Massachusetts · 3 advisers
Financial Advisors in Acton, Massachusetts
Looking for a financial advisor in Acton, Massachusetts? Falists indexes 3 SEC-registered and state-registered investment advisers in Acton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $381.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$381.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Acton
Ranked by AUM · Fees, team & specialties at a glance
RF&L WEALTH MANAGEMENT, LLC
Acton, MA
AUM
$381.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
978-263-3435
SECHREST FINANCIAL SERVICES
Acton, MA
AUM
$199.2M
Team
2 advisors
Clients
51-100
Fees
Fixed fees
978-795-1284
COLMAN KNIGHT ADVISORY GROUP, LLC
Acton, MA
AUM
$187.7M
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
978-371-2015
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Common questions
- How many financial advisors are in Acton, Massachusetts?
- 3 registered investment advisers are listed in our Acton directory, sourced from public SEC filings.
- What types of advisors are in Acton?
- 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 Acton?
- 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.