Best Financial Advisors in CAMBRIDGE, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CAMBRIDGE
ETRE LLC
CAMBRIDGE, MA · Since 2022
APPLIED FUNDAMENTAL RESEARCH, LLC
CAMBRIDGE, MA · Since 2021
NINTH ETERNITY ASSET MANAGEMENT LLC
CAMBRIDGE, MA · Since 2022
DATALIGN
CAMBRIDGE, MA · Since 2021
PINNEY & SCOFIELD, INC.
CAMBRIDGE, MA · Since 1985
CLARUS VENTURES, LLC
CAMBRIDGE, MA · Since 2019
EQUITY RESOURCE INVESTMENTS, LLC
CAMBRIDGE, MA · Since 2012
GENERAL CATALYST
CAMBRIDGE, MA · Since 2019
FAYERWEATHER MANAGEMENT, LLC
CAMBRIDGE, MA · Since 2016
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
CAMBRIDGE, MA · Since 2019
VALENCE8
CAMBRIDGE, MA · Since 2021
GC WEALTH MANAGEMENT RIA, LLC
CAMBRIDGE, MA · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CAMBRIDGE?
The median advisory fee in CAMBRIDGE, MA is 0.95% of assets under management per year, based on Form ADV filings from 12 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.