Top 4 financial advisor firms in Norwell

4 SEC-registered financial advisor firms are headquartered in Norwell, MA, with $1.31B in combined regulatory assets under management. The largest by assets are Contravisory Investment Management ($702M), Diversified Financial Management Associates ($339M) and Vincent Wealth Advisors ($153M).

4
Financial advisor firms: $1.31B
Their combined AUM: $246M
Median firm AUM: 1,039
Clients of the top 4

The 4 largest by assets

1
Contravisory Investment Management
RIA
$702M
0.80% to 1.20% a year
2
Diversified Financial Management Associates
RIA
$339M
0.50% to 1.00% a year
3
Vincent Wealth Advisors
RIA
$153M
Regulatory AUM
4
South Shore Investment Services
RIA
$118M
1.00% to 1.00% a year

Profiles of the top 4

No. 1 · RIA

Contravisory Investment Management

Contravisory Investment Management is an investment adviser based in Norwell, MA, registered with the SEC since 1973. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $702 million, as filed on 11 May 2026.

Contravisory Investment Management charges 0.80%–1.20% a year for its Investment management fee.

Regulatory AUM: $702M
Clients: 242
Advisory staff: 4
Fee schedule: 0.80% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 120 Longwater Drive, Suite 100, Norwell, MA 02061
Phone: 781-740-1786
Website: contravisory.com

No. 2 · RIA

Diversified Financial Management Associates

Diversified Financial Management Associates is an investment adviser based in Norwell, MA, registered with the SEC since 2014. 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 $339 million, as filed on 13 March 2026.

Diversified Financial Management Associates charges 0.50%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $339M
Clients: 144
Advisory staff: 3
Founded: 1986
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 80 Washington Street, Building E-13, Norwell, MA 02061-1729
Phone: 781-792-0440
Website: dfmwealth.com

No. 3 · RIA

Vincent Wealth Advisors

Vincent Wealth Advisors is an investment adviser based in Norwell, MA, registered with the SEC since 2024. 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 9 March 2026.

Regulatory AUM: $153M
Clients: 83
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 101 Longwater Circle, Suite 101, Norwell, MA 02061
Phone: 781-556-8623
Website: vincentwealth.com

No. 4 · RIA

South Shore Investment Services

South Shore Investment Services is an investment adviser based in Norwell, MA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $118 million, as filed on 25 March 2026.

South Shore Investment Services charges 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $118M
Clients: 570
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 52 Accord Park Drive, 2nd Floor, Norwell, MA 02061
Phone: 781-887-8978
Website: southshoreis.com

Questions about financial advisors in Norwell

How many financial advisor firms are headquartered in Norwell?

4 SEC-registered financial advisor firms report their principal office in Norwell, MA, managing $1.31B 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 Norwell?

Contravisory Investment Management, with $702M in regulatory assets under management on its latest Form ADV. The next largest are Diversified Financial Management Associates ($339M) and Vincent Wealth Advisors ($153M).

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

How large is a typical financial advisor firm in Norwell?

The median firm manages $246M in regulatory assets. That is the midpoint of the 4 firms headquartered in Norwell.

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

How much do financial advisors in Norwell 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 1.20% 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 Norwell?

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

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