24 financial advisors & firms and 2 insurance agents verified near Cambridge, MA โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $859M AUM
CRD 105365 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $217M AUM
CRD 121355 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $1.3B AUM
CRD 161186 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $45.5B AUM
CRD 162548 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $143M AUM
CRD 167645 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $290M AUM
CRD 187517 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $846k AUM
CRD 304730 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser ยท $5.8B AUM
CRD 327269 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02138 ยท Registered investment adviser
CRD 329233 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02140 ยท Registered investment adviser
CRD 340483 ยท verify at the regulator
RIA firm ยท Somerville, MA 02144 ยท Registered investment adviser ยท $198M AUM
CRD 312132 ยท verify at the regulator
RIA firm ยท Somerville, MA 02144 ยท Registered investment adviser ยท $225M AUM
CRD 324485 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02139 ยท Registered investment adviser ยท $16M AUM
CRD 170512 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02139 ยท Registered investment adviser
CRD 317004 ยท verify at the regulator
RIA firm ยท Boston, MA 02135 ยท Registered investment adviser ยท $12.2B AUM
CRD 112332 ยท verify at the regulator
RIA firm ยท Watertown, MA 02472 ยท Registered investment adviser
CRD 291073 ยท verify at the regulator
RIA firm ยท Belmont, MA 02478 ยท Registered investment adviser ยท $127M AUM
CRD 130421 ยท verify at the regulator
RIA firm ยท Belmont, MA 02478 ยท Registered investment adviser
CRD 322809 ยท verify at the regulator
RIA firm ยท Brookline, MA 02446 ยท Registered investment adviser ยท $14M AUM
CRD 312627 ยท verify at the regulator
RIA firm ยท Brookline, MA 02446 ยท Registered investment adviser ยท $7M AUM
CRD 315955 ยท verify at the regulator
RIA firm ยท Brookline, MA 02446 ยท Registered investment adviser
CRD 333941 ยท verify at the regulator
RIA firm ยท Cambridge, MA 02141 ยท Registered investment adviser ยท $40M AUM
CRD 46897 ยท verify at the regulator
RIA firm ยท Boston, MA 02216 ยท Registered investment adviser ยท $232M AUM
CRD 284192 ยท verify at the regulator
RIA firm ยท Boston, MA 02215 ยท Registered investment adviser ยท $30.2B AUM
CRD 295103 ยท verify at the regulator
Insurance ยท Allstate ยท Newton, MA ยท Home, auto, life in Newton
Insurance ยท Allstate ยท Newton Center, MA 02459 ยท Home, auto, life in Newton Center
Verified advisors and insurance agents in the places closest to Cambridge, MA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.