Top 10 advisors in Cambridge
We’ve curated a list of the best financial advisors in Cambridge, take a look at it below
Find an advisor in Cambridge| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $24,802,764,311 | 160 advisors | ||
| 2 | $6,808,396,479 | 25 advisors | ||
| 3 | $1,385,754,612 | 23 advisors | ||
| 4 | $1,359,869,363 | 25 advisors | ||
| 5 | $1,000,426,129 | 16 advisors | ||
| 6 | $163,423,014 | 6 advisors | ||
| 7 | $100,178,119 | 2 advisors | ||
| 8 | $27,114,222 | 3 advisors | ||
| 9 | $6,514,994 | 7 advisors | ||
| 10 | $224,000 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Cambridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cambridge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. General Catalyst
Assets under management
$24,802,764,311
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Blackstone Life Sciences Advisors L.l.c.
Assets under management
$6,808,396,479
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Equity Resource Investments, LLC
Assets under management
$1,385,754,612
Fee structure
Performance-based fees
A PERCENTAGE OF INVESTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Clarus Ventures, LLC
Assets under management
$1,359,869,363
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Catalytic Wealth Management
Assets under management
$1,000,426,129
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Applied Fundamental Research, LLC
Assets under management
$163,423,014
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Taxbridge Financial Group Inc
Assets under management
$100,178,119
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Ironsides Partners LLC
Assets under management
$27,114,222
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Cognitive Investments LLC
Assets under management
$6,514,994
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Sagewell Investment Advisors, LLC
Assets under management
$224,000
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.