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Investment Advisors in Attleboro, MA: 2026 rankings

79 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Attleboro: Copper Beech Wealth Management, RFA Score 69/100; 4.9★ from 27 Google reviews.

  2. 2

    Most-reviewed: Nexus Property Management - National HQ, 645 Google reviews at 4.6★, the most of 79 ranked; ranked #2.

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

79 Attleboro investment advisors are ranked here by RFA Score, from eight published factors. 21 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 investment advisors in Attleboro 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 investment advisors in Attleboro at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Copper Beech Wealth Management694.9★ (27)Mansfield, 6 mi away—Top score
2Nexus Property Management - National HQ654.6★ (645)Pawtucket, 7 mi awaySat · Sun · EveningsMost reviews
3Virgil Sales - Prudential Financial655.0★ (5)East Providence, 9 mi away——
4IPX1031 - Investment Property Exchange Services, Inc.655.0★ (22)West Warwick, 22 mi away——
5Taylor, Torres & Company PC, Certified Public Accountants644.9★ (95)Attleboro——
6Fidelity Brokerage Services LLC632.8★ (13)Smithfield, 13 mi awaySat · Sun · Evenings—
7Providence Financial Advisors615.0★ (74)Providence, 11 mi awayEvenings—
8Gather Wealth Investment Management605.0★ (12)Providence, 11 mi awaySat · Sun · Evenings—
9WealthMax Financial Group605.0★ (86)Bristol, 17 mi awaySat—
10Marco Moretti, CRPC® CLTC605.0★ (69)Cranston, 16 mi away——

All 79 investment advisors in Attleboro, 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.

  9. #9 WealthMax Financial Group

    Based in Bristol, 17 mi away

    60/100RFA Score

    Ranked #9 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

  11. #11 Foster Equities LLC

    Based in East Bridgewater, 25 mi away

    60/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Address
    39 N Boundary Rd, Pembroke, MA 02359
    View profile for Foster Equities LLC

  19. #19 Northeast Investment Group

    Based in Cranston, 16 mi away

    58/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920
    View profile for Northeast Investment Group(401) 213-8318

  22. #22 Savant Wealth Management

    Based in Westwood, 21 mi away

    57/100RFA Score

    Ranked #22 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

  25. #25 Edward Jones - Financial Advisor: Amanda T Adams, CFP®|CEPA®

    Based in Attleboro

    56/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 8:30 AM–5 PM · Tue 9:30 AM–6:30 PM · Wed–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    465 S Washington St Ste 203, North Attleborough, MA 02760
    View profile for Edward Jones - Financial Advisor: Amanda T Adams, CFP®|CEPA®(508) 794-8403

Investment advisors 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 79 ranked investment advisors here; the rest are on their profiles.

investment advisors in Attleboro, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Newport Wealth Management565.0★ (44)24 mi
27Eastern Bank564.2★ (33)13 mi
28Byrne Financial Freedom, LLC564.7★ (14)11 mi
29SK Wealth Management | Fee-Only Financial Planner565.0★ (10)11 mi
30Cornerstone Financial Management LLC565.0★ (8)10 mi
31Mike Meuse - Edelman Financial Engines565.0★ (20)18 mi
32Oceanstate Financial Services565.0★ (18)18 mi
33Eastern Bank564.1★ (16)10 mi
34Eastern Bank554.3★ (27)15 mi
35Fidelity Investments553.9★ (19)11 mi
36Eastern Bank553.5★ (10)7 mi
37Marathon Financial Group555.0★ (6)11 mi
38Edward Jones - Financial Advisor: Holly B Landry555.0★ (7)13 mi
39Edward Jones - Financial Advisor: Crystal Tiffany, AWMA®555.0★ (7)13 mi
40D K Brede Investment Management Co545.0★ (4)25 mi
41Charles Schwab543.5★ (19)11 mi
42Edelman Financial Engines544.9★ (12)18 mi
43Edward Jones - Financial Advisor: Todd Miller, CFP®|CEPA®|CRPS™545.0★ (3)9 mi
44TGA Capital Management545.0★ (3)24 mi
45Edward Jones - Financial Advisor: Albert C Mui544.6★ (10)16 mi
46Nightingale Wealth Solutions (NWS Advisors)544.8★ (21)23 mi
47Eastern Bank543.2★ (19)10 mi
48Retire With Joe, LLC545.0★ (3)10 mi
49Bluestone Bank544.2★ (16)18 mi
50Nakowicz Financial Services544.5★ (8)16 mi

Also serving Attleboro

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Attleboro
BusinessGoogle ratingDistance
Ameriprise Financial1.0★ (1)In Attleboro
Bekka Sage - Financial Advisor, Ameriprise Financial Services, LLCIn Attleboro
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Attleboro
Doucette Capital5.0★ (1)In Attleboro
Dwayne Demond KCFPR5.0★ (1)In Attleboro
Edward Jones - Financial Advisor: Patrick M Hogan Jr, CEPA®|AWMA®|CRPS™In Attleboro
Edward Jones - Financial Advisor: Sean J Carroll, CEPA®In Attleboro
Eight Feet Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (1)In Attleboro
Lechner AssociatesIn Attleboro
Lund Wealth Management5.0★ (17)In Attleboro
Matthew Oliveira, CPFA – Christian Financial Advisor | Faith Based & Biblically Responsible InvestingIn Attleboro
Merrill Lynch Wealth ManagementIn Attleboro
Michael David Boragine - Financial Advisor, Ameriprise Financial Services, LLCIn Attleboro
Northeast Investment ServicesIn Attleboro
Northeast Investment Services Tom Vine CRPC4.2★ (5)In Attleboro
Santoro Financial Planning Group5.0★ (3)In Attleboro
Teixeira Financial Group4.2★ (5)In Attleboro
The Wealth StewardsIn Attleboro
Timmons Wealth ManagementIn Attleboro
XFactors Financial IncIn Attleboro

How we ranked Attleboro investment advisors

We scored 79 Attleboro investment advisors 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 Attleboro 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Attleboro: frequently asked questions

Which investment advisor has the highest RFA Score in Attleboro?

By RFA Score, the highest-ranked investment advisor in Attleboro, MA is Copper Beech Wealth Management with an RFA Score of 69/100. It has 4.9★ from 27 Google reviews. Nexus Property Management - National HQ (#2) and Virgil Sales - Prudential Financial (#3) follow. We ranked 79 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Attleboro?

RankedFinancialAdvisors ranks 79 investment advisors serving Attleboro, MA. 8 of them are based in Attleboro; 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 investment advisors in Attleboro work on weekends?

21 of 79 ranked investment advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Nexus Property Management - National HQ (#2), Fidelity Brokerage Services LLC (#6) and Gather Wealth Investment Management (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Attleboro investment advisors have?

The median Google rating among 79 rated investment advisors in Attleboro is 5.0★, with a median of 12 reviews. Nexus Property Management - National HQ has the most, 645 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Attleboro count in this ranking?

Yes, if they are within 25 mi of the Attleboro city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Attleboro ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’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 investment advisor in Attleboro 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 investment advisors 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 Attleboro

  1. November 2026: RFA Scores recalculated for 79 investment advisors serving Attleboro.

More investment advisors and Attleboro pages