{ "path": "/advisors/ma/boston/cambridge", "url": "https://advisorcensus.com/advisors/ma/boston/cambridge", "page_type": "metro_city", "title": "Financial advisors in Cambridge, MA", "filters": {}, "scope_total": 72, "faq": [ { "q": "How many financial advisory firms are there in Cambridge, MA?", "a": "AdvisorCensus lists 72 investment advisory firms with a principal office in Cambridge, Massachusetts (part of the Boston metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 13 state-registered, and 48 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cambridge, MA?", "a": "10 of the 72 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cambridge, MA offer financial planning?", "a": "12 of the 24 firms in Cambridge, MA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cambridge, MA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 72 investment advisory firms with a principal office in Cambridge, Massachusetts (part of the Boston metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Boston metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Cambridge, MA: 72 firms from Form ADV filings as of October 2026.", "total_firms": 72, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 11, "state": 13, "exempt": 48 }, "fee_model_mix": [ { "code": "fee-only", "count": 10 }, { "code": "percentage_of_aum", "count": 19 }, { "code": "hourly", "count": 9 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 9 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 48 } ], "years_registered_distribution": [ { "code": "under_5", "count": 35 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 17 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 3 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 52 } ], "firms": [ { "crd_number": 343801, "name": "021T Capital Management, LLC", "name_as_filed": "021T CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/021t-capital-management-llc-cambridge-ma-343801", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309472, "name": "AB Magnitude Ventures Group", "name_as_filed": "AB MAGNITUDE VENTURES GROUP", "url": "https://advisorcensus.com/firm/ab-magnitude-ventures-group-cambridge-ma-309472", "city": "Cambridge", "state": "MA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174317, "name": "Appian Way Energy Partners, LLC", "name_as_filed": "APPIAN WAY ENERGY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/appian-way-energy-partners-llc-cambridge-ma-174317", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167645, "name": "Applied Fundamental Research, LLC", "name_as_filed": "APPLIED FUNDAMENTAL RESEARCH, LLC", "url": "https://advisorcensus.com/firm/applied-fundamental-research-llc-cambridge-ma-167645", "city": "Cambridge", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174766, "name": "Atlas Venture Life Science Advisors, LLC", "name_as_filed": "ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/atlas-venture-life-science-advisors-llc-cambridge-ma-174766", "city": "Cambridge", "state": "MA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318033, "name": "Azolla Management Company, LP", "name_as_filed": "AZOLLA MANAGEMENT COMPANY, LP", "url": "https://advisorcensus.com/firm/azolla-management-company-lp-cambridge-ma-318033", "city": "Cambridge", "state": "MA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323886, "name": "Baukunst Management Company, LLC", "name_as_filed": "BAUKUNST MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/baukunst-management-company-llc-cambridge-ma-323886", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304477, "name": "Blackstone Life Sciences Advisors L.L.C.", "name_as_filed": "BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.", "url": "https://advisorcensus.com/firm/blackstone-life-sciences-advisors-l-l-c-cambridge-ma-304477", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300002, "name": "Boston Airx Labs Inc.", "name_as_filed": "BOSTON AIRX LABS INC.", "url": "https://advisorcensus.com/firm/boston-airx-labs-inc-cambridge-ma-300002", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328285, "name": "C10 Labs", "name_as_filed": "C10 LABS", "url": "https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327202, "name": "Catalyst Impact Partners Corp.", "name_as_filed": "CATALYST IMPACT PARTNERS CORP.", "url": "https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301351, "name": "Causeway Management II, LLC", "name_as_filed": "CAUSEWAY MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167916, "name": "Causeway Media Partners", "name_as_filed": "CAUSEWAY MEDIA PARTNERS", "url": "https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916", "city": "Cambridge", "state": "MA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128110, "name": "Centre Street Cambridge Corporation", "name_as_filed": "CENTRE STREET CAMBRIDGE CORPORATION", "url": "https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110", "city": "Cambridge", "state": "MA", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322990, "name": "Chain Reaction Group LLC", "name_as_filed": "CHAIN REACTION GROUP LLC", "url": "https://advisorcensus.com/firm/chain-reaction-group-llc-cambridge-ma-322990", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321225, "name": "CIP Capital Management, LLC", "name_as_filed": "CIP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160980, "name": "Clarus Ventures, LLC", "name_as_filed": "CLARUS VENTURES, LLC", "url": "https://advisorcensus.com/firm/clarus-ventures-llc-cambridge-ma-160980", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301982, "name": "Converge Management Company, LP", "name_as_filed": "CONVERGE MANAGEMENT COMPANY, LP", "url": "https://advisorcensus.com/firm/converge-management-company-lp-cambridge-ma-301982", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313672, "name": "Creacion Ventures Management US LLC", "name_as_filed": "CREACION VENTURES MANAGEMENT US LLC", "url": "https://advisorcensus.com/firm/creacion-ventures-management-us-llc-cambridge-ma-313672", "city": "Cambridge", "state": "MA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323682, "name": "Curie BIO", "name_as_filed": "CURIE BIO", "url": "https://advisorcensus.com/firm/curie-bio-cambridge-ma-323682", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169433, "name": "CVP Management, Inc.", "name_as_filed": "CVP MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cvp-management-inc-cambridge-ma-169433", "city": "Cambridge", "state": "MA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317004, "name": "Datalign", "name_as_filed": "DATALIGN", "url": "https://advisorcensus.com/firm/datalign-cambridge-ma-317004", "city": "Cambridge", "state": "MA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 46897, "name": "Davinci Capital Management Inc.", "name_as_filed": "DAVINCI CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897", "city": "Cambridge", "state": "MA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 334390, "name": "Delos Advisors, Inc.", "name_as_filed": "DELOS ADVISORS, INC.", "url": "https://advisorcensus.com/firm/delos-advisors-inc-cambridge-ma-334390", "city": "Cambridge", "state": "MA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291870, "name": "E14 Management, LLC", "name_as_filed": "E14 MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/e14-management-llc-cambridge-ma-291870", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158364, "name": "East Horizon Investments", "name_as_filed": "EAST HORIZON INVESTMENTS", "url": "https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318156, "name": "Echovc Asset Management LLC", "name_as_filed": "ECHOVC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/echovc-asset-management-llc-cambridge-ma-318156", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300636, "name": "Edulab Capital Management Company, LLC", "name_as_filed": "EDULAB CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/edulab-capital-management-company-llc-cambridge-ma-300636", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327296, "name": "Engine Ventures", "name_as_filed": "ENGINE VENTURES", "url": "https://advisorcensus.com/firm/engine-ventures-cambridge-ma-327296", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304671, "name": "Equal Opportunity Ventures", "name_as_filed": "EQUAL OPPORTUNITY VENTURES", "url": "https://advisorcensus.com/firm/equal-opportunity-ventures-cambridge-ma-304671", "city": "Cambridge", "state": "MA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161186, "name": "Equity Resource Investments, LLC", "name_as_filed": "EQUITY RESOURCE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 121355, "name": "Etre LLC", "name_as_filed": "ETRE LLC", "url": "https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355", "city": "Cambridge", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 187517, "name": "Fayerweather Management, LLC", "name_as_filed": "FAYERWEATHER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fayerweather-management-llc-cambridge-ma-187517", "city": "Cambridge", "state": "MA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288548, "name": "First Star Ventures", "name_as_filed": "FIRST STAR VENTURES", "url": "https://advisorcensus.com/firm/first-star-ventures-cambridge-ma-288548", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138411, "name": "Fisher Financial Strategies", "name_as_filed": "FISHER FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411", "city": "Cambridge", "state": "MA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161864, "name": "Flagship Pioneering, LLC", "name_as_filed": "FLAGSHIP PIONEERING, LLC", "url": "https://advisorcensus.com/firm/flagship-pioneering-llc-cambridge-ma-161864", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161453, "name": "Founder Collective", "name_as_filed": "FOUNDER COLLECTIVE", "url": "https://advisorcensus.com/firm/founder-collective-cambridge-ma-161453", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170366, "name": "G20 Capital Management, LLC", "name_as_filed": "G20 CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/g20-capital-management-llc-cambridge-ma-170366", "city": "Cambridge", "state": "MA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false 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"compensation_types": [], "enhanced": false }, { "crd_number": 113901, "name": "Kendall Wealth LLC", "name_as_filed": "KENDALL WEALTH LLC", "url": "https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901", "city": "Cambridge", "state": "MA", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331191, "name": "KSI Advisors, LLC", "name_as_filed": "KSI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ksi-advisors-llc-cambridge-ma-331191", "city": "Cambridge", "state": "MA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325263, "name": "Link Signis Management, LLC", "name_as_filed": "LINK SIGNIS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263", "city": "Cambridge", "state": "MA", "years_registered": 2, "raum_band": "not_reported", 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