Cambridge Investment Research Advisors
32yrs
Top advisor by experience in Brookline
Financial advisors in Brookline, MA
Looking for a financial advisor in Brookline, MA? We list 33 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
33Advisors with offices here
8Median years of experience
27%At fee-only firms
22Firms represented
Largest firms here: Merrill (4), Nubian Square Investment Advisors (4), Strategic Advisers (4).
Nearby: Allston, Roxbury, Jamaica Plain, Brighton, Chestnut Hill, Newton Center, Cambridge, Newton.
Hightower Advisors
27yrs
Top 6% by experience in Brookline
Cetera Investment Advisers
26yrs
Top 9% by experience in Brookline
Cannon Beach Financial Advisors
25yrs
Top 12% by experience in Brookline
Collaborative Financial Solutions
24yrs
Top 15% by experience in Brookline
Simansky Investments
24yrs
Top 18% by experience in Brookline
Mendoza Wealth Management
19yrs
Top 21% by experience in Brookline
Santander Securities
18yrs
More experience than 73% of advisors in Brookline
Federated Investment Counseling
18yrs
More experience than 73% of advisors in Brookline
Santander Securities
16yrs
More experience than 70% of advisors in Brookline
MML Investors Services
12yrs
More experience than 67% of advisors in Brookline
LPL Financial
11yrs
More experience than 64% of advisors in Brookline
MAY Hill Capital
11yrs
More experience than 61% of advisors in Brookline
Frec
11yrs
Top advisor by experience at Frec
Vesta Investment Advisors
10yrs
More experience than 52% of advisors in Brookline
Strategic Advisers
10yrs
More experience than 58% of advisors at Strategic Advisers
White Pine Advisory
8yrs
8 years in the industry
Citizens Securities
7yrs
7 years in the industry
Nubian Square Investment Advisors
5yrs
5 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Woodstock Wealth Management
5yrs
5 years in the industry
J.P. Morgan Securities
5yrs
5 years in the industry
Merrill
4yrs
4 years in the industry
Strategic Advisers
4yrs
4 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.