Company lists · Data refreshed September 2026

Top 18 Senior financial planning firms based in Waltham, United States

Name: Senior financial planning firms based in Waltham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 25 companies tracked

RevenueBase identified 25 company matches for senior financial planning firms associated with Waltham, United States as of September 2026 and tracks 180 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Waltham has 25.

This list covers company matches for senior financial planning firms associated with Waltham, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

25Companies

180Contacts tracked

105Verified emails

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The 18 largest senior financial planning firms based in Waltham, United States

Ranked by team size

Top 18 of 25 company matches for senior financial planning firms based in Waltham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Argent Wealth Management, LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1992.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Montis Financial	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	24 contacts →
	Exact match “Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Pension & Wealth Management Advisors	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “Pension & Wealth Management Advisors (PWMA) is a boutique financial services firm specializing in wealth management, M&A and investment advisory services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Atlantic Planning Group, LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	14 contacts →
	Exact match “Atlantic Planning Group has over two decades of experience in wealth management, building custom-made financial plans and solutions with a high level of competency and integrity…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Sensible Financial Planning And Management	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “We founded Sensible Financial® Planning and Management in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	KSP Financial	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “KSP Financial was founded on a passion for finance and for people.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Foster Dykema Cabot & Partners	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Financial stewards for over 50 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Katz, Nannis Solomon, P.C	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	51-200	11 contacts →
	Exact match “Large enough?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	O'brien Wealth Partners LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “At O’Brien Wealth Partners we go beyond traditional wealth management to nurture the kind of financial wellbeing that promotes a more fulfilling life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Wealth Planning Resources, LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Providing Comprehensive Independent Financial Advice” Since 1993, we have connected financial solutions to our clients’ life goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Prowealth LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Financial guidance that’s right for the times.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Birch Financial Partners	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Let us focus on your financials while you focus on the things you love!” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Boston Retirement Group	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “At Boston Retirement Group, our mission is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	4 Point Financial	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “David F.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	JW Insurance And Financial Services	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Jing Wang with JW Insurance and Financial Services provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	River Financial Group, LLC	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Most people avoid financial and estate planning like they avoid going to the dentist.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Savvi Wealth Partners	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “SAVVI Wealth Partners (SWP) is a financial life planning firm that focuses on helping you design your best life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Mission Park Capital	Exact match	Waltham, MA, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Plan for Tomorrow.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 25 senior financial planning firms based in Waltham, United States

See the full list, filter by size, metro and specialty, and access 105 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Waltham, United States at a glance

As of Sep 22, 2026

58.3%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Waltham, so it is reported there. Company counts and contact totals on this page are exact for Waltham, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Waltham, United States whose business descriptions match “senior financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 105 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Senior financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Waltham, United States?

RevenueBase identified 25 company matches for senior financial planning firms associated with Waltham, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Argent Wealth Management, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Waltham has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 105 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.