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Financial Planners in Dedham, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Dedham: Balance Wealth Advisors, RFA Score 73/100; 5.0★ from 143 Google reviews.

  2. 5

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 344 ranked; ranked #5.

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

344 Dedham financial planners are ranked here by RFA Score, from eight published factors. 90 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.4★ across 344 rated firms.

Top 10 financial planners in Dedham 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 Dedham at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Balance Wealth Advisors735.0★ (143)Wellesley, 7 mi away—Top score
2McAdam Financial724.9★ (120)Boston, 10 mi away——
3Total Financial Freedom LLC715.0★ (112)Winthrop, 13 mi awayEvenings—
4Bank of America (with Drive-thru ATM)714.5★ (176)Randolph, 8 mi awaySat—
5Bank of America Financial Center714.3★ (483)Everett, 13 mi awaySatMost reviews
6Trust Bookkeeping715.0★ (72)Mansfield, 8 mi away——
7Bank of America (with Drive-thru ATM)714.4★ (294)Brockton, 12 mi awaySat—
8Terranova & Associates CPA, LLC714.9★ (282)Danvers, 24 mi away——
9Savant Wealth Management705.0★ (47)Westwood, 2 mi away——
10Imperia Wealth Management705.0★ (55)Braintree, 7 mi away——

All 344 financial planners in Dedham, 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 Dedham

    #1 Balance Wealth Advisors

    Based in Wellesley, 7 mi away

    73/100RFA 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

  2. #2 McAdam Financial

    Based in Boston, 10 mi away

    72/100RFA Score

    Ranked #2 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

  13. #13 Alpha Taxes

    Based in Medford, 12 mi away

    68/100RFA Score

    Ranked #13 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

  21. #21 The Westport Group, LLC

    Based in Braintree, 7 mi away

    68/100RFA Score

    Ranked #21 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 Spano Dawicki & Witt

    Based in Saugus, 18 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    605 Broadway 2nd Floor, Saugus, MA 01906
    View profile for Spano Dawicki & Witt(781) 231-7800

  24. #24 Stoddard Financial, LLC

    Based in Canton, 9 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6 Baker Rd, Medfield, MA 02052
    View profile for Stoddard Financial, LLC(617) 481-5097

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 344 ranked financial planners here; the rest are on their profiles.

financial planners in Dedham, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Beacon Pointe Advisors675.0★ (31)9 mi
27Mike Meuse - Edelman Financial Engines675.0★ (20)3 mi
28Beyond Your Hammock674.9★ (33)10 mi
29SHP Financial675.0★ (50)18 mi
30Boston Retirement Group665.0★ (29)10 mi
31MapleRock Wealth Management - Ameriprise Financial Services, LLC665.0★ (23)6 mi
32Acacia Insurance, Inc.664.8★ (38)11 mi
33Nightingale Wealth Solutions (NWS Advisors)664.8★ (21)5 mi
34Harding Financial and Insurance665.0★ (42)17 mi
35Bank of America (with Drive-thru ATM)664.1★ (171)17 mi
36Claro Advisors665.0★ (24)10 mi
37The Clifford Group LLC665.0★ (25)11 mi
38Single Point Partners655.0★ (20)9 mi
39Civic Financial655.0★ (20)9 mi
40Planning for Good - Karen Melo Ticas, CFP®655.0★ (31)15 mi
41Beacon Pointe Advisors654.8★ (26)12 mi
42Edelman Financial Engines654.9★ (12)3 mi
43Bank of America (with Drive-thru ATM)653.9★ (134)15 mi
44Bank of America Financial Center653.7★ (84)8 mi
45Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (26)15 mi
46Aprio655.0★ (8)In Dedham
47Evergreen Wealth Management655.0★ (17)9 mi
48Tunc Tanin654.5★ (24)9 mi
49Salem Five Bank654.6★ (24)10 mi
50Shoreline Advisors (Formerly BA, Inc.)655.0★ (24)14 mi

Also serving Dedham

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 Dedham
BusinessGoogle ratingDistance
Austin Orentlich - ThriventIn Dedham
Barbara Shapiro, CDFA5.0★ (1)In Dedham
Breakwater Capital GroupIn Dedham
D'Arcangelo Financial Advisors, LLC5.0★ (1)In Dedham
David McNaughton - ThriventIn Dedham
Fox Hill Wealth Management5.0★ (13)In Dedham
HMS Financial GroupIn Dedham
Impact Advisors GroupIn Dedham
Kevin Nguyen - ThriventIn Dedham
MacDonald Insurance & Financial ServicesIn Dedham
MarinerIn Dedham
Matthew Fritz - ThriventIn Dedham
Michael Gray: Primerica - Financial Services5.0★ (1)In Dedham
Michael Polito, Financial Adviser - Polito Financial & Insurance5.0★ (1)In Dedham
Mission WealthIn Dedham
Robert O'Neill Thrivent Financial5.0★ (1)In Dedham
Ryan Kennedy - ThriventIn Dedham
Sarah Groleau - ThriventIn Dedham
Schofield Financial ServicesIn Dedham
Thorndike Co Llp5.0★ (1)In Dedham

How we ranked Dedham financial planners

We scored 344 Dedham 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 Dedham 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 Dedham: frequently asked questions

Which financial planner has the highest RFA Score in Dedham?

By RFA Score, the highest-ranked financial planner in Dedham, MA is Balance Wealth Advisors with an RFA Score of 73/100. It has 5.0★ from 143 Google reviews. McAdam Financial (#2) and Total Financial Freedom LLC (#3) follow. We ranked 344 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Dedham?

RankedFinancialAdvisors ranks 344 financial planners serving Dedham, MA. 2 of them are based in Dedham; 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 Dedham work on weekends?

90 of 344 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#4), Bank of America Financial Center (#5) and Bank of America (with Drive-thru ATM) (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dedham financial planners have?

The median Google rating among 344 rated financial planners in Dedham is 4.4★, with a median of 15 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #5. 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 Dedham count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 344 financial planners serving Dedham.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Dedham pages