AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Firm Leaderboard
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

Find an Advisor

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

Find an Advisor

BALLENTINE PARTNERS

CRD#: 152802

RIA

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

AUM: $ 9.3B

Find an Advisor

WINDROSE ADVISORS LLC

CRD#: 152145

RIA

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

AUM: $ 2.4B

Find an Advisor

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

Find an Advisor

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

Find an Advisor

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)
Kevin D Smole

Kevin D Smole

Kevin Daniel Smole
IAR
RR
CRD#: 4401294
Location:
Clarksville, MD

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
25 years registered
Tejay Morgan Evans

Tejay Morgan Evans

Tejay M. Evans
IAR
RR
CRD#: 4402587
Location:
Union, KY

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
25 years registered
Joseph Anthony Digiovanni

Joseph Anthony Digiovanni

IAR
RR
CRD#: 4419758
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
Eilish Fitzgerald Clarkson

Eilish Fitzgerald Clarkson

Eilish Kathleen Clarkson, Eilish Kathleen Fitzgerald, Eilish Fitzgerald, Eilish Fitzgerald Jones
IAR
RR
CRD#: 4423042
Location:
Middletown, RI

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
25 years registered
Mark Richard Kleiner

Mark Richard Kleiner

Mark R Kleiner
IAR
RR
CRD#: 4439448
Location:
San Jose, CA 95134-1513

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
25 years registered
Paul Nicholas Artin

Paul Nicholas Artin

IAR
RR
CRD#: 4452515
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
William C Kelley

William C Kelley

IAR
RR
CRD#: 4559182
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
Daniel James Chapin

Daniel James Chapin

Dan Chapin, Daniel J Chapin
IAR
RR
CRD#: 5116373
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Casey Alan Mack

Casey Alan Mack

IAR
CRD#: 5345198
CFP®: Certified Financial Planner
Location:
The Woodlands, TX 77381

Registered Affiliation(s):THE SUM

Disclosures:
Experience:
15 years registered
Nicholas Paul Heckman

Nicholas Paul Heckman

Nic Heckman, Nicholas Heckman
IAR
RR
CRD#: 5850229
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
16 years registered
Herman Everett Thomas

Herman Everett Thomas

Everett Thomas, Herman Thomas
IAR
RR
CRD#: 5864015
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Ryan Jay Prescher

Ryan Jay Prescher

Ryan Prescher
IAR
RR
CRD#: 5879218
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Drew Alexander Green

Drew Alexander Green

Drew Green
IAR
RR
CRD#: 5888062
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Justin Timothy Gibbs

Justin Timothy Gibbs

Justin Gibbs
IAR
RR
CRD#: 5896156
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Kyle Alexander Gadiel

Kyle Alexander Gadiel

Kyle A. Gadiel, Kyle Gadiel
IAR
RR
CRD#: 5896803
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Bryan William Yach

Bryan William Yach

IAR
RR
CRD#: 5900870
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Bryan Duffy Keegan

Bryan Duffy Keegan

IAR
RR
CRD#: 5903853
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Gen Key Tri

Gen Key Tri

Gen Tri
IAR
RR
CRD#: 5952277
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
15 years registered
Charles Swan Bean

Charles Swan Bean

Charles S Bean Iii, Chuck Bean
IAR
CRD#: 2152263
Location:
Westwood, MA 02090

Registered Affiliation(s):HERITAGE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Christopher Clark Cinella

Christopher Clark Cinella

Christopher C Cinella
IAR
RR
CRD#: 4356038
Location:
Melrose, MA 02176

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Gregory Richard Sadowski

Gregory Richard Sadowski

Gregory R. Sadowski
IAR
RR
CRD#: 4355398
Location:
Wilmington, MA 01887

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Katherine Pratt Richardson

Katherine Pratt Richardson

IAR
RR
CRD#: 4417783
Location:
Danvers, MA 01923

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
25 years registered
Robert Nolan Daly

Robert Nolan Daly

Robert Nolan Daly
IAR
RR
CRD#: 6214921
CFP®: Certified Financial Planner
Location:
Hingham, MA 02043-3740

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
James Paul Rubera

James Paul Rubera

IAR
RR
CRD#: 4138664
Location:
Haverhill, MA 01830

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered

Latest Blog Articles

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.

Newsletter