AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Firm Leaderboard
AdvisorCheck > By State > Massachusetts > Boston

Top Financial Advisors in Boston, Massachusetts

Finding the right financial advisor in Boston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Boston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Boston, MA.

Find the Best Financial Advisor Firms in Boston:

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CRD#: 288590

RIA

Address: 245 Summer Street, V2a, Boston, MA 02210

Clients: 978,618

Average Clients per Advisor: 72

AUM: $ 652.5B

Find an Advisor

CAMBRIDGE ASSOCIATES, LLC

CRD#: 104942

RIA

Address: 125 High Street, Boston, MA 02110-2112

AUM: $ 276.0B

Find an Advisor

GW&K INVESTMENT MANAGEMENT, LLC

CRD#: 121942

RIA

Address: 222 Berkeley Street 15th Floor, Boston, MA 02116

AUM: $ 46.8B

Find an Advisor

SCS CAPITAL MANAGEMENT LLC

CRD#: 122258

RIA

Address: 888 Boylston Street Suite 1010, Boston, MA 02199

Clients: 201

Average Clients per Advisor: 5

AUM: $ 29.0B

Find an Advisor

THE COLONY GROUP, LLC

CRD#: 159289

RIA

Address: One Boston Place 11th Floor 201 Washington Street, Boston, MA, 02108

Clients: 1,262

Average Clients per Advisor: 5

AUM: $ 18.8B

Find an Advisor

SVB WEALTH

CRD#: 172832

RIA

Address: One Federal Street 30th Floor, Boston, MA 02110

Clients: 1,353

Average Clients per Advisor: 10

AUM: $ 14.8B

Find an Advisor

How We Chose the Top Financial Advisors in Boston, Massachusetts

To create this list of top financial advisor firms in Boston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Boston has to offer.

Search Financial Advisors in Boston, Massachusetts

Name or CRD#
Location:
Firm name (optional)
Scott Michael Talbot

Scott Michael Talbot

Scott Talbot
IAR
RR
CRD#: 2499753
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Brian Arthur Loria

Brian Arthur Loria

Brian A Loria, Brian Loria
IAR
RR
CRD#: 2501116
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Angie Hembrick Garris

Angie Hembrick Garris

Angela H Garris, Angela Hembrick Garris, Angie Garris, Denise Garris, Angela Hembrick
IAR
RR
CRD#: 2501351
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Cary Brent Truelove

Cary Brent Truelove

IAR
RR
CRD#: 2515162
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Gregory Christopher Basillio

Gregory Christopher Basillio

Greg Basillio, Gregory Basillio
IAR
RR
CRD#: 2515552
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Deborah M Blaine Binney

Deborah M Blaine Binney

Deborah Marie Blaine
IAR
RR
CRD#: 2516135
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Michael Andrew Moceri

Michael Andrew Moceri

IAR
RR
CRD#: 2522549
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Trey Harold Solomon

Trey Harold Solomon

H Trey Solomon, Harold Trey Solomon, Trey H Solomon, Trey Trey Solomon
IAR
RR
CRD#: 2539818
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Margaret Sandfria Hale

Margaret Sandfria Hale

Sandy Hale
IAR
RR
CRD#: 2544777
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Craig Martin Wulff

Craig Martin Wulff

IAR
RR
CRD#: 2544804
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
John Phillip Spivey

John Phillip Spivey

IAR
RR
CRD#: 2813279
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
J. Andrew Andrew Frazee

J. Andrew Andrew Frazee

Drew Andrew Frazee, Drew Frazee, J. Andrew Frazee, John Andrew Frazee
IAR
RR
CRD#: 2818482
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Michael Francis Blasi

Michael Francis Blasi

IAR
RR
CRD#: 2818487
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Ralph Langdon Boss

Ralph Langdon Boss

Ralph Langdon Boss Ii, Ralph Langdon Ii Boss
IAR
RR
CRD#: 2821785
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Lauren Marie Dale

Lauren Marie Dale

Lauren Marie Castellano
IAR
RR
CRD#: 2828235
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Scott Allen Henry

Scott Allen Henry

IAR
RR
CRD#: 2830926
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Byron J. Thresher

Byron J. Thresher

Byron Joseph Thresher
IAR
RR
CRD#: 3127306
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Concord, NH

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
28 years registered
Jessica Nichole Maloy

Jessica Nichole Maloy

IAR
RR
CRD#: 4753136
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
22 years registered
Tom M. Zientek

Tom M. Zientek

Tom M Zientek
IAR
RR
CRD#: 4761445
CFP®: Certified Financial Planner
Location:
Mason, OH

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
22 years registered
Errin Michelle Hullum Kelso

Errin Michelle Hullum Kelso

Errin M Hullum Mrs., Errin M Hullum, Errin M Kelso, Errin Michelle Weyland Ms.
IAR
RR
CRD#: 4764776
CFP®: Certified Financial Planner
Location:
Peoria, AZ 85382-3829

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
22 years registered
Alexander T Arinsmier

Alexander T Arinsmier

IAR
RR
CRD#: 5228549
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
20 years registered
Daniel Albert Daglio

Daniel Albert Daglio

Daniel A Daglio
IAR
RR
CRD#: 2516795
Location:
Boston, MA 02110

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Daniel D'agata

Daniel D'agata

Daniel D Agata
IAR
RR
CRD#: 4625072
CFP®: Certified Financial Planner
Location:
Boston, MA 02109

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Joanne Margaret Caruso

Joanne Margaret Caruso

IAR
RR
CRD#: 2432404
Location:
Boston, MA 02116

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered

Latest Blog Articles

Disclaimers

AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter