Top 10 financial advisors in Boston, MA
We've curated a list of the best financial advisors in Boston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $86,939,587,924 Number of advisors 210 advisors | |||
| 2 | Assets under management $46,233,819,443 Number of advisors 433 advisors | |||
| 3 | Assets under management $42,249,722,749 Number of advisors 91 advisors | |||
| 4 | Assets under management $24,814,144,000 Number of advisors 130 advisors | |||
| 5 | Assets under management $22,372,763,859 Number of advisors 27 advisors | |||
| 6 | Assets under management $16,792,077,162 Number of advisors 51 advisors | |||
| 7 | Assets under management $16,412,619,083 Number of advisors 360 advisors | |||
| 8 | Assets under management $12,143,424,588 Number of advisors 58 advisors | |||
| 9 | Assets under management $9,385,527,023 Number of advisors 35 advisors | |||
| 10 | Assets under management $7,260,059,993 Number of advisors 110 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Boston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Income Research + Management
Income Research + Management (IR+M) is a Boston-based investment adviser firm established in 1987, specializing in managing US fixed income portfolios for various clients, including institutions, foundations, municipalities, private funds, and high net worth individuals. The firm offers both discretionary and non-discretionary investment management services, focusing on US fixed income strategies. IR+M does not participate in wrap fee programs and manages over $108 billion on a discretionary basis as of December 31, 2024. For fee structure, IR+M charges management fees based on factors such as client type, portfolio size, and investment strategy. The firm may waive minimum account sizes at its discretion. As of the date of the brochure, IR+M does not have any performance-based fees in place. The firm follows a disciplined bottom-up investment approach, focusing on credit, structure, and price characteristics in security selection. IR+M's investment philosophy aims to provide attractive returns while managing risks associated with the fixed income market. IR+M does not engage in performance-based fees at present but may consider such arrangements in the future, subject to regulatory requirements. The firm manages portfolios side-by-side for affiliated entities and private investment funds, aiming to treat all portfolios fairly and equally. IR+M's brokerage practices prioritize best execution and broker selection based on factors like financial stability, execution quality, and market expertise. The firm does not have soft dollar relationships and does not use directed brokerage arrangements extensively. Additionally, IR+M has policies in place to address errors, custody arrangements, investment discretion, and voting client securities. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in any bankruptcy proceedings.
$86,939,587,924 under management
210 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Natixis Advisors, LLC
Natixis Advisors, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $46,233,819,443 of assets under management and employs about 433 people. Natixis Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and a percentage of wrap sponsor fees..
$46,233,819,443 under management
433 advisors
Fee structure
A percentage of assets under your management
Fixed fees
A PERCENTAGE OF WRAP SPONSOR FEES.
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Overlay Portfolio Management And Model Research Provider.
Breckinridge Capital Advisors Inc
Breckinridge Capital Advisors Inc is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $42,249,722,749 of assets under management and employs about 91 people. Breckinridge Capital Advisors Inc uses a fee structure of and a percentage of assets under your management.
$42,249,722,749 under management
91 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Scs Capital Management LLC
Scs Capital Management LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $24,814,144,000 of assets under management and employs about 130 people. Scs Capital Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$24,814,144,000 under management
130 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit, Cash Management, And Insurance Solutions
Capital Advisors Group, Inc
Capital Advisors Group, Inc. is an SEC-registered investment adviser specializing in discretionary investment management services for institutional investors and high net worth individuals. Established in 1991 and incorporated in Delaware in 2013, the firm manages approximately $26 billion in assets as of December 31, 2024. Clients receive tailored investment strategies based on proprietary research, focusing on short-term, high-quality fixed income instruments. Fees range from 0.01% to 0.15% annually, calculated based on account size and complexity. The firm may charge a minimum fee of up to $625 per quarter. Clients have investment discretion, with the firm generally having trading authority. Capital Advisors Group offers ESG and Impact strategies, utilizing third-party ESG data and a dealer selection process for diversity. The firm's investment committee determines strategies, while the credit committee approves credits. Clients receive monthly statements and have access to custom reports. The firm does not engage in client referral compensation and urges clients to review custodial statements. Capital Advisors Group exercises discretionary authority in selecting securities for client accounts, ensuring alignment with investment objectives. The firm has no financial commitments impairing its ability to meet client obligations.
$22,372,763,859 under management
27 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Securities And Money Market Fund Consulting And Research.
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $16,792,077,162 of assets under management and employs about 51 people. Longfellow Investment Management Co. LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$16,792,077,162 under management
51 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
The Colony Group, LLC
The Colony Group, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $16,412,619,083 of assets under management and employs about 360 people. The Colony Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and revenue sharing with our affiliate, focus risk solutions.
$16,412,619,083 under management
360 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Tax Prep. Services, Dispute Resolution Services, Family Office Services, Bus. Mgmt. Services, Ins. Solutions
Appleton Partners, Inc.
Appleton Partners, Inc. is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $12,143,424,588 of assets under management and employs about 58 people. Appleton Partners, Inc. uses a fee structure of and a percentage of assets under your management.
$12,143,424,588 under management
58 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Westwood Global Investments
Westwood Global Investments, LLC is an international investment manager founded in 2003 and independently owned by its founding Principals, Meg Reynolds and Bryan Ward. As of December 31, 2024, the firm managed $11.8 billion of assets on a discretionary basis, specializing in investing in both developed and emerging markets equities. The firm offers separately managed and commingled accounts with various strategies and benchmarks, focusing primarily on equities. Westwood is the manager and advisor to several funds, including the WGI Emerging Markets Fund, LLC, and the WGI Global Ex-U.S. Fund, LLC. For separate accounts, the minimum investment is $50 million, while for commingled accounts, it is $10 million. Fees are subject to negotiation, with management fees ranging from 0.55% to 1.20% based on the assets under management. Westwood does not charge performance-based fees and acts with investment discretion, selecting securities in line with clients' stated objectives. The firm's investment philosophy involves a bottom-up approach driven by financial statement analysis, valuations, and a focus on cash flow, earnings growth, and balance sheet strength. Westwood discloses its investment strategies, risk factors, and financial information transparently, ensuring compliance with regulatory requirements. Clients include high net worth individuals, investment companies, and various institutions. The firm's leadership team, including Meg Reynolds, Bryan Ward, Jerry Hsieh, Kevin Stowell, Josh Byrne, and Jarrod Pelletier, brings extensive experience and expertise to the firm's investment management approach.
$9,385,527,023 under management
35 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Tiaa Kaspick, LLC
TIAA Kaspick, LLC, a financial advisor firm based in Boston, was established in 1989 and specializes in providing investment management and gift administration services primarily to charitable organizations. The firm, with $7.26 billion in discretionary assets under management as of December 31, 2022, focuses on managing planned giving programs for charitable organizations, including endowment management and defined benefit plans. TIAA Kaspick's fee structure is based on a percentage of assets under management, with fees payable quarterly in arrears. The firm offers different fee schedules for large planned giving programs, mid-sized planned giving programs, and high-net-worth individuals. TIAA Kaspick does not charge performance-based fees but may invest in mutual funds managed by affiliates of TIAA. The firm follows a multi-asset investment strategy, combining various asset types to manage risk and enhance returns. TIAA Kaspick exercises discretionary investment authority over client accounts and typically votes on client securities unless explicitly retained by the client. The firm has not reported any disciplinary events and has implemented a Code of Ethics to ensure compliance with federal securities laws. Clients receive regular reporting packages and have electronic access to their accounts through the custodian. TIAA Kaspick has custody over client accounts and is subject to an annual surprise examination. The firm selects brokers for client transactions based on best execution practices and may aggregate orders for multiple clients. TIAA Kaspick does not participate in class actions on behalf of clients and has policies in place to manage conflicts of interest related to proxy voting and affiliated funds.
$7,260,059,993 under management
110 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Financial Consulting
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Boston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
ActonAmherstAndoverAuburnBeverlyBraintreeBurlingtonCambridgeCantonCohassetConcordDanversDedhamDuxburyFalmouthFoxboroughFraminghamFranklinGloucesterGreat BarringtonHanoverHinghamHyannisLexingtonLincolnLynnfieldMarlboroughMarshfieldMashpeeMedfieldNatickNeedhamNeedham HeightsNew BedfordNewburyportNewtonNorth AndoverNorthboroughNorth ReadingNorwellNorwoodPlymouthQuincyRocklandSalemSouth EastonSpringfieldStonehamSudburyTopsfieldWakefieldWalthamWaylandWellesleyWellesley HillsWestboroughWestfordWestwoodWinchesterWoburnWorcesterIt's quick and easy to find the right financial advisor for you
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