#1Williams Financial, LLC
WILLIAMS FINANCIAL, LLC
Serves this area from North Bennington, VT (41 mi)
Retirement Plan Advisors in Franklin County, MA
The top-ranked retirement plan advisors serving Franklin County, MA are Williams Financial, LLC, J.r. Prunier Capital Management LLC and Boyd Financial Strategies, Inc.. We list 8 retirement plan advisors serving Franklin County, MA. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Franklin County, MA. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Franklin County
#2J.r. Prunier Capital Management LLC
J.R. PRUNIER CAPITAL MANAGEMENT LLCServes this area from Holden, MA (41 mi)#3Boyd Financial Strategies, Inc.
BOYD FINANCIAL STRATEGIES, INC.Serves this area from Auburn, MA (47 mi)#4Brookstone Wealth Management, Inc.
BROOKSTONE WEALTH MANAGEMENT, INC.Serves this area from Oxford, MA (49 mi)#5Bolton Global Asset Management
BOLTON SECURITIES CORPServes this area from Bolton, MA (52 mi)#6Factor Investing Group
MELFA WEALTH MANAGEMENT, INC.Serves this area from Westborough, MA (55 mi)#7Aaf Wealth Management, LLC
AAF WEALTH MANAGEMENT, LLCServes this area from Westborough, MA (57 mi)#8Livelife Capital Partners LLC
LIVELIFE CAPITAL PARTNERS LLCServes this area from Southborough, MA (58 mi)
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Frequently asked questions
How many retirement plan advisors serve Franklin County?
We list 8 retirement plan advisors serving Franklin County, MA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Franklin County?
The top-ranked retirement plan advisors serving Franklin County, MA are Williams Financial, LLC, J.r. Prunier Capital Management LLC, Boyd Financial Strategies, Inc., Brookstone Wealth Management, Inc. and Bolton Global Asset Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Franklin County are verified against official records?
8 of the top 8 match an active official record: Williams Financial, LLC (U.S. Securities and Exchange Commission), J.r. Prunier Capital Management LLC (U.S. Securities and Exchange Commission), Boyd Financial Strategies, Inc. (U.S. Securities and Exchange Commission), Brookstone Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Bolton Global Asset Management (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Greenfield, Montague, Orange, Deerfield, Turners Falls, Sunderland, Northfield, Bernardston, South Deerfield, Shelburne, Leverett, Buckland, Conway, Shelburne Falls, Shutesbury, Ashfield, Erving, Colrain, Whately, Gill, Charlemont, New Salem, Millers Falls, Wendell, Warwick, Leyden, Heath, Rowe, Hawley, Monroe