Financial advisers in Waltham, MA
17 registered investment adviser firms in Waltham managing $276.1B in assets, based on public SEC Form ADV filings.
Commonwealth Financial Network
Waltham, MA · Est. 1992
- AUM
- $212.7B
- Per adviser
- $80M
- Advisers
- 2,650
No reported disclosures
Integrated Wealth Concepts LLC
Waltham, MA · Est. 2016
- AUM
- $18.9B
- Per adviser
- $39M
- Advisers
- 491
No reported disclosures
Ballentine Partners
Waltham, MA · Est. 2010
- AUM
- $15.3B
- Per adviser
- $176M
- Advisers
- 87
No reported disclosures
Webster Equity Partners, L.P.
Waltham, MA · Est. 2012
- AUM
- $10.3B
- Per adviser
- $469M
- Advisers
- 22
No reported disclosures
Polen Capital Credit, LLC
Waltham, MA · Est. 1997
- AUM
- $6.1B
- Per adviser
- $219M
- Advisers
- 28
No reported disclosures
Windrose Advisors LLC
Waltham, MA · Est. 2009
- AUM
- $2.7B
- Per adviser
- $334M
- Advisers
- 8
No reported disclosures
Granahan Investment Management LLC
Waltham, MA · Est. 1985
- AUM
- $2.4B
- Per adviser
- $295M
- Advisers
- 8
No reported disclosures
Foster Dykema Cabot & Partners, LLC
Waltham, MA · Est. 2019
- AUM
- $2.2B
- Per adviser
- $278M
- Advisers
- 8
No reported disclosures
Montis Financial, LLC
Waltham, MA · Est. 2012
- AUM
- $1.3B
- Per adviser
- $79M
- Advisers
- 16
No reported disclosures
Old Ironsides Energy, LLC
Waltham, MA · Est. 2013
- AUM
- $1.2B
- Per adviser
- $202M
- Advisers
- 6
Polen Capital Clo Management, LLC
Waltham, MA · Est. 2024
- AUM
- $808M
- Per adviser
- $29M
- Advisers
- 28
No reported disclosures
Excalibur Management Corp
Waltham, MA · Est. 1991
- AUM
- $712M
- Per adviser
- $102M
- Advisers
- 7
No reported disclosures
Pension & Wealth Management Advisors
Waltham, MA · Est. 2020
- AUM
- $530M
- Per adviser
- $59M
- Advisers
- 9
No reported disclosures
Hlm Management Co., LLC
Waltham, MA · Est. 2021
- AUM
- $411M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Prospect Hill Growth Partners, L.P.
Waltham, MA · Est. 2015
- AUM
- $311M
- Per adviser
- $52M
- Advisers
- 6
No reported disclosures
Seamans Capital Management, LLC
Waltham, MA · Est. 2002
- AUM
- $171M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Savvi Financial LLC
Waltham, MA · Est. 2013
- AUM
- $45M
- Per adviser
- $7M
- Advisers
- 6
No reported disclosures