Massachusetts · 5 advisers
Financial Advisors in Southborough, Massachusetts
Looking for a financial advisor in Southborough, Massachusetts? Falists indexes 5 SEC-registered and state-registered investment advisers in Southborough — 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 $372.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$372.1M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Southborough
Ranked by AUM · Fees, team & specialties at a glance
LIVELIFE CAPITAL PARTNERS LLC
Southborough, MA
AUM
$372.1M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(978) 315-0230
BORTOLUSSI WEALTH MANAGEMENT, INC.
Southborough, MA
AUM
$86.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(508) 416-3534
FINANCIAL FOUNDATIONS, INC.
Southborough, MA
AUM
—
Team
5 advisors
Clients
1-10
Fees
Hourly charges
508-620-1000
FITTS FINANCIAL
Southborough, MA
AUM
—
Team
2 advisors
Clients
—
Fees
SOLICIT FOR REGISTERED INVESTMENT ADVISOR
888-697-6542
PENFACS FINANCIAL SERVICES
Southborough, MA
AUM
$23.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
603-893-3563
More cities in Massachusetts
Common questions
- How many financial advisors are in Southborough, Massachusetts?
- 5 registered investment advisers are listed in our Southborough directory, sourced from public SEC filings.
- What types of advisors are in Southborough?
- 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 Southborough?
- 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.