LPL Financial
40yrs
Top advisor by experience in Sharon
Financial advisors in Sharon, MA
Looking for a financial advisor in Sharon, MA? We list 15 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.
15Advisors with offices here
17Median years of experience
100%Fiduciary advisors?
12Firms represented
Largest firms here: Osaic Wealth, Inc. (2), Cetera Investment Advisers LLC (2), Strategic Advisers LLC (2).
Nearby: Stoughton, Canton, Walpole, Foxboro, North Easton, Norwood, Mansfield, Easton.
Cetera Investment Advisers
32yrs
Top 13% by experience in Sharon
Raymond James Financial Services Advisors
27yrs
Top 20% by experience in Sharon
Strategic Advisers
23yrs
Top 9% by experience at Strategic Advisers
Osaic Wealth
21yrs
More experience than 67% of advisors in Sharon
Techgen Financial
17yrs
More experience than 60% of advisors in Sharon
Cetera Investment Advisers
17yrs
More experience than 54% of advisors nationwide
Merrill Lynch, Pierce, Fenner & Smith
17yrs
More experience than 58% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Apperax Capital Management
14yrs
14 years in the industry
Kestra Advisory Services
13yrs
13 years in the industry
Growth Vision Asset Management
12yrs
12 years in the industry
Citizens Securities
10yrs
10 years in the industry
Spiderrock Advisors
2yrs
2 years in the industry
Strategic Advisers
2yrs
2 years in the industry
Osaic Wealth
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.