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
Jonathan M. Bell
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Sean Roderick Irwin
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Charles E Walsh III
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jennifer Ann Feller
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jason Adam Zubris
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Ryan Thomas Corbin
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Adam Michael Mattson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kerry Oldfield
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian M Lavallee
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jason C Borrelli
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Nicole Saucier
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Daniel S Shieldkret
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Erik R Snyder
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kent Mundy Clark
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Grant G Stephens
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carl Joshua Young
Registered Affiliation(s):WILLIAM BLAIR
Eric Hoertdoerfer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sean Christopher Kolloff
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Richard Alimi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Michael Vallee
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alissa Lauren Burwick
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Eric Christopher Fallon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicolas Souffrant
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Amy Zelman Resnic
Registered Affiliation(s):AEVITAS WEALTH MANAGEMENT, INC.
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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