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Financial Planners in Canton, MA: 2026 rankings

307 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Canton: Balance Wealth Advisors, RFA Score 72/100; 5.0★ from 143 Google reviews.

  2. 8

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 307 ranked; ranked #8.

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

307 Canton financial planners are ranked here by RFA Score, from eight published factors. 75 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.4★ across 307 rated firms.

Top 10 financial planners in Canton 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 planners in Canton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Balance Wealth Advisors725.0★ (143)Wellesley, 13 mi away—Top score
2Bank of America (with Drive-thru ATM)724.4★ (294)Brockton, 6 mi awaySat—
3Trust Bookkeeping725.0★ (72)Mansfield, 3 mi away——
4Bank of America (with Drive-thru ATM)724.5★ (176)Randolph, 5 mi awaySat—
5McAdam Financial704.9★ (120)Boston, 14 mi away——
6Total Financial Freedom LLC705.0★ (112)Winthrop, 17 mi awayEvenings—
7Morton Financial Advice705.0★ (35)Canton——
8Bank of America Financial Center694.3★ (483)Everett, 18 mi awaySatMost reviews
9Imperia Wealth Management695.0★ (55)Braintree, 8 mi away——
10Stoddard Financial, LLC695.0★ (33)Canton——

All 307 financial planners in Canton, 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 Canton

    #1 Balance Wealth Advisors

    Based in Wellesley, 13 mi away

    72/100RFA Score

    Ranked #1 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

  5. #5 McAdam Financial

    Based in Boston, 14 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

  16. #16 The Westport Group, LLC

    Based in Braintree, 7 mi away

    67/100RFA 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

  18. #18 Alpha Taxes

    Based in Medford, 17 mi away

    67/100RFA Score

    Ranked #18 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 planners 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 307 ranked financial planners here; the rest are on their profiles.

financial planners in Canton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Spano Dawicki & Witt664.9★ (72)23 mi
27Bank of America (with Drive-thru ATM)664.4★ (96)18 mi
28Bank of America (with Drive-thru ATM)663.9★ (134)11 mi
29Bank of America Financial Center664.0★ (146)14 mi
30Oak Leaf Wealth Management665.0★ (62)24 mi
31River Financial Group, LLC664.7★ (14)In Canton
32Beacon Pointe Advisors655.0★ (31)15 mi
33Beyond Your Hammock654.9★ (33)14 mi
34Shoreline Advisors (Formerly BA, Inc.)655.0★ (24)12 mi
35SHP Financial655.0★ (50)24 mi
36Boston Retirement Group655.0★ (29)15 mi
37MapleRock Wealth Management - Ameriprise Financial Services, LLC655.0★ (23)12 mi
38Acacia Insurance, Inc.654.8★ (38)17 mi
39Edelman Financial Engines654.9★ (12)3 mi
40Bank of America (with Drive-thru ATM)654.1★ (171)22 mi
41Nightingale Wealth Solutions (NWS Advisors)654.8★ (21)10 mi
42Claro Advisors645.0★ (24)14 mi
43Lund Wealth Management645.0★ (17)9 mi
44Harding Financial and Insurance645.0★ (42)23 mi
45Savant Wealth Management644.8★ (23)13 mi
46The Clifford Group LLC645.0★ (25)16 mi
47Civic Financial645.0★ (20)14 mi
48Single Point Partners645.0★ (20)14 mi
49Law Offices of David M. Lunny644.8★ (43)23 mi
50Eastern Bank644.1★ (29)10 mi

Also serving Canton

20 more financial planners 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 planners serving Canton
BusinessGoogle ratingDistance
Blue Hills Wealth Management5.0★ (1)In Canton
Columbus Advisors Group1.0★ (1)In Canton
Financial Foundations5.0★ (2)In Canton
Kevin P Meredith - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Canton
Madison Funds1.0★ (1)In Canton
Manuel Teixeira: Primerica - Financial Services5.0★ (8)In Canton
Merrill Lynch Financial Advisor Lisa Kautz1.0★ (1)In Canton
Michael A. Galer CPA, P.C.4.5★ (8)In Canton
North Light Financial Services5.0★ (2)In Canton
Paige Valchuis Mroz - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Canton
Pedro Rosario: Primerica - Financial Services4.9★ (7)In Canton
Pomarico Financial, LLC5.0★ (31)In Canton
Qualified Pension Services Inc1.0★ (2)In Canton
Singleton Financial Group1.0★ (1)In Canton
Slate Peak Financial Services5.0★ (1)In Canton
Statera Financial LLC5.0★ (2)In Canton
Tailwind Wealth Management - Ameriprise Financial Services, LLC5.0★ (1)In Canton
Telmo Galvao: Primerica - Financial Services5.0★ (2)In Canton
The Patriot Financial Group, LLC3.0★ (2)In Canton
Wilson Fernandes: Primerica - Financial Services5.0★ (9)In Canton

How we ranked Canton financial planners

We scored 307 Canton financial planners 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 Canton 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Canton: frequently asked questions

Which financial planner has the highest RFA Score in Canton?

By RFA Score, the highest-ranked financial planner in Canton, MA is Balance Wealth Advisors with an RFA Score of 72/100. It has 5.0★ from 143 Google reviews. Bank of America (with Drive-thru ATM) (#2) and Trust Bookkeeping (#3) follow. We ranked 307 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Canton?

RankedFinancialAdvisors ranks 307 financial planners serving Canton, MA. 3 of them are based in Canton; 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 planners in Canton work on weekends?

75 of 307 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#2), Bank of America (with Drive-thru ATM) (#4) and Bank of America Financial Center (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Canton financial planners have?

The median Google rating among 307 rated financial planners in Canton is 4.4★, with a median of 16 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Canton count in this ranking?

Yes, if they are within 25 mi of the Canton city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Canton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Canton 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 planners 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 Canton

  1. November 2026: RFA Scores recalculated for 307 financial planners serving Canton.
  2. November 2026: 4 duplicate listings merged.

More financial planners and Canton pages