Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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
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.
Fee-Based, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
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.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GENERAL CATALYST 20 University Rd., 4th Floor Cambridge, MA, 02138-5185 | $24,802,764,311 | 31 | 160 | A Percentage of AUM, Other (CARRIED INTEREST) |
2 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. 314 Main Street, 15th Floor Cambridge, MA, 2142 | $6,808,396,479 | 7 | 25 | A Percentage of AUM, Performance Based |
3 | EQUITY RESOURCE INVESTMENTS, LLC 1280 Massachusetts Ave, Ste 4 Cambridge, MA, 2138 | $1,385,754,612 | 106 | 23 | Performance Based, Other (A PERCENTAGE OF INVESTED CAPITAL) |
4 | CLARUS VENTURES, LLC 314 Main St, 15th Floor Cambridge, MA, 2142 | $1,359,869,363 | 9 | 25 | A Percentage of AUM, Performance Based |
5 | PINNEY & SCOFIELD, INC. 22 Hilliard Street, Cambridge, MA, 02138-4922 | $576,278,052 | 1158 | 4 | A Percentage of AUM, Hourly charges |
6 | FAYERWEATHER MANAGEMENT, LLC 5 Revere Street, Cambridge, MA, 2138 | $457,872,293 | 2 | 3 | A Percentage of AUM, Performance Based |
7 | CATALYTIC WEALTH MANAGEMENT 20 University Road, 4th Floor Cambridge, MA, 2138 | $282,886,929 | 192 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
8 | NINTH ETERNITY ASSET MANAGEMENT LLC 1 Broadway, Cambridge, MA, 2412 | $197,907,593 | 2 | 5 | A Percentage of AUM, Performance Based |
9 | APPLIED FUNDAMENTAL RESEARCH, LLC 50 Church Street, 5th Floor Cambridge, MA, 2138 | $168,129,096 | 11 | 6 | A Percentage of AUM, Performance Based |
10 | ETRE LLC 135 Garden Street, Cambridge, MA, 02138-6721 | $141,719,562 | 54 | 3 | A Percentage of AUM |
11 | IRONSIDES PARTNERS LLC 1 Mifflin Place, Suite 400 Cambridge, MA, 2138 | $27,114,222 | 1 | 3 | A Percentage of AUM, Performance Based |
12 | DATALIGN One Kendall Square, B2201 Cambridge, MA, 2139 | $0 | 0 | 12 | Other (REFERRAL FEES) |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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