Top 10 advisors in Waltham
We’ve curated a list of the best financial advisors in Waltham, take a look at it below
Find an advisor in Waltham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,609,566,214 | 30 advisors | ||
| 2 | $7,465,967,800 | 178 advisors | ||
| 3 | $7,046,095,527 | 89 advisors | ||
| 4 | $6,868,442,356 | 43 advisors | ||
| 5 | $1,974,966,448 | 19 advisors | ||
| 6 | $982,000,000 | 44 advisors | ||
| 7 | $833,898,354 | 15 advisors | ||
| 8 | $769,315,476 | 20 advisors | ||
| 9 | $664,613,099 | 18 advisors | ||
| 10 | $619,300,000 | 13 advisors |
How we came up with this list
To generate our top financial advisors list in Waltham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waltham. 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. Matrix Capital Management Company, Lp
Assets under management
$7,609,566,214
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Integrated Wealth Concepts LLC
Assets under management
$7,465,967,800
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Ballentine Partners
Assets under management
$7,046,095,527
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PROJECT 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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Polen Capital Credit, LLC
Assets under management
$6,868,442,356
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY
Services offered
Portfolio Management For Investment Companies
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)
Publication Of Periodicals Or Newsletters
5. Old Ironsides Energy, LLC
Assets under management
$1,974,966,448
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Agilis Partners LLC
Assets under management
$982,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
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)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. O'brien Wealth Partners LLC
Assets under management
$833,898,354
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
8. Windrose Advisors LLC
Assets under management
$769,315,476
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
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)
Selection Of Other Advisers
9. Sensible Financial Planning And Management, LLC
Assets under management
$664,613,099
Fee structure
A percentage of assets under your management
Hourly charges
Fixed 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)
Pension Consulting Services
- Not sure which one to choose?Use our smart matching tool
10. Montis Financial, LLC
Assets under management
$619,300,000
Fee structure
A percentage of assets under your management
Hourly charges
RETAINERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.