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AdvisorCheck > By State > Massachusetts > Waltham

Top Financial Advisors in Waltham, Massachusetts

Finding the right financial advisor in Waltham 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 Waltham, 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 Waltham, MA.

Find the Best Financial Advisor Firms in Waltham:

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BD
RIA

Address: 29 Sawyer Road, Waltham, MA 02453-3483

Clients: 333,907

In Business for: 9 Years

Average Clients per Advisor: 115

AUM: $ 146.4B

Disclosures: 44

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INTEGRATED WEALTH CONCEPTS LLC

CRD#: 284656

RIA

Address: 200 5th Avenue 4th Floor, Waltham, MA 02451

Clients: 18,758

Average Clients per Advisor: 38

AUM: $ 23.6B

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BALLENTINE PARTNERS

CRD#: 152802

RIA

Address: 230 Third Avenue Suite 6, Waltham, MA 02451

AUM: $ 9.3B

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WINDROSE ADVISORS LLC

CRD#: 152145

RIA

Address: Watermill Center 800 South Street, Suite 600, Waltham, MA 02453

AUM: $ 2.4B

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FOSTER DYKEMA CABOT & PARTNERS, LLC

CRD#: 300282

RIA

Address: 1075 Main Street Suite 200, Waltham, MA 02451

Clients: 69

Average Clients per Advisor: 8

AUM: $ 1.5B

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SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

CRD#: 120766

RIA

Address: 203 Crescent Street Suite 404, Waltham, MA 02453

Clients: 87

Average Clients per Advisor: 6

AUM: $ 705M

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How We Chose the Top Financial Advisors in Waltham, Massachusetts

To create this list of top financial advisor firms in Waltham, 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 Waltham has to offer.

Search Financial Advisors in Waltham, Massachusetts

Name or CRD#
Location:
Firm name (optional)
Michael Andrew Moceri

Michael Andrew Moceri

IAR
RR
CRD#: 2522549
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Trey Harold Solomon

Trey Harold Solomon

H Trey Solomon, Harold Trey Solomon, Trey H Solomon, Trey Trey Solomon
IAR
RR
CRD#: 2539818
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Margaret Sandfria Hale

Margaret Sandfria Hale

Sandy Hale
IAR
RR
CRD#: 2544777
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Craig Martin Wulff

Craig Martin Wulff

IAR
RR
CRD#: 2544804
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
John Phillip Spivey

John Phillip Spivey

IAR
RR
CRD#: 2813279
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
J. Andrew Andrew Frazee

J. Andrew Andrew Frazee

Drew Andrew Frazee, Drew Frazee, J. Andrew Frazee, John Andrew Frazee
IAR
RR
CRD#: 2818482
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Michael Francis Blasi

Michael Francis Blasi

IAR
RR
CRD#: 2818487
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Ralph Langdon Boss

Ralph Langdon Boss

Ralph Langdon Boss Ii, Ralph Langdon Ii Boss
IAR
RR
CRD#: 2821785
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Lauren Marie Dale

Lauren Marie Dale

Lauren Marie Castellano
IAR
RR
CRD#: 2828235
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Scott Allen Henry

Scott Allen Henry

IAR
RR
CRD#: 2830926
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Byron J. Thresher

Byron J. Thresher

Byron Joseph Thresher
IAR
RR
CRD#: 3127306
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Concord, NH

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
28 years registered
Jessica Nichole Maloy

Jessica Nichole Maloy

IAR
RR
CRD#: 4753136
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
22 years registered
Tom M. Zientek

Tom M. Zientek

Tom M Zientek
IAR
RR
CRD#: 4761445
CFP®: Certified Financial Planner
Location:
Mason, OH

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
22 years registered
Errin Michelle Hullum Kelso

Errin Michelle Hullum Kelso

Errin M Hullum Mrs., Errin M Hullum, Errin M Kelso, Errin Michelle Weyland Ms.
IAR
RR
CRD#: 4764776
CFP®: Certified Financial Planner
Location:
Peoria, AZ 85382-3829

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
22 years registered
Alexander T Arinsmier

Alexander T Arinsmier

IAR
RR
CRD#: 5228549
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
20 years registered
Glenn Forrest Brown

Glenn Forrest Brown

IAR
CRD#: 2488667
CFP®: Certified Financial Planner
Location:
Framingham, MA 01701

Registered Affiliation(s):PLANDYNAMIC, LLC

Disclosures:
Experience:
32 years registered
Timothy John Moses

Timothy John Moses

IAR
RR
CRD#: 5229716
CFP®: Certified Financial Planner
Location:
Walpole, MA 02081

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Peter Jonathan Canniff

Peter Jonathan Canniff

IAR
CRD#: 2513892
CFP®: Certified Financial Planner
Location:
Westford, MA 01886

Registered Affiliation(s):ADVANCED PORTFOLIO DESIGN, LLC

Disclosures:
Experience:
32 years registered
Victoria Ann Johnson

Victoria Ann Johnson

Victoria Ann Clark
IAR
RR
CRD#: 4809626
CFP®: Certified Financial Planner
Location:
Danvers, MA 01923

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Christopher Jerome Larkin

Christopher Jerome Larkin

IAR
RR
CRD#: 2436068
Location:
Shrewsbury, MA 01545

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Michael Joseph Doherty

Michael Joseph Doherty

Michael Doherty
IAR
RR
CRD#: 2524037
Location:
Nashua, NH 03060-5536

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
James Prescott Leary

James Prescott Leary

James Prescott Leary, Jamie P Leary
IAR
RR
CRD#: 5224007
CFP®: Certified Financial Planner
Location:
Nashua, NH 03060-5536

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
19 years registered
Jeffrey Norman Williams

Jeffrey Norman Williams

IAR
CRD#: 2434533
CFP®: Certified Financial Planner
Location:
Nashua, NH 03063

Registered Affiliation(s):WILLIAMS WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
32 years registered
Robyn S Redfield

Robyn S Redfield

Robyn Spencer Redfield
IAR
RR
CRD#: 2801674
CIMA®: Certified Investment Management Analyst
Location:
Boston, MA 02110

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
30 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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