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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)
Carlos De Leon

Carlos De Leon

Carlos Deleon Jr, Carlos Deleon, Charlie Deleon Jr
IAR
RR
CRD#: 2889616
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Garth Michael Fondo

Garth Michael Fondo

IAR
RR
CRD#: 2870755
CFP®: Certified Financial Planner
Location:
Hopkinton, MA 01748

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Robert H Bortnick

Robert H Bortnick

Bob Bortnick, Robert Henry Bortnick
IAR
CRD#: 1335428
CFA: Chartered Financial Analyst
Location:
Boston, MA 02110

Registered Affiliation(s):EATON VANCE MANAGEMENT

Disclosures:
Experience:
39 years registered
John Brennan Zitzmann

John Brennan Zitzmann

IAR
RR
CRD#: 2047180
CIMA®: Certified Investment Management Analyst
Location:
Providence, RI 02903

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
36 years registered
Adrienne Dorothy Snapp

Adrienne Dorothy Snapp

Adrienne Dorothy Peabody
IAR
RR
CRD#: 4329926
CFP®: Certified Financial Planner
Location:
Wayland, MA 01778-1889

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Hugh Joseph Ohern

Hugh Joseph Ohern

Hugh Joseph O'hern, Hugh Ohern
IAR
RR
CRD#: 1751368
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Steven Keith Ivie

Steven Keith Ivie

IAR
RR
CRD#: 1806044
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
38 years registered
William John Cooney

William John Cooney

IAR
RR
CRD#: 1806430
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
38 years registered
Pamela Lynne Thalund

Pamela Lynne Thalund

Pamela Lynne Elliott, Pamela Thalund
IAR
RR
CRD#: 1816440
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
38 years registered
Lisa Marie Reddo

Lisa Marie Reddo

Lisa Marie Fricke, Lisa M Reddo
IAR
RR
CRD#: 2068086
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
36 years registered
Richard Kent Bain

Richard Kent Bain

Richard Kent Bain Jr, Richard Kent Bain, Rick Bain
IAR
RR
CRD#: 2068145
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
36 years registered
Robert Moore Ewing

Robert Moore Ewing

IAR
RR
CRD#: 4332373
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
Jonathan Bradley Heger

Jonathan Bradley Heger

IAR
RR
CRD#: 4334775
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
Georgia Guyott Bruggeman

Georgia Guyott Bruggeman

Georgia G Bruggeman, Georgia Guyott, Gigi Guyott
IAR
CRD#: 1433089
CFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Holliston, MA 01746

Registered Affiliation(s):MERIDIAN FINANCIAL, LLC

Disclosures:
Experience:
40 years registered
James M Albanese

James M Albanese

James Michael Albanese, Jim Albanese
IAR
RR
CRD#: 1728684
Location:
Middleton, MA 01949

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
38 years registered
Alfred Ramnel Drouin

Alfred Ramnel Drouin

IAR
RR
CRD#: 2401163
CLU®: Chartered Life Underwriter
Location:
Auburndale, MA 02466

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Peter Douglas Laird

Peter Douglas Laird

Peter D Laird
IAR
RR
CRD#: 2398678
CPWA®: Certified Private Wealth Advisor
Location:
Boston, MA 02109

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
33 years registered
Spencer Norman Betts

Spencer Norman Betts

IAR
RR
CRD#: 4285560
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Lexington, MA 02420

Registered Affiliation(s):BICKLING FINANCIAL SERVICES, INC.

Disclosures:
Experience:
26 years registered
Paul Thomas Capuzziello

Paul Thomas Capuzziello

IAR
RR
CRD#: 2165384
CFP®: Certified Financial Planner
Location:
Cumberland, RI 02864-5102

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Peter James Durfee

Peter James Durfee

IAR
RR
CRD#: 2135571
CFP®: Certified Financial Planner
Location:
Raynham, MA 02767

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Richard Howard Fingerman

Richard Howard Fingerman

Richard Fingerman, Rick Fingerman
IAR
CRD#: 1976526
CFP®: Certified Financial Planner
Location:
Newton, MA 02459

Registered Affiliation(s):FINANCIAL PLANNING SOLUTIONS, LLC

Disclosures:
Experience:
37 years registered
Thomas Leo Reardon

Thomas Leo Reardon

Tom Reardon, Tommy Reardon
IAR
RR
CRD#: 1921374
Location:
Norwood, MA 02062-4954

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
37 years registered
Kenneth John Mastrocola

Kenneth John Mastrocola

Kenneth Mastrocola
IAR
RR
CRD#: 1968057
Location:
Boston, MA 02110

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
37 years registered
Timothy Burr Davis

Timothy Burr Davis

Timothy B Davis
IAR
RR
CRD#: 3141863
CFP®: Certified Financial Planner
Location:
Cohasset, MA

Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Disclosures:
Experience:
27 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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