Best Financial Advisors near New Bedford, MA
We have 4 firms in New Bedford on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Dartmouth (4, 3 mi), Fairhaven (2, 3 mi) and Westport (2, 8 mi).
8 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Buzzards Bay Financial Planning
Hirst Wealth Management
Southcoast Financial Group
“Southcoast Financial Group is a great team of friendly professionals that follow through on promises.”
Southcoast Financial Partners
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Financial Planning Alternatives
The 15 firms listed for New Bedford, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: New Bedford, MA
11 of the 15 firms on this page have a rating, from 2.3 to 5.0 across 72 reviews; 8 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), investment management (2), life insurance (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 3 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside New Bedford listed here?
3 of the 15 firms are located in New Bedford. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
J Marshall Associates
“I was greeted promptly and my transaction was quickly completed.”
USA Wealth Advisors
“My wife and I cannot express our gratitude enough on how The Lantz Family Umbrella, Estate, Financial, and Insurance have made our lives feel at ease.”
Cottage Street Advisors
“Jason was incredibly helpful and informative with his suggestions to improve the tool's predictive accuracy for our specific situation, which I very much appreciated.”
Kim Frink, Cfp, Cka, Frink Family Financial
“He is very knowledgeable and such a kind person who helped me invest properly for my future.”
Parker American College Planning Service
North Gate Advisors
Pine Haven Investment Counsel
Advanced Financial Group
“Jose and Sue are great with all your financial services”
D E Rodrigues & Co
Why these companies made our list
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