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
Richard Schwarz
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Thomas Hankins
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Steven Mchale
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael D Naberhaus
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Mike Stephen Panson
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jason Joe Marchant
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Catherine Jane Schultz
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Scot Bennett Wilks
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Angela M Mather
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Eric W. Duncklee
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Samuel Reuben Zaretsky
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Tu Lu
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jermaine D Edwards
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Alex G Love
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jared T Roche
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Joshua Mark Bowlus
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jeremy D Mcdonald
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Joseph Evans Dewhart JR.
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Devin Jay Olsen
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Ayodeji Abdul-muise Ijaola
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Vernon Volk
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel James Michaelson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Christopher Paul Sullivan
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Hiten R Mehta
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
