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Financial Planners in Norton, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norton: Capital Good Fund, RFA Score 72/100; 4.6★ from 488 Google reviews.

  2. 3

    Most-reviewed: Bank of America (with Drive-thru ATM), 294 Google reviews at 4.4★, the most of 201 ranked after Capital Good Fund; ranked #3.

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

201 Norton financial planners are ranked here by RFA Score, from eight published factors. 56 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.5★ across 201 rated firms.

Top 10 financial planners in Norton 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 Norton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Capital Good Fund724.6★ (488)Providence, 15 mi away—Top score
2Taylor, Torres & Company PC, Certified Public Accountants724.9★ (95)Attleboro, 7 mi away——
3Bank of America (with Drive-thru ATM)714.4★ (294)Brockton, 11 mi awaySatMost reviews
4Trust Bookkeeping705.0★ (72)Mansfield, 11 mi away——
5Bankers Life694.9★ (132)Warwick, 21 mi away——
6Bank of America (with Drive-thru ATM)694.5★ (176)Randolph, 16 mi awaySat—
7Balance Wealth Advisors695.0★ (143)Wellesley, 25 mi away——
8WealthMax Financial Group695.0★ (86)Bristol, 19 mi awaySat—
9Planning for Good - Karen Melo Ticas, CFP®685.0★ (31)Mansfield, 5 mi away——
10Marco Moretti, CRPC® CLTC675.0★ (69)Cranston, 20 mi away——

All 201 financial planners in Norton, 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 Norton

    #1 Capital Good Fund

    Based in Providence, 15 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 488 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 488 Google reviews
    Hours
    Mon–Tue 8 AM–6 PM · Wed closed · Thu–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    333 Smith St, Providence, RI 02908
    View profile for Capital Good Fund(866) 584-3651

  4. #4 Trust Bookkeeping

    Based in Mansfield, 11 mi away

    70/100RFA Score

    Ranked #4 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

  5. #5 Bankers Life

    Based in Warwick, 21 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    475 Kilvert St #300, Warwick, RI 02886
    View profile for Bankers Life(401) 732-5213

  8. #8 WealthMax Financial Group

    Based in Bristol, 19 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 86 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat 9 AM–1 PM · Sun closed
    Address
    655 Metacom Ave Unit 102, Bristol, RI 02809
    View profile for WealthMax Financial Group(401) 366-2525

  14. #14 Savant Wealth Management

    Based in Westwood, 19 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Lowder Brook Dr Ste 1000, Westwood, MA 02090
    View profile for Savant Wealth Management(781) 255-0214

  16. #16 Lund Wealth Management

    Based in Attleboro, 6 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    225 Foxborough Blvd Ste 102, Foxborough, MA 02035
    View profile for Lund Wealth Management(508) 316-1949

  20. #20 Stoddard Financial, LLC

    Based in Canton, 17 mi away

    65/100RFA Score

    Ranked #20 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

  22. #22 Eastern Bank

    Based in Raynham, 8 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 33 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
    500 S St W, Raynham, MA 02767
    View profile for Eastern Bank(800) 327-8376

  24. #24 The Westport Group, LLC

    Based in Braintree, 19 mi away

    65/100RFA 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 201 ranked financial planners here; the rest are on their profiles.

financial planners in Norton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Holly Wealth Planning655.0★ (10)5 mi
27Proactive Financial Solutions 360, LLC645.0★ (12)7 mi
28Southcoast Financial Group645.0★ (42)24 mi
29Northeast Investment Group644.9★ (35)20 mi
30Clarity Retirement & Wealth, LLC645.0★ (33)22 mi
31Law Offices of David M. Lunny644.8★ (43)24 mi
32Mike Meuse - Edelman Financial Engines645.0★ (20)16 mi
33Bank of America Financial Center643.7★ (84)13 mi
34Bank of America (with Drive-thru ATM)643.6★ (25)5 mi
35Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP645.0★ (18)15 mi
36Shoreline Advisors (Formerly BA, Inc.)645.0★ (24)20 mi
37Balanced Rock Investment Advisors645.0★ (29)22 mi
38Bank of America (with Drive-thru ATM)634.3★ (39)18 mi
39Savant Wealth Management634.8★ (23)20 mi
40Bank of America (with Drive-thru ATM)633.7★ (47)14 mi
41Eastern Bank633.2★ (19)5 mi
42Eastern Bank634.1★ (29)16 mi
43Constant Guidance Financial - Mitch Zides, CFA, CFP625.0★ (5)6 mi
44Bank of America (with Drive-thru ATM)623.8★ (33)14 mi
45Eastern Bank623.6★ (30)11 mi
46Bluestone Bank624.2★ (16)13 mi
47Northeast Investment Services Tom Vine CRPC624.2★ (5)4 mi
48Gather Wealth Investment Management625.0★ (12)16 mi
49Wentworth Divorce Mediation and Consulting LLC625.0★ (13)17 mi
50MapleRock Wealth Management - Ameriprise Financial Services, LLC625.0★ (23)24 mi

Also serving Norton

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 Norton
BusinessGoogle ratingDistance
1776 Financial Services5.0★ (2)13 mi
Alan Lury CPA3.0★ (2)12 mi
Baystate Financial - The Women's Advisory Group5.0★ (2)15 mi
Chris Civale - Private Wealth Advisor, Ameriprise Financial Services, LLC2.0★ (2)9 mi
Commonwealth Financial GroupIn Norton
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Darrien Slaughter5.0★ (2)15 mi
De Lage Landen Financial Services1.0★ (2)16 mi
Great Oak Capital Partners5.0★ (2)8 mi
Harkins Wealth Management5.0★ (2)14 mi
Larson FinancialIn Norton
Parsons Capital Management Inc5.0★ (2)15 mi
Proficient Wealth Counselors5.0★ (2)15 mi
RBC Wealth Management Branch - Providence4.0★ (2)15 mi
RBC Wealth Management Branch - South Easton5.0★ (2)8 mi
Ron Coite & Associates, Dennis J. Coite, CFP5.0★ (1)In Norton
Statera Financial LLC5.0★ (2)13 mi
Student Financial ServicesIn Norton
The Patriot Financial Group, LLC3.0★ (2)13 mi
Wentworth Divorce Mediation of Southeastern Massachusetts5.0★ (1)In Norton

How we ranked Norton financial planners

We scored 201 Norton 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 Norton 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 Norton: frequently asked questions

Which financial planner has the highest RFA Score in Norton?

By RFA Score, the highest-ranked financial planner in Norton, MA is Capital Good Fund with an RFA Score of 72/100. It has 4.6★ from 488 Google reviews. Taylor, Torres & Company PC, Certified Public Accountants (#2) and Bank of America (with Drive-thru ATM) (#3) follow. We ranked 201 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Norton?

RankedFinancialAdvisors ranks 201 financial planners serving Norton, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Norton work on weekends?

56 of 201 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#3), Bank of America (with Drive-thru ATM) (#6) and WealthMax Financial Group (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norton financial planners have?

The median Google rating among 201 rated financial planners in Norton is 4.5★, with a median of 11 reviews. Capital Good Fund has the most, 488 reviews, and ranks #1. 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 Norton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 201 financial planners serving Norton.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Norton pages