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Wealth Managers in Sudbury, MA: 2026 rankings

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

The short answer

  1. 1

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

  2. 6

    Most-reviewed: Munroe Morrow Wealth Management, 62 Google reviews at 4.9★, the most of 94 ranked after Balance Wealth Advisors; ranked #6.

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

94 Sudbury wealth managers are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 94 rated firms.

Top 10 wealth managers in Sudbury 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 Sudbury at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Balance Wealth Advisors725.0★ (143)Wellesley, 9 mi awayTop score
2Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC685.0★ (45)Waltham, 11 mi away—
3Waymark Wealth Management LLC685.0★ (38)Marlborough, 9 mi away—
4Pension & Wealth Management Advisors685.0★ (35)Waltham, 8 mi away—
5Savant Wealth Management685.0★ (47)Westwood, 15 mi away—
6Munroe Morrow Wealth Management684.9★ (62)Boston, 19 mi awayMost reviews
7Imperia Wealth Management675.0★ (55)Braintree, 23 mi away—
8Carr Financial Group | Financial Planning | Wealth Management675.0★ (49)Worcester, 21 mi away—
9Oak Leaf Wealth Management675.0★ (62)North Smithfield, 27 mi away—
10MapleRock Wealth Management - Ameriprise Financial Services, LLC665.0★ (23)Wellesley, 10 mi away—

All 94 wealth managers in Sudbury, 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 Sudbury

    #1 Balance Wealth Advisors

    Based in Wellesley, 9 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

  14. #14 OpenRoad Wealth Advisors

    Based in Dracut, 24 mi away

    65/100RFA Score

    Ranked #14 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

  18. #18 Apex Wealth Group

    Based in Waltham, 8 mi away

    65/100RFA Score

    Ranked #18 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

  21. #21 Granite Oak Private Wealth

    Based in Londonderry, 34 mi away

    64/100RFA Score

    Ranked #21 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

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

wealth managers in Sudbury, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26The Drouin Wealth Management Group645.0★ (22)26 mi
27Apex Wealth635.0★ (22)29 mi
28Green Eagle Wealth Management635.0★ (13)20 mi
29Rubino & Liang Wealth Partners LLC635.0★ (8)13 mi
30Hoyt Wealth Management635.0★ (8)13 mi
31Lund Wealth Management635.0★ (17)25 mi
32Anthony Psikarakis - Private Wealth Advisor, Ameriprise Financial Services, LLC635.0★ (5)8 mi
33Bentley Wealth Management635.0★ (19)30 mi
34Savant Wealth Management634.8★ (23)31 mi
35Radius Wealth Management & Financial Advisor625.0★ (8)19 mi
36Lightship Wealth Strategies, Inc.625.0★ (4)9 mi
37Twelve Points Wealth Management624.7★ (3)5 mi
38Savant Wealth Management625.0★ (4)10 mi
39Wingate Wealth Advisors, LLC624.8★ (4)11 mi
40Citizens - Wealth Center623.7★ (9)13 mi
41Ryan Bajjaly, Wealth Advisor - Eagle Strategies625.0★ (10)26 mi
42Holly Wealth Planning615.0★ (10)26 mi
43Merrimack Wealth Management614.6★ (11)24 mi
44Kinney Munro Wealth Advisors615.0★ (3)9 mi
45Sandra Gilpatrick, CFP®, Wealth Consultant615.0★ (6)18 mi
46Boston Partners Wealth Management, LLC615.0★ (7)21 mi
47BNY Wealth Boston MA614.3★ (7)18 mi
48Bluebird Wealth Management615.0★ (4)15 mi
49Paceline Wealth Management615.0★ (5)18 mi
50Wealth Enhancement Group615.0★ (3)12 mi

Also serving Sudbury

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 Sudbury
BusinessGoogle ratingDistance
Ameriprise Financial1.0★ (1)In Sudbury
Argent Wealth Management, LLC4.0★ (2)8 mi
Bank of America Financial Center2.4★ (22)In Sudbury
Bortolussi Wealth Mangement, Inc.5.0★ (2)7 mi
Boston 128 CompaniesIn Sudbury
Boston Family Office5.0★ (2)19 mi
CIO Wealth Management, Inc.In Sudbury
Commonwealth Financial GroupIn Sudbury
Green Future Wealth Management5.0★ (2)21 mi
Hightower Signature Wealth Financial Advisors - Lexington5.0★ (2)11 mi
Leena SrinivasIn Sudbury
Matt PurvisIn Sudbury
Merrill Lynch Wealth Management1.0★ (2)18 mi
Optimal WealthIn Sudbury
Parkway Wealth Management5.0★ (2)15 mi
PlanWise Financial GroupIn Sudbury
Proficient Wealth Counselors5.0★ (2)18 mi
Rakatansky Financial5.0★ (8)In Sudbury
Scott Grenert - RBC Wealth Management Financial Advisor5.0★ (2)19 mi
Spencer Financial, LLCIn Sudbury

How we ranked Sudbury wealth managers

We scored 94 Sudbury 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 Sudbury 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 Sudbury: frequently asked questions

Which wealth manager has the highest RFA Score in Sudbury?

By RFA Score, the highest-ranked wealth manager in Sudbury, 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 Waymark Wealth Management LLC (#3) follow. We ranked 94 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Sudbury?

RankedFinancialAdvisors ranks 94 wealth managers serving Sudbury, MA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Sudbury work on weekends?

7 of 94 ranked wealth managers post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sudbury wealth managers have?

The median Google rating among 94 rated wealth managers in Sudbury 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 Sudbury count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 94 wealth managers serving Sudbury.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Sudbury pages