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.
Waltham
has
9
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
18
non-vetted advisors in your local area. These financial advisors in
Waltham, Massachusetts
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Waltham, 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
Waltham, Massachusetts.
Qualified Financial Advisors in Waltham, Massachusetts | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Gabriel Goodhope
CFP®, ChFC®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 57 Wells Ave., Suite 31, Newton, MA 02459 |
21 | Not Specified | Not Specified | Fee-Based |
Jared Rubin
CFP®, Certificate in Blockchain and Digital Assets℠ EDELMAN FINANCIAL ENGINES, LLC 25 Burlington Mall Road, Suite 405, Burlington, MA 01803 |
12 | Not Specified | Not Specified | Fee-Based |
Josh Darwin
REGAL FINANCIAL 669 South St, Needham, MA 02492 |
30 | Not Specified | $100,000.00 | Fee-Based |
Bill Coke
THE WILLIAM R. COKE GROUP 50 Rowes Wharf, 4th Floor, Boston, MA 02110 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Bob Andreola
CFP®, Certificate in Blockchain and Digital Assets℠ EDELMAN FINANCIAL ENGINES, LLC 16 Chestnut St., Suite 220, Foxboro, MA 02035 |
26 | Not Specified | Not Specified | Fee-Based |
Adam Wojtkowski
CFP®, CPWA® COPPER BEECH WEALTH GROUP 20 Cabot Boulevard, Suite 300, Mansfield, MA 02048 |
19 | $40,000,000 | 250000 | Fee-Based |
Michael MacLean
CFP® MERCANTILE PRIVATE WEALTH MANAGEMENT 255 Park Ave, STE 1000, Worcester, MA 01609 |
14 | Not Specified | 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 |
Ronald Newton
CFP® EDELMAN FINANCIAL ENGINES, LLC 1000 Bald Hill Road, Suite 5, Warwick, RI 02886 |
37 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4292472
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
57 Wells Ave.,
Suite 31,
Newton,
MA
02459
Phone Number
339-225-4967
I have been helping my clients with their financial planning needs since 2003. I enjoy meeting new people and making a positive difference in their well-being so they can reach the financial goals and rewarding retirement they set out to achieve. Away from work, my wife and I seek out adventures like driving around South Africa, hiking the Dolomites or all things water sports.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5228974
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number
339-234-5600
I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, I'm learning to play guitar.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
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# 1526771
Firm CRD# 79
Series 7, 66
Compensation/Fee Fee-Based
Office Location
50 Rowes Wharf, 4th Floor,
Boston,
MA
02110
Phone Number
617-654-2849
Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgan's vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs. Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies. A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.
Mission With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1924032
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
16 Chestnut St.,
Suite 220,
Foxboro,
MA
02035
Phone Number
508-203-4075
Since 1992, I've been helping my clients achieve an ever-increasing degree of financial independence. As a financial planner, I get to experience a great degree of personal and professional satisfaction assisting people in their pursuit of their financial goals. My free time is filled being with family and friends, hiking, skiing, exercising, and riding my motorcycle.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4803455
Firm CRD# 147923
Series 63, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
20 Cabot Boulevard,
Suite 300,
Mansfield,
MA
02048
Phone Number
508-290-0551
Adam is a native of Worcester and started Copper Beech Wealth Group in February 2022. Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth. To do so, he utilizes a comprehensive approach & incorporates a network of trusted advisors such as accounting, legal, real estate & insurance professionals. Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.
Copper Beech Wealth Groups mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial futureno matter what the markets or your life may bring. YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own. YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
255 Park Ave,
STE 1000,
Worcester,
MA
01609
Phone Number
774-239-1862
As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.
Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 293420
Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly
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
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1000 Bald Hill Road,
Suite 5,
Warwick,
RI
02886
Phone Number
401-262-4986
Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Waltham, Massachusetts (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Commonwealth Financial Network
29 Sawyer Road, Waltham, MA 02453-3483 |
$161,852,722,626 | 540172 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
Ballentine Partners
230 Third Avenue , Suite 6, Waltham, MA 2451 |
$10,519,787,346 | 5251 |
A percentage of AUM Hourly charges Fixed fees Other (PROJECT FEES) |
Integrated Wealth Concepts Llc
200 5th Avenue , 4th Floor, Waltham, MA 2451 |
$7,826,047,500 | 27886 |
A percentage of AUM Hourly charges Fixed fees |
Webster Equity Partners, Llc
1000 Winter Street, Waltham, MA 2451 |
$6,826,811,414 | 12 |
A percentage of AUM Performance Based |
River And Mercantile Llc
130 Turner St. , Suite 510, Waltham, MA 2453 |
$6,755,000,000 | 63 |
A percentage of AUM Hourly charges Fixed fees |
Granahan Investment Management Llc
404 Wyman Street, Suite 460, Waltham, MA 2451 |
$4,968,486,424 | 92 |
A percentage of AUM Performance Based |
Windrose Advisors Llc
Watermill Center , 800 South Street, Suite 600, Waltham, MA 2453 |
$2,475,166,409 | 102 |
A percentage of AUM Performance Based |
Foster Dykema Cabot & Partners, Llc
1075 Main Street Suite 200, Waltham, MA 2451 |
$1,728,179,603 | 705 |
A percentage of AUM Fixed fees |
Montis Financial, Llc
230 Third Avenue , Third Floor, Waltham, MA 2451 |
$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 |
$730,719,027 | 1568 |
A percentage of AUM Hourly charges Fixed fees |
Aspire Wealth Management Corporation
271 Waverly Oaks Road , Suite 200, Waltham, MA 2452 |
$356,796,066 | 1145 |
A percentage of AUM Fixed fees |
The Harvest Group
800 South Street , Suite 200, Waltham, MA 2453 |
$244,009,538 | 918 |
A percentage of AUM Fixed fees |
Savior Wealth
800 South Street , Suite 200, Waltham, MA 2453 |
$194,595,264 | 708 |
A percentage of AUM Performance Based |
Pension & Wealth Management Advisors
800 South Street , Suite 160, Waltham, MA 2453 |
$128,053,975 | 416 |
A percentage of AUM |
Savvi Financial Llc
465 Waverley Oaks Rd , Ste 315, Waltham, MA 02452-8422 |
$27,421,000 | 154 |
A percentage of AUM Fixed fees |
* 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 St, Waltham, MA 02451 | 781-736-0213 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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