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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 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 registration checks. 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 - April 25, 2025Waltham has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Waltham, Massachusetts have an average of 35 years of experience.
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List of Qualified Retirement Planning Advisors in Waltham, Massachusetts
VERIFIEDSavant 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
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 | 29 Sawyer Road, Waltham, MA, 02453-3483 | $177,031,841,416 | 623075 | 4500 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 2 | 200 5th Avenue, 4th Floor Waltham, MA, 02451 | $13,503,410,000 | 22706 | 424 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 230 3rd Avenue, Suite 6 Waltham, MA, 02451 | $10,768,609,767 | 6390 | 90 | A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES) |
| 4 | 1000 Winter Street, Waltham, MA, 02451 | $7,496,279,525 | 19 | 38 | A percentage of AUM, Performance Based |
| 5 | 1075 Main Street, Suite 320 Waltham, MA, 02451 | $7,442,603,913 | 48 | 52 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 404 Wyman Street, Suite 460, Waltham, MA, 02451 | $3,098,868,810 | 98 | 20 | A percentage of AUM, Performance Based |
| 7 | Watermill Center, 800 South Street, Suite 600 Waltham, MA, 02453 | $2,503,397,523 | 508 | 23 | A percentage of AUM, Performance Based |
| 8 | 1075 Main Street Suite 200, Waltham, MA, 02451 | $1,709,196,789 | 737 | 18 | A percentage of AUM, Fixed fees |
| 9 | 500 Totten Pond Road, Suite 630 Waltham, MA, 02451 | $1,423,429,267 | 7 | 15 | A percentage of AUM, Performance Based |
| 10 | 51 Sawyer Road, Suite 600 Waltham, MA, 02453 | $962,185,638 | 2054 | 15 | A percentage of AUM, Hourly charges |
| 11 | 203 Crescent Street, Suite 404 Waltham, MA, 02453 | $885,437,302 | 1679 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 230 Third Avenue, Waltham, MA, 02451 | $638,765,621 | 1035 | 15 | A percentage of AUM, Hourly charges, Other (RETAINERS) |
| 13 | Bay Colony Corporate Center, 950 Winter Street North, Suite 4100 Waltham, MA, 02451 | $606,399,680 | 827 | 11 | A percentage of AUM, Fixed fees |
| 14 | 230 Third Avenue. Fl. 6, Waltham, MA, 02451 | $561,353,710 | 6 | 12 | A percentage of AUM, Performance Based |
| 15 | 800 South Street, Suite 200 Waltham, MA, 02453 | $436,734,194 | 4 | 12 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Waltham, Massachusetts
QualificationsFirm CRD# 8032
Assets Under Management $177,031,841,416
No. Of Clients623075
Clients Per Financial Advisor138
COMMONWEALTH FINANCIAL NETWORK is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $177B assets under management, the firm specializes in crafting personalized retirement planning solutions for 623075 clients. The team consists of 4500 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 284656
Assets Under Management $13,503,410,000
No. Of Clients22706
Clients Per Financial Advisor54
INTEGRATED WEALTH CONCEPTS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22706 clients. The team consists of 424 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 152802
Assets Under Management $10,768,609,767
No. Of Clients6390
Clients Per Financial Advisor71
BALLENTINE PARTNERS is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6390 clients. The team consists of 90 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 156729
Assets Under Management $7,496,279,525
No. Of Clients19
Clients Per Financial Advisor1
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 19 clients. The team consists of 38 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 vehicles
QualificationsFirm CRD# 108468
Assets Under Management $7,442,603,913
No. Of Clients48
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 48 clients. The team consists of 52 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107745
Assets Under Management $3,098,868,810
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 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 152145
Assets Under Management $2,503,397,523
No. Of Clients508
Clients Per Financial Advisor22
WINDROSE ADVISORS 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 508 clients. The team consists of 23 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 300282
Assets Under Management $1,709,196,789
No. Of Clients737
Clients Per Financial Advisor41
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 737 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
QualificationsFirm CRD# 168670
Assets Under Management $1,423,429,267
No. Of Clients7
Clients Per Financial Advisor0
OLD IRONSIDES ENERGY, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105336
Assets Under Management $962,185,638
No. Of Clients2054
Clients Per Financial Advisor137
O'BRIEN WEALTH PARTNERS LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2054 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 120766
Assets Under Management $885,437,302
No. Of Clients1679
Clients Per Financial Advisor84
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $885M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1679 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 163986
Assets Under Management $638,765,621
No. Of Clients1035
Clients Per Financial Advisor69
MONTIS FINANCIAL, LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $639M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 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
- Other (RETAINERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 110836
Assets Under Management $606,399,680
No. Of Clients827
Clients Per Financial Advisor75
EXCALIBUR MANAGEMENT CORP is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $606M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 clients. The team consists of 11 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 171462
Assets Under Management $561,353,710
No. Of Clients6
Clients Per Financial Advisor1
PROSPECT HILL GROWTH PARTNERS, L.P. is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $561M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 12 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 vehicles
QualificationsFirm CRD# 162337
Assets Under Management $436,734,194
No. Of Clients4
Clients Per Financial Advisor0
HLM MANAGEMENT CO., LLC is a financial advisory firm situated in Waltham, Massachusetts. With a nearly $437M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 12 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 vehicles
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Looking for more choices? Use our free match service to compare retirement planners serving your area.