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Financial advisors in Concord, MA

Looking for a financial advisor in Concord, MA? We list 67 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.

67Advisors with offices here
22Median years of experience
12%At fee-only firms
26Firms represented

Largest firms here: Twelve Points Wealth Management (18), Bay Colony Advisors (13), Newedge Advisors (3).

Nearby: Acton, Lincoln, Bedford, Carlisle, Maynard, Sudbury, Framingham, Lexington.

Filter and map these advisors

Bay Colony Advisors
42yrs
Pamela Bakos
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top advisor by experience in Concord
Fiduciary
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Neumeier Capital Management
42yrs
Stephen Neumeier
Financial advisor
Concord, MA
Top 2% by experience nationwide
CFAFiduciary
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Twelve Points Wealth Management
41yrs
Stephen Bruno
Financial advisor
9 Pond Lane Suite 3a
Concord, MA 01742
Top advisor by experience at Twelve Points Wealth Management
CFAFiduciary
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Osaic Wealth
41yrs
Scott Holden
Financial advisor
2352 Main Street Suite 300
Concord, MA 01742
Top 3% by experience nationwide
Fiduciary
Call Directions
Bay Colony Advisors
40yrs
John Hughes
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 4% by experience in Massachusetts
PlanningInvesting
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Bay Colony Advisors
40yrs
John Ohl
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 4% by experience nationwide
Fiduciary
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Bay Colony Advisors
36yrs
Peter Grose
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 8% by experience nationwide
CFP®Fiduciary
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Aspire Financial Advisors
36yrs
John Harrison
Financial advisor
Concord, MA
Top 8% by experience nationwide
CFP®Fiduciary
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St. Bernard Financial Services
35yrs
Mark Celi
Financial advisor
Concord, MA
Top 9% by experience nationwide
Fiduciary
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Cambridge Investment Research Advisors
33yrs
Douglas Norberg
Financial advisor
12 Pond Lane, Suite EB S-2
Concord, MA 01742
Top 11% by experience nationwide
Fiduciary
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Heritage Financial Network
33yrs
Charles Lawson
Financial advisor
97 Lowell Road
Concord, MA 01742
Top 12% by experience nationwide
CFP®Fee-only firm
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Heritage Financial Network
33yrs
James Lawson
Financial advisor
97 Lowell Road
Concord, MA 01742
Top 12% by experience nationwide
Fee-only firm
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Strategic Advisers
32yrs
Jason Arcelay
Financial advisor
Concord, MA
Top 2% by experience at Strategic Advisers
Fiduciary
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Cape ANN Capital
31yrs
James Jasinski
Financial advisor
22 Grove Street
Concord, MA 01742
Top 14% by experience nationwide
Fiduciary
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Bay Colony Advisors
29yrs
David Bunker
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 19% by experience nationwide
Fiduciary
Call Directions
Twelve Points Wealth Management
29yrs
David Clayman
Financial advisor
9 Pond Lane Suite 3a
Concord, MA 01742
Top 10% by experience at Twelve Points Wealth Management
Fiduciary
Call Directions
Bay Colony Advisors
29yrs
Francois Ducroux
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 19% by experience nationwide
Fiduciary
Call Directions
Monument Group Wealth Advisors
28yrs
Lee McGowan
Financial advisor
801 Main Street Suite 14
Concord, MA 01742
Top 20% by experience nationwide
CFP®Fiduciary
Call Directions
Newedge Advisors
28yrs
Abbey Henderson
Financial advisor
9 Pond Lane #1f
Concord, MA 01742
Top 21% by experience nationwide
CFP®Fiduciary
Call Directions
Cambridge Investment Research Advisors
28yrs
Lee Schmertzler
Financial advisor
12 Pond Lane, Suite EB S-2
Concord, MA 01742
Top 22% by experience nationwide
Fiduciary
Call Directions
Bay Colony Advisors
27yrs
Timothy Dougherty
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 22% by experience nationwide
Fiduciary
Call Directions
Bay Colony Advisors
27yrs
Robert Green
Financial advisor
86 Baker Avenue Extension Suite 310
Concord, MA 01742
Top 23% by experience nationwide
Fiduciary
Call Directions

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.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read