Skip to content

Financial Planners in Jamaica Plain, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Jamaica Plain: Balance Wealth Advisors, RFA Score 74/100; 5.0★ from 143 Google reviews.

  2. 4

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 364 ranked; ranked #4.

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

364 Jamaica Plain financial planners are ranked here by RFA Score, from eight published factors. 97 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.4★ across 364 rated firms.

Top 10 financial planners in Jamaica Plain 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 Jamaica Plain at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Balance Wealth Advisors745.0★ (143)Wellesley, 7 mi away—Top score
2McAdam Financial734.9★ (120)Boston, 5 mi away——
3Total Financial Freedom LLC725.0★ (112)Winthrop, 8 mi awayEvenings—
4Bank of America Financial Center724.3★ (483)Everett, 8 mi awaySatMost reviews
5Terranova & Associates CPA, LLC724.9★ (282)Danvers, 19 mi away——
6Bank of America (with Drive-thru ATM)704.5★ (176)Randolph, 11 mi awaySat—
7Shervin Sadr - Financial Planner705.0★ (50)Boston, 5 mi awaySun—
8Alpha Taxes704.8★ (66)Medford, 7 mi away——
9Imperia Wealth Management705.0★ (55)Braintree, 8 mi away——
10Bank of America (with Drive-thru ATM)704.4★ (294)Brockton, 15 mi awaySat—

All 364 financial planners in Jamaica Plain, 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 Jamaica Plain

    #1 Balance Wealth Advisors

    Based in Wellesley, 7 mi away

    74/100RFA 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, 5 mi away

    73/100RFA 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

  8. #8 Alpha Taxes

    Based in Medford, 7 mi away

    70/100RFA Score

    Ranked #8 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

  12. #12 Trust Bookkeeping

    Based in Mansfield, 13 mi away

    69/100RFA Score

    Ranked #12 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

  17. #17 Spano Dawicki & Witt

    Based in Saugus, 13 mi away

    69/100RFA Score

    Ranked #17 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

  20. #20 Beyond Your Hammock

    Based in Boston, 5 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    50 Milk St 16th floor, Boston, MA 02109
    View profile for Beyond Your Hammock(617) 446-3841

  22. #22 SHP Financial

    Based in Woburn, 13 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Tradecenter Dr Ste 7810, Woburn, MA 01801
    View profile for SHP Financial(508) 746-2400

  23. #23 Beacon Pointe Advisors

    Based in Boston, 7 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    134 Rumford Ave #203, Auburndale, MA 02466
    View profile for Beacon Pointe Advisors(617) 630-4978

  24. #24 The Westport Group, LLC

    Based in Braintree, 8 mi away

    67/100RFA Score

    Ranked #24 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

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

financial planners in Jamaica Plain, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Claro Advisors675.0★ (24)5 mi
27Acacia Insurance, Inc.674.8★ (38)9 mi
28Harding Financial and Insurance675.0★ (42)13 mi
29Boston Retirement Group675.0★ (29)8 mi
30Single Point Partners675.0★ (20)4 mi
31Civic Financial675.0★ (20)4 mi
32MapleRock Wealth Management - Ameriprise Financial Services, LLC675.0★ (23)6 mi
33Bank of America Financial Center664.2★ (82)11 mi
34Bank of America (with Drive-thru ATM)664.3★ (39)6 mi
35Evergreen Wealth Management665.0★ (17)4 mi
36Salem Five Bank664.6★ (24)5 mi
37Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC665.0★ (26)10 mi
38Stoddard Financial, LLC665.0★ (33)13 mi
39Tunc Tanin664.5★ (24)4 mi
40Nightingale Wealth Solutions (NWS Advisors)664.8★ (21)6 mi
41Sentinel Group664.1★ (113)15 mi
42Beacon Pointe Advisors664.8★ (26)9 mi
43Josh Andreasen - Edelman Financial Engines665.0★ (29)13 mi
44Turner & Costa, P.C.664.8★ (73)24 mi
45Mike Meuse - Edelman Financial Engines655.0★ (20)8 mi
46The Clifford Group LLC655.0★ (25)12 mi
47Bank of America Financial Center654.4★ (22)5 mi
48Stephen Freedman - Edelman Financial Engines655.0★ (26)13 mi
49Bank of America Financial Center653.6★ (61)3 mi
50First Command Financial Advisor - Dan Ferris655.0★ (24)13 mi

Also serving Jamaica Plain

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 Jamaica Plain
BusinessGoogle ratingDistance
Armstrong Advisory Group5.0★ (2)6 mi
Connor Demore - Nohelty Asset Management5.0★ (2)5 mi
Fiduciary Trust Company5.0★ (2)5 mi
George YoungIn Jamaica Plain
Johnson Brunetti3.0★ (2)5 mi
Kumo Capital5.0★ (12)In Jamaica Plain
Loring Wolcott & Coolidge5.0★ (2)5 mi
Merrill Lynch Financial Advisor Driscoll DoCanto1.0★ (2)4 mi
Merrill Lynch Wealth Management1.0★ (2)4 mi
NorthStar Asset Management, Inc.5.0★ (2)In Jamaica Plain
Northwestern Mutual Life Insurance: Baron Jeffrey2.0★ (2)5 mi
Numeric Investors LLC1.0★ (2)5 mi
Parkway Wealth Management5.0★ (2)3 mi
Scott Grenert - RBC Wealth Management Financial Advisor5.0★ (2)5 mi
Seeley Capital Management4.5★ (2)4 mi
T. A. Holland & Co.5.0★ (2)5 mi
Thomas Brady & Associates5.0★ (2)5 mi
Trillium Asset Management5.0★ (2)5 mi
Weiss Asset Management LP5.0★ (2)4 mi
Welch & Forbes LLC5.0★ (2)5 mi

How we ranked Jamaica Plain financial planners

We scored 364 Jamaica Plain 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 Jamaica Plain 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 Jamaica Plain: frequently asked questions

Which financial planner has the highest RFA Score in Jamaica Plain?

By RFA Score, the highest-ranked financial planner in Jamaica Plain, MA is Balance Wealth Advisors with an RFA Score of 74/100. It has 5.0★ from 143 Google reviews. McAdam Financial (#2) and Total Financial Freedom LLC (#3) follow. We ranked 364 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Jamaica Plain?

RankedFinancialAdvisors ranks 364 financial planners serving Jamaica Plain, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Jamaica Plain work on weekends?

97 of 364 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#4), Bank of America (with Drive-thru ATM) (#6) and Bank of America (with Drive-thru ATM) (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jamaica Plain financial planners have?

The median Google rating among 364 rated financial planners in Jamaica Plain is 4.4★, with a median of 15 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #4. 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 Jamaica Plain count in this ranking?

Yes, if they are within 25 mi of the Jamaica Plain 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 Jamaica Plain 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 Jamaica Plain 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 Jamaica Plain

  1. November 2026: RFA Scores recalculated for 364 financial planners serving Jamaica Plain.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Jamaica Plain pages