Firms by city
Registered investment advisers in Waltham, MA
4 SEC-registered advisers headquartered in Waltham, listed by regulatory assets under management as reported on Form ADV.
4 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Commonwealth Equity ServicesCRD 8032 | Waltham, MA | $212.66B | 2,650 | 360,488 |
| Integrated Wealth ConceptsCRD 284656 | Waltham, MA | $23.58B | 491 | 29,848 |
| Ballentine PartnersCRD 152802 | Waltham, MA | $15.32B | 87 | 353 |
| Webster Equity PartnersCRD 156729 | Waltham, MA | $10.31B | 22 | 25 |
Commonwealth Equity ServicesCRD 8032$212.66B
- Headquarters
- Waltham, MA
- Advisory staff
- 2,650
- Clients
- 360,488
Integrated Wealth ConceptsCRD 284656$23.58B
- Headquarters
- Waltham, MA
- Advisory staff
- 491
- Clients
- 29,848
Ballentine PartnersCRD 152802$15.32B
- Headquarters
- Waltham, MA
- Advisory staff
- 87
- Clients
- 353
Webster Equity PartnersCRD 156729$10.31B
- Headquarters
- Waltham, MA
- Advisory staff
- 22
- Clients
- 25
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Waltham on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.