Top 4 financial advisor firms in Duxbury

4 SEC-registered financial advisor firms are headquartered in Duxbury, MA, with $1.07B in combined regulatory assets under management. The largest by assets are Florek Financial ($511M), WH Cornerstone Investments ($200M) and High Pines Wealth Management ($184M).

4
Financial advisor firms: $1.07B
Their combined AUM: $192M
Median firm AUM: 551
Clients of the top 4

The 4 largest by assets

1
Florek Financial
RIA
$511M
0.60% to 0.60% a year
2
WH Cornerstone Investments
RIA
$200M
0.50% to 1.65% a year
3
High Pines Wealth Management
RIA
$184M
0.50% to 1.25% a year
4
Fma Wealth Management
RIA
$174M
0.40% to 1.00% a year

Profiles of the top 4

No. 1 · RIA

Florek Financial

Florek Financial is an investment adviser based in Duxbury, MA, registered with the SEC since 2017. 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 $511 million, as filed on 10 February 2026.

Florek Financial charges 0.60% a year for its Investment Management Fee.

Regulatory AUM: $511M
Clients: 96
Advisory staff: 2
Fee schedule: 0.60% to 0.60% a year
Custodians: Fidelity
Headquarters: 46 Railroad Avenue, Suite 201, Duxbury, MA 02332
Phone: 781-934-9400
Website: florekfinancial.com

No. 2 · RIA

WH Cornerstone Investments

WH Cornerstone Investments is an investment adviser based in Duxbury, MA, registered with the SEC since 2019. 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 $200 million, as filed on 1 October 2026.

WH Cornerstone Investments charges 0.50%–1.65% a year for its Investment and Wealth Management.

Regulatory AUM: $200M
Clients: 148
Advisory staff: 4
Fee schedule: 0.50% to 1.65% a year
Custodians: Charles Schwab
Headquarters: 11 Washington Street, Duxbury, MA 02332
Phone: 888-797-9009
Website: whcornerstone.com

No. 3 · RIA

High Pines Wealth Management

High Pines Wealth Management is an investment adviser based in Duxbury, MA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $184 million, as filed on 30 March 2026.

High Pines Wealth Management charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $184M
Clients: 163
Advisory staff: 2
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 40 Tremont Street, Suite 62, Duxbury, MA 02332
Phone: 617-580-3141
Website: highpineswealth.com

No. 4 · RIA

Fma Wealth Management

Fma Wealth Management is an investment adviser based in Duxbury, MA, registered with the SEC since 2021. 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 $174 million, as filed on 27 February 2026.

Fma Wealth Management charges 0.40%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $174M
Clients: 144
Advisory staff: 1
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 33 Railroad Avenue, Suite 2, Duxbury, MA 02332
Phone: 781-934-7880

Questions about financial advisors in Duxbury

How many financial advisor firms are headquartered in Duxbury?

4 SEC-registered financial advisor firms report their principal office in Duxbury, MA, managing $1.07B in regulatory assets between them.

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

What is the largest financial advisor firm in Duxbury?

Florek Financial, with $511M in regulatory assets under management on its latest Form ADV. The next largest are WH Cornerstone Investments ($200M) and High Pines Wealth Management ($184M).

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

How large is a typical financial advisor firm in Duxbury?

The median firm manages $192M in regulatory assets. That is the midpoint of the 4 firms headquartered in Duxbury.

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

How much do financial advisors in Duxbury charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% to 1.65% 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 Duxbury?

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

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