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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)
Paul V Ryan

Paul V Ryan

Paul Vincent Ryan Jr, Paul Vincent Ryan
IAR
RR
CRD#: 1901854
CFP®: Certified Financial Planner
Location:
Wakefield, MA 01880

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
38 years registered
Gregory Henry Marchand

Gregory Henry Marchand

Greg Marchand
IAR
RR
CRD#: 1923915
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Worcester, MA 01609

Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC

Disclosures:
Experience:
37 years registered
Thomas Phelps Devol

Thomas Phelps Devol

IAR
RR
CRD#: 2306618
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Newton, MA

Registered Affiliation(s):SPC

Disclosures:
Experience:
33 years registered
DM

Diane Marie Marzula

Diane M Marzula, Diane M Sain
IAR
RR
CRD#: 1605801
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
35 years registered
PU

Paul Adam Uhlman

IAR
RR
CRD#: 2043674
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
36 years registered
BR

Brian Sean Ronayne

Brian Sean Ronayre
IAR
RR
CRD#: 2158279
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
35 years registered
RR

Robert Francis Rano

Bob Rano
IAR
RR
CRD#: 1578333
AIF®: Accredited Investment Fiduciary
Location:
Worcester, MA 01609

Registered Affiliation(s):LINCOLN INVESTMENT

Disclosures:
Experience:
40 years registered
Nancy P Garrison

Nancy P Garrison

N. Paige Garrison, Nancy Paige Garrison, Paige Garrison
IAR
RR
CRD#: 1740028
CFP®: Certified Financial Planner
Location:
Needham, MA 02494

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
39 years registered
Paul Robert Bourgeois

Paul Robert Bourgeois

IAR
RR
CRD#: 1686471
CFP®: Certified Financial Planner
Location:
Winchester, MA 01890

Registered Affiliation(s):SHEPHERD FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
39 years registered
John Francis Mcavoy

John Francis Mcavoy

Jake Mcavoy
IAR
RR
CRD#: 2240115
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Needham Heights, MA 02494

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
34 years registered
PT

Penelope Stephanie Tzougros

IAR
RR
CRD#: 1481663
Location:
Waltham, MA 02453

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
40 years registered
MB

Michael Francis Broderick

Mike Broderick
IAR
RR
CRD#: 1784522
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Waltham, MA 02451

Registered Affiliation(s):EAGLE STRATEGIES LLC

Disclosures:
Experience:
38 years registered
AK

Allan Francis Koswick

IAR
RR
CRD#: 1387189
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Boston, MA 02108

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
41 years registered
SH

Scott Alan Holick

IAR
RR
CRD#: 2304467
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
33 years registered
Ronald E Dokus

Ronald E Dokus

Ronald Edwin Dokus
IAR
RR
CRD#: 2064346
CFP®: Certified Financial Planner
Location:
Westford, MA 01886

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
36 years registered
MK

Mark H. Kaizerman

Mark Haskell Kaizerman
IAR
RR
CRD#: 1556414
CFP®: Certified Financial Planner
Location:
Natick, MA 01760

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
40 years registered
MP

Mark Benjamin Patsy

IAR
RR
CRD#: 2737963
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
30 years registered
David Anthony Randall

David Anthony Randall

IAR
RR
CRD#: 1942890
CFP®: Certified Financial Planner
Location:
Stoughton, MA 02072

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
37 years registered
Robert Alden Hoey

Robert Alden Hoey

IAR
RR
CRD#: 1930990
CFP®: Certified Financial Planner
Location:
Worcester, MA 01605

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
37 years registered
David Maurice Cyrs

David Maurice Cyrs

IAR
RR
CRD#: 2601434
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Waltham, MA 02453

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
31 years registered
Christopher Anthony Lund

Christopher Anthony Lund

Christopher Lund
IAR
RR
CRD#: 2195117
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Foxborough, MA 02035

Registered Affiliation(s):CWM, LLC

Disclosures:
Experience:
34 years registered
Joseph Christopher Walsh

Joseph Christopher Walsh

IAR
RR
CRD#: 2009072
CFP®: Certified Financial Planner
Location:
Wellesley, MA 02482

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
37 years registered
Francis T. Finn

Francis T. Finn

Francis Thaddeus Finn
IAR
RR
CRD#: 2085030
CFP®: Certified Financial Planner
Location:
Boston, MA 02132

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
36 years registered
Francis Anthony Brown

Francis Anthony Brown

Francis A Brown, Tony Brown, Francis A Tony
IAR
RR
CRD#: 2245427
CFP®: Certified Financial Planner
Location:
Boston, MA 02114

Registered Affiliation(s):TLG ADVISORS, INC.

Disclosures:
Experience:
34 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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