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Best Financial Advisors near Waltham, Massachusetts


To help Americans find the best financial advisors in Waltham, Massachusetts, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Waltham, Massachusetts.


1. Ballentine Partners
   (781) 314-1300
230 Third Avenue, Suite 6. Waltham, MA

Ballentine Partners, registered in 2010, manages $7.9 billion for 231 clients.

2. Fiduciary Investment Advisors
   (866) 466-9412
Wellesley Office Park 20 William Street, Suite 165, Wellesley, Massachusetts

Fiduciary Investment Advisors, registered in 2006, manages $5.0 billion for 224 clients.

3. Sensible Financial Planning and Management
   (781) 642-0890
203 Crescent Street, Suite 404. Waltham, MA

Sensible Financial Planning and Management, registered in 2005, manages $535.8 million for 266 clients.

4. The Relaxing Retirement Coach
   (781) 235-7550
Wellesley Office Park, 80 William Street, Suite 260. Wellesley, MA

The Relaxing Retirement Coach, registered in 2008, manages $417.5 million for 270 clients.

5. EPG Incorporated
   (781) 235-2666
60 William Street Wellesley, MA

EPG Incorporated, registered in 1996, manages $2.6 billion for 68 clients.

6. F L Putnam Investment Management Co.
   (800) 344-3435
20 William Street, Suite G40 Wellesley, MA

F L Putnam Investment Management Co., registered in 1984, manages $2.8 billion for 1,145 clients.

7. Fairfield Financial Advisors
   (781) 431-1119
The Wellesley Office Park, 20 William Street, Ste 260. Wellesley, MA

Fairfield Financial Advisors, registered in 1993, manages $214.3 million for 177 clients.

8. Redwood Investments
   (617) 467-3000
One Gateway Center, Suite 802, Suite 802. Newton, MA

Redwood Investments, registered in 2004, manages $2.0 billion for 178 clients.

9. Geller & Lehmann
   (617) 419-1049
775 Commonwealth Avenue, Newton Centre, Massachusetts

Geller & Lehmann, registered in 2012, manages $155.7 million for 57 clients.

10. Windrose Advisors
   (617) 421-1750
Watermill Center, 800 South Street, Suite 600. Waltham, MA

Windrose Advisors, registered in 2009, manages $1.8 billion for 79 clients.

11. Seamans Capital Management
   (781) 890-5225
80 Hayden Ave Suite 110 Lexington, MA

Seamans Capital Management, registered in 2002, manages $68.1 million for 27 clients.

12. Castanea Partners
   (617) 630-2400
Three Newton Executive Park Ste 304 Newton, MA

Castanea Partners, registered in 2012, manages $984.0 million for 6 clients.

13. New England Private Wealth Advisors
   (781) 416-1700
36 Washington Street, Suite 280 Wellesley, MA

New England Private Wealth Advisors, registered in 2005, manages $2.1 billion for 307 clients.

14. Montis Financial
   (781) 541-5057
230 Third Avenue, Third Floor. Waltham, MA

Montis Financial, registered in 2012, manages $613.4 million for 250 clients.

15. Granahan Investment Management
   (781) 890-4412
404 Wyman Street, Suite 460 Waltham, MA

Granahan Investment Management, registered in 1985, manages $2.2 billion for 45 clients.

16. Copeland Capital Management
   (781) 431-6123
62 Walnut St, 3rd Floor, Wellesley, Massachusetts

Copeland Capital Management, registered in 2007, manages $2.4 billion for 1,719 clients.

17. AAFCPAs Wealth Management
   (617) 205-9100
Multiple Locations

AAFCPAs Wealth Management, registered in 2012, manages $300.8 million for 172 clients.

18. Savvi Financial
   (781) 583-7011
465 Waverley Oaks RD, Ste 315. Waltham, MA

Savvi Financial, registered in 2013, manages $13.5 million for 81 clients.

19. Centerpoint Advisors
   (781) 400-1748
175 Highland Avenue, Suite 302. Needham, MA

Centerpoint Advisors, registered in 2011, manages $378.3 million for 410 clients.

20. Centerpoint Advisors
   (781) 400-1748
Multiple Locations

Centerpoint Advisors, registered in 2011, manages $378.3 million for 410 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for Massachusetts


Arlington Heights, Massachusetts Arlington, Massachusetts Belmont, Massachusetts New Town, Massachusetts Nonantum, Massachusetts North Waltham, Massachusetts Waltham, Massachusetts Watertown, Massachusetts Waverley, Massachusetts West Newton, Massachusetts

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