#1F L Putnam Investment Management Co.
F L PUTNAM INVESTMENT MANAGEMENT CO.
Serves this area from Lynnfield, MA (4 mi)
Retirement Plan Advisors in Melrose, MA
The top-ranked retirement plan advisors serving Melrose, MA are F L Putnam Investment Management Co., Boston Standard Wealth Management, LLC and Sentinel Pension Advisors, LLC.. We list 103 retirement plan advisors serving Melrose, MA. 30 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 Melrose, MA (Middlesex County). 103 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Melrose
#2Boston Standard Wealth Management, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLCServes this area from Winchester, MA (4 mi)#3Sentinel Pension Advisors, LLC.
SENTINEL PENSION ADVISORS, LLCServes this area from Wakefield, MA (4 mi)#4Shepherd Financial Partners, LLC
SHEPHERD FINANCIAL PARTNERS, LLCServes this area from Winchester, MA (5 mi)#5Flagship Wealth Advisors, LLC.
FLAGSHIP WEALTH ADVISORS, LLC.Serves this area from Wakefield, MA (5 mi)#6Assetgrade, LLC
ASSETGRADE, LLCServes this area from Boston, MA (5 mi)#7Wainwright Investment Counsel LLC
WAINWRIGHT INVESTMENT COUNSEL LLCServes this area from Boston, MA (5 mi)#8Alta Wealth Advisors LLC
ALTA WEALTH ADVISORS LLCServes this area from Woburn, MA (5 mi)#9Polaris Financial, LLC
POLARIS FINANCIAL, LLCServes this area from Boston, MA (6 mi)#10New England Schooner, Inc.
NEW ENGLAND SCHOONER, INC.Serves this area from Peabody, MA (6 mi)
20 more providers serving this area
- Ssga Funds Management, Inc., Boston, MA (6 mi)
- Anchor Capital Advisors LLC, Boston, MA (7 mi)
- Grantham Mayo Van Otterloo & Co LLC, Boston, MA (7 mi)
- New England Retirement Consultants, LLC, Boston, MA (7 mi)
- O'rourke & Company, Incorporated, Boston, MA (7 mi)
- P/e Global LLC, Boston, MA (7 mi)
- Sequentis Capital LLC, Boston, MA (7 mi)
- Shepherd Kaplan Krochuk, LLC, Boston, MA (7 mi)
- Shepherd Kaplan LLC, Boston, MA (7 mi)
- Svb Wealth, Boston, MA (7 mi)
- Harvest Capital Partners LLC, Boston, MA (7 mi)
- Mayflower Advisors, Boston, MA (7 mi)
- Moors & Cabot, Inc, Boston, MA (7 mi)
- Riverview Capital Advisers LLC, Boston, MA (7 mi)
- Ta Realty LLC, Boston, MA (7 mi)
- Wealth Effects, Boston, MA (7 mi)
- Nepc, LLC, Boston, MA (7 mi)
- Cambridge Associates Limited, LLC, Boston, MA (7 mi)
- Cambridge Associates, LLC, Boston, MA (7 mi)
- Claro Advisors Inc., Boston, MA (7 mi)
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Frequently asked questions
How many retirement plan advisors serve Melrose?
We list 103 retirement plan advisors serving Melrose, MA: 0 based there and 103 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Melrose?
The top-ranked retirement plan advisors serving Melrose, MA are F L Putnam Investment Management Co., Boston Standard Wealth Management, LLC, Sentinel Pension Advisors, LLC., Shepherd Financial Partners, LLC and Flagship Wealth Advisors, LLC.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Melrose are verified against official records?
10 of the top 10 match an active official record: F L Putnam Investment Management Co. (U.S. Securities and Exchange Commission), Boston Standard Wealth Management, LLC (U.S. Securities and Exchange Commission), Sentinel Pension Advisors, LLC. (U.S. Securities and Exchange Commission), Shepherd Financial Partners, LLC (U.S. Securities and Exchange Commission) and Flagship Wealth Advisors, LLC. (U.S. Securities and Exchange Commission), and 5 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 .