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
Address: 245 Summer Street, V2a, Boston, MA 02210
Clients: 978,618
Average Clients per Advisor: 72
AUM: $ 652.5B
CAMBRIDGE ASSOCIATES, LLC
CRD#: 104942
Address: 125 High Street, Boston, MA 02110-2112
AUM: $ 276.0B
GW&K INVESTMENT MANAGEMENT, LLC
CRD#: 121942
Address: 222 Berkeley Street 15th Floor, Boston, MA 02116
AUM: $ 46.8B
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258
Address: 888 Boylston Street Suite 1010, Boston, MA 02199
Clients: 201
Average Clients per Advisor: 5
AUM: $ 29.0B
THE COLONY GROUP, LLC
CRD#: 159289
Address: One Boston Place 11th Floor 201 Washington Street, Boston, MA, 02108
Clients: 1,262
Average Clients per Advisor: 5
AUM: $ 18.8B
SVB WEALTH
CRD#: 172832
Address: One Federal Street 30th Floor, Boston, MA 02110
Clients: 1,353
Average Clients per Advisor: 10
AUM: $ 14.8B
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
Michael Adam Applegate
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Tony Scott Dolan
Registered Affiliation(s):STRATEGIC ADVISERS LLC
James Michael Strate
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jesse Glenn Davis
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Rex Anthony Ennis Iozzo
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
John Mcphee
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Devin Christopher Condron
Registered Affiliation(s):MORGAN STANLEY
Patrick J Malone
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lindsay Marie Pazdan
Registered Affiliation(s):MORGAN STANLEY
Jonathan Harris Loer
Registered Affiliation(s):RENAISSANCE WEALTH ADVISORS, LLC
Michael Edward Carlson
Registered Affiliation(s):PINNACLE PRIVATE WEALTH, LLC
Brian Richard Dudley
Registered Affiliation(s):PINNACLE PRIVATE WEALTH, LLC
Kimberly Ann Carroll
Registered Affiliation(s):EDWARD JONES
Daniel P Mcgovern III
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Meredith E Lopez
Registered Affiliation(s):STRATEGIC ADVISERS LLC
James Matthew Orr
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
David Roger Dettmer
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Thomas Wood
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Edward Mcbride Harris
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Woo Fong
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Anthony E Psikarakis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Thornley
Registered Affiliation(s):LPL FINANCIAL LLC
George Woerdeman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Clancy
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
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.
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