Best Financial Advisors near Somerville, MA
We have 2 firms in Somerville on file, and both are on this list, along with 13 from towns including Boston (7, 5 mi), Waltham (2, 7 mi) and Medford (1, 2 mi).
3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Mainsail Advisor Group
Munroe Morrow Wealth Management
“Kyle then spent more than two hours with my wife and me reviewing our current financial situation, discussing our goals, and answering all of our questions.”
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Concierge Wealth Management
“Always eager to help us plan, flexible with our relationship, and thoughtful and professional.”
Hajiani CPA
“I am self-employed and taxes used to feel like a very stressful thing, however ever since working with Al and his team they seem to be much easier to manage”
Single Point Partners
“They take time to get to know you and your needs and work with you as you plan your future.”
The 15 firms listed for Somerville, 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: Somerville, MA
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 422 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "understanding". 3 are open on Saturdays and 2 on Sundays. 1 shows a license on its website and 6 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 2004. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 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 Somerville listed here?
2 of the 15 firms are located in Somerville. 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.
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Quality Tax and Business Partners
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
Beyond Your Hammock
“Eric has helped us immensely and I can't imagine trusting anyone else with our financial planning and investments.”
Coromandel Wealth Strategies
“He has been proactive in coaching us on a wide range of issues such as retirement planning, long-term care insurance, Medicare, and our assets that he doesn't manage such as our 401Ks.”
Pension & Wealth Management Advisors
“If you're looking for a financial advisor who combines exceptional investment management with personalized, high-level strategic advice, I highly recommend George Webb and the team at Pension & Wealth”
Timbuktu Capital Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
Harding Financial and Insurance
“Every person I introduce to Harding Financial is grateful for their generosity, great advice, integrity, and the peace of mind Harding Financial provides.”
Jesson, Oslin & Associates
“He keeps me updated throughout the process, I don't have to worry about a thing.”
Claro Advisors
“In our first meeting together he actively listened to my goals and concerns — and since then has continuously provided helpful guidance, management, and advice that is transparent and specific to my planning needs.”
Birch Financial Partners
“Shawn has tremendous knowledge about finance planning and made me feel comfortable the first time we talked.”
Why these companies made our list
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