Skip to content

Financial Planners in Methuen, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Methuen: NJB Accounting Solutions, LLC, RFA Score 73/100; 5.0★ from 96 Google reviews; open 7 days a week.

  2. 7

    Most-reviewed: Bank of America Financial Center, 483 Google reviews at 4.3★, the most of 236 ranked; ranked #7.

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

236 Methuen financial planners are ranked here by RFA Score, from eight published factors. 85 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.5★ across 236 rated firms.

Top 10 financial planners in Methuen 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 Methuen at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1NJB Accounting Solutions, LLC735.0★ (96)Salem, 3 mi awaySat · SunTop score
2Terranova & Associates CPA, LLC734.9★ (282)Danvers, 16 mi away——
3Guardian Financial Services, LLC725.0★ (76)Salem, 4 mi away——
4Arcadia Financial704.9★ (245)Manchester, 23 mi away——
5Markham Group, Inc.705.0★ (153)Leominster, 23 mi away——
6OpenRoad Wealth Advisors685.0★ (35)Dracut, 6 mi away——
7Bank of America Financial Center684.3★ (483)Everett, 23 mi awaySatMost reviews
8Enterprise Bank (Part of Rockland Trust)684.7★ (26)MethuenSat—
9Turner & Costa, P.C.684.8★ (73)Westford, 16 mi away——
10Granite Oak Private Wealth675.0★ (43)Londonderry, 13 mi away——

All 236 financial planners in Methuen, 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.

  4. #4 Arcadia Financial

    Based in Manchester, 23 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    155 Dow St STE 301, Manchester, NH 03101
    View profile for Arcadia Financial(603) 681-9190

  5. #5 Markham Group, Inc.

    Based in Leominster, 23 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 Central Ave #2, Ayer, MA 01432
    View profile for Markham Group, Inc.(978) 772-0800

  6. #6 OpenRoad Wealth Advisors

    Based in Dracut, 6 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    23 Main St Suite 2A, Andover, MA 01810
    View profile for OpenRoad Wealth Advisors(978) 475-5500

  9. #9 Turner & Costa, P.C.

    Based in Westford, 16 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 73 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    190 Littleton Rd, Westford, MA 01886
    View profile for Turner & Costa, P.C.(978) 692-3291

  10. #10 Granite Oak Private Wealth

    Based in Londonderry, 13 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1c Commons Dr UNIT 17, Londonderry, NH 03053
    View profile for Granite Oak Private Wealth(603) 894-4554

  11. #11 Spano Dawicki & Witt

    Based in Saugus, 19 mi away

    67/100RFA Score

    Ranked #11 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

  12. #12 SHP Financial

    Based in Woburn, 16 mi away

    67/100RFA Score

    Ranked #12 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

  13. #13 Compass Financial

    Based in Dracut, 3 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    One Tech Dr Ste 135, Andover, MA 01810
    View profile for Compass Financial(978) 975-1300

  14. #14 Salem Five Bank

    Based in Tewksbury, 10 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 39 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2171 Main St, Tewksbury, MA 01876
    View profile for Salem Five Bank(978) 658-7270

  17. #17 Salem Five Bank

    Based in Lowell, 8 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    691 Rogers St, Lowell, MA 01852
    View profile for Salem Five Bank(978) 458-6351

  18. #18 Alpha Taxes

    Based in Medford, 23 mi away

    66/100RFA 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

  19. #19 Sentinel Group

    Based in Wakefield, 15 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.1★ from 113 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 113 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat–Sun closed
    Address
    100 Quannapowitt Pkwy, Wakefield, MA 01880
    View profile for Sentinel Group(888) 762-6088

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

financial planners in Methuen, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Champion Financial Strategies & Insurance Solutions - IRA, 401k, Stocks, Life Insurance655.0★ (23)14 mi
27Fidelity Investments644.3★ (38)13 mi
28Stephen Freedman - Edelman Financial Engines645.0★ (26)17 mi
29Enterprise Bank (Part of Rockland Trust)644.7★ (14)7 mi
30The Drouin Wealth Management Group645.0★ (22)15 mi
31Oliver Capital Management645.0★ (31)21 mi
32First Command Financial Advisor - Dan Ferris645.0★ (24)17 mi
33Boston Partners Financial Group645.0★ (7)2 mi
34Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC645.0★ (26)19 mi
35Enterprise Bank (Part of Rockland Trust)644.6★ (13)8 mi
36Enterprise Bank (Part of Rockland Trust)634.3★ (22)11 mi
37Salem Five Bank634.0★ (12)4 mi
38Apex Wealth635.0★ (22)18 mi
39Bank of America Financial Center633.0★ (62)In Methuen
40Acacia Insurance, Inc.634.8★ (38)23 mi
41Enterprise Bank (Part of Rockland Trust)634.3★ (15)8 mi
42Salem Five Bank634.9★ (21)18 mi
43Enterprise Bank635.0★ (9)8 mi
44Bank of America (with Drive-thru ATM)633.1★ (47)3 mi
45Salem Five Bank634.7★ (28)20 mi
46Enterprise Bank (Part of Rockland Trust)634.2★ (14)9 mi
47Salem Five Bank634.6★ (25)18 mi
48First Command Financial Advisor - Kristina Patt635.0★ (17)17 mi
49Lewis Financial Services635.0★ (7)6 mi
50Salem Five Bank634.3★ (43)21 mi

Also serving Methuen

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 Methuen
BusinessGoogle ratingDistance
Bailey Bishop Jr, Agent - New York LifeIn Methuen
Cox Capital ManagementIn Methuen
Daniel R Omogrosso Jr - Financial Advisor, Ameriprise Financial Services, LLCIn Methuen
Financial institutionIn Methuen
Gassman Financial LLC5.0★ (2)4 mi
Gene CastelloIn Methuen
Grella Financial ServicesIn Methuen
Jane Harris: Primerica - Financial Services4.9★ (34)In Methuen
John Lewis Shaffer: Primerica - Financial Services5.0★ (3)In Methuen
Kaushikkumar Patel: Primerica - Financial Services5.0★ (1)In Methuen
Landmark Financial Services Group LLC3.0★ (2)2 mi
Mark Colonna - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Methuen
Moriarty Financial GroupIn Methuen
Olson Financial Group3.0★ (2)3 mi
Peter Morin, Agent - New York Life5.0★ (1)In Methuen
Ramon A. Cervantes, Wealth Advisor - Eagle StrategiesIn Methuen
Relayer Benefits GroupIn Methuen
Street Financial ServicesIn Methuen
Third3rd Financial Partners, LLCIn Methuen
Victor B. Ornelas, Registered Representative - New York LifeIn Methuen

How we ranked Methuen financial planners

We scored 236 Methuen 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 Methuen 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 Methuen: frequently asked questions

Which financial planner has the highest RFA Score in Methuen?

By RFA Score, the highest-ranked financial planner in Methuen, MA is NJB Accounting Solutions, LLC with an RFA Score of 73/100. It has 5.0★ from 96 Google reviews. It is open 7 days a week. Terranova & Associates CPA, LLC (#2) and Guardian Financial Services, LLC (#3) follow. We ranked 236 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Methuen?

RankedFinancialAdvisors ranks 236 financial planners serving Methuen, MA. 2 of them are based in Methuen; 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 Methuen work on weekends?

85 of 236 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are NJB Accounting Solutions, LLC (#1), Bank of America Financial Center (#7) and Enterprise Bank (Part of Rockland Trust) (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Methuen financial planners have?

The median Google rating among 236 rated financial planners in Methuen is 4.5★, with a median of 14 reviews. Bank of America Financial Center has the most, 483 reviews, and ranks #7. 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 Methuen count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 236 financial planners serving Methuen.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Methuen pages