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Licensed · Springfield
Licensed & Insured Financial Advisors in Springfield, MA
Every financial advisors listed here carries proper licensing and insurance in MA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Springfield, MA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sunstone Financial Group with a 5.0-star rating from 210 Google reviews and an RNM Score of 87/100. Also in the top tier: Northwestern Mutual and RBC Wealth Management Branch - Hartford. 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 July 4, 2026 · RNM Score = 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
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating.
243 Hartford Turnpike, Vernon, CT 06066, USAEarns a perfect 5.0-star rating from its handful of client reviews.
20 Church St Ste 710, Hartford, CT 06103, USA5.0 stars from one review; consider recent client feedback.
20 Church St Suite 2300, Hartford, CT 06103, USAFinancial Advisors Rankings in Springfield, MA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sunstone Financial Group243 Hartford Turnpike, Vernon, CT 06066, USA | 5.0★ | 210 |
| #2 | Northwestern Mutual20 Church St Ste 710, Hartford, CT 06103, USA | 5.0★ | 1 |
| #3 | RBC Wealth Management Branch - Hartford20 Church St Suite 2300, 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 Wealth ManagementCity Place I, 185 Asylum St 14th Floor, Hartford, CT 06103, USA | — | — |
| #7 | Merrill Lynch Financial Advisor Lourdes Rhodes185 Asylum St 14th Floor, Hartford, CT 06103, USA | 5.0★ | 2 |
| #8 | Merrill Lynch Financial Advisor Barnaby W. Horton185 Asylum St 14th Floor, Hartford, CT 06103, USA | 5.0★ | 1 |
| #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 July 2026
All Financial Advisors in Springfield
Rated 4.6 stars from 10 reviews, this Hartford financial advisor is highly regarded.
City Place II, 185 Asylum St, Hartford, CT 06103, USA
5.0 stars from 2 Google reviews, reflecting consistent client satisfaction.
225 Asylum St 14th Floor, Hartford, CT 06103, USA
No ratings yet; check back for client reviews of this Hartford financial advisor.
City Place I, 185 Asylum St 14th Floor, Hartford, CT 06103, USA
Rated 5.0 stars from 2 Google reviews, a trusted Hartford financial advisor.
185 Asylum St 14th Floor, Hartford, CT 06103, USA
Earns a flawless 5.0-star rating from its initial Google reviews in Hartford.
185 Asylum St 14th Floor, Hartford, CT 06103, USA
A local financial advisor with a solid 4.0-star rating from 80 Google reviews.
1 American Row, Hartford, CT 06102, USA
4.5 stars from 2 Google reviews, reflecting a strong local reputation.
1 Financial Plaza #1210, Hartford, CT 06103, USA
5.0 stars from early reviews, reflecting strong client satisfaction in Hartford.
55 Hartland St Suite 402, East Hartford, CT 06108, USA
Exceptional 4.9-star rating from 25 Google reviews in Hartford.
71 Raymond Rd, West Hartford, CT 06107, USA
Earned a perfect 5.0-star rating from early client reviews in Hartford.
65 Memorial Rd Suite C340, West Hartford, CT 06107, USA
Earns a perfect 5.0 rating from its initial Google reviews in Hartford.
29 S Main St #302, West Hartford, CT 06107, USA
Offers financial guidance in Hartford, CT; no Google reviews yet to share.
65 LaSalle Rd Suite 307, West Hartford, CT 06107, USA
5.0 stars from 8 reviews, reflecting consistent client satisfaction in Hartford.
45 S Main St Suite 203, West Hartford, CT 06107, USA
Consistently earns a perfect 5.0-star rating from its few Google reviews.
433 S Main St # 111, Hartford, CT 06110, USA
Top-rated Hartford financial advisor with 4.8 stars from 18 reviews.
433 S Main St Suite 322, West Hartford, CT 06110, USA
5.0 stars from 1 Google review for this Hartford financial advisor.
433 S Main St #120, West Hartford, CT 06110, USA
A perfect 5.0-star rating from a handful of local client reviews.
281 Farmington Ave, Farmington, CT 06032, USA
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Financial Advisors in Springfield, MA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sunstone Financial Group | 87/100 | 5.0 ★ | 210 |
| 2 | Northwestern Mutual | 74/100 | 5.0 ★ | 1 |
| 3 | RBC Wealth Management Branch - Hartford | 62/100 | 5.0 ★ | 1 |
| 4 | Bradley Foster & Sargent, Inc. | 76/100 | 4.6 ★ | 10 |
| 5 | Morgan Stanley Financial Advisors | 68/100 | 5.0 ★ | 2 |
| 6 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 7 | Merrill Lynch Financial Advisor Lourdes Rhodes | 64/100 | 5.0 ★ | 2 |
| 8 | Merrill Lynch Financial Advisor Barnaby W. Horton | 62/100 | 5.0 ★ | 1 |
| 9 | Nassau Financial Group | 65/100 | 4.0 ★ | 80 |
| 10 | SKY Investment Group | 56/100 | 4.5 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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.
Financial Advisors in Nearby Cities
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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: July 4, 2026.
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