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Financial Advisors in Springfield, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Springfield: UMassFive College Federal Credit Union, RFA Score 74/100; 4.8★ from 376 Google reviews; open Saturdays until 12 PM.

  2. 29

    Most-reviewed: Bank of America (with Drive-thru ATM), 220 Google reviews at 3.9★, the most of 130 ranked after UMassFive College Federal Credit Union; ranked #29.

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

130 Springfield financial advisors are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 130 rated firms.

Top 10 financial advisors in Springfield 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 Springfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1UMassFive College Federal Credit Union744.8★ (376)Northampton, 16 mi awaySatTop score
2UMassFive College Federal Credit Union744.8★ (92)Springfield——
3Sunstone Financial Group725.0★ (212)Ellington, 20 mi awaySat—
4Trailhead Financial, LLC.725.0★ (54)Agawam, 1 mi away——
5The Polish National Credit Union694.6★ (37)Chicopee, 4 mi awaySat—
6Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income684.9★ (59)Windsor, 16 mi awaySun · Evenings—
7The Polish National Credit Union684.8★ (34)Westfield, 8 mi awaySat—
8Bacon & Gendreau Tax Preparation685.0★ (94)West Hartford, 25 mi away——
9A & G Insurance LLC685.0★ (36)Windsor Locks, 13 mi awaySat—
10Kingston Wealth Management Group675.0★ (52)South Windsor, 19 mi away——

All 130 financial advisors in Springfield, 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.

  3. #3 Sunstone Financial Group

    Based in Ellington, 20 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 212 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 212 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri–Sat 9 AM–5 PM · Sun closed
    Address
    243 Hartford Turnpike, Vernon, CT 06066
    View profile for Sunstone Financial Group(860) 512-0917

  6. #6 Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income

    Based in Windsor, 16 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat closed · Sun 9 AM–2 PM
    Address
    100 Northfield Dr #200, Windsor, CT 06095
    View profile for Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income(860) 298-1011

  9. #9 A & G Insurance LLC

    Based in Windsor Locks, 13 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3 Concorde Way #102, Windsor Locks, CT 06096
    View profile for A & G Insurance LLC(860) 627-0377

  12. #12 Kemple Financial

    Based in East Longmeadow, 3 mi away

    67/100RFA Score

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

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    601 N Main St, East Longmeadow, MA 01028
    View profile for Kemple Financial(413) 507-3600

  18. #18 One Financial LLC

    Based in Chicopee, 3 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    10 Center St Ste 209, Chicopee, MA 01013
    View profile for One Financial LLC(413) 992-7684

  20. #20 Justin Doyle, Wealth Advisor - Eagle Strategies

    Based in Agawam, 1 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 8 AM–6:30 PM · Tue 8 AM–4:30 PM · Wed 8 AM–6:30 PM · Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    540 Mdw St Ext #108, Agawam, MA 01001
    View profile for Justin Doyle, Wealth Advisor - Eagle Strategies(413) 785-1100

  21. #21 Roman Pantojas

    Based in Hartford, 25 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    151 New Park Ave Ste 115, Hartford, CT 06106
    View profile for Roman Pantojas(413) 505-6685

  22. #22 Tyrbrook Financial

    Based in Holyoke, 6 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    98 Lower Westfield Rd, Holyoke, MA 01040
    View profile for Tyrbrook Financial(413) 682-4759

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

financial advisors in Springfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Justin Budnick655.0★ (30)22 mi
27Christopher E Distefano CFP654.6★ (9)6 mi
28Bank of America (with Drive-thru ATM)643.0★ (50)In Springfield
29Bank of America (with Drive-thru ATM)643.9★ (220)23 mi
30The Wealth Technology Group644.3★ (12)8 mi
31Massachusetts Mutual Life Insurance Company (MassMutual)642.9★ (28)In Springfield
32Bank of America (with Drive-thru ATM)643.0★ (74)1 mi
33Bank of America Financial Center643.8★ (71)15 mi
34Bardaglio Hart & Shuman CPA's645.0★ (11)12 mi
35Grenier Financial Advisors645.0★ (3)In Springfield
36Command Wealth Management, Keith E Tatlock, CFP®645.0★ (5)4 mi
37Milestone Asset Management Group LLC645.0★ (28)24 mi
38Jeffery W. Still - CHFC® RICP® - Financial Planner, Eagle Strategies LLC644.7★ (12)12 mi
39Shuttleworth Financial Group -Thrivent644.0★ (4)1 mi
40American College Planning Service644.8★ (15)16 mi
41David Robert Bonomi, CLU , ChFC , CAP645.0★ (3)2 mi
42Preferred Auto Finance, LLC644.9★ (17)18 mi
43InnoVest Financial Services635.0★ (6)8 mi
44Sam Chang - Thrivent634.9★ (28)25 mi
45Fedor Financial Group LLC635.0★ (3)2 mi
46Seeley Capital Management633.7★ (6)4 mi
47Bond Financial Group, Inc.635.0★ (4)5 mi
48Thrifty Financial Services Inc632.2★ (6)In Springfield
49UMassFive College Federal Credit Union634.0★ (4)4 mi
50Income Works633.7★ (3)1 mi

Also serving Springfield

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 Springfield
BusinessGoogle ratingDistance
Amanda Garcia, LLCIn Springfield
Anthony Montemagni, CFP - UBS Financial Services Inc.In Springfield
Babson Capital Management LLCIn Springfield
Berkshire Bank Wealth Management1.0★ (1)In Springfield
Bonatakis Brothers of Raymond JamesIn Springfield
Brae Head IncIn Springfield
Brennan Collins, CFP - UBS Financial Services Inc.In Springfield
Chic Elite Credit5.0★ (2)In Springfield
Daryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Springfield
FR Investment Group, LLC.5.0★ (1)In Springfield
J.M. O'Brien & CompanyIn Springfield
Julie Lopes - TD Wealth Relationship Manager5.0★ (1)In Springfield
Moors & Cabot Inc5.0★ (1)In Springfield
Morgan Stanley Financial Advisors4.0★ (1)In Springfield
Northwestern Mutual5.0★ (2)In Springfield
Pappas Willcutts Group - Morgan Stanley5.0★ (1)In Springfield
Peter Alminas, CFP - UBS Financial Services Inc.5.0★ (1)In Springfield
Schwerin Boyle Capital Management3.0★ (2)In Springfield
Springfield, MA Branch Office - UBS Financial Services Inc.5.0★ (1)In Springfield
The Metrocom Group5.0★ (1)In Springfield

How we ranked Springfield financial advisors

We scored 130 Springfield 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 Springfield 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 Springfield: frequently asked questions

Which financial advisor has the highest RFA Score in Springfield?

By RFA Score, the highest-ranked financial advisor in Springfield, MA is UMassFive College Federal Credit Union with an RFA Score of 74/100. It has 4.8★ from 376 Google reviews. It is open Saturdays until 12 PM. UMassFive College Federal Credit Union (#2) and Sunstone Financial Group (#3) follow. We ranked 130 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Springfield?

RankedFinancialAdvisors ranks 130 financial advisors serving Springfield, MA. 8 of them are based in Springfield; 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 Springfield work on weekends?

27 of 130 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are UMassFive College Federal Credit Union (#1), Sunstone Financial Group (#3) and The Polish National Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Springfield financial advisors have?

The median Google rating among 130 rated financial advisors in Springfield is 4.8★, with a median of 10 reviews. UMassFive College Federal Credit Union has the most, 376 reviews, and ranks #1. 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 Springfield count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 130 financial advisors serving Springfield.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Springfield pages