How many financial advisors are in Westborough, Massachusetts?

Falists lists 9 registered investment advisers with a principal office or filing address in Westborough, Massachusetts, based on public SEC IAPD data.

How do financial advisors in Westborough charge fees?

Fee structures vary by firm. In Westborough, 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 Westborough?

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 · 9 advisers

Financial Advisors in Westborough, Massachusetts

Looking for a financial advisor in Westborough, Massachusetts? Falists indexes 9 SEC-registered and state-registered investment advisers in Westborough — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $6.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.30B

Financial planning

Filter by specialty

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

All Wealth7 Planning6 Trusts5 Retirement4 Institutional4

Top advisors in Westborough

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

View all 9 →

GRIMES & COMPANY

Westborough, MA

AUM

$6.30B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

251-500

Fees

Percentage of AUM

508-366-3883

Full profile Visit site →

AAF WEALTH MANAGEMENT, LLC

Westborough, MA

AUM

$727.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

508-366-9100

Full profile Visit site →

CADENCE WEALTH MANAGEMENT LLC

Westborough, MA

AUM

$448.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

(508) 898-0400

Full profile Visit site →

FACTOR INVESTING GROUP

Westborough, MA

AUM

$348.8M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

Fees

Percentage of AUM

(508) 366-6040

Full profile Visit site →

FINIVI INC.

Westborough, MA

AUM

$308.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(508) 870-0440

Full profile Visit site →

GIRARD CAPITAL MANAGEMENT

Westborough, MA

AUM

$1.2M

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

508-320-7646

Full profile Visit site →

BIOVENTURES INVESTORS

Westborough, MA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

617-252-3443

Full profile Visit site →

YARRINGTON MANAGEMENT COMPANY

Westborough, MA

AUM

$2.0M

Wealth MgmtInstitutional

Team

1 advisors

Clients

—

Fees

PRO BONO

508-836-4292

Full profileNo website

S & D WEALTH MANAGEMENT, LLC

Westborough, MA

AUM

—

Team

1 advisors

Clients

—

Fees

SOLICITOR FEE FROM 3RD-PARTY SEC RIA

508-983-6777

Full profileNo website

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 Westborough, Massachusetts?: 9 registered investment advisers are listed in our Westborough directory, sourced from public SEC filings.
What types of advisors are in Westborough?: 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 Westborough?: 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.