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Find Top Financial Advisors in Cambridge, Massachusetts

Cambridge, Massachusetts, celebrated for its prestigious educational institutions and history, has a population of 117,950 residents. Given this city's cost of living, which is 73% greater than the national average, it may be wise to work with a financial advisor to optimize your finances. Many financial advisors and financial advisory firms in Cambridge offer guidance and support to individuals like you to manage and grow their wealth, all while keeping your best interest in mind. With WiserAdvisor's online directory of ranked financial advisors, you can find and connect with a qualified and pre-screened financial advisor that meets your specific requirements. The vetted advisors listed below can help you make informed decisions about your finances, minimize risk, and maximize your investments over time in Cambridge, Massachusetts.

Finding the Top Financial Advisor in Cambridge, Massachusetts

Last Updated - November 28, 2023

Cambridge has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These financial advisors in Cambridge, Massachusetts have an average of 27 years of experience.

NOTE: The list of vetted financial advisors in Cambridge, Massachusetts mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Cambridge, Massachusetts.

Qualified Financial Advisors in Cambridge, Massachusetts

Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
ALLWORTH FINANCIAL
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based
Jonathan Straus
CSNA (Certified Special Needs Advisor)
COMMONS CAPITAL
254 Second Avenue, Suite 130,
Needham, MA 02494
24 Years $24,000,000,000 $25,000,000 Fee-Based
Josh Darwin
REGAL FINANCIAL
669 South St,
Needham, MA 02492
30 Years Not Specified $10,000,000 Fee-Based

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Information on Qualified Financial Advisors in Cambridge, Massachusetts

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 800 South Street Suite 350,
Waltham,
MA
02453
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 254 Second Avenue, Suite 130,
Needham,
MA
02494
Phone Number 617-431-5155

Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America  three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.

About Commons Capital

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important  you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2153443
Firm CRD# 125004
Series 63, 65

Compensation/Fee Fee-Based


Office Location 669 South St,
Needham,
MA
02492
Phone Number 617-281-2721

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

About Regal Financial

Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Customer Reviews

Top Financial Advisor Firms in Cambridge, Massachusetts (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
GENERAL CATALYST
20 University Rd., 4th Floor, Cambridge, MA 02138-5185
125 36 $33,324,337,785
A percentage of AUM, Other (CARRIED INTEREST)
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
345 Main Street, 15th Floor, Cambridge, MA 2142
27 7 $6,583,957,217
A percentage of AUM, Performance Based
FAYERWEATHER MANAGEMENT, LLC
138 Mt. Auburn Street, Cambridge, MA 2138
3 3 $2,935,000,000
A percentage of AUM, Performance Based
MPM ASSET MANAGEMENT LLC
450 Kendall Street, Cambridge, MA 2142
50 18 $1,695,048,827
A percentage of AUM, Other (CARRIED INTEREST)
CLARUS VENTURES, LLC
345 Main St, 15th Floor, Cambridge, MA 2142
27 9 $1,588,588,913
A percentage of AUM, Performance Based
EQUITY RESOURCE INVESTMENTS, LLC
1280 Massachusetts Ave, Ste 4, Cambridge, MA 2138
22 107 $1,410,150,559
Performance Based, Other (A PERCENTAGE OF INVESTED CAPITAL)
PINNEY & SCOFIELD, INC.
22 Hilliard Street, Cambridge, MA 02138-4922
4 1133 $664,829,088
A percentage of AUM, Hourly charges
APPLIED FUNDAMENTAL RESEARCH, LLC
50 Church Street, 5th Floor, Cambridge, MA 2138
5 11 $240,867,393
A percentage of AUM, Performance Based
HM CLIPPER MANAGEMENT, LTD.
151 Mt Auburn St, Cambridge, MA 2138
4 1 $199,350,000
A percentage of AUM, Performance Based
NINTH ETERNITY ASSET MANAGEMENT LLC
1 Broadway, Cambridge, MA 2412
5 2 $192,290,522
A percentage of AUM, Performance Based
ETRE LLC
135 Garden Street, Cambridge, MA 02138-6721
3 51 $132,277,251
A percentage of AUM
TAXBRIDGE FINANCIAL GROUP INC
678 Mass. Ave, Suite 203, Cambridge, MA 02139-3355
2 48 $120,145,000
A percentage of AUM, Hourly charges
IRONSIDES PARTNERS LLC
1 Mifflin Place, Suite 400, Cambridge, MA 2138
3 5 $60,998,019
A percentage of AUM, Performance Based
CRIMSON VENTURES, LTD.
151 Mt Auburn St, Cambridge, MA 2138
4 8 $35,240,000
A percentage of AUM, Performance Based
DATALIGN
One Kendall Square, B2201, Cambridge, MA 2139
9 0 $0
Other (REFERRAL FEES)

    List of Additional Advisors in Cambridge, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2285 Massachusetts Ave, Ste 206, Cambridge, MA  02140 617-354-0904
    822 Somerville Ave, Suite 2, Cambridge, MA  02140 833-373-1955
    30 Brattle St, Cambridge, MA  02138 617-868-4930
    141 Portland Street, Cambridge, MA  02139 617-374-1552
    30 Brattle St, Cambridge, MA  02138 617-696-1141
    30 Brattle St, Cambridge, MA  02138 617-354-3943
    80 Fawcett Street, Suite 421, Cambridge, MA  02138 781-521-3717
    1692 Massachusetts Ave, Cambridge, MA  02138 617-491-1190
    30 Brattle Street Cambridge MA, Cambridge, MA  02138 617-960-1940
    616 Main Street, Cambridge, MA  02139 617-234-2238

      Frequently Asked Questions

      Financial advisors in Massachusetts offer multiple financial services to help their clients including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial service you are looking for.

      When you are ready to choose a financial advisor in Massachusetts, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Massachusetts. To learn more, read the guide on choosing the best financial advisor.

      How much a financial advisor charges for their services in Massachusetts depends on the type and scope of services they provide. Some advisors charge approx. 1% of assets under management (AUM), while others may charge an hourly rate or fixed fee of approx. $7,500 and above. It is important to clarify the advisor's fee structure upfront and to understand any potential hidden costs or fees. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

      Often the terms financial advisor and financial planner are used to indicate the same financial professional, but they are slightly different. Financial advisor is a generic and expansive term used for a professional who helps and assists in managing your finances. They provided a vast spectrum of services such as the purchase of stocks, creating investment strategies, managing portfolios etc., depending upon the needs of an individual. On the other hand, a financial planner is a qualified financial professional who works with companies and individuals to create a holistic plan with an aim to save, invest, and grow their clients money. A planner evaluates and analyzes the clients current situation and makes appropriate recommendations to meet their financial goals. Financial planners also hold credentials like CFP or CFA and are obligated to act in the client's best interests. To learn more, read on about the differences between financial advisors and financial planners.

      While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Massachusetts can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.

      The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.

      In Massachusetts, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as having licenses and credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Additionally, check if the advisor is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Massachusetts Securities Division. Lastly, consider their experience, reputation, and client testimonials to gauge their track record of delivering quality financial advice and services. To further explore a specific financial advisor's qualifications, click the "View Full Profile" button of each advisor listed in the directory above.

      A financial advisor in Massachusetts can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.