Massachusetts · 4 advisers
Financial Advisors in Westford, Massachusetts
Looking for a financial advisor in Westford, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in Westford — 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 $397.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$397.4M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westford
Ranked by AUM · Fees, team & specialties at a glance
PERENNIAL ADVISORS GROUP, LLC
Westford, MA
AUM
$397.4M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(978) 577-6025
ADVANCED PORTFOLIO DESIGN, LLC
Westford, MA
AUM
$100.1M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
978-850-4910
COLLABORATIVE WEALTH ADVISORS, LLC
Westford, MA
AUM
$84.2M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
978-392-3630
NORTH SHORE WEALTH MANAGEMENT
Westford, MA
AUM
$1.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-420-8300
More cities in Massachusetts
Common questions
- How many financial advisors are in Westford, Massachusetts?
- 4 registered investment advisers are listed in our Westford directory, sourced from public SEC filings.
- What types of advisors are in Westford?
- 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 Westford?
- 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.