Financial advisors in Cambridge, MA

115 advisors · page 1 of 4

Alexandra Essman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Austin Panzera
Financial advisor at Columbia Management Investment Advisers, LLC
Columbia Management Investment Advisers, LLC · $502.4B AUM
CFP®Verified
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Cathleen McKee
Financial advisor at Equita Financial Network, Inc.
Equita Financial Network, Inc. · $391M AUM
CFP®VerifiedFinancial planning
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Christopher Wolfe
Financial advisor at Gc Wealth Management RIA, LLC
Gc Wealth Management RIA, LLC · $5.83B AUM
CFP®VerifiedFinancial planning
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Eric Henderson
Financial advisor at East Horizon Investments
East Horizon Investments · $63.5M AUM
CFP®VerifiedFinancial planning
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Georgi Battocchio
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Goddard
Financial advisor at Pinney & Scofield, Inc.
Pinney & Scofield, Inc. · $858.7M AUM
CFP®VerifiedFinancial planning
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John Miranda
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Mary Evans
Financial advisor at Pinney & Scofield, Inc.
Pinney & Scofield, Inc. · $858.7M AUM
CFP®VerifiedFinancial planning
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Maryanne Gucciardi
Financial advisor at Wealthmind Financial Planning
Wealthmind Financial Planning · $15.5M AUM
CFP®VerifiedFinancial planning
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Matthew Crimmings
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Patrick Monaghan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Richard McGaughey
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Richard Seeley
Financial advisor at Pinney & Scofield, Inc.
Pinney & Scofield, Inc. · $858.7M AUM
CFP®VerifiedFinancial planning
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Thomas Fisher
Financial advisor at Fisher Financial Strategies
Fisher Financial Strategies
CFP®VerifiedFinancial planning
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Abigail Lee
Financial advisor at Gc Wealth Management RIA, LLC
Gc Wealth Management RIA, LLC · $5.83B AUM
VerifiedFinancial planning
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Adam Apt
Financial advisor at Peabody River Asset Management, LLC
Peabody River Asset Management, LLC · $12.9M AUM
VerifiedFinancial planning
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Adam Grenier
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Adam Nowell
Financial advisor at R3i LLC
R3i LLC
VerifiedFinancial planning
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Albert Dobrushkin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Alison Kahl
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Amanda O'dell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Amy Scarborough
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Andres Ayala
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Austin Van Gorder
Financial advisor at Datalign
Datalign
Verified
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Bradley Richardson
Financial advisor at Bradyco Financial
Bradyco Financial · $176.7M AUM
Verified
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Brandon Waltz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Brendan Callahan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brendan Corcoran
Financial advisor at Valence8
Valence8 · $1.88B AUM
Verified
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Brian Burnside
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Cambridge, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Cambridge, MA.

How this list works

Before you hire an advisor in Cambridge, MA