How many financial advisors are in Medfield, Massachusetts?

Falists lists 6 registered investment advisers with a principal office or filing address in Medfield, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Medfield charge fees?

Fee structures vary by firm. In Medfield, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Medfield?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Massachusetts · 6 advisers

Financial Advisors in Medfield, Massachusetts

Looking for a financial advisor in Medfield, Massachusetts? Falists indexes 6 SEC-registered and state-registered investment advisers in Medfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $162.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$162.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts4 Retirement Institutional2

Top advisors in Medfield

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

WOLFSTICH CAPITAL, LLC

Medfield, MA

AUM

$162.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

781-475-6157

Full profile Visit site →

BLUEBIRD WEALTH MANAGEMENT LLC

Medfield, MA

AUM

$154.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(508) 359-4349

Full profile Visit site →

ASHWOOD ADVISORS

Medfield, MA

AUM

$126.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(508) 359-9442

Full profile Visit site →

IBS CAPITAL LLC

Medfield, MA

AUM

$123.0M

Wealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

617-261-5327

Full profile Visit site →

SILVER PINE CAPITAL, LLC

Medfield, MA

AUM

$41.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Performance-based fees

617-302-6221

Full profile Visit site →

OLIVER INVESTMENTS

Medfield, MA

AUM

—

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

781-686-7953

Full profile Visit site →

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in Medfield, Massachusetts?: 6 registered investment advisers are listed in our Medfield directory, sourced from public SEC filings.
What types of advisors are in Medfield?: 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 Medfield?: 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.