Best Financial Advisors in WALTHAM, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WALTHAM
GRANAHAN INVESTMENT MANAGEMENT LLC
WALTHAM, MA · Since 1985
SEAMANS CAPITAL MANAGEMENT, LLC
WALTHAM, MA · Since 2002
WEBSTER EQUITY PARTNERS, L.P.
WALTHAM, MA · Since 2012
SAVVI FINANCIAL LLC
WALTHAM, MA · Since 2013
PENSION & WEALTH MANAGEMENT ADVISORS
WALTHAM, MA · Since 2020
POLEN CAPITAL CLO MANAGEMENT, LLC
WALTHAM, MA · Since 2024
POLEN CAPITAL CREDIT, LLC
WALTHAM, MA · Since 1997
EXCALIBUR MANAGEMENT CORP
WALTHAM, MA · Since 1991
WINDROSE ADVISORS LLC
WALTHAM, MA · Since 2009
BALLENTINE PARTNERS
WALTHAM, MA · Since 2010
HLM MANAGEMENT CO., LLC
WALTHAM, MA · Since 2021
MONTIS FINANCIAL, LLC
WALTHAM, MA · Since 2012
PROSPECT HILL GROWTH PARTNERS, L.P.
WALTHAM, MA · Since 2015
INTEGRATED WEALTH CONCEPTS LLC
WALTHAM, MA · Since 2016
FOSTER DYKEMA CABOT & PARTNERS, LLC
WALTHAM, MA · Since 2019
OLD IRONSIDES ENERGY, LLC
WALTHAM, MA · Since 2013
COMMONWEALTH FINANCIAL NETWORK
WALTHAM, MA · Since 1992
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 WALTHAM?
The median advisory fee in WALTHAM, MA is 0.95% of assets under management per year, based on Form ADV filings from 17 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.