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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Cambridge
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
8
non-vetted advisors in your local area. These financial advisors in
Cambridge, Massachusetts
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Cambridge, Massachusetts
mentioned below do 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 |
| Josh Darwin
REGAL FINANCIAL 669 South St, Needham, MA 02492 |
30 | Not Specified | $100,000.00 | Fee-Based |
| Rich Testa
CFP®, RIA TESTA ASSOCIATES 181 Worcester Street, Natick, MA 01760 |
22 | $17000000 | Not Specified | Fee-Based |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
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.
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
Qualifications
CRD# 3152207
Firm CRD# 39543
Series 7, 63, 66 SIE
Compensation/Fee Fee-Based, Based on Assets
Office Location
181 Worcester Street,
Natick,
MA
01760
Phone Number
508-655-2410
I believe that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. Beginning with a get-to-know-you meeting in which we will have a relaxed conversation as we get to know you and you, in turn, get to know us. We will ask you to prioritize your financial goals. We'll then set up a second meeting to suggest options and strategies that can help you meet those goals. At the end of this process, you can decide whether you want to work with us. There is no charge for these initial meetings. Should you decide we are a good fit, we will develop a plan we think will work for you and your financial needs, and we will meet again to refine it and fine-tune it for you. We will never fit you into a preformatted template. And we will never suggest or charge you for services you don't need. Our relationship does not end with the development of your financial plan. We will meet with you regularly to make sure the plan continues to meet your financial needs, both before and after you retire.
At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms. The plan we develop with your input typically will include some of the following investment vehicles: Mutual Funds, Stocks, Bonds, Insurance and Annuity Products, IRAs (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products: Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 293420
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6 Felton Ln,
West Newbury,
MA
01985
Phone Number
978-775-1287
We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Cambridge, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| GENERAL CATALYST
20 University Rd. , 4th Floor, Cambridge, MA 02138-5185 |
$33,324,337,785 | 36 |
A percentage of AUM Other (CARRIED INTEREST) |
| BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
345 Main Street , 15th Floor, Cambridge, MA 2142 |
$6,583,957,217 | 7 |
A percentage of AUM Performance Based |
| FAYERWEATHER MANAGEMENT, LLC
138 Mt. Auburn Street, Cambridge, MA 2138 |
$2,935,000,000 | 3 |
A percentage of AUM Performance Based |
| MPM ASSET MANAGEMENT LLC
450 Kendall Street, Cambridge, MA 2142 |
$1,695,048,827 | 18 |
A percentage of AUM Other (CARRIED INTEREST) |
| CLARUS VENTURES, LLC
345 Main St , 15th Floor, Cambridge, MA 2142 |
$1,588,588,913 | 9 |
A percentage of AUM Performance Based |
| EQUITY RESOURCE INVESTMENTS, LLC
1280 Massachusetts Ave , Ste 4, Cambridge, MA 2138 |
$1,410,150,559 | 107 |
Performance Based Other (A PERCENTAGE OF INVESTED CAPITAL) |
| PINNEY & SCOFIELD, INC.
22 Hilliard Street, Cambridge, MA 02138-4922 |
$664,829,088 | 1133 |
A percentage of AUM Hourly charges |
| APPLIED FUNDAMENTAL RESEARCH, LLC
50 Church Street , 5th Floor, Cambridge, MA 2138 |
$240,867,393 | 11 |
A percentage of AUM Performance Based |
| HM CLIPPER MANAGEMENT, LTD.
151 Mt Auburn St, Cambridge, MA 2138 |
$199,350,000 | 1 |
A percentage of AUM Performance Based |
| NINTH ETERNITY ASSET MANAGEMENT LLC
1 Broadway, Cambridge, MA 2412 |
$192,290,522 | 2 |
A percentage of AUM Performance Based |
| ETRE LLC
135 Garden Street, Cambridge, MA 02138-6721 |
$132,277,251 | 51 |
A percentage of AUM |
| TAXBRIDGE FINANCIAL GROUP INC
678 Mass. Ave , Suite 203, Cambridge, MA 02139-3355 |
$120,145,000 | 48 |
A percentage of AUM Hourly charges |
| IRONSIDES PARTNERS LLC
1 Mifflin Place , Suite 400, Cambridge, MA 2138 |
$60,998,019 | 5 |
A percentage of AUM Performance Based |
| CRIMSON VENTURES, LTD.
151 Mt Auburn St, Cambridge, MA 2138 |
$35,240,000 | 8 |
A percentage of AUM Performance Based |
| DATALIGN
One Kendall Square , B2201, Cambridge, MA 2139 |
$0 | 0 | Other (REFERRAL FEES) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Johanna Schulman Inquire with Johanna |
2285 Massachusetts Ave, Ste 206, Cambridge, MA 02140 | 617-354-0904 |
| Alexander Samaras Inquire with Alexander |
822 Somerville Ave, Suite 2, Cambridge, MA 02140 | 833-373-1955 |
| Blake Mahoney Inquire with Blake |
30 Brattle St, Cambridge, MA 02138 | 617-868-4930 |
| Christopher Maynard Inquire with Christopher |
141 Portland Street, Cambridge, MA 02139 | 617-374-1552 |
| Grace Lee Inquire with Grace |
30 Brattle St, Cambridge, MA 02138 | 617-696-1141 |
| Peter Coley Inquire with Peter |
30 Brattle St, Cambridge, MA 02138 | 617-354-3943 |
| Dolly Amaya Inquire with Dolly |
80 Fawcett Street, Suite 421, Cambridge, MA 02138 | 781-521-3717 |
| Edward Jones Inquire with Edward |
1692 Massachusetts Ave, Cambridge, MA 02138 | 617-491-1190 |
Grow your AUM with pre-qualified leads!
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