Financial advisors in Waltham, MA: 2026 report
1,231 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Waltham, MA hold 1,231 ranked entries. Financial advisors have the most, with 529.
Key numbers for Waltham
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
1,231
ranked entries by RFA Score, in 5 specialty lists
7,706
specialty listings serving the city; a firm counts once per specialty
4.7
median of the specialties’ median Google ratings
Advisor specialties in Waltham, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 529 | 3,080 | 4.7 | 11 |
| Financial planners | 381 | 2,256 | 4.5 | 15 |
| Investment advisors | 199 | 1,379 | 4.7 | 9 |
| Wealth managers | 95 | 807 | 5.0 | 7 |
| Stockbrokers | 27 | 184 | 5.0 | 4 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Waltham, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Waltham, MA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/waltham-ma-financial-advisors-2026, data as of November 9, 2026.
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