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Find The Best Financial Advisors in Waltham, 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 Waltham, Massachusetts
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Waltham, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 19 non-vetted financial advisors in Waltham, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Waltham, Massachusetts have an average of 35 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 Waltham, Massachusetts
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Top Financial Advisor Firms in Waltham, Massachusetts (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA, 02453-3483 | 8032 | $177,031,841,416 | 623075 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor Waltham, MA, 02451 | 284656 | $13,503,410,000 | 22706 | A percentage of AUM, Hourly charges, Fixed fees |
| BALLENTINE PARTNERS 230 3rd Avenue, Suite 6 Waltham, MA, 02451 | 152802 | $10,768,609,767 | 6390 | A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES) |
| WEBSTER EQUITY PARTNERS, L.P. 1000 Winter Street, Waltham, MA, 02451 | 156729 | $7,496,279,525 | 19 | A percentage of AUM, Performance Based |
| POLEN CAPITAL CREDIT, LLC 1075 Main Street, Suite 320 Waltham, MA, 02451 | 108468 | $7,442,603,913 | 48 | A percentage of AUM, Fixed fees, Performance Based |
| GRANAHAN INVESTMENT MANAGEMENT LLC 404 Wyman Street, Suite 460, Waltham, MA, 02451 | 107745 | $3,098,868,810 | 98 | A percentage of AUM, Performance Based |
| WINDROSE ADVISORS LLC Watermill Center, 800 South Street, Suite 600 Waltham, MA, 02453 | 152145 | $2,503,397,523 | 508 | A percentage of AUM, Performance Based |
| FOSTER DYKEMA CABOT & PARTNERS, LLC 1075 Main Street Suite 200, Waltham, MA, 02451 | 300282 | $1,709,196,789 | 737 | A percentage of AUM, Fixed fees |
| OLD IRONSIDES ENERGY, LLC 500 Totten Pond Road, Suite 630 Waltham, MA, 02451 | 168670 | $1,423,429,267 | 7 | A percentage of AUM, Performance Based |
| O'BRIEN WEALTH PARTNERS LLC 51 Sawyer Road, Suite 600 Waltham, MA, 02453 | 105336 | $962,185,638 | 2054 | A percentage of AUM, Hourly charges |
| SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC 203 Crescent Street, Suite 404 Waltham, MA, 02453 | 120766 | $885,437,302 | 1679 | A percentage of AUM, Hourly charges, Fixed fees |
| MONTIS FINANCIAL, LLC 230 Third Avenue, Waltham, MA, 02451 | 163986 | $638,765,621 | 1035 | A percentage of AUM, Hourly charges, Other (RETAINERS) |
| EXCALIBUR MANAGEMENT CORP Bay Colony Corporate Center, 950 Winter Street North, Suite 4100 Waltham, MA, 02451 | 110836 | $606,399,680 | 827 | A percentage of AUM, Fixed fees |
| PROSPECT HILL GROWTH PARTNERS, L.P. 230 Third Avenue. Fl. 6, Waltham, MA, 02451 | 171462 | $561,353,710 | 6 | A percentage of AUM, Performance Based |
| HLM MANAGEMENT CO., LLC 800 South Street, Suite 200 Waltham, MA, 02453 | 162337 | $436,734,194 | 4 | A percentage of AUM, Performance Based |
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