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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)
Gregory Lawrence Duggan

Gregory Lawrence Duggan

IAR
RR
CRD#: 2093822
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
36 years registered
Bruce Paul Kohls

Bruce Paul Kohls

IAR
RR
CRD#: 2238974
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
34 years registered
Jeffrey Scott Hodgson

Jeffrey Scott Hodgson

Jeffrey S Hodgson
IAR
RR
CRD#: 2241319
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
34 years registered
Daniella D Diaz-partenach

Daniella D Diaz-partenach

Daniella Desiree Diaz, Daniella Desiree Diaz-Partenach, Daniella Desiree Diaz-Rindels, Daniella Desiree Partenach, Daniella Desiree Rindels
IAR
RR
CRD#: 4152974
CFP®: Certified Financial Planner
Location:
San Francisco, CA 94104-4710

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Jeremy Thomas Jones

Jeremy Thomas Jones

IAR
RR
CRD#: 4156451
CFP®: Certified Financial Planner
Location:
Brighton, MI

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Eric M Merrifield

Eric M Merrifield

Eric Michael Merrifield
IAR
RR
CRD#: 4170903
CFP®: Certified Financial Planner
Location:
Norwell, MA

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Kevin T Peacock

Kevin T Peacock

Kevin Thomas Peacock
IAR
RR
CRD#: 4176304
CFP®: Certified Financial Planner
Location:
Louisville, KY 40222-3310

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Joseph A Parlavecchio

Joseph A Parlavecchio

Joseph A. Parlavecchio, Joseph Anthony Parlavecchio, Joseph Parlavecchio
IAR
RR
CRD#: 4063140
CFP®: Certified Financial Planner
Location:
Milton, MA 02186

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Britton James Wilson

Britton James Wilson

Britton Wilson
IAR
RR
CRD#: 2245509
Location:
Bedford, MA 01730

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
34 years registered
Brian Edwin Smith

Brian Edwin Smith

IAR
RR
CRD#: 4253500
CFP®: Certified Financial Planner
Location:
Foxboro, MA 02035

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Lawrence Charles John Manning

Lawrence Charles John Manning

Lawrence Charles Manning Jr, Lawrence Charles John Manning
IAR
CRD#: 1394158
CFA: Chartered Financial Analyst
Location:
Boston, MA 02109

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
41 years registered
William Anthony O'brien

William Anthony O'brien

William Anthony Obrien
IAR
RR
CRD#: 2188396
CPWA®: Certified Private Wealth Advisor
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
33 years registered
Mark Dittrich

Mark Dittrich

IAR
RR
CRD#: 2297027
CFP®: Certified Financial Planner
Location:
Franklin, MA 02038

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
33 years registered
Eric Charles Takach

Eric Charles Takach

IAR
RR
CRD#: 3137905
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Mashpee, MA 02649

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Selene Lynn Casoli

Selene Lynn Casoli

Selene Lynn Brown
IAR
RR
CRD#: 2108399
Location:
Boston, MA 02110

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Kristen N Shutt

Kristen N Shutt

Kristen Nicole Kulesza, Kristen Nicole Shutt, Kristen Shutt, Kristen N Shutt
IAR
RR
CRD#: 2180656
Location:
Boston, MA 02110

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
John Francis Buckley

John Francis Buckley

IAR
RR
CRD#: 1616316
Location:
Boston, MA 02109

Registered Affiliation(s):CAPTRUST

Disclosures:
Experience:
36 years registered
Sean O'connell Armstrong

Sean O'connell Armstrong

Sean O Armstrong, Sean Oconnell Armstrong
IAR
RR
CRD#: 1963737
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Dianne Hissem Willier

Dianne Hissem Willier

Dianne Jean Hissem, Dianne J Shepherd, Dianne Willer, Dianne H Willier
IAR
RR
CRD#: 1985383
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Patrick Sean Mcclanahan

Patrick Sean Mcclanahan

Patrick S Mcclanahan
IAR
RR
CRD#: 2106988
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Cynthia Anne Romagnolo

Cynthia Anne Romagnolo

Cynthia Anne Maganotti
IAR
RR
CRD#: 2133453
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Matthew Ethan Estep

Matthew Ethan Estep

IAR
RR
CRD#: 2137800
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Richard Joseph Straub

Richard Joseph Straub

Rick Straub
IAR
RR
CRD#: 2183623
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 years registered
Benjamin Phillip Pruett

Benjamin Phillip Pruett

IAR
RR
CRD#: 2187134
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
35 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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