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Financial Advisors in Whitman, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Whitman: Kelly Financial Services LLC, RFA Score 70/100; 4.9★ from 161 Google reviews.

  2. 43

    Most-reviewed: American Consumer Credit Counseling, Inc., 918 Google reviews at 5.0★, the most of 321 ranked; ranked #43.

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

321 Whitman financial advisors are ranked here by RFA Score, from eight published factors. 67 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.6★ across 321 rated firms.

Top 10 financial advisors in Whitman 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 Whitman at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kelly Financial Services LLC704.9★ (161)Braintree, 11 mi away—Top score
2F.A.S.T Plus Inc704.9★ (79)Brockton, 6 mi awaySat—
3Bank of America (with Drive-thru ATM)694.4★ (294)Brockton, 6 mi awaySat—
4Merchant Cost Consulting695.0★ (159)Boston, 18 mi away——
5Bank of America (with Drive-thru ATM)694.5★ (176)Randolph, 8 mi awaySat—
6Trust Bookkeeping685.0★ (72)Mansfield, 13 mi away——
7Imperia Wealth Management685.0★ (55)Braintree, 11 mi away——
8Generations Retirement Group685.0★ (52)Braintree, 11 mi away——
9Cornerstone Financial Group LLC.685.0★ (82)Carver, 16 mi awayEvenings—
10Advanced Auto Sales684.6★ (524)North Attleborough Center, 22 mi awaySat · Sun · Evenings—

All 321 financial advisors in Whitman, 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 F.A.S.T Plus Inc

    Based in Brockton, 6 mi away

    70/100RFA Score

    Ranked #2 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

  6. #6 Trust Bookkeeping

    Based in Mansfield, 13 mi away

    68/100RFA Score

    Ranked #6 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 Advanced Auto Sales

    Based in North Attleborough Center, 22 mi away

    68/100RFA Score

    Ranked #10 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

  12. #12 SHP Financial

    Based in Carver, 16 mi away

    68/100RFA Score

    Ranked #12 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

  15. #15 EMJ Financial Services Inc

    Based in Weymouth, 8 mi away

    67/100RFA Score

    Ranked #15 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

  16. #16 Balance Wealth Advisors

    Based in Wellesley, 24 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 143 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    57 River St #300, Wellesley, MA 02481
    View profile for Balance Wealth Advisors(781) 431-7222

  17. #17 McAdam Financial

    Based in Boston, 20 mi away

    67/100RFA Score

    Ranked #17 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

  20. #20 The Westport Group, LLC

    Based in Braintree, 11 mi away

    67/100RFA Score

    Ranked #20 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

  23. #23 The Zisko Tax Group

    Based in Kingston, 8 mi away

    66/100RFA Score

    Ranked #23 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

  25. #25 Eastern Bank

    Based in Abington, 3 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.1★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 29 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
    660 Bedford St, Abington, MA 02351
    View profile for Eastern Bank(508) 895-1460

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

financial advisors in Whitman, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Liquid Capital Inc665.0★ (14)7 mi
27Savant Wealth Management665.0★ (47)18 mi
28Harper Financial Associates, LLC665.0★ (12)6 mi
29Marathon Financial Group665.0★ (54)20 mi
30Carlos Pichardo: Primerica - Financial Services665.0★ (46)18 mi
31Investment Advisory Group665.0★ (13)6 mi
32Shervin Sadr - Financial Planner665.0★ (50)20 mi
33WH Cornerstone Investments655.0★ (25)14 mi
34Munroe Morrow Wealth Management654.9★ (62)21 mi
35Bluestone Bank654.2★ (16)4 mi
36Planning for Good - Karen Melo Ticas, CFP®655.0★ (31)16 mi
37Norfolk Capital655.0★ (31)16 mi
38Balanced Rock Investment Advisors655.0★ (29)17 mi
39Bank of America Financial Center654.3★ (483)23 mi
40Mike Meuse - Edelman Financial Engines655.0★ (20)15 mi
41LRVS Advisory Group645.0★ (6)6 mi
42Edward Jones - Financial Advisor: Albert C Mui644.6★ (10)8 mi
43American Consumer Credit Counseling, Inc.645.0★ (918)11 mi
44Bank of America Financial Center644.2★ (82)15 mi
45Gateway Financial, LLC645.0★ (6)7 mi
46Alpha Taxes644.8★ (66)24 mi
47Walnut Peak Financial Consulting645.0★ (4)5 mi
48Concierge Wealth Management™️645.0★ (31)21 mi
49Fidelity Investments643.9★ (20)7 mi
50Stoddard Financial, LLC645.0★ (33)21 mi

Also serving Whitman

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 Whitman
BusinessGoogle ratingDistance
Alan Lury CPA3.0★ (2)9 mi
BB Bookwork's IncIn Whitman
BlueLine Wealth Advisors5.0★ (2)13 mi
Campus Bound5.0★ (2)7 mi
Chris Civale - Private Wealth Advisor, Ameriprise Financial Services, LLC2.0★ (2)13 mi
Christopher Angers - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Flagship Wealth Management5.0★ (2)11 mi
Golden Eagle Financial Coaching5.0★ (2)9 mi
Grand Coast Capital5.0★ (2)12 mi
Great Oak Capital Partners5.0★ (2)8 mi
Luckson Financial Services LLC5.0★ (2)14 mi
Maltby Wealth Management5.0★ (2)10 mi
MDonovan Financial3.0★ (2)6 mi
Nathan Baldwin - Edelman Financial Engines5.0★ (2)11 mi
North River Financial, LLC5.0★ (2)7 mi
PAR Wealth Advisory Group - Ameriprise Financial Services, LLC4.0★ (2)7 mi
Qualified Pension Services Inc1.0★ (2)11 mi
RBC Wealth Management Branch - South Easton5.0★ (2)8 mi
Rockland Trust - Investment Office5.0★ (2)7 mi
Telmo Galvao: Primerica - Financial Services5.0★ (2)11 mi

How we ranked Whitman financial advisors

We scored 321 Whitman 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 Whitman 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 Whitman: frequently asked questions

Which financial advisor has the highest RFA Score in Whitman?

By RFA Score, the highest-ranked financial advisor in Whitman, MA is Kelly Financial Services LLC with an RFA Score of 70/100. It has 4.9★ from 161 Google reviews. F.A.S.T Plus Inc (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 321 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Whitman?

RankedFinancialAdvisors ranks 321 financial advisors serving Whitman, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Whitman work on weekends?

67 of 321 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are F.A.S.T Plus Inc (#2), Bank of America (with Drive-thru ATM) (#3) and Bank of America (with Drive-thru ATM) (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Whitman financial advisors have?

The median Google rating among 321 rated financial advisors in Whitman is 4.6★, with a median of 9 reviews. American Consumer Credit Counseling, Inc. has the most, 918 reviews, and ranks #43. 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 Whitman count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 321 financial advisors serving Whitman.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Whitman pages