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)
Andrew John Eaves

Andrew John Eaves

IAR
RR
CRD#: 3157482
Location:
Chatham, MA

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Alison Wheeler Kennedy

Alison Wheeler Kennedy

Alison W Kennedy, Alison Kennedy, Alison Wheeler Kennedy, Alison Louise Wheeler
IAR
RR
CRD#: 3173858
Location:
Sudbury, MA

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Lindsey Maureen Higgins

Lindsey Maureen Higgins

Lindsey Maureen Wortman
IAR
RR
CRD#: 2511969
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Chris M. Maddock

Chris M. Maddock

Chris M Maddock, Chris Maddock, Christopher M Maddock
IAR
RR
CRD#: 4442354
CFP®: Certified Financial Planner
Location:
Beavercreek, OH 45440-1491

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
24 years registered
Jane Anne Vesoulis

Jane Anne Vesoulis

Jane Anne Loftus, Jane L Vesoulis
IAR
RR
CRD#: 4496603
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Christopher Keith Mata

Christopher Keith Mata

IAR
RR
CRD#: 4517465
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Andrew Creig Flessel

Andrew Creig Flessel

IAR
RR
CRD#: 4520633
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Mark Gentry Littlewood

Mark Gentry Littlewood

IAR
RR
CRD#: 4592614
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
24 years registered
Martin Andrew Ghiringhelli

Martin Andrew Ghiringhelli

IAR
RR
CRD#: 4485159
CFP®: Certified Financial Planner
Location:
Norwell, MA 02061

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
John Toffling Tritle

John Toffling Tritle

IAR
RR
CRD#: 4555390
CFP®: Certified Financial Planner
Location:
Norwell, MA 02061-1641

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Daniel Edward Bonin

Daniel Edward Bonin

IAR
RR
CRD#: 4505405
CFP®: Certified Financial Planner
Location:
North Attleboro, MA 02760

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Patrice Helen Pellegrini

Patrice Helen Pellegrini

Patrice Helen Mariano
IAR
RR
CRD#: 3143801
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
26 years registered
Christopher J Thompson

Christopher J Thompson

IAR
RR
CRD#: 3173464
Location:
Ashburn, VA 20147-5940

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
27 years registered
Thomas John O'connor

Thomas John O'connor

Thomas John O Connor, Thomas J O'connor Iv, Thomas John O'connor Iv, Thomas J Oconnor, Thomas John Oconnor Iv, Thomas John Oconnor, Thomas John Iv Oconnor
IAR
RR
CRD#: 3235250
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
26 years registered
Mark Thornton Little

Mark Thornton Little

Mark T Little
PR
CRD#: 3246751
Location:
Boston, MA 02210

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Kristen Lee Coyne

Kristen Lee Coyne

Kristen L Coyne, Kristen Coyne, Kristen L. Stearns, Kristen Stearns
IAR
RR
CRD#: 4050654
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
27 years registered
Sandra Yvo Webster

Sandra Yvo Webster

Sandra Baker, Sandra Yvonne Webster
PR
CRD#: 4062883
Location:
Boston, MA 02210

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Thomas Richard Proctor

Thomas Richard Proctor

PR
CRD#: 4071229
Location:
Boston, MA 02210

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Zeljka Kulusic

Zeljka Kulusic

Zeljka Kulusic-Saric, Zeljka Rudenjak
PR
CRD#: 4074979
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
26 years registered
David Joseph Notarangelo

David Joseph Notarangelo

PR
CRD#: 4087535
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
26 years registered
Tam Tran-minh

Tam Tran-minh

IAR
RR
CRD#: 4091783
Location:
The Woodlands, TX

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Sarah Mayberry Fodrea

Sarah Mayberry Fodrea

Sarah Lynn Mayberry
IAR
RR
CRD#: 4096365
Location:
Woodland Hills, CA 91367-2215

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Richard Richard Burress

Richard Richard Burress

J Richard Burress, James Richard Burress, Richard Richard Burress
IAR
RR
CRD#: 4098233
Location:
Thousand Oaks, CA 91362-3807

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 years registered
Kenneth David Barber

Kenneth David Barber

Kenneth David Barber
IAR
RR
CRD#: 4109145
Location:
Denver, CO

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
26 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