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Investment Advisors in Chicopee, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Chicopee: Renaissance Advisory Services LLC, RFA Score 64/100; 5.0★ from 3 Google reviews.

  2. 2

    Most-reviewed: Sunstone Financial Group, 212 Google reviews at 5.0★, the most of 20 ranked; ranked #2.

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

20 Chicopee investment advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 20 rated firms.

Top 10 investment advisors in Chicopee 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 Chicopee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Renaissance Advisory Services LLC645.0★ (3)Ludlow, 7 mi away—Top score
2Sunstone Financial Group635.0★ (212)Ellington, 23 mi awaySatMost reviews
3Fiducient Advisors615.0★ (5)Windsor, 19 mi away——
4A & G Insurance LLC585.0★ (36)Windsor Locks, 16 mi awaySat—
5Seeley Capital Management583.7★ (6)East Longmeadow, 7 mi away——
6Kingston Wealth Management Group585.0★ (52)South Windsor, 23 mi away——
7The Wealth Technology Group564.3★ (12)Westfield, 6 mi away——
8Colony Hills Capital564.1★ (15)Ludlow, 7 mi away——
9Justin Budnick555.0★ (30)East Hartford, 25 mi away——
10Massachusetts Mutual Life Insurance Company (MassMutual)552.9★ (28)Springfield, 4 mi away——

All 20 investment advisors in Chicopee, 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 Chicopee

    #1 Renaissance Advisory Services LLC

    Based in Ludlow, 7 mi away

    64/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–5:30 PM · Wed 9 AM–5 PM · Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    733 Chapin St #202, Ludlow, MA 01056
    View profile for Renaissance Advisory Services LLC(413) 589-1400

  3. #3 Fiducient Advisors

    Based in Windsor, 19 mi away

    61/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    100 Northfield Dr #4a, Windsor, CT 06095
    View profile for Fiducient Advisors(860) 683-1187

  4. #4 A & G Insurance LLC

    Based in Windsor Locks, 16 mi away

    58/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3 Concorde Way #102, Windsor Locks, CT 06096
    View profile for A & G Insurance LLC(860) 627-0377

  5. #5 Seeley Capital Management

    Based in East Longmeadow, 7 mi away

    58/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    200 N Main St Bldg Suite 1203, East Longmeadow, MA 01028
    View profile for Seeley Capital Management(413) 739-0101

  9. #9 Justin Budnick

    Based in East Hartford, 25 mi away

    55/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    95 Leggett St, East Hartford, CT 06108
    View profile for Justin Budnick

  11. #11 Fedor Financial Group LLC

    Based in West Springfield, 2 mi away

    55/100RFA Score

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

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9:30 AM–4:30 PM · Sat–Sun closed
    Address
    1252 Level Rear, Elm St, West Springfield, MA 01089
    View profile for Fedor Financial Group LLC(413) 726-9044

  18. #18 Cathy Pinard, CPA

    Based in Ellington, 23 mi away

    51/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.3★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7 Keynote Dr Suite C, Vernon, CT 06066
    View profile for Cathy Pinard, CPA(860) 872-6866

  19. #19 Mindful Financials, LLC

    Based in Northampton, 13 mi away

    50/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 1.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 1.0★ from 3 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    243 King St #235, Northampton, MA 01060
    View profile for Mindful Financials, LLC(413) 572-0944

  20. #20 Charles Schwab

    Based in South Windsor, 24 mi away

    50/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    83 Evergreen Way Ste 220, South Windsor, CT 06074
    View profile for Charles Schwab(860) 838-6222

Also serving Chicopee

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 Chicopee
BusinessGoogle ratingDistance
Ayca Akisik - TD Wealth Financial AdvisorIn Chicopee
Ayca Akisik - TD Wealth Financial AdvisorIn Chicopee
Bank of America (with Drive-thru ATM)2.8★ (124)In Chicopee
Changework Financial Coaching5.0★ (8)In Chicopee
CTFS Financial5.0★ (1)In Chicopee
Edward Jones - Financial Advisor: Bob Oliver5.0★ (2)7 mi
Edward Jones - Financial Advisor: Hunter E Boody, ChFC®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Mike Markiewicz5.0★ (2)9 mi
M Scott Investment Services, Inc. / Michael S. Poggi, CFP(R), MBA5.0★ (2)7 mi
One Financial LLC5.0★ (10)In Chicopee
Perigon Wealth Management5.0★ (2)16 mi
Samuel YawsonIn Chicopee
Schwerin Boyle Capital Management3.0★ (2)3 mi
Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Susan Birkner CPA PC4.3★ (3)In Chicopee
The Davis Financial Group5.0★ (2)13 mi
The Polish National Credit Union4.6★ (37)In Chicopee
The Polish National Credit Union3.9★ (29)In Chicopee
Verducci Asset Management5.0★ (2)5 mi
Willard Financial GroupIn Chicopee

How we ranked Chicopee investment advisors

We scored 20 Chicopee 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 Chicopee 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 Chicopee: frequently asked questions

Which investment advisor has the highest RFA Score in Chicopee?

By RFA Score, the highest-ranked investment advisor in Chicopee, MA is Renaissance Advisory Services LLC with an RFA Score of 64/100. It has 5.0★ from 3 Google reviews. Sunstone Financial Group (#2) and Fiducient Advisors (#3) follow. We ranked 20 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Chicopee?

RankedFinancialAdvisors ranks 20 investment advisors serving Chicopee, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Chicopee work on weekends?

2 of 20 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Sunstone Financial Group (#2) and A & G Insurance LLC (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chicopee investment advisors have?

The median Google rating among 20 rated investment advisors in Chicopee is 5.0★, with a median of 6 reviews. Sunstone Financial Group has the most, 212 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 Chicopee count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 20 investment advisors serving Chicopee.

More investment advisors and Chicopee pages