Skip to content

Investment Advisors in Maynard, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Maynard: IPX1031: Patricia Flowers, CES®, RFA Score 72/100; 5.0★ from 120 Google reviews.

  2. 4

    Most-reviewed: Trading Academy - Boston, 223 Google reviews at 4.9★, the most of 176 ranked; ranked #4.

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

176 Maynard investment advisors are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.7★ across 176 rated firms.

Top 10 investment advisors in Maynard 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 Maynard at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Patricia Flowers, CES®725.0★ (120)Boston, 21 mi away—Top score
2Nexus Property Management - Worcester MA684.5★ (80)Worcester, 19 mi awaySat · Sun · Evenings—
3Norfolk Capital675.0★ (31)Boston, 22 mi away——
4Trading Academy - Boston664.9★ (223)Framingham, 9 mi awaySat · SunMost reviews
5Dr. Alan N. Hoffman Investment Manager665.0★ (13)Wellesley, 14 mi awaySat · Sun—
6Oliver Capital Management665.0★ (31)Concord, 4 mi awaySat · Sun · Evenings—
7Haddad Financial655.0★ (9)Marlborough, 12 mi away——
8Grimes & Company654.3★ (11)Framingham Center, 12 mi away——
9Mayflower Advisors, LLC (West)655.0★ (9)Shrewsbury, 14 mi away——
10Boston Partners Private Wealth655.0★ (15)Boston, 21 mi away——

All 176 investment advisors in Maynard, 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.

  3. #3 Norfolk Capital

    Based in Boston, 22 mi away

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    344 Talbot Ave, Boston, MA 02124
    View profile for Norfolk Capital(617) 718-5363

  7. #7 Haddad Financial

    Based in Marlborough, 12 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 W Park Dr #250, Westborough, MA 01581
    View profile for Haddad Financial(978) 228-5266

  8. #8 Grimes & Company

    Based in Framingham Center, 12 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1 Technology Dr #100, Westborough, MA 01581
    View profile for Grimes & Company(508) 366-3883

  12. #12 BTS Asset Management

    Based in Bedford, 8 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    55 Old Bedford Rd #203, Lincoln, MA 01773
    View profile for BTS Asset Management(800) 343-3040

  13. #13 Kumo Capital

    Based in Jamaica Plain, 20 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    187 Green St, Jamaica Plain, MA 02130
    View profile for Kumo Capital(617) 756-6959

  14. #14 Falcon Investments

    Based in Boston, 22 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Sat 6 AM–5 PM · Sun closed
    Address
    460 W Broadway, Boston, MA 02127
    View profile for Falcon Investments(781) 702-0460

  15. #15 Robert Calhoun

    Based in Waltham, 10 mi away

    63/100RFA Score

    Ranked #15 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–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    201 Jones Rd 5th floor, Waltham, MA 02451
    View profile for Robert Calhoun(978) 574-7688

  18. #18 Fidelity Investments

    Based in Shrewsbury, 17 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    571 Boston Tpke Ste 2, Shrewsbury, MA 01545
    View profile for Fidelity Investments(800) 521-3026

  19. #19 Fidelity Investments

    Based in Boston, 21 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.4★ from 85 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 85 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    245 Summer St, Boston, MA 02210
    View profile for Fidelity Investments(800) 343-3548

  20. #20 Oxford Martin, LLC

    Based in Wakefield, 22 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    301 Edgewater Pl Ste 100, Wakefield, MA 01880
    View profile for Oxford Martin, LLC(617) 932-9861

  24. #24 Volition Capital

    Based in Boston, 20 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.3★ from 12 Google reviews, listed on Google as “Investment service”.

    • 3.3★ from 12 Google reviews
    Address
    699 Boylston St Fl 12, Boston, MA 02116
    View profile for Volition Capital(617) 830-2100

  25. #25 BNY

    Based in Everett, 20 mi away

    61/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 7 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–8 PM · Sat–Sun closed
    Address
    135 Santilli Hwy, Everett, MA 02149
    View profile for BNY(412) 234-5000

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

investment advisors in Maynard, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Alex Winkelmann615.0★ (41)8 mi
27Arrowstreet Capital LP613.7★ (7)20 mi
28Polaris Capital Management614.3★ (6)21 mi
29Balanced Rock Investment Advisors615.0★ (29)19 mi
30McAdam Financial614.9★ (120)21 mi
31Mason Capital Partners614.8★ (4)21 mi
32Eventide Asset Management LLC614.2★ (5)21 mi
33Cambridge Associates614.2★ (5)21 mi
34Morton Financial Advice615.0★ (35)8 mi
35Boston Trust Walden614.0★ (4)21 mi
36Wells Fargo Advisors Financial Network613.0★ (8)21 mi
37Acadian Asset Management LLC604.0★ (4)21 mi
38Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC605.0★ (45)13 mi
39GMO603.8★ (4)21 mi
40ClearPath Financial Partners605.0★ (41)12 mi
41AEW Capital Management603.4★ (5)22 mi
42Intercontinental Real Estate Corporation602.0★ (17)17 mi
43Manulife Investment Management603.0★ (4)20 mi
44Pension & Wealth Management Advisors605.0★ (35)11 mi
45Columbia Threadneedle Investments602.3★ (6)21 mi
46Wells Fargo Advisors602.3★ (3)20 mi
47The Clifford Group LLC595.0★ (25)9 mi
48Beacon Pointe Advisors595.0★ (31)12 mi
49Marathon Financial Group595.0★ (54)20 mi
50Savant Wealth Management595.0★ (47)18 mi

Also serving Maynard

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 Maynard
BusinessGoogle ratingDistance
Argent Wealth Management, LLC4.0★ (2)10 mi
Beacon Pointe Advisors5.0★ (2)12 mi
Bickling Financial Services5.0★ (2)11 mi
Bracebridge Capital4.5★ (2)20 mi
Bright Future Financial LLC5.0★ (2)19 mi
Connor Demore - Nohelty Asset Management5.0★ (2)15 mi
Edward Jones - Financial Advisor: Alan D Bell, AAMS®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Christopher C Cinella5.0★ (2)20 mi
Edward Jones - Financial Advisor: Tristan Bezzant, CEPA®|CRPC™In Maynard
Excalibur Management Corporation5.0★ (2)12 mi
Hightower Signature Wealth Financial Advisors - Lexington5.0★ (2)11 mi
Merrill Lynch Wealth Management1.0★ (2)20 mi
Morgan Stanley Financial Advisors5.0★ (2)12 mi
NorthStar Asset Management, Inc.5.0★ (2)19 mi
NorthStar Capital ManagementIn Maynard
Scott Grenert - RBC Wealth Management Financial Advisor5.0★ (2)21 mi
Trillium Asset Management5.0★ (2)21 mi
Weiss Asset Management LP5.0★ (2)20 mi
Welch & Forbes LLC5.0★ (2)21 mi
Westfield Capital Management Company, L.P.5.0★ (2)21 mi

How we ranked Maynard investment advisors

We scored 176 Maynard 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 Maynard 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 Maynard: frequently asked questions

Which investment advisor has the highest RFA Score in Maynard?

By RFA Score, the highest-ranked investment advisor in Maynard, MA is IPX1031: Patricia Flowers, CES® with an RFA Score of 72/100. It has 5.0★ from 120 Google reviews. Nexus Property Management - Worcester MA (#2) and Norfolk Capital (#3) follow. We ranked 176 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Maynard?

RankedFinancialAdvisors ranks 176 investment advisors serving Maynard, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Maynard work on weekends?

24 of 176 ranked investment advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Nexus Property Management - Worcester MA (#2), Trading Academy - Boston (#4) and Dr. Alan N. Hoffman Investment Manager (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Maynard investment advisors have?

The median Google rating among 176 rated investment advisors in Maynard is 4.7★, with a median of 9 reviews. Trading Academy - Boston has the most, 223 reviews, and ranks #4. 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 Maynard count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 176 investment advisors serving Maynard.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Maynard pages