Best Financial Advisors in WALTHAM, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WALTHAM
GRANAHAN INVESTMENT MANAGEMENT LLC
WALTHAM, MA · Since 1985
WEBSTER EQUITY PARTNERS, L.P.
WALTHAM, MA · Since 2012
SEAMANS CAPITAL MANAGEMENT, LLC
WALTHAM, MA · Since 2002
SAVVI FINANCIAL LLC
WALTHAM, MA · Since 2013
POLEN CAPITAL CLO MANAGEMENT, LLC
WALTHAM, MA · Since 2024
INTEGRATED WEALTH CONCEPTS LLC
WALTHAM, MA · Since 2016
PENSION & WEALTH MANAGEMENT ADVISORS
WALTHAM, MA · Since 2020
WINDROSE ADVISORS LLC
WALTHAM, MA · Since 2009
BALLENTINE PARTNERS
WALTHAM, MA · Since 2010
POLEN CAPITAL CREDIT, LLC
WALTHAM, MA · Since 1997
MONTIS FINANCIAL, LLC
WALTHAM, MA · Since 2012
EXCALIBUR MANAGEMENT CORP
WALTHAM, MA · Since 1991
FOSTER DYKEMA CABOT & PARTNERS, LLC
WALTHAM, MA · Since 2019
HLM MANAGEMENT CO., LLC
WALTHAM, MA · Since 2021
PROSPECT HILL GROWTH PARTNERS, L.P.
WALTHAM, MA · Since 2015
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 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 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.