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Find Retirement Advisors for Retirement Planning in Cambridge, Massachusetts

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Cambridge, Massachusetts

Last Updated - March 12, 2024

Cambridge has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Cambridge, Massachusetts have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Cambridge, Massachusetts

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Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital

Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Minimum Assets Required
$25,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Josh Darwin
Regal Financial

Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65

Minimum Assets Required
$10,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based

Top 12 Retirement Planning firms in Cambridge, Massachusetts (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GENERAL CATALYST
20 University Rd., 4th Floor
Cambridge, MA, 02138-5185
$24,802,764,31131160
A Percentage of AUM, Other (CARRIED INTEREST)
2
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
314 Main Street, 15th Floor
Cambridge, MA, 2142
$6,808,396,479725
A Percentage of AUM, Performance Based
3
EQUITY RESOURCE INVESTMENTS, LLC
1280 Massachusetts Ave, Ste 4
Cambridge, MA, 2138
$1,385,754,61210623
Performance Based, Other (A PERCENTAGE OF INVESTED CAPITAL)
4
CLARUS VENTURES, LLC
314 Main St, 15th Floor
Cambridge, MA, 2142
$1,359,869,363925
A Percentage of AUM, Performance Based
5
PINNEY & SCOFIELD, INC.
22 Hilliard Street,
Cambridge, MA, 02138-4922
$576,278,05211584
A Percentage of AUM, Hourly charges
6
FAYERWEATHER MANAGEMENT, LLC
5 Revere Street,
Cambridge, MA, 2138
$457,872,29323
A Percentage of AUM, Performance Based
7
CATALYTIC WEALTH MANAGEMENT
20 University Road, 4th Floor
Cambridge, MA, 2138
$282,886,92919216
A Percentage of AUM, Fixed Fees, Performance Based
8
NINTH ETERNITY ASSET MANAGEMENT LLC
1 Broadway,
Cambridge, MA, 2412
$197,907,59325
A Percentage of AUM, Performance Based
9
APPLIED FUNDAMENTAL RESEARCH, LLC
50 Church Street, 5th Floor
Cambridge, MA, 2138
$168,129,096116
A Percentage of AUM, Performance Based
10
ETRE LLC
135 Garden Street,
Cambridge, MA, 02138-6721
$141,719,562543
A Percentage of AUM
11
IRONSIDES PARTNERS LLC
1 Mifflin Place, Suite 400
Cambridge, MA, 2138
$27,114,22213
A Percentage of AUM, Performance Based
12
DATALIGN
One Kendall Square, B2201
Cambridge, MA, 2139
$0012
Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Cambridge, Massachusetts

QualificationsFirm CRD# 162548

Assets Under Management $24,802,764,311

No. Of Clients31

Clients Per Financial Advisor0

GENERAL CATALYST is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 160 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 304477

Assets Under Management $6,808,396,479

No. Of Clients7

Clients Per Financial Advisor0

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 161186

Assets Under Management $1,385,754,612

No. Of Clients106

Clients Per Financial Advisor5

EQUITY RESOURCE INVESTMENTS, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (A PERCENTAGE OF INVESTED CAPITAL)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 160980

Assets Under Management $1,359,869,363

No. Of Clients9

Clients Per Financial Advisor0

CLARUS VENTURES, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 105365

Assets Under Management $576,278,052

No. Of Clients1158

Clients Per Financial Advisor290

PINNEY & SCOFIELD, INC. is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1158 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 187517

Assets Under Management $457,872,293

No. Of Clients2

Clients Per Financial Advisor1

FAYERWEATHER MANAGEMENT, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 327269

Assets Under Management $282,886,929

No. Of Clients192

Clients Per Financial Advisor12

CATALYTIC WEALTH MANAGEMENT is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 306985

Assets Under Management $197,907,593

No. Of Clients2

Clients Per Financial Advisor0

NINTH ETERNITY ASSET MANAGEMENT LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 167645

Assets Under Management $168,129,096

No. Of Clients11

Clients Per Financial Advisor2

APPLIED FUNDAMENTAL RESEARCH, LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 121355

Assets Under Management $141,719,562

No. Of Clients54

Clients Per Financial Advisor18

ETRE LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 157278

Assets Under Management $27,114,222

No. Of Clients1

Clients Per Financial Advisor0

IRONSIDES PARTNERS LLC is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $27M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 317004

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

DATALIGN is a financial advisory firm situated in Cambridge, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (REFERRAL FEES)

Financial Planning Services

  • Selection of Other Advisors
View Full Profile

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