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
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
INTEGRATED WEALTH CONCEPTS LLC
CRD#: 284656
Address: 200 5th Avenue 4th Floor, Waltham, MA 02451
Clients: 18,758
Average Clients per Advisor: 38
AUM: $ 23.6B
BALLENTINE PARTNERS
CRD#: 152802
Address: 230 Third Avenue Suite 6, Waltham, MA 02451
AUM: $ 9.3B
WINDROSE ADVISORS LLC
CRD#: 152145
Address: Watermill Center 800 South Street, Suite 600, Waltham, MA 02453
AUM: $ 2.4B
FOSTER DYKEMA CABOT & PARTNERS, LLC
CRD#: 300282
Address: 1075 Main Street Suite 200, Waltham, MA 02451
Clients: 69
Average Clients per Advisor: 8
AUM: $ 1.5B
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD#: 120766
Address: 203 Crescent Street Suite 404, Waltham, MA 02453
Clients: 87
Average Clients per Advisor: 6
AUM: $ 705M
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
Thomas Michael Crowley
Registered Affiliation(s):EDWARD JONES
Natasha Helen Lessard
Registered Affiliation(s):MORGAN STANLEY
Jason Malcom Pirnie
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Donald S. Swift
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Lacey Odis Patrick Corbett
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matthew Clancy
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel Matthew Mclaughlin
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Scott Albert Quattromani
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jeff D Dodd
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Matthew Richard Sherlock
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Linda Anne Park
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
George Edelman Oschman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Leah Barbara Coco
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Roger Alan Segal
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian Wayne Chambers
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Gregory Scott Crissman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Derek Timothy Little
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Derrik Bernd Darling
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Gavin R. Riddle
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Samantha Nichole Cook
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kristen Diane Sides
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Patrick Keefe
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Bartosz Jacek Jusinski
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Tiffany Lynn Myers
Registered Affiliation(s):STRATEGIC ADVISERS LLC
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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