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Wealth Managers in Concord, MA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Concord: Balance Wealth Advisors, RFA Score 72/100; 5.0★ from 143 Google reviews.

  2. 4

    Most-reviewed: Munroe Morrow Wealth Management, 62 Google reviews at 4.9★, the most of 92 ranked after Balance Wealth Advisors; ranked #4.

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

92 Concord wealth managers are ranked here by RFA Score, from eight published factors. 6 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 92 rated firms.

Top 10 wealth managers in Concord 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 Concord at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Balance Wealth Advisors725.0★ (143)Wellesley, 11 mi awayTop score
2Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC695.0★ (45)Waltham, 9 mi away—
3Pension & Wealth Management Advisors685.0★ (35)Waltham, 9 mi away—
4Munroe Morrow Wealth Management684.9★ (62)Boston, 17 mi awayMost reviews
5Savant Wealth Management685.0★ (47)Westwood, 17 mi away—
6Waymark Wealth Management LLC675.0★ (38)Marlborough, 15 mi away—
7Imperia Wealth Management675.0★ (55)Braintree, 23 mi away—
8Carolyn Nolan - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (26)Winchester, 11 mi away—
9OpenRoad Wealth Advisors675.0★ (35)Dracut, 17 mi away—
10Coromandel Wealth Strategies674.9★ (20)Lexington, 7 mi away—

All 92 wealth managers in Concord, 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 Concord

    #1 Balance Wealth Advisors

    Based in Wellesley, 11 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 143 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    57 River St #300, Wellesley, MA 02481
    View profile for Balance Wealth Advisors(781) 431-7222

  9. #9 OpenRoad Wealth Advisors

    Based in Dracut, 17 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    23 Main St Suite 2A, Andover, MA 01810
    View profile for OpenRoad Wealth Advisors(978) 475-5500

  17. #17 Granite Oak Private Wealth

    Based in Londonderry, 28 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1c Commons Dr UNIT 17, Londonderry, NH 03053
    View profile for Granite Oak Private Wealth(603) 894-4554

  19. #19 Apex Wealth Group

    Based in Waltham, 8 mi away

    65/100RFA Score

    Ranked #19 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

  25. #25 Apex Wealth

    Based in Danvers, 23 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Address
    5 Cherry Hill Dr Suite 300, Danvers, MA 01923
    View profile for Apex Wealth(978) 491-0547

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

wealth managers in Concord, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Hoyt Wealth Management645.0★ (8)8 mi
27Fox Hill Wealth Management645.0★ (13)16 mi
28Bentley Wealth Management645.0★ (19)26 mi
29Copper Beech Wealth Management644.9★ (27)30 mi
30Rubino & Liang Wealth Partners LLC635.0★ (8)14 mi
31Twelve Points Wealth Management634.7★ (3)In Concord
32Wingate Wealth Advisors, LLC634.8★ (4)5 mi
33Merrimack Wealth Management634.6★ (11)18 mi
34Ryan Bajjaly, Wealth Advisor - Eagle Strategies635.0★ (10)20 mi
35Radius Wealth Management & Financial Advisor635.0★ (8)17 mi
36Savant Wealth Management634.8★ (23)31 mi
37Lund Wealth Management635.0★ (17)29 mi
38Boston Partners Wealth Management, LLC635.0★ (7)16 mi
39Green Eagle Wealth Management625.0★ (13)27 mi
40Anthony Psikarakis - Private Wealth Advisor, Ameriprise Financial Services, LLC625.0★ (5)12 mi
41Lumora Wealth625.0★ (5)13 mi
42Lightship Wealth Strategies, Inc.625.0★ (4)10 mi
43Wealth Enhancement Group625.0★ (3)7 mi
44Sandra Gilpatrick, CFP®, Wealth Consultant625.0★ (6)17 mi
45Savant Wealth Management625.0★ (4)11 mi
46Citizens - Wealth Center623.7★ (9)13 mi
47BNY Wealth Boston MA624.3★ (7)16 mi
48Peabody Wealth Advisors624.9★ (7)20 mi
49Paceline Wealth Management625.0★ (5)17 mi
50Kinney Munro Wealth Advisors625.0★ (3)11 mi

Also serving Concord

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 Concord
BusinessGoogle ratingDistance
Abaris Financial Group LLC5.0★ (3)In Concord
ABCIn Concord
Adrian Loring Advisors LLCIn Concord
Aegis Retirement PartnersIn Concord
Alta Equity PartnersIn Concord
Argent Wealth Management, LLC4.0★ (2)7 mi
Bortolussi Wealth Mangement, Inc.5.0★ (2)14 mi
COMPASS Wealth Management, LLCIn Concord
Coppermine CapitalIn Concord
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC1.0★ (1)In Concord
Heritage Financial Network IncIn Concord
Hightower Signature Wealth Financial Advisors - Lexington5.0★ (2)6 mi
Meeting House Capital, LLCIn Concord
Monument Group Wealth Advisors, LLC5.0★ (1)In Concord
Neumeier Capital Management, Inc.In Concord
Oliver Capital Management5.0★ (31)In Concord
PowerHouse AssetsIn Concord
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Concord
Senes & Chwalek Financial Advisors5.0★ (2)In Concord
Thompson Wealth Management LtdIn Concord

How we ranked Concord wealth managers

We scored 92 Concord 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 Concord 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 Concord: frequently asked questions

Which wealth manager has the highest RFA Score in Concord?

By RFA Score, the highest-ranked wealth manager in Concord, MA is Balance Wealth Advisors with an RFA Score of 72/100. It has 5.0★ from 143 Google reviews. Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC (#2) and Pension & Wealth Management Advisors (#3) follow. We ranked 92 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Concord?

RankedFinancialAdvisors ranks 92 wealth managers serving Concord, MA. 1 of them is based in Concord; 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 Concord work on weekends?

6 of 92 ranked wealth managers post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Concord wealth managers have?

The median Google rating among 92 rated wealth managers in Concord is 5.0★, with a median of 7 reviews. Balance Wealth Advisors has the most, 143 reviews, and ranks #1. 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 Concord count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 92 wealth managers serving Concord.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Concord pages