Top Financial Advisors in Wellesley, Massachusetts
Finding the right financial advisor in Wellesley 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 Wellesley, 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 Wellesley, MA.
Find the Best Financial Advisor Firms in Wellesley:
GW & WADE, LLC
CRD#: 105394
Address: 93 Worcester Street 4th Floor, Wellesley, MA 02481
Clients: 1,694
Average Clients per Advisor: 41
AUM: $ 8.9B
F L PUTNAM INVESTMENT MANAGEMENT CO.
CRD#: 106223
Address: 20 William Street, Suite G40, Wellesley, MA 02481
Clients: 637
Average Clients per Advisor: 17
AUM: $ 4.3B
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD#: 133790
Address: 36 Washington Street, Suite 280, Wellesley, MA 02481-1922
Clients: 33
Average Clients per Advisor: 4
AUM: $ 2.4B
WASHINGTON TRUST ADVISORS
CRD#: 110407
Address: 100 William St Suite 200, Wellesley, MA 02481
Clients: 296
Average Clients per Advisor: 18
AUM: $ 1.8B
THE RELAXING RETIREMENT COACH, INC.
CRD#: 129805
Address: Wellesley Office Park 80 William Street, Suite 260, Wellesley, MA 02481
Clients: 103
Average Clients per Advisor: 103
AUM: $ 462M
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD#: 316736
Address: 57 River Street Suite 202, Wellesley, MA 02481
Clients: 47
Average Clients per Advisor: 15
AUM: $ 384M
How We Chose the Top Financial Advisors in Wellesley, Massachusetts
To create this list of top financial advisor firms in Wellesley, 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 Wellesley has to offer.
Search Financial Advisors in Wellesley, Massachusetts
James Prescott Leary
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jeffrey Norman Williams
Registered Affiliation(s):WILLIAMS WEALTH MANAGEMENT, LLC
Arthur Joseph Poirier
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robyn S Redfield
Registered Affiliation(s):MORGAN STANLEY
James John White
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Zoriy Reznikov
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jerry Bingham Ball
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Paul Martin Derbyshire
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric William Breemen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Vance Williams
Registered Affiliation(s):EDWARD JONES
Robert Charles Mcaleer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert David Siefert
Registered Affiliation(s):MODERA WEALTH MANAGEMENT, LLC
Edward Charles Smith
Registered Affiliation(s):VALOR WEALTH PARTNERS
Timothy Frederick King
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jennifer Catherine Barker
Registered Affiliation(s):CAPTRUST
Alicia Mary Andre
Registered Affiliation(s):MORGAN STANLEY
Daniel Lewis Linnehan
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Treana Marie Lankard
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kris Eric Mason
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Leander Carl Antonio
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Bryan Joong Gillis
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Lisa Mortensen Woods
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Richard John Getty
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Eric John Mccormick
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
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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