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Find Retirement Advisors for Retirement Planning in Waltham, 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 Waltham, Massachusetts
Last Updated - December 4, 2024Waltham has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Waltham, Massachusetts have an average of 0 years of experience.
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List of Qualified Retirement Planning Advisors in Waltham, Massachusetts
VERIFIEDAllworth 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJordan Cohne
RICP®
Prudential Advisors
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Waltham, Massachusetts (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA, 02453-3483 | $146,387,007,862 | 585629 | 4300 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | BALLENTINE PARTNERS 230 3rd Avenue, Suite 6 Waltham, MA, 2451 | $9,287,163,956 | 5764 | 89 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES) |
| 3 | MATRIX CAPITAL MANAGEMENT COMPANY, LP 1000 Winter Street, Suite 4500- Bay Colony Corporate Center Waltham, MA, 2451 | $7,609,566,214 | 4 | 30 | A Percentage of AUM, Performance Based |
| 4 | INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor Waltham, MA, 2451 | $7,465,967,800 | 17089 | 178 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | WEBSTER EQUITY PARTNERS, L.P. 1000 Winter Street, Waltham, MA, 2451 | $7,035,475,564 | 16 | 34 | A Percentage of AUM, Performance Based |
| 6 | POLEN CAPITAL CREDIT, LLC 1075 Main Street, Suite 320 Waltham, MA, 2451 | $6,868,442,356 | 46 | 43 | A Percentage of AUM, Fixed Fees, Performance Based, Other (PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY) |
| 7 | AGILIS PARTNERS LLC 130 Turner St., Suite 510 Waltham, MA, 2453 | $6,505,000,000 | 71 | 44 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | GRANAHAN INVESTMENT MANAGEMENT LLC 404 Wyman Street, Suite 460, Waltham, MA, 2451 | $3,326,814,170 | 98 | 19 | A Percentage of AUM, Performance Based |
| 9 | WINDROSE ADVISORS LLC Watermill Center, 800 South Street, Suite 600 Waltham, MA, 2453 | $2,368,437,754 | 137 | 20 | A Percentage of AUM, Performance Based |
| 10 | OLD IRONSIDES ENERGY, LLC 500 Totten Pond Road, Suite 630 Waltham, MA, 2451 | $1,974,966,448 | 6 | 19 | A Percentage of AUM, Performance Based |
| 11 | FOSTER DYKEMA CABOT & PARTNERS, LLC 1075 Main Street Suite 200, Waltham, MA, 2451 | $1,546,147,051 | 705 | 18 | A Percentage of AUM, Fixed Fees |
| 12 | O'BRIEN WEALTH PARTNERS LLC 51 Sawyer Road, Suite 600 Waltham, MA, 2453 | $833,898,354 | 1914 | 15 | A Percentage of AUM, Hourly charges |
| 13 | PROSPECT HILL GROWTH PARTNERS, L.P. 500 Totten Pond Rd. Fl. 6, Waltham, MA, 2451 | $817,024,014 | 6 | 14 | A Percentage of AUM, Performance Based |
| 14 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC 203 Crescent Street, Suite 404 Waltham, MA, 2453 | $705,384,619 | 1731 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | MONTIS FINANCIAL, LLC 230 Third Avenue, Third Floor Waltham, MA, 2451 | $621,000,000 | 1191 | 13 | A Percentage of AUM, Hourly charges, Other (RETAINERS) |
Information on Top Retirement Planning firms in Waltham, Massachusetts
QualificationsFirm CRD# 8032
Assets Under Management $146,387,007,862
No. Of Clients585629
Clients Per Financial Advisor136
COMMONWEALTH FINANCIAL NETWORK is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $146B assets under management, the firm specializes in crafting personalized retirement planning solutions for 585629 clients. The team consists of 4300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 152802
Assets Under Management $9,287,163,956
No. Of Clients5764
Clients Per Financial Advisor65
BALLENTINE PARTNERS is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5764 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PROJECT FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 160066
Assets Under Management $7,609,566,214
No. Of Clients4
Clients Per Financial Advisor0
MATRIX CAPITAL MANAGEMENT COMPANY, LP is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 30 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
QualificationsFirm CRD# 284656
Assets Under Management $7,465,967,800
No. Of Clients17089
Clients Per Financial Advisor96
INTEGRATED WEALTH CONCEPTS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17089 clients. The team consists of 178 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 156729
Assets Under Management $7,035,475,564
No. Of Clients16
Clients Per Financial Advisor0
WEBSTER EQUITY PARTNERS, L.P. is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 34 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
QualificationsFirm CRD# 108468
Assets Under Management $6,868,442,356
No. Of Clients46
Clients Per Financial Advisor1
POLEN CAPITAL CREDIT, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (PERFORMANCE BASED ALLOCATIONS TO AN AFFILIATED ENTITY)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 126765
Assets Under Management $6,505,000,000
No. Of Clients71
Clients Per Financial Advisor2
AGILIS PARTNERS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 107745
Assets Under Management $3,326,814,170
No. Of Clients98
Clients Per Financial Advisor5
GRANAHAN INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 19 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 152145
Assets Under Management $2,368,437,754
No. Of Clients137
Clients Per Financial Advisor7
WINDROSE ADVISORS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 20 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 168670
Assets Under Management $1,974,966,448
No. Of Clients6
Clients Per Financial Advisor0
OLD IRONSIDES ENERGY, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 19 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
QualificationsFirm CRD# 300282
Assets Under Management $1,546,147,051
No. Of Clients705
Clients Per Financial Advisor39
FOSTER DYKEMA CABOT & PARTNERS, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 705 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105336
Assets Under Management $833,898,354
No. Of Clients1914
Clients Per Financial Advisor128
O'BRIEN WEALTH PARTNERS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $834M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1914 clients. The team consists of 15 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
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 171462
Assets Under Management $817,024,014
No. Of Clients6
Clients Per Financial Advisor0
PROSPECT HILL GROWTH PARTNERS, L.P. is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $817M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 14 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
QualificationsFirm CRD# 120766
Assets Under Management $705,384,619
No. Of Clients1731
Clients Per Financial Advisor96
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $705M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1731 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 163986
Assets Under Management $621,000,000
No. Of Clients1191
Clients Per Financial Advisor92
MONTIS FINANCIAL, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1191 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (RETAINERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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