Massachusetts · 66 advisers
Financial Advisors in Cambridge, Massachusetts
Looking for a financial advisor in Cambridge, Massachusetts? Falists indexes 66 SEC-registered and state-registered investment advisers in Cambridge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 54 firms list a website you can visit directly. Firms in this directory manage up to $45.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
66
With website
54
Largest AUM
$45.50B
Financial planning
9
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Cambridge
Ranked by AUM · Fees, team & specialties at a glance
GENERAL CATALYST
Cambridge, MA
AUM
$45.50B
Team
68 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-234-7000
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
Cambridge, MA
AUM
$13.19B
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-949-2200
GC WEALTH MANAGEMENT RIA, LLC
Cambridge, MA
AUM
$5.83B
Team
34 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-234-7000
VALENCE8
Cambridge, MA
AUM
$1.88B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
508-281-9208
EQUITY RESOURCE INVESTMENTS, LLC
Cambridge, MA
AUM
$1.34B
Team
21 advisors
Clients
—
Fees
Performance-based fees; A PERCENTAGE OF INVESTED CAPITAL
617-876-4800
PINNEY & SCOFIELD, INC.
Cambridge, MA
AUM
$858.7M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
617-492-6223
CLARUS VENTURES, LLC
Cambridge, MA
AUM
$805.6M
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-949-2200
NINTH ETERNITY ASSET MANAGEMENT LLC
Cambridge, MA
AUM
$238.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
508-638-8199
APPLIED FUNDAMENTAL RESEARCH, LLC
Cambridge, MA
AUM
$142.9M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-360-7176
EAST HORIZON INVESTMENTS
Cambridge, MA
AUM
$63.5M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
617 4012704
KENDALL WEALTH LLC
Cambridge, MA
AUM
$62.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617-945-2371
DAVINCI CAPITAL MANAGEMENT INC.
Cambridge, MA
AUM
$40.2M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
617-354-3222
TANIN, TUNC
Cambridge, MA
AUM
$15.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
781-974-2137
ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC
Cambridge, MA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
857-201-2700
More cities in Massachusetts
Common questions
- How many financial advisors are in Cambridge, Massachusetts?
- 66 registered investment advisers are listed in our Cambridge directory, sourced from public SEC filings.
- What types of advisors are in Cambridge?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Cambridge?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.