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Wealth Managers in Millbury, MA: 2026 rankings

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

The short answer

  1. 1

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

  2. 2

    Most-reviewed: Balance Wealth Advisors, 143 Google reviews at 5.0★, the most of 72 ranked; ranked #2.

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

72 Millbury 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 72 rated firms.

Top 10 wealth managers in Millbury 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 Millbury at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Carr Financial Group | Financial Planning | Wealth Management695.0★ (49)Worcester, 7 mi away—Top score
2Balance Wealth Advisors695.0★ (143)Wellesley, 27 mi away—Most reviews
3Oak Leaf Wealth Management685.0★ (62)North Smithfield, 17 mi away——
4Waymark Wealth Management LLC675.0★ (38)Marlborough, 14 mi away——
5Meenes Wealth Partners665.0★ (21)Shrewsbury, 10 mi away——
6Savant Wealth Management665.0★ (47)Westwood, 28 mi away——
7Jennifer Aube Wealth Management655.0★ (36)Fitchburg, 26 mi away——
8Green Eagle Wealth Management655.0★ (13)Uxbridge, 10 mi awaySat · Evenings—
9Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (45)Waltham, 32 mi away——
10Pension & Wealth Management Advisors655.0★ (35)Waltham, 28 mi away——

All 72 wealth managers in Millbury, 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.

  15. #15 Walk You To Wealth

    Based in Acton, 12 mi away

    63/100RFA Score

    Ranked #15 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

  19. #19 Lund Wealth Management

    Based in Attleboro, 29 mi away

    63/100RFA Score

    Ranked #19 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

  22. #22 Apex Wealth Group

    Based in Waltham, 28 mi away

    62/100RFA Score

    Ranked #22 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 Morpheus Family Wealth, LLC

    Based in Marlborough, 9 mi away

    62/100RFA Score

    Ranked #25 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

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

wealth managers in Millbury, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Joyful Wealth Planning, LLC625.0★ (5)16 mi
27Gather Wealth Investment Management615.0★ (12)31 mi
28Evergreen Wealth Management615.0★ (17)37 mi
29Blackstone Valley Wealth Management, LLC.615.0★ (3)11 mi
30Savant Wealth Management614.9★ (19)39 mi
31Holly Wealth Planning615.0★ (10)30 mi
32Freedom America Wealth Management615.0★ (8)27 mi
33Boston Partners Private Wealth615.0★ (15)38 mi
34SK Wealth Management | Fee-Only Financial Planner615.0★ (10)31 mi
35Cadence Wealth Management614.0★ (3)12 mi
36Anthony Psikarakis - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (5)22 mi
37Rubino & Liang Wealth Partners LLC605.0★ (8)30 mi
38Hanstad Wealth Management605.0★ (3)17 mi
39Hoyt Wealth Management605.0★ (8)32 mi
40Park View Wealth Management605.0★ (4)23 mi
41Trombley Wealth Management604.7★ (12)37 mi
42Bluebird Wealth Management605.0★ (4)24 mi
43Newman Dignan Sheerar Inc. d/b/a NDS Wealth Advisors605.0★ (6)31 mi
44BNY Mellon Wealth Management591.0★ (3)12 mi
45Farther Finance - Chad Rishel, CFP®, CLU® - Managing Director, Wealth Advisor595.0★ (3)23 mi
46Lightship Wealth Strategies, Inc.595.0★ (4)27 mi
47Radius Wealth Management & Financial Advisor595.0★ (8)38 mi
48Savant Wealth Management595.0★ (4)28 mi
49Citizens - Wealth Center593.7★ (9)32 mi
50Twelve Points Wealth Management594.7★ (3)25 mi

Also serving Millbury

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 Millbury
BusinessGoogle ratingDistance
511 FinancialIn Millbury
Argent Wealth Management, LLC4.0★ (2)29 mi
Bank of America (with Drive-thru ATM)4.3★ (91)In Millbury
Blackstone Management & Consulting LLCIn Millbury
Bortolussi Wealth Mangement, Inc.5.0★ (2)15 mi
Corporate Financial ConsultingIn Millbury
Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)28 mi
Darvin Acosta Filpo, Wealth Advisor - Eagle Strategies5.0★ (2)30 mi
G9 Financial5.0★ (5)In Millbury
Green Future Wealth Management5.0★ (2)7 mi
Harkins Wealth Management5.0★ (2)32 mi
Hawk Capital ManagementIn Millbury
Hoey Wealth Management5.0★ (2)7 mi
Parker Financial Services Wealth ManagementIn Millbury
Parkway Wealth Management5.0★ (2)32 mi
Profectus Financial Partners5.0★ (1)In Millbury
Proficient Wealth Counselors5.0★ (2)30 mi
RBC Wealth Management Branch - Providence4.0★ (2)31 mi
Roger Orefice - Ameriprise Financial Services, LLC5.0★ (1)In Millbury
TheMacroSpectiveIn Millbury

How we ranked Millbury wealth managers

We scored 72 Millbury 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 Millbury 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 Millbury: frequently asked questions

Which wealth manager has the highest RFA Score in Millbury?

By RFA Score, the highest-ranked wealth manager in Millbury, MA is Carr Financial Group | Financial Planning | Wealth Management with an RFA Score of 69/100. It has 5.0★ from 49 Google reviews. Balance Wealth Advisors (#2) and Oak Leaf Wealth Management (#3) follow. We ranked 72 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Millbury?

RankedFinancialAdvisors ranks 72 wealth managers serving Millbury, MA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Millbury work on weekends?

6 of 72 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Green Eagle Wealth Management (#8) and Walk You To Wealth (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Millbury wealth managers have?

The median Google rating among 72 rated wealth managers in Millbury is 5.0★, with a median of 8 reviews. Balance Wealth Advisors has the most, 143 reviews, and ranks #2. 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 Millbury count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 72 wealth managers serving Millbury.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Millbury pages