Wellesley Investment Advisors, Inc.

Wellesley Investment Advisors, Inc. (CRD# 116176) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,318,970,453 in 1,888 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,319
    MILLION
  • Total Number of Accounts
    1,888
    ACCOUNTS
  • Average Account Value
    $1,228,268
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wellesley Investment Advisors, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
James W. Buckham
CRD#: 5670052
20 William Street, Wellesley, MA 02481
96
Wealthminder
score

James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 7 years of experience in the finance industry.

2
Michael E. Hogan
CRD#: 725951
20 William Street, Wellesley, MA 02481
96
Wealthminder
score

Michael Hogan (CRD# 725951) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 20 years of experience in the finance industry.

3
James A. Wiegel
CRD#: 2678889
20 William Street, Wellesley, MA 02481
96
Wealthminder
score

James Wiegel (CRD# 2678889) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 16 years of experience in the finance industry. James Wiegel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph M. Buscaino
CRD#: 2831483
20 William Street, Suite G-5, Wellesley, MA 02481
93
Wealthminder
score

Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 20 years of experience in the finance industry.

5
Michael T. Cavanaugh
CRD#: 2366179
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Michael Cavanaugh (CRD# 2366179) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 19 years of experience in the finance industry.

6
Thomas J. Curtin
CRD#: 5243482
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Thomas Curtin (CRD# 5243482) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 9 years of experience in the finance industry.

7
Gregory C. Ellms
CRD#: 1314767
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Gregory Ellms (CRD# 1314767) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 31 years of experience in the finance industry.

8
Michael D. Foley
CRD#: 5042262
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 10 years of experience in the finance industry.

9
Alan I. Gray
CRD#: 1061219
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Alan Gray (CRD# 1061219) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 34 years of experience in the finance industry.

10
Eric M. Kellar
CRD#: 2941188
Bedford, NH
93
Wealthminder
score

Eric Kellar (CRD# 2941188) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Bedford, NH and has over 15 years of experience in the finance industry.

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