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
Address: 250 1st Avenue Suite 101, Needham, MA 02494
Clients: 1,187
Average Clients per Advisor: 84
AUM: $ 3.0B
ARMSTRONG ADVISORY GROUP INC.
CRD#: 318662
Address: 144 Gould Street Suite 210, Needham, MA 02494
Clients: 737
Average Clients per Advisor: 67
AUM: $ 1.0B
STAGE HARBOR FINANCIAL
CRD#: 289725
Address: 197 First Avenue Suite 220, Needham, MA 02494
Clients: 108
Average Clients per Advisor: 18
AUM: $ 775M
CENTERPOINT ADVISORS, LLC
CRD#: 156698
Address: 175 Highland Avenue Suite 302, Needham, MA 02494
Clients: 400
Average Clients per Advisor: 66
AUM: $ 520M
GOODMAN ADVISORY GROUP, LLC
CRD#: 285637
Address: 197 First Avenue Suite 130, Needham, MA 02494
Clients: 234
Average Clients per Advisor: 46
AUM: $ 259M
DARROW WEALTH MANAGEMENT
CRD#: 105679
Address: 200 Reservoir Street Suite 303, Needham, MA 02494
Clients: 57
Average Clients per Advisor: 19
AUM: $ 204M
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
Katrina L Berube
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Brian John Kelly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nicolas Timothy Craig Curtis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephen Harris Coolidge
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kelly Jo Ballor
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Benjamin Harris Meth
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Kyle D Tait
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Kristin Michelle Simpson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Peng Xiao
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Miriam Khorramian
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jonathan Mcallister
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Hoda G. Ali
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robin Marie Waldman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michelle Leigh Mahan
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Lisa Ann Koontz
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Vickie Ann Wesson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
L. Lezette Lezette Marion
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Frank N Maltais
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Erik L. Hall
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Phillip Joseph Rosiek
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Ben D King II
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jon F Sansone
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Ashley A. Hanson
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Christina A Anderson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
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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