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Wealth Managers in Charlton, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Charlton: Carr Financial Group | Financial Planning | Wealth Management, RFA Score 69/100; 5.0★ from 49 Google reviews.

  2. 3

    Most-reviewed: Balance Wealth Advisors, 143 Google reviews at 5.0★, the most of 46 ranked; ranked #3.

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

46 Charlton wealth managers are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 46 rated firms.

Top 10 wealth managers in Charlton 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 Charlton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Carr Financial Group | Financial Planning | Wealth Management695.0★ (49)Worcester, 13 mi away—Top score
2Oak Leaf Wealth Management685.0★ (62)North Smithfield, 24 mi away——
3Balance Wealth Advisors675.0★ (143)Wellesley, 39 mi away—Most reviews
4Waymark Wealth Management LLC665.0★ (38)Marlborough, 24 mi away——
5Meenes Wealth Partners655.0★ (21)Shrewsbury, 19 mi away——
6Jennifer Aube Wealth Management655.0★ (36)Fitchburg, 29 mi away——
7Kingston Wealth Management Group655.0★ (52)South Windsor, 37 mi away——
8Joyful Wealth Planning, LLC655.0★ (5)Charlton——
9Savant Wealth Management645.0★ (47)Westwood, 40 mi away——
10Green Eagle Wealth Management645.0★ (13)Uxbridge, 19 mi awaySat · Evenings—

All 46 wealth managers in Charlton, 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.

  12. #12 Walk You To Wealth

    Based in Acton, 16 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    View profile for Walk You To Wealth(508) 745-3070

  17. #17 Lund Wealth Management

    Based in Attleboro, 38 mi away

    61/100RFA Score

    Ranked #17 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

  21. #21 Apex Wealth Group

    Based in Waltham, 40 mi away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    51 Sawyer Rd Ste 340, Waltham, MA 02453
    View profile for Apex Wealth Group(781) 577-9072

  22. #22 Justin Doyle, Wealth Advisor - Eagle Strategies

    Based in Agawam, 32 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 8 AM–6:30 PM · Tue 8 AM–4:30 PM · Wed 8 AM–6:30 PM · Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    540 Mdw St Ext #108, Agawam, MA 01001
    View profile for Justin Doyle, Wealth Advisor - Eagle Strategies(413) 785-1100

  23. #23 Morpheus Family Wealth, LLC

    Based in Marlborough, 20 mi away

    60/100RFA Score

    Ranked #23 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–Tue 8:30 AM–5 PM · Wed 7:30 AM–5 PM · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    69 Milk St, Westborough, MA 01581
    View profile for Morpheus Family Wealth, LLC(774) 399-0423

  25. #25 Holly Wealth Planning

    Based in Mansfield, 39 mi away

    60/100RFA Score

    Ranked #25 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

All 46 wealth managers

#1 to #25 are shown in full above. Here are #26 to #46, in RFA Score order; each links to its profile.

wealth managers in Charlton, ranks 26 to 46
RankBusinessRFA ScoreGoogle ratingDistance
26Command Wealth Management, Keith E Tatlock, CFP®605.0★ (5)29 mi
27Blackstone Valley Wealth Management, LLC.605.0★ (3)22 mi
28Wolff Wealth Advisors604.6★ (11)37 mi
29Cadence Wealth Management594.0★ (3)23 mi
30Park View Wealth Management595.0★ (4)29 mi
31Newman Dignan Sheerar Inc. d/b/a NDS Wealth Advisors595.0★ (6)35 mi
32The Wealth Technology Group594.3★ (12)39 mi
33Anthony Psikarakis - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (5)33 mi
34Hanstad Wealth Management595.0★ (3)28 mi
35Bluebird Wealth Management585.0★ (4)35 mi
36BNY Mellon Wealth Management581.0★ (3)23 mi
37Farther Finance - Chad Rishel, CFP®, CLU® - Managing Director, Wealth Advisor585.0★ (3)34 mi
38Lightship Wealth Strategies, Inc.585.0★ (4)39 mi
39Savant Wealth Management585.0★ (4)40 mi
40INNOVATIVE WEALTH PLANNING575.0★ (3)37 mi
41Twelve Points Wealth Management574.7★ (3)36 mi
42Kinney Munro Wealth Advisors575.0★ (3)39 mi
43Pinnacle Wealth Management575.0★ (3)39 mi
44Axis Wealth Partners, LLC573.7★ (3)38 mi
45Merrill Lynch Wealth Management563.3★ (3)40 mi
46RBC Wealth Management Branch - Wellesley562.3★ (3)40 mi

Also serving Charlton

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 Charlton
BusinessGoogle ratingDistance
Bortolussi Wealth Mangement, Inc.5.0★ (2)27 mi
Capstone Planning Group5.0★ (1)In Charlton
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)35 mi
Darvin Acosta Filpo, Wealth Advisor - Eagle Strategies5.0★ (2)33 mi
Edward Jones - Financial Advisor: Cara Holland, AAMS®In Charlton
Green Future Wealth Management5.0★ (2)13 mi
Harkins Wealth Management5.0★ (2)37 mi
Hoey Wealth Management5.0★ (2)13 mi
Ikon Private Wealth1.0★ (1)12 mi
KJ Wealth Advisory5.0★ (2)30 mi
Long View Wealth Management LLC5.0★ (2)37 mi
McCurdy Investments4.5★ (4)In Charlton
Perigon Wealth Management5.0★ (2)32 mi
Phillip Nutting - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)39 mi
RBC Wealth Management Branch - Providence4.0★ (2)36 mi
Scatolini Wealth Management5.0★ (2)24 mi
Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)32 mi
Suzanne Matheson - TD Wealth Relationship Manager5.0★ (1)10 mi
The Kenary Wealth Management Group - Morgan Stanley5.0★ (1)12 mi
Wealth Advisory Services LLC5.0★ (1)12 mi

How we ranked Charlton wealth managers

We scored 46 Charlton 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 Charlton 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 Charlton: frequently asked questions

Which wealth manager has the highest RFA Score in Charlton?

By RFA Score, the highest-ranked wealth manager in Charlton, MA is Carr Financial Group | Financial Planning | Wealth Management with an RFA Score of 69/100. It has 5.0★ from 49 Google reviews. Oak Leaf Wealth Management (#2) and Balance Wealth Advisors (#3) follow. We ranked 46 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Charlton?

RankedFinancialAdvisors ranks 46 wealth managers serving Charlton, MA. 1 of them is based in Charlton; 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 Charlton work on weekends?

4 of 46 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Green Eagle Wealth Management (#10), Walk You To Wealth (#12) and Gather Wealth Investment Management (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Charlton wealth managers have?

The median Google rating among 46 rated wealth managers in Charlton 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 Charlton count in this ranking?

Yes, if they are within 40 mi of the Charlton 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 Charlton 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 Charlton 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 Charlton

  1. November 2026: RFA Scores recalculated for 46 wealth managers serving Charlton.

More wealth managers and Charlton pages