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
Jeff D Dodd
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Matthew Richard Sherlock
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Linda Anne Park
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
George Edelman Oschman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Leah Barbara Coco
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Roger Alan Segal
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian Wayne Chambers
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Gregory Scott Crissman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Derek Timothy Little
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Derrik Bernd Darling
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Gavin R. Riddle
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Samantha Nichole Cook
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kristen Diane Sides
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Patrick Keefe
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Bartosz Jacek Jusinski
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Tiffany Lynn Myers
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Andrew Herbert Glassman
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael Valentin Carrizales
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Donald S. Swift
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Lacey Odis Patrick Corbett
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Natasha Helen Lessard
Registered Affiliation(s):MORGAN STANLEY
Jason Malcom Pirnie
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Michael Crowley
Registered Affiliation(s):EDWARD JONES
Maureen Elizabeth Igoe
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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