Houben Planning Associates
44yrs
Top advisor by experience in Brighton
Financial advisors in Brighton, MA
Looking for a financial advisor in Brighton, MA? We list 13 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
13Advisors with offices here
7Median years of experience
0%At fee-only firms
9Firms represented
Largest firms here: Strategic Advisers (4), Commonwealth Financial Network (2), Merrill (1).
Nearby: Allston, Newton, Watertown, Newton Center, Brookline, Chestnut Hill, Newtonville, Cambridge.
Citizens Securities
37yrs
Top 2% by experience at Citizens Securities
Commonwealth Financial Network
28yrs
Top 20% by experience nationwide
Strategic Advisers
28yrs
Top 5% by experience at Strategic Advisers
LPL Financial
25yrs
More experience than 72% of advisors nationwide
Merrill
9yrs
More experience than 54% of advisors in Brighton
Columbia Management Investment Advisers
7yrs
7 years in the industry
MML Investors Services
4yrs
4 years in the industry
PNC Wealth Management
2yrs
2 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Commonwealth Financial Network
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.