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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

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CAMBRIDGE ASSOCIATES, LLC

CRD#: 104942

RIA

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

AUM: $ 276.0B

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GW&K INVESTMENT MANAGEMENT, LLC

CRD#: 121942

RIA

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

AUM: $ 46.8B

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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

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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

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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

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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)
William Matthew Cratty

William Matthew Cratty

Bill Cratty
IAR
RR
CRD#: 4056040
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Norwell, MA 02061

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Cogdell Oneal Bradshaw

Cogdell Oneal Bradshaw

Cogdell O Bradshaw
IAR
RR
CRD#: 2064933
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
36 years registered
Brian Keith Gerhardson

Brian Keith Gerhardson

IAR
RR
CRD#: 1839453
CFP®: Certified Financial Planner
Location:
Boston, MA 02116

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
38 years registered
Marcella M Behman

Marcella M Behman

Marcie Behman, Mary Behman, Marcie Bomas, Mary M Bomas, Mary Marcella Bomas, Marcella Behman
IAR
RR
CRD#: 2074358
CIMA®: Certified Investment Management Analyst
Location:
Middleton, MA 01949

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
36 years registered
Celeste Simone Bevilacqua

Celeste Simone Bevilacqua

Celeste Simone Bevilacqua, Celeste Bevilacqua, Celeste Charron Cardin, Celeste Simone Charron
IAR
RR
CRD#: 1447268
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
40 years registered
David Charles Gornbein

David Charles Gornbein

David C Gornbein
IAR
RR
CRD#: 1454063
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
40 years registered
Shellie Suzanne Hill-loftus

Shellie Suzanne Hill-loftus

Shellie Suzanne Hillloftus
IAR
RR
CRD#: 1509009
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
40 years registered
Wayne Mark Sackley

Wayne Mark Sackley

IAR
RR
CRD#: 1861968
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
38 years registered
Kimberly Yvonne Lacour

Kimberly Yvonne Lacour

Kim Y Lacour, Kimberly Yvonne Threatt
IAR
RR
CRD#: 2138167
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Laura Elizabeth Radko

Laura Elizabeth Radko

Laura Burns
IAR
RR
CRD#: 2707726
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
30 years registered
Geoffrey W Soper

Geoffrey W Soper

Geoffrey Willis Soper
IAR
RR
CRD#: 1452425
Location:
Boston, MA 02110

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
40 years registered
Peter C Noonan

Peter C Noonan

Peter Connors Noonan, Peter Noonan
IAR
RR
CRD#: 1549857
Location:
Boston, MA 02110

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
40 years registered
James W W Buzgo

James W W Buzgo

James W Buzgo
IAR
RR
CRD#: 4409641
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Osterville, MA 02655-1542

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Daniel Joseph Hoban

Daniel Joseph Hoban

IAR
RR
CRD#: 1452050
Location:
Westborough, MA 01581-1760

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years registered
John David Gentry

John David Gentry

IAR
CRD#: 1907169
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Natick, MA 01760-1535

Registered Affiliation(s):ASSET STRATEGY ADVISORS, LLC

Disclosures:
Experience:
37 years registered
Kurt Joseph Burger

Kurt Joseph Burger

IAR
RR
CRD#: 1559083
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
John Alan Drennan

John Alan Drennan

IAR
RR
CRD#: 1591720
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Christopher Humm Brehm

Christopher Humm Brehm

IAR
RR
CRD#: 1646177
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Zan Vaughan Hughes

Zan Vaughan Hughes

IAR
RR
CRD#: 1676854
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Robert Todd Roane

Robert Todd Roane

IAR
RR
CRD#: 1678048
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Julio Alberto Velis

Julio Alberto Velis

IAR
RR
CRD#: 1681821
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Randy Allen Heinz

Randy Allen Heinz

IAR
RR
CRD#: 1732926
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
39 years registered
Carlos De Leon

Carlos De Leon

Carlos Deleon Jr, Carlos Deleon, Charlie Deleon Jr
IAR
RR
CRD#: 2889616
CFP®: Certified Financial Planner
Location:
Boston, MA 02210

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Christine Carona

Christine Carona

Chris Carona Beney, Christina Carona Beney, Christine Carona Beney, Chris Carona, Christine Carona-Beney, Christine Carona
IAR
RR
CRD#: 1546459
Location:
Boston, MA 02109

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
40 years registered

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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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