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Highest Rated · Springfield
Top-Rated Financial Advisors in Springfield, MA
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Springfield, MA by verified customer ratings and review volume. The highest-rated is Sunstone Financial Group with a 5.0-star rating from 210 verified reviews. Also in the top tier: RBC Wealth Management Branch - Hartford and Northwestern Mutual. The average rating across all listed financial advisors in Springfield is 4.9 stars from 21 reviews per business on average.
Financial advisors in Springfield typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
21
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Sunstone Financial Group
243 Hartford Turnpike, Vernon, CT 06066, USA
RBC Wealth Management Branch - Hartford
20 Church St Suite 2300, Hartford, CT 06103, USA
Northwestern Mutual
20 Church St Ste 710, Hartford, CT 06103, USA
Financial Advisors Rankings in Springfield, MA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sunstone Financial Group243 Hartford Turnpike, Vernon, CT 06066, USA | 5.0★ | 210 |
| #2 | RBC Wealth Management Branch - Hartford20 Church St Suite 2300, Hartford, CT 06103, USA | 5.0★ | 1 |
| #3 | Northwestern Mutual20 Church St Ste 710, Hartford, CT 06103, USA | 5.0★ | 1 |
| #4 | Bradley Foster & Sargent, Inc.City Place II, 185 Asylum St, Hartford, CT 06103, USA | 4.6★ | 10 |
| #5 | Morgan Stanley Financial Advisors225 Asylum St 14th Floor, Hartford, CT 06103, USA | 5.0★ | 2 |
| #6 | Merrill Lynch Financial Advisor Barnaby W. Horton185 Asylum St 14th Floor, Hartford, CT 06103, USA | 5.0★ | 1 |
| #7 | Merrill Lynch Wealth ManagementCity Place I, 185 Asylum St 14th Floor, Hartford, CT 06103, USA | — | — |
| #8 | Merrill Lynch Financial Advisor Lourdes Rhodes185 Asylum St 14th Floor, Hartford, CT 06103, USA | 5.0★ | 2 |
| #9 | Nassau Financial Group1 American Row, Hartford, CT 06102, USA | 4.0★ | 80 |
| #10 | SKY Investment Group1 Financial Plaza #1210, Hartford, CT 06103, USA | 4.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Springfield
Bradley Foster & Sargent, Inc.
City Place II, 185 Asylum St, Hartford, CT 06103, USA
Morgan Stanley Financial Advisors
225 Asylum St 14th Floor, Hartford, CT 06103, USA
Merrill Lynch Financial Advisor Barnaby W. Horton
185 Asylum St 14th Floor, Hartford, CT 06103, USA
Merrill Lynch Wealth Management
City Place I, 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Merrill Lynch Financial Advisor Lourdes Rhodes
185 Asylum St 14th Floor, Hartford, CT 06103, USA
Nassau Financial Group
1 American Row, Hartford, CT 06102, USA
SKY Investment Group
1 Financial Plaza #1210, Hartford, CT 06103, USA
Financial Vision, LLC
55 Hartland St Suite 402, East Hartford, CT 06108, USA
Sam Chang - Thrivent
71 Raymond Rd, West Hartford, CT 06107, USA
Apella Wealth
65 Memorial Rd Suite C340, West Hartford, CT 06107, USA
Fierston Financial Group Inc
29 S Main St #302, West Hartford, CT 06107, USA
HFM Wealth Management
65 LaSalle Rd Suite 307, West Hartford, CT 06107, USA
Bergenn Financial Group LLC
45 S Main St Suite 203, West Hartford, CT 06107, USA
Edward Jones - Financial Advisor: Eric Gagne
433 S Main St # 111, Hartford, CT 06110, USA
Fuchs Financial
433 S Main St Suite 322, West Hartford, CT 06110, USA
Northstar Wealth Partners, LLC
433 S Main St #120, West Hartford, CT 06110, USA
Connecticut Wealth Management, LLC
281 Farmington Ave, Farmington, CT 06032, USA
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Frequently Asked Questions — Financial Advisors in Springfield
What is a fiduciary financial advisor and why does it matter in Springfield?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Springfield, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Springfield?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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