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.
Local has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 25 years of experience.
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
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
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GW & WADE, LLC 93 Worcester Street, 4th Floor Wellesley, MA, 2481 | $8,902,726,024 | 11861 | 87 | A Percentage of AUM, Fixed Fees, Commission Based, Other (12B-1 FEES) |
2 | F L PUTNAM INVESTMENT MANAGEMENT CO. 20 William Street, Suite G40, Wellesley, MA, 2481 | $4,302,700,958 | 4312 | 84 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSETS UNDER ADVISEMENT) |
3 | AMPERSAND CAPITAL PARTNERS 55 William Street, Suite 240 Wellesley, MA, 2481 | $2,800,813,403 | 9 | 31 | A Percentage of AUM, Other (CARRIED INTEREST) |
4 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC 36 Washington Street, Suite 280, Wellesley, MA, 02481-1922 | $2,359,399,566 | 2647 | 19 | A Percentage of AUM, Fixed Fees |
5 | ROSE GROVE CAPITAL MANAGEMENT, LLC 40 Grove Street, Suite 170 Wellesley, MA, 2482 | $1,918,510,441 | 9 | 16 | A Percentage of AUM, Performance Based |
6 | WASHINGTON TRUST ADVISORS 100 William St, Suite 200 Wellesley, MA, 2481 | $1,757,126,043 | 749 | 27 | A Percentage of AUM, Fixed Fees |
7 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 57 River Street, Suite 202 Wellesley, MA, 2481 | $383,506,122 | 496 | 6 | A Percentage of AUM, Fixed Fees |
8 | PEAK FINANCIAL MANAGEMENT INC 93 Worcester Street, Suite 101 Wellesley, MA, 2481 | $367,114,205 | 1357 | 9 | A Percentage of AUM, Hourly charges |
9 | JULEX CAPITAL MANAGEMENT 40 Grove Street, Suite 140 Wellesley, MA, 2482 | $357,107,857 | 1335 | 4 | A Percentage of AUM, Other (% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS) |
10 | ARCTARIS IMPACT INVESTORS 20 William Street, Suite G50 Wellesley, MA, 2481 | $336,450,406 | 7 | 27 | A Percentage of AUM, Performance Based, Other (FIXED INCOME FORMULA FEES / LAUNCH FEE) |
11 | CLAYBROOK CAPITAL, LLC 75 Central Street, 2nd Floor Wellesley, MA, 2482 | $295,788,355 | 74 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | EMPIRICAL ASSET MANAGEMENT, LLC 57 River Street, Suite 301 Wellesley, MA, 2481 | $290,243,469 | 1044 | 11 | A Percentage of AUM, Performance Based |
13 | FAIRFIELD FINANCIAL ADVISORS The Wellesley Office Park, 20 William Street, Ste 260 Wellesley, MA, 2481 | $245,340,747 | 414 | 6 | A Percentage of AUM |
14 | FULHAM & CO 593 Washington Street, Wellesley, MA, 2482 | $242,133,869 | 8 | 13 | Fixed Fees, Performance Based |
15 | STRATEGIC PLANNING GROUP, INC. 57 River Street, #306 Wellesley, MA, 2481 | $172,061,704 | 728 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 105394
Assets Under Management $8,902,726,024
No. Of Clients11861
Clients Per Financial Advisor136
GW & WADE, LLC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11861 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106223
Assets Under Management $4,302,700,958
No. Of Clients4312
Clients Per Financial Advisor51
F L PUTNAM INVESTMENT MANAGEMENT CO. is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4312 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161522
Assets Under Management $2,800,813,403
No. Of Clients9
Clients Per Financial Advisor0
AMPERSAND CAPITAL PARTNERS is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133790
Assets Under Management $2,359,399,566
No. Of Clients2647
Clients Per Financial Advisor139
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2647 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156572
Assets Under Management $1,918,510,441
No. Of Clients9
Clients Per Financial Advisor1
ROSE GROVE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110407
Assets Under Management $1,757,126,043
No. Of Clients749
Clients Per Financial Advisor28
WASHINGTON TRUST ADVISORS is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 749 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316736
Assets Under Management $383,506,122
No. Of Clients496
Clients Per Financial Advisor83
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 496 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110559
Assets Under Management $367,114,205
No. Of Clients1357
Clients Per Financial Advisor151
PEAK FINANCIAL MANAGEMENT INC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $367M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1357 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166053
Assets Under Management $357,107,857
No. Of Clients1335
Clients Per Financial Advisor334
JULEX CAPITAL MANAGEMENT is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1335 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306898
Assets Under Management $336,450,406
No. Of Clients7
Clients Per Financial Advisor0
ARCTARIS IMPACT INVESTORS is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286209
Assets Under Management $295,788,355
No. Of Clients74
Clients Per Financial Advisor25
CLAYBROOK CAPITAL, LLC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155436
Assets Under Management $290,243,469
No. Of Clients1044
Clients Per Financial Advisor95
EMPIRICAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106408
Assets Under Management $245,340,747
No. Of Clients414
Clients Per Financial Advisor69
FAIRFIELD FINANCIAL ADVISORS is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 414 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158374
Assets Under Management $242,133,869
No. Of Clients8
Clients Per Financial Advisor1
FULHAM & CO is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 124855
Assets Under Management $172,061,704
No. Of Clients728
Clients Per Financial Advisor243
STRATEGIC PLANNING GROUP, INC. is a financial advisory firm situated in Wellesley, Massachusetts. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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