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Top 4 financial advisor firms in Dedham

4 SEC-registered financial advisor firms are headquartered in Dedham, MA, with $1.28B in combined regulatory assets under management. The largest by assets are Beck Bode ($666M), Fox Hill Wealth Management ($290M) and Goverman Financial Solutions ($172M).

4
Financial advisor firms
$1.28B
Their combined AUM
$231M
Median firm AUM
1,833
Clients of the top 4

The 4 largest by assets

  1. 1
    Beck Bode

    RIA

    $666M

  2. 2
    Fox Hill Wealth Management

    RIA

    $290M

  3. 3
    Goverman Financial Solutions

    RIA

    $172M

  4. 4
    Sustainable Investment Solutions

    RIA

    $153M

Profiles of the top 4

No. 1 · RIA

Beck Bode

Beck Bode is an investment adviser based in Dedham, MA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $666 million, as filed on 25 September 2026.

Beck Bode charges up to 3.00% a year for its Portfolio Management Fees.

Regulatory AUM
$666M
Clients
979
Advisory staff
16
Fee schedule
Up to 3.00% a year
Custodians
LPL Financial, Charles Schwab, Altruist
Headquarters
858 Washington Street, Suite 100, Dedham, MA 02026
Phone
617-209-2224
Website
beckbode.com

No. 2 · RIA

Fox Hill Wealth Management

Fox Hill Wealth Management is an investment adviser based in Dedham, MA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $290 million, as filed on 30 March 2026.

Regulatory AUM
$290M
Clients
410
Advisory staff
7
Custodians
Charles Schwab, Altruist
Headquarters
84 Bridge Street, Dedham, MA 02026
Phone
781-613-2600
Website
foxhillwealth.com

No. 3 · RIA

Goverman Financial Solutions

Goverman Financial Solutions is an investment adviser based in Dedham, MA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $172 million, as filed on 30 April 2026.

Goverman Financial Solutions charges 0.75%–1.50% a year for its Investment Advisory.

Regulatory AUM
$172M
Clients
270
Advisory staff
2
Fee schedule
0.75% to 1.50% a year
Minimum account
$200,000
Custodians
Charles Schwab
Headquarters
990 Washington Street, Suite 317, Dedham, MA 02026
Phone
781-251-0505
Website
govermanfinancialsolutions.net

No. 4 · RIA

Sustainable Investment Solutions

Sustainable Investment Solutions is an investment adviser based in Dedham, MA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $153 million, as filed on 3 March 2026.

Sustainable Investment Solutions charges 0.75%–1.00% a year for its Investment Management.

Regulatory AUM
$153M
Clients
174
Advisory staff
1
Fee schedule
0.75% to 1.00% a year
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
990 Washington St, Suite 317, Dedham, MA 02026
Phone
781-251-0505
Website
sustainableinvestmentsolutions.net

Questions about financial advisors in Dedham

How many financial advisor firms are headquartered in Dedham?

4 SEC-registered financial advisor firms report their principal office in Dedham, MA, managing $1.28B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Dedham?

Beck Bode, with $666M in regulatory assets under management on its latest Form ADV. The next largest are Fox Hill Wealth Management ($290M) and Goverman Financial Solutions ($172M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Dedham?

The median firm manages $231M in regulatory assets. That is the midpoint of the 4 firms headquartered in Dedham.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Dedham charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Dedham?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Dedham has 4 financial advisor firms; see every adviser in the city →

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