 524 reviews, and ranks #3. 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 Somerset count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 172 financial advisors serving Somerset.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Somerset pages