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Find The Best Financial Advisors in Cambridge, Massachusetts
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Cambridge, Massachusetts
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Cambridge, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Cambridge, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Cambridge, Massachusetts have an average of 33 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Cambridge, Massachusetts
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Top Financial Advisor Firms in Cambridge, Massachusetts (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GENERAL CATALYST 20 University Rd., 4th Floor Cambridge, MA, 02138-5185 | 162548 | $24,802,764,311 | 31 | A Percentage of AUM, Other (CARRIED INTEREST) |
| BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. 314 Main Street, 15th Floor Cambridge, MA, 2142 | 304477 | $6,808,396,479 | 7 | A Percentage of AUM, Performance Based |
| EQUITY RESOURCE INVESTMENTS, LLC 1280 Massachusetts Ave, Ste 4 Cambridge, MA, 2138 | 161186 | $1,385,754,612 | 106 | Performance Based, Other (A PERCENTAGE OF INVESTED CAPITAL) |
| CLARUS VENTURES, LLC 314 Main St, 15th Floor Cambridge, MA, 2142 | 160980 | $1,359,869,363 | 9 | A Percentage of AUM, Performance Based |
| PINNEY & SCOFIELD, INC. 22 Hilliard Street, Cambridge, MA, 02138-4922 | 105365 | $576,278,052 | 1158 | A Percentage of AUM, Hourly charges |
| FAYERWEATHER MANAGEMENT, LLC 5 Revere Street, Cambridge, MA, 2138 | 187517 | $457,872,293 | 2 | A Percentage of AUM, Performance Based |
| CATALYTIC WEALTH MANAGEMENT 20 University Road, 4th Floor Cambridge, MA, 2138 | 327269 | $282,886,929 | 192 | A Percentage of AUM, Fixed Fees, Performance Based |
| NINTH ETERNITY ASSET MANAGEMENT LLC 1 Broadway, Cambridge, MA, 2412 | 306985 | $197,907,593 | 2 | A Percentage of AUM, Performance Based |
| APPLIED FUNDAMENTAL RESEARCH, LLC 50 Church Street, 5th Floor Cambridge, MA, 2138 | 167645 | $168,129,096 | 11 | A Percentage of AUM, Performance Based |
| ETRE LLC 135 Garden Street, Cambridge, MA, 02138-6721 | 121355 | $141,719,562 | 54 | A Percentage of AUM |
| IRONSIDES PARTNERS LLC 1 Mifflin Place, Suite 400 Cambridge, MA, 2138 | 157278 | $27,114,222 | 1 | A Percentage of AUM, Performance Based |
| DATALIGN One Kendall Square, B2201 Cambridge, MA, 2139 | 317004 | $0 | 0 | Other (REFERRAL FEES) |
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