Best Financial Advisors in CAMBRIDGE, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in CAMBRIDGE
ETRE LLC
CAMBRIDGE, MA · Since 2022
APPLIED FUNDAMENTAL RESEARCH, LLC
CAMBRIDGE, MA · Since 2021
DATALIGN
CAMBRIDGE, MA · Since 2021
NINTH ETERNITY ASSET MANAGEMENT LLC
CAMBRIDGE, MA · Since 2022
PINNEY & SCOFIELD, INC.
CAMBRIDGE, MA · Since 1985
EQUITY RESOURCE INVESTMENTS, LLC
CAMBRIDGE, MA · Since 2012
GENERAL CATALYST
CAMBRIDGE, MA · Since 2019
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
CLARUS VENTURES, LLC
CAMBRIDGE, MA · Since 2019
FAYERWEATHER MANAGEMENT, LLC
CAMBRIDGE, MA · Since 2016
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.