Investment advisers in Waltham, MA
17 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Commonwealth Financial Network | $212.66 billion | 4,200 | 8 |
| Integrated Wealth Concepts LLC | $23.58 billion | 493 | 0 |
| Ballentine Partners | $15.32 billion | 125 | 0 |
| Webster Equity Partners, L.P. | $10.31 billion | 36 | 0 |
| Polen Capital Credit, LLC | $6.13 billion | 46 | 0 |
| Windrose Advisors LLC | $2.67 billion | 23 | 1 |
| Granahan Investment Management LLC | $2.36 billion | 20 | 0 |
| Foster Dykema Cabot & Partners, LLC | $2.22 billion | 21 | 0 |
| Montis Financial, LLC | $1.26 billion | 26 | 0 |
| Old Ironsides Energy, LLC | $1.21 billion | 13 | 4 |
| Polen Capital Clo Management, LLC | $808.4 million | 46 | 0 |
| Excalibur Management Corp | $712.1 million | 12 | 0 |
| Pension & Wealth Management Advisors | $529.8 million | 13 | 0 |
| Hlm Management Co., LLC | $411.4 million | 14 | 0 |
| Prospect Hill Growth Partners, L.P. | $310.6 million | 8 | 0 |
| Seamans Capital Management, LLC | $170.7 million | 9 | 0 |
| Savvi Financial LLC | $44.7 million | 22 | 0 |