Falists

Massachusetts · 26 advisers

Financial Advisors in Waltham, Massachusetts

Looking for a financial advisor in Waltham, Massachusetts? Falists indexes 26 SEC-registered and state-registered investment advisers in Waltham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $212.66B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

26

With website

24

Largest AUM

$212.66B

Financial planning

11

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth19Planning11Trusts14Retirement7Institutional10

Top advisors in Waltham

Ranked by AUM · Fees, team & specialties at a glance

View all 26 →
View all 26 advisors in Waltham

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)Woburn (11)

Common questions

How many financial advisors are in Waltham, Massachusetts?
26 registered investment advisers are listed in our Waltham directory, sourced from public SEC filings.
What types of advisors are in Waltham?
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 Waltham?
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.