The 10 best financial advisors in Cambridge in 2026

1. 1

   Jake Bayley

   financial planning, investments · team website · 1 advisors · CFA

   42/100
2. 2

   Morris Wealth Management

   investments · team website · CLU

   31/100
3. 3

   Parekh-Haynes Group

   investments · team website · PFP, TEP, CLU

   31/100
4. 4

   The Tennenbaum Wealth Planning Team

   investments · team website · CLU

   31/100
5. 5

   Wesley Cutting

   investments · team website · PFP, CLU

   31/100
6. 6

   Bob Vine

   investments · team website · 1 advisors

   19/100
7. 7

   Brian Inget

   investments · team website · 1 advisors

   19/100
8. 8

   Davian Hart

   investments · team website · 1 advisors

   19/100
9. 9

   Jessica Dailley

   investments · team website · 1 advisors

   19/100
10. 10

    Tim Dailley

    investments · team website · 1 advisors

    19/100

The criteria

Frequently asked questions

Who is the best financial advisor in Cambridge?

On our public criteria, Jake Bayley ranks first in Cambridge, ahead of Morris Wealth Management and Parekh-Haynes Group. The best choice is the firm whose services fit your situation.

How is this ranking built?

Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).

Can a firm pay to rank higher?

No. No firm pays to be listed or for its position.

Ranking recalculated at each register update. A firm can correct its details from its profile. Our method