WINDROSE ADVISORS LLC - Financial Advisor in Massachusetts, Waltham

Tel: (617) 421-1750 Watermill Center 800 South Street, Suite 600 Waltham, Massachusetts 02453

About WINDROSE ADVISORS LLC

WINDROSE ADVISORS LLC is a Waltham, Massachusetts based financial advisory firm with nearly $2,503,397,523 in assets under management and provides investment advisory services for 508 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

152145

Firm SEC#:

801-70859

Assets Under Management:

$2,503,397,523

No. of Clients:

508

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Massachusetts?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Massachusetts, Waltham

FirmCRD#:152802

SEC#:801-71062

No. of Advisors:90

No. of Clients:6390

AUM:$10,768,609,767

FirmCRD#:156729

SEC#:801-74188

No. of Advisors:38

No. of Clients:19

AUM:$7,496,279,525

FirmCRD#:108468

SEC#:801-55001

No. of Advisors:52

No. of Clients:48

AUM:$7,442,603,913

FirmCRD#:107745

SEC#:801-23705

No. of Advisors:20

No. of Clients:98

AUM:$3,098,868,810

FirmCRD#:300282

SEC#:801-114693

No. of Advisors:18

No. of Clients:737

AUM:$1,709,196,789

FirmCRD#:168670

SEC#:801-78440

No. of Advisors:15

No. of Clients:7

AUM:$1,423,429,267

FirmCRD#:105336

SEC#:801-31201

No. of Advisors:15

No. of Clients:2054

AUM:$962,185,638

FirmCRD#:120766

SEC#:801-64149

No. of Advisors:20

No. of Clients:1679

AUM:$885,437,302

FirmCRD#:163986

SEC#:801-76534

No. of Advisors:15

No. of Clients:1035

AUM:$638,765,621

FirmCRD#:110836

SEC#:801-39935

No. of Advisors:11

No. of Clients:827

AUM:$606,399,680

FirmCRD#:171462

SEC#:801-88194

No. of Advisors:12

No. of Clients:6

AUM:$561,353,710

FirmCRD#:162337

SEC#:801-122521

No. of Advisors:12

No. of Clients:4

AUM:$436,734,194

FirmCRD#:309546

SEC#:801-119016

No. of Advisors:8

No. of Clients:398

AUM:$301,257,567

FirmCRD#:169196

SEC#:801-78753

No. of Advisors:18

No. of Clients:207

AUM:$35,947,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BALLENTINE PARTNERS

152802

801-71062

6390

$10,768,609,767

WEBSTER EQUITY PARTNERS, L.P.

156729

801-74188

$7,496,279,525

POLEN CAPITAL CREDIT, LLC

108468

801-55001

$7,442,603,913

GRANAHAN INVESTMENT MANAGEMENT LLC

107745

801-23705

$3,098,868,810

FOSTER DYKEMA CABOT & PARTNERS, LLC

300282

801-114693

737

$1,709,196,789

OLD IRONSIDES ENERGY, LLC

168670

801-78440

$1,423,429,267

O'BRIEN WEALTH PARTNERS LLC

105336

801-31201

2054

$962,185,638

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

120766

801-64149

1679

$885,437,302

MONTIS FINANCIAL, LLC

163986

801-76534

1035

$638,765,621

EXCALIBUR MANAGEMENT CORP

110836

801-39935

827

$606,399,680

PROSPECT HILL GROWTH PARTNERS, L.P.

171462

801-88194

$561,353,710

HLM MANAGEMENT CO., LLC

162337

801-122521

$436,734,194

PENSION & WEALTH MANAGEMENT ADVISORS

309546

801-119016

398

$301,257,567

SAVVI FINANCIAL LLC

169196

801-78753

207

$35,947,000

Explore More Financial Advisor Firms in Waltham, Massachusetts >>