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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 4 vetted financial advisors and 20 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 22 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 | $161,852,722,626 | 540172 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP 1000 Winter Street, Suite 4500- Bay Colony Corporate Center Waltham, MA, 2451 | 160066 | $11,359,117,000 | 4 | A percentage of AUM, Performance Based |
| BALLENTINE PARTNERS 230 Third Avenue, Suite 6 Waltham, MA, 2451 | 152802 | $10,519,787,346 | 5251 | A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES) |
| POLEN CAPITAL CREDIT, LLC 1075 Main Street, Suite 320 Waltham, MA, 2451 | 108468 | $8,324,319,966 | 46 | A percentage of AUM, Fixed fees, Performance Based, Other (PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY) |
| INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor Waltham, MA, 2451 | 284656 | $7,826,047,500 | 27886 | A percentage of AUM, Hourly charges, Fixed fees |
| WEBSTER EQUITY PARTNERS, LLC 1000 Winter Street, Waltham, MA, 2451 | 156729 | $6,732,804,791 | 11 | A percentage of AUM, Performance Based |
| RIVER AND MERCANTILE LLC 130 Turner St., Suite 510 Waltham, MA, 2453 | 126765 | $6,427,000,000 | 72 | A percentage of AUM, Hourly charges, Fixed fees |
| GRANAHAN INVESTMENT MANAGEMENT LLC 404 Wyman Street, Suite 460, Waltham, MA, 2451 | 107745 | $4,968,486,424 | 92 | A percentage of AUM, Performance Based |
| WINDROSE ADVISORS LLC Watermill Center, 800 South Street, Suite 600 Waltham, MA, 2453 | 152145 | $2,475,166,409 | 102 | A percentage of AUM, Performance Based |
| OLD IRONSIDES ENERGY, LLC 500 Totten Pond Road, Suite 630 Waltham, MA, 2451 | 168670 | $1,917,356,441 | 6 | A percentage of AUM, Performance Based |
| FOSTER DYKEMA CABOT & PARTNERS, LLC 1075 Main Street Suite 200, Waltham, MA, 2451 | 300282 | $1,728,179,603 | 705 | A percentage of AUM, Fixed fees |
| PROSPECT HILL GROWTH PARTNERS, L.P. 500 Totten Pond Rd. Fl. 6, Waltham, MA, 2451 | 171462 | $1,131,438,504 | 8 | A percentage of AUM, Performance Based |
| MONTIS FINANCIAL, LLC 230 Third Avenue, Third Floor Waltham, MA, 2451 | 163986 | $748,200,000 | 1170 | A percentage of AUM, Hourly charges, Other (RETAINERS) |
| SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC 203 Crescent Street, Suite 404 Waltham, MA, 2453 | 120766 | $730,719,027 | 1568 | A percentage of AUM, Hourly charges, Fixed fees |
| HLM MANAGEMENT CO., LLC 800 South Street, Suite 620 Waltham, MA, 2453 | 162337 | $507,359,501 | 6 | A percentage of AUM, Performance Based |
Additional Financial Advisors in Waltham, Massachusetts
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Anthony D Marken Inquire with Anthony | 303 Wyman St, Ste 290 Waltham, MA 02451 | 781-996-3026 |
| Kevin Daley Inquire with Kevin | 303 Wyman St, Ste 290 Waltham, MA 02451 | 781-996-3026 |
| Melissa Indelicato Inquire with Melissa | 230 2nd Ave, Ste 120 Waltham, MA 02451 | 781-622-9900 |
| Stephen Coffey Inquire with Stephen | 230 2nd Ave, Ste 120 Waltham, MA 02451 | 781-622-9900 |
| Tim Daley Inquire with Tim | 303 Wyman St, Ste 290 Waltham, MA 02451 | 781-996-3026 |
| Stanley David, Agent Inquire with Stanley | 201 Jones Rd, 5th Floor Waltham, MA 02451 | 781-392-1745 |
| Lincoln Investment Inquire with Lincoln | 95 Sawyer Road, Suite 430 Waltham, MA 02453 | 781-647-3050 |
| Hirokazu (Hiro) Onuma, ChFC , RICP ,CLTC Inquire with Hirokazu | 201 Jones Road, 5th Floor Waltham, MA 02451 | 781-398-9131 |
| Paul Cuomo Inquire with Paul | 716 Main St, Waltham, MA 02451 | 781-680-0143 |
| Zachary Leighton Inquire with Zachary | 716 Main Street, Waltham, MA 02451 | 781-736-0213 |
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