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AdvisorCheck > By State > Massachusetts > Needham

Top Financial Advisors in Needham, Massachusetts

Finding the right financial advisor in Needham is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Needham, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Needham, MA.

Find the Best Financial Advisor Firms in Needham:

BEAUMONT FINANCIAL PARTNERS LLC

CRD#: 108345

RIA

Address: 250 1st Avenue Suite 101, Needham, MA 02494

Clients: 1,187

Average Clients per Advisor: 84

AUM: $ 3.0B

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ARMSTRONG ADVISORY GROUP INC.

CRD#: 318662

RIA

Address: 144 Gould Street Suite 210, Needham, MA 02494

Clients: 737

Average Clients per Advisor: 67

AUM: $ 1.0B

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STAGE HARBOR FINANCIAL

CRD#: 289725

RIA

Address: 197 First Avenue Suite 220, Needham, MA 02494

Clients: 108

Average Clients per Advisor: 18

AUM: $ 775M

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CENTERPOINT ADVISORS, LLC

CRD#: 156698

RIA

Address: 175 Highland Avenue Suite 302, Needham, MA 02494

Clients: 400

Average Clients per Advisor: 66

AUM: $ 520M

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GOODMAN ADVISORY GROUP, LLC

CRD#: 285637

RIA

Address: 197 First Avenue Suite 130, Needham, MA 02494

Clients: 234

Average Clients per Advisor: 46

AUM: $ 259M

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DARROW WEALTH MANAGEMENT

CRD#: 105679

RIA

Address: 200 Reservoir Street Suite 303, Needham, MA 02494

Clients: 57

Average Clients per Advisor: 19

AUM: $ 204M

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How We Chose the Top Financial Advisors in Needham, Massachusetts

To create this list of top financial advisor firms in Needham, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Needham has to offer.

Search Financial Advisors in Needham, Massachusetts

Name or CRD#
Location:
Firm name (optional)
Eric M Birnbaum

Eric M Birnbaum

Eric Michael Birnbaum
IAR
RR
CRD#: 3204703
Location:
Scotch Plains, NJ

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Tammy Marie Gomolla

Tammy Marie Gomolla

Tammy Marie Moore, Tammy Moore
PR
CRD#: 3205845
Location:
Wauwatosa, WI 53226

Registered Affiliation(s):SJA FINANCIAL ADVISORY, LLC

Disclosures:
Experience:
27 years registered
Cynthia Denise Joseph

Cynthia Denise Joseph

Cynthia Denise Dipietro, Cynthia Denise Joseph, Cynthia Denise Perez
IAR
RR
CRD#: 3223153
Location:
Chesterfield, VA

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Robert J Suman

Robert J Suman

Rob Suman, Robert James Suman
IAR
RR
CRD#: 3248169
Location:
Salt Lake City, UT 84101-1368

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Nathan T Hess

Nathan T Hess

Nathan Tommy Hess
IAR
RR
CRD#: 3250252
Location:
Providence, UT

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Robert L Thompson JR.

Robert L Thompson JR.

Robbie Thompson Jr, Robert Lawson Thompson Jr, Robert Lawson Thompson Jr., Robert Lawson Thompson
IAR
RR
CRD#: 3261298
Location:
Frisco, TX

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Christian T Barrett

Christian T Barrett

Chris Thomas Barrett, Christian Thomas Barrett, Christian Barrett
IAR
RR
CRD#: 3264907
Location:
Bethesda, MD 20814-6519

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Patrick Jay Barker

Patrick Jay Barker

Patrick Barker
IAR
RR
CRD#: 3270903
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
Ryan Christopher O'brien

Ryan Christopher O'brien

Ryan Christopher Obrien
IAR
RR
CRD#: 3272170
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
Tracie Lynn Dubois

Tracie Lynn Dubois

IAR
RR
CRD#: 3274331
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
James Francis Callahan

James Francis Callahan

James Francis Callahan Jr, James Callahan, Jim Callahan
IAR
RR
CRD#: 3277284
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
Andrew John Eaves

Andrew John Eaves

IAR
RR
CRD#: 3157482
Location:
Chatham, MA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Alison Wheeler Kennedy

Alison Wheeler Kennedy

Alison W Kennedy, Alison Kennedy, Alison Wheeler Kennedy, Alison Louise Wheeler
IAR
RR
CRD#: 3173858
Location:
Sudbury, MA

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Tricia Scardino O'neil

Tricia Scardino O'neil

Tricia Scardino
IAR
RR
CRD#: 2714016
Location:
Providence, RI 02903

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
28 years registered
Roger E Lapierre

Roger E Lapierre

Roger Ernest Lapierre
IAR
RR
CRD#: 3236889
Location:
Providence, RI 02903-1344

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Lindsey Maureen Higgins

Lindsey Maureen Higgins

Lindsey Maureen Wortman
IAR
RR
CRD#: 2511969
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Chris M. Maddock

Chris M. Maddock

Chris M Maddock, Chris Maddock, Christopher M Maddock
IAR
RR
CRD#: 4442354
CFP®: Certified Financial Planner
Location:
Beavercreek, OH 45440-1491

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
24 years registered
Jane Anne Vesoulis

Jane Anne Vesoulis

Jane Anne Loftus, Jane L Vesoulis
IAR
RR
CRD#: 4496603
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Christopher Keith Mata

Christopher Keith Mata

IAR
RR
CRD#: 4517465
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Andrew Creig Flessel

Andrew Creig Flessel

IAR
RR
CRD#: 4520633
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Mark Gentry Littlewood

Mark Gentry Littlewood

IAR
RR
CRD#: 4592614
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Daniel Edward Bonin

Daniel Edward Bonin

IAR
RR
CRD#: 4505405
CFP®: Certified Financial Planner
Location:
North Attleboro, MA 02760

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Martin Andrew Ghiringhelli

Martin Andrew Ghiringhelli

IAR
RR
CRD#: 4485159
CFP®: Certified Financial Planner
Location:
Norwell, MA 02061

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
John Toffling Tritle

John Toffling Tritle

IAR
RR
CRD#: 4555390
CFP®: Certified Financial Planner
Location:
Norwell, MA 02061-1641

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered

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Disclaimers

AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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