Massachusetts · 3 advisers
Financial Advisors in Sudbury, Massachusetts
Looking for a financial advisor in Sudbury, Massachusetts? Falists indexes 3 SEC-registered and state-registered investment advisers in Sudbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $379.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$379.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sudbury
Ranked by AUM · Fees, team & specialties at a glance
OPTIMAL WEALTH
Sudbury, MA
AUM
$92.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(617) 277-4453
CIO WEALTH MANAGEMENT, INC.
Sudbury, MA
AUM
$65.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-287-1405
EXCHANGE PLACE ADVISORS, LLC
Sudbury, MA
AUM
$379.7M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
978-443-4405
More cities in Massachusetts
Common questions
- How many financial advisors are in Sudbury, Massachusetts?
- 3 registered investment advisers are listed in our Sudbury directory, sourced from public SEC filings.
- What types of advisors are in Sudbury?
- 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 Sudbury?
- 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.