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Wealth Managers in Carver, MA: 2026 rankings

59 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Carver: Northeast Wealth Management, RFA Score 67/100; 5.0★ from 17 Google reviews; open Saturdays until 3 PM.

  2. 3

    Most-reviewed: Balance Wealth Advisors, 143 Google reviews at 5.0★, the most of 59 ranked; ranked #3.

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

59 Carver wealth managers are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 59 rated firms.

Top 10 wealth managers in Carver 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 wealth managers in Carver at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Northeast Wealth Management675.0★ (17)CarverSat · EveningsTop score
2WealthMax Financial Group675.0★ (86)Bristol, 29 mi awaySat—
3Balance Wealth Advisors675.0★ (143)Wellesley, 40 mi away—Most reviews
4Clarity Retirement & Wealth, LLC675.0★ (33)New Bedford, 16 mi away——
5Imperia Wealth Management665.0★ (55)Braintree, 27 mi away——
6South Coast Planning & Wealth Management LLC665.0★ (36)Fall River, 24 mi away——
7Granite Wealth Management LLC654.6★ (9)Carver——
8Asta Muldoon - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (17)Acushnet, 15 mi away——
9Savant Wealth Management655.0★ (47)Westwood, 34 mi away——
10Newport Wealth Management655.0★ (44)Portsmouth, 33 mi away——

All 59 wealth managers in Carver, 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 WealthMax Financial Group

    Based in Bristol, 29 mi away

    67/100RFA Score

    Ranked #2 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

  15. #15 Lund Wealth Management

    Based in Attleboro, 27 mi away

    63/100RFA Score

    Ranked #15 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

  16. #16 USA Wealth Advisors, LLC.

    Based in Acushnet, 19 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Thu 8:45 AM–5 PM · Fri 8:45 AM–1 PM · Sat–Sun closed
    Address
    352 Faunce Corner Rd, Dartmouth, MA 02747
    View profile for USA Wealth Advisors, LLC.(508) 998-8858

  18. #18 Holly Wealth Planning

    Based in Mansfield, 26 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 Copeland Dr Ste 8, Mansfield, MA 02048
    View profile for Holly Wealth Planning(401) 921-3244

Wealth managers 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 59 ranked wealth managers here; the rest are on their profiles.

wealth managers in Carver, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Marshall Wealth Management614.8★ (5)21 mi
27Freedom America Wealth Management615.0★ (8)29 mi
28SK Wealth Management | Fee-Only Financial Planner605.0★ (10)34 mi
29The Semjen Group Wealth Management Advisors604.5★ (8)27 mi
30Newport Private Wealth605.0★ (12)40 mi
31Creative Wealth Solutions605.0★ (3)21 mi
32Radius Wealth Management & Financial Advisor595.0★ (8)36 mi
33Rubino & Liang Wealth Partners LLC595.0★ (8)36 mi
34Merrill Lynch Wealth Management593.3★ (4)22 mi
35Newman Dignan Sheerar Inc. d/b/a NDS Wealth Advisors595.0★ (6)34 mi
36EP Wealth Advisors595.0★ (4)30 mi
37Sandra Gilpatrick, CFP®, Wealth Consultant595.0★ (6)36 mi
38Aquidneck Wealth Management585.0★ (7)39 mi
39BNY Wealth Boston MA584.3★ (7)36 mi
40Paceline Wealth Management585.0★ (5)36 mi
41Savant Wealth Management585.0★ (5)37 mi
42Bluebird Wealth Management585.0★ (4)35 mi
43Citizens - Wealth Center583.7★ (9)37 mi
44South Shore Wealth Management, Inc585.0★ (3)32 mi
45Winthrop Wealth583.7★ (6)36 mi
46Axis Wealth Partners, LLC573.7★ (3)31 mi
47Savant Wealth Management575.0★ (4)39 mi
48Farther Finance - Chad Rishel, CFP®, CLU® - Managing Director, Wealth Advisor575.0★ (3)35 mi
49LEVATUS | Wealth Counsel and Investment Management575.0★ (3)36 mi
50Lightship Wealth Strategies, Inc.575.0★ (4)40 mi

Also serving Carver

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Carver
BusinessGoogle ratingDistance
Baker and Eitas Financial ServicesIn Carver
Campbell Financial Services4.6★ (22)In Carver
Cornerstone Financial Group LLC.5.0★ (82)In Carver
CVW Financial5.0★ (13)In Carver
Driscoll Financial5.0★ (2)In Carver
Edward Jones - Financial Advisor: Christopher WiklundIn Carver
Flagship Harbor Advisors5.0★ (1)In Carver
Hills Pension AssociatesIn Carver
J G Rubin Financial ServicesIn Carver
Joe Pierce - Financial Advisor, Ameriprise Financial Services, LLCIn Carver
Jon Pierce - Financial Advisor, Ameriprise Financial Services, LLCIn Carver
LPL FinancialIn Carver
Merrill Lynch Wealth ManagementIn Carver
Plimoth Investment Advisors5.0★ (3)In Carver
Plymouth Rock Financial Partners - Ameriprise Financial Services, LLC5.0★ (2)In Carver
Ralph Edward Labriola - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Carver
Royal Alliance Associates IncIn Carver
SHP Financial4.9★ (90)In Carver
StifelIn Carver
Watertree Financial Wellness LLC.In Carver

How we ranked Carver wealth managers

We scored 59 Carver wealth managers 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 Carver 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Carver: frequently asked questions

Which wealth manager has the highest RFA Score in Carver?

By RFA Score, the highest-ranked wealth manager in Carver, MA is Northeast Wealth Management with an RFA Score of 67/100. It has 5.0★ from 17 Google reviews. It is open Saturdays until 3 PM. WealthMax Financial Group (#2) and Balance Wealth Advisors (#3) follow. We ranked 59 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Carver?

RankedFinancialAdvisors ranks 59 wealth managers serving Carver, MA. 2 of them are based in Carver; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Carver work on weekends?

6 of 59 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Northeast Wealth Management (#1), WealthMax Financial Group (#2) and Gather Wealth Investment Management (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Carver wealth managers have?

The median Google rating among 59 rated wealth managers in Carver is 5.0★, with a median of 8 reviews. Balance Wealth Advisors has the most, 143 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Carver count in this ranking?

Yes, if they are within 40 mi of the Carver city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Carver ranked?

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

How do I check a wealth manager’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 wealth manager in Carver 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 wealth managers 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 Carver

  1. November 2026: RFA Scores recalculated for 59 wealth managers serving Carver.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Carver pages