Falists

Massachusetts · 9 advisers

Financial Advisors in Wakefield, Massachusetts

Looking for a financial advisor in Wakefield, Massachusetts? Falists indexes 9 SEC-registered and state-registered investment advisers in Wakefield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $49.85B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$49.85B

Financial planning

3

Filter by specialty

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

AllWealth6Planning3Trusts4Retirement3Institutional1

Top advisors in Wakefield

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

View all 9 →

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 Wakefield, Massachusetts?
9 registered investment advisers are listed in our Wakefield directory, sourced from public SEC filings.
What types of advisors are in Wakefield?
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 Wakefield?
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.