Financial advisors in Waltham, MA

544 advisors · page 3 of 19

Lisa Lamb
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Lynn Waples
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
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Madeleine Jackson
Financial advisor at UBS Financial Services Inc.
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Maeve Lehman
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Marie St. Clare
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Mark Luhtanen
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Mark Mathers
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Mary Stockton
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Meagan Rogers
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Megan Havey
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Meghan Sullivan
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Michael Baum
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Michelle Soufan
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Nicholas Silva
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Paul Saganey
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Peter McAvinn
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Peter Pastman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Peter Salkins
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Randall Schaible
Financial advisor at Montis Financial, LLC
Montis Financial, LLC · $1.26B AUM
CFP®VerifiedFinancial planning
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Reid Monk
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Richard Davies
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Robert Cummings
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Robert McMahon
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Robert Paone
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Roger Ingwersen
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
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Ryan McManus
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Sean Boylan
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
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Sean Edwards
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Sheila Lawrence
Financial advisor at Ballentine Partners
Ballentine Partners · $15.32B AUM
CFP®VerifiedFinancial planning
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Stephen Carrigg
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Waltham, 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 Waltham, MA.

How this list works

Before you hire an advisor in Waltham, MA