Financial advisors in Cambridge, MA

115 advisors · page 4 of 4

Sandra Cullen
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Sarah Wheeler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Sean Egan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Sean McSweeney
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Shelter Wein
Financial advisor at Gc Wealth Management RIA, LLC
Gc Wealth Management RIA, LLC · $5.83B AUM
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Sotiria Sgouros
Financial advisor at Gc Wealth Management RIA, LLC
Gc Wealth Management RIA, LLC · $5.83B AUM
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Stanton Green
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Stephanie Casey
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Stephen Saulnier
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Steven Ayers
Financial advisor at Steven Ayers & Company
Steven Ayers & Company · $88.6M AUM
Verified
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Sumit Dhanda
Financial advisor at Viraj Capital, LLC
Viraj Capital, LLC · $846K AUM
Verified
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Theodore Wagenknecht
Financial advisor at Applied Fundamental Research, LLC
Applied Fundamental Research, LLC · $142.9M AUM
Verified
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Thiago Ribeiro
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Thomas Boyle
Financial advisor at Davinci Capital Management Inc.
Davinci Capital Management Inc. · $60.3M AUM
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Thomas Garcia-Meitin
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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Thomas Regan
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Thomas Tucker
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Todd Kobelski
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Tunc Tanin
Financial advisor at Tanin, Tunc
Tanin, Tunc · $15.6M AUM
VerifiedFinancial planning
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Victoria Kim
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Wendy Weiss
Financial advisor at Weiss Financial Advisors, LLC
Weiss Financial Advisors, LLC · $12.3M AUM
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William Grinnell
Financial advisor at Gc Wealth Management RIA, LLC
Gc Wealth Management RIA, LLC · $5.83B AUM
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William Reis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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William Swenson
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Xiao-Xia Zhen
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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.

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Financial advisors in Cambridge, MA.

How this list works

Before you hire an advisor in Cambridge, MA