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Investment Advisors in Norton, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Norton: Copper Beech Wealth Management, RFA Score 70/100; 4.9★ from 27 Google reviews.

  2. 4

    Most-reviewed: Nexus Property Management - National HQ, 645 Google reviews at 4.6★, the most of 97 ranked; ranked #4.

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

97 Norton investment advisors are ranked here by RFA Score, from eight published factors. 22 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 97 rated firms.

Top 10 investment advisors 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 investment advisors in Norton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Copper Beech Wealth Management704.9★ (27)Mansfield, 5 mi away—Top score
2Norfolk Capital665.0★ (31)Boston, 23 mi away——
3Virgil Sales - Prudential Financial645.0★ (5)East Providence, 13 mi away——
4Nexus Property Management - National HQ644.6★ (645)Pawtucket, 12 mi awaySat · Sun · EveningsMost reviews
5Dr. Alan N. Hoffman Investment Manager635.0★ (13)Wellesley, 24 mi awaySat · Sun—
6Kumo Capital635.0★ (12)Jamaica Plain, 24 mi away——
7Taylor, Torres & Company PC, Certified Public Accountants634.9★ (95)Attleboro, 7 mi away——
8Wells Fargo Advisors624.2★ (6)Norwell, 21 mi away——
9Foster Equities LLC615.0★ (3)East Bridgewater, 19 mi away——
10Fidelity Brokerage Services LLC612.8★ (13)Smithfield, 18 mi awaySat · Sun · Evenings—

All 97 investment advisors 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.

  2. #2 Norfolk Capital

    Based in Boston, 23 mi away

    66/100RFA Score

    Ranked #2 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

  6. #6 Kumo Capital

    Based in Jamaica Plain, 24 mi away

    63/100RFA Score

    Ranked #6 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

  9. #9 Foster Equities LLC

    Based in East Bridgewater, 19 mi away

    61/100RFA Score

    Ranked #9 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

  13. #13 WealthMax Financial Group

    Based in Bristol, 19 mi away

    60/100RFA Score

    Ranked #13 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

  17. #17 Rosen Law & Finance

    Based in Needham, 23 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 121 Google reviews, listed on Google as “Legal services”.

    • 4.9★ from 121 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    75 2nd Ave #605, Needham, MA 02494
    View profile for Rosen Law & Finance(617) 860-6402

  19. #19 Savant Wealth Management

    Based in Westwood, 19 mi away

    58/100RFA Score

    Ranked #19 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

  23. #23 Eastern Bank

    Based in Raynham, 8 mi away

    57/100RFA Score

    Ranked #23 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

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

investment advisors in Norton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Northeast Investment Group574.9★ (35)20 mi
27Mike Meuse - Edelman Financial Engines565.0★ (20)16 mi
28Northwestern Mutual - Financial Advisor: Jack Trevor, CFP ChFC CLU RICP565.0★ (18)15 mi
29Constant Guidance Financial - Mitch Zides, CFA, CFP565.0★ (5)6 mi
30Byrne Financial Freedom, LLC564.7★ (14)14 mi
31Eastern Bank563.5★ (10)5 mi
32Edward Jones - Financial Advisor: Albert C Mui564.6★ (10)11 mi
33Edward Jones - Financial Advisor: Kimberly A Carroll564.2★ (5)5 mi
34TGA Capital Management555.0★ (3)20 mi
35Savant Wealth Management554.8★ (23)20 mi
36Eastern Bank553.2★ (19)5 mi
37Edward Jones - Financial Advisor: Holly B Landry555.0★ (7)11 mi
38Bluestone Bank554.2★ (16)13 mi
39Edward Jones - Financial Advisor: Crystal Tiffany, AWMA®555.0★ (7)11 mi
40Edelman Financial Engines554.9★ (12)16 mi
41D K Brede Investment Management Co555.0★ (4)23 mi
42Edward Jones - Financial Advisor: Greg Safford, CEPA®555.0★ (4)8 mi
43SK Wealth Management | Fee-Only Financial Planner555.0★ (10)15 mi
44Boston Trust - Private Lender of Hard Money Loans555.0★ (22)23 mi
45Eastern Bank554.1★ (29)16 mi
46Cornerstone Financial Management LLC555.0★ (8)14 mi
47Oceanstate Financial Services555.0★ (18)22 mi
48Eastern Bank553.6★ (30)11 mi
49Edward Jones - Financial Advisor: Todd Miller, CFP®|CEPA®|CRPS™555.0★ (3)8 mi
50MapleRock Wealth Management - Ameriprise Financial Services, LLC555.0★ (23)24 mi

Also serving Norton

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 Norton
BusinessGoogle ratingDistance
Bob Andreola - Edelman Financial Engines5.0★ (2)16 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
Edward Jones - Financial Advisor: Andrea Tremblay5.0★ (2)18 mi
Edward Jones - Financial Advisor: Christopher D Stevenson, CFP®|CEPA®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Karen Brunner Lemke5.0★ (2)14 mi
Edward Jones - Financial Advisor: Kevin L Johnson5.0★ (2)13 mi
Larson FinancialIn Norton
Mark Savastano - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)20 mi
Nathan Baldwin - Edelman Financial Engines5.0★ (2)20 mi
Parsons Capital Management Inc5.0★ (2)15 mi
PRIMERICA Financial Services5.0★ (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
Student Financial ServicesIn Norton
The Retirement Planning Company3.0★ (2)20 mi
Wells Fargo Advisors2.5★ (2)15 mi
Wentworth Divorce Mediation of Southeastern Massachusetts5.0★ (1)In Norton

How we ranked Norton investment advisors

We scored 97 Norton 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 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 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 Norton: frequently asked questions

Which investment advisor has the highest RFA Score in Norton?

By RFA Score, the highest-ranked investment advisor in Norton, MA is Copper Beech Wealth Management with an RFA Score of 70/100. It has 4.9★ from 27 Google reviews. Norfolk Capital (#2) and Virgil Sales - Prudential Financial (#3) follow. We ranked 97 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Norton?

RankedFinancialAdvisors ranks 97 investment advisors serving Norton, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Norton work on weekends?

22 of 97 ranked investment advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Nexus Property Management - National HQ (#4), Dr. Alan N. Hoffman Investment Manager (#5) and Fidelity Brokerage Services LLC (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norton investment advisors have?

The median Google rating among 97 rated investment advisors in Norton is 4.9★, with a median of 10 reviews. Nexus Property Management - National HQ has the most, 645 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 Norton count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 97 investment advisors serving Norton.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Norton pages