Massachusetts · 4 advisers
Financial Advisors in Westwood, Massachusetts
Looking for a financial advisor in Westwood, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in Westwood — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $9.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$9.99B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westwood
Ranked by AUM · Fees, team & specialties at a glance
MEKETA INVESTMENT GROUP INC
Westwood, MA
AUM
$9.99B
Team
118 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
781-471-3500
STAGE HARBOR FINANCIAL
Westwood, MA
AUM
$1.10B
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(781) 934-3130
DIVIDEX MANAGEMENT LLC
Westwood, MA
AUM
—
Team
8 advisors
Clients
0
Fees
Performance-based fees; HYBRID FEE BASED ON HISTORICAL RECOVERIES
781-636-5070
WEALTHY CHOICES (R)
Westwood, MA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
781-893-0909 X 238
More cities in Massachusetts
Common questions
- How many financial advisors are in Westwood, Massachusetts?
- 4 registered investment advisers are listed in our Westwood directory, sourced from public SEC filings.
- What types of advisors are in Westwood?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Westwood?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.