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
Michael James Verroi
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
George Manuel Vazquez
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Marc Stuart Freedman
Registered Affiliation(s):LPL FINANCIAL LLC
Frank C A Botta
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Cynthia Rose Haddad
Registered Affiliation(s):AFFINIA FINANCIAL GROUP, LLC
Robert Taylor Wilson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey I Appelstein
Registered Affiliation(s):MORGAN STANLEY
John Donnelly Curtin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lisa Fitzgerald Lewis
Registered Affiliation(s):MORGAN STANLEY
Justin M King
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Linda Joy Hoffman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Edward Michael Pitts
Registered Affiliation(s):RICHARDSON FINANCIAL SERVICES
Kelly Diane Fox
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregg Helbock
Registered Affiliation(s):EDWARD JONES
Richard Michael Carr
Registered Affiliation(s):CARR FINANCIAL GROUP
Robert William Lancaster
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Edward Christopher Burke
Registered Affiliation(s):LPL FINANCIAL LLC
Dean Michael Cicone
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jeanine Marie Garcia
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Timothy Brackett Nash
Registered Affiliation(s):AEQUITAS INVESTMENT ADVISORS, LLC
Brian Thomas Becker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
H Robert Haberman
Registered Affiliation(s):SANTANDER SECURITIES LLC
Neil Mehra
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
James Michael Lorenz
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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