Falists

Massachusetts · 4 advisers

Financial Advisors in Lynnfield, Massachusetts

Looking for a financial advisor in Lynnfield, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in Lynnfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $9.72B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

4

With website

4

Largest AUM

$9.72B

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning4Trusts4Retirement1Institutional1

Top advisors in Lynnfield

Ranked by AUM · Fees, team & specialties at a glance

View all 4 →

SACHETTA, LLC

Lynnfield, MA

AUM

$1.00B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

10 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

781-233-4138

Full profileVisit site →

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in Lynnfield, Massachusetts?
4 registered investment advisers are listed in our Lynnfield directory, sourced from public SEC filings.
What types of advisors are in Lynnfield?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lynnfield?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.