# Financial advisors in Cambridge, MA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/cambridge

## At a glance

- Investment advisory firms: 72
- Registration: SEC-registered investment adviser: 11, State-registered investment adviser: 13, Exempt reporting adviser: 48
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (42%); Percentage of assets 19 (79%); Hourly charges 9 (38%); Fixed fees 9 (38%); Commissions 2 (8%); Performance-based fees 7 (29%); Other 5 (21%); No compensation arrangements reported 48
- Regulatory assets under management (Item 5.F): Under $25 million 6 (8%); $25 million to $100 million 4 (6%); $100 million to $500 million 3 (4%); $500 million to $1 billion 2 (3%); $1 billion to $5 billion 2 (3%); Over $5 billion 3 (4%); Not reported 52 (72%)
- Years registered: Under 5 years 35 (49%); 5 to 9 years 16 (22%); 10 to 19 years 17 (24%); 20 years or more 4 (6%)

## Firms (page 1 of 2, 1 to 50 of 72, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [021T Capital Management, LLC](https://advisorcensus.com/firm/021t-capital-management-llc-cambridge-ma-343801) ([md](https://advisorcensus.com/firm/021t-capital-management-llc-cambridge-ma-343801.md)) | 343801 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AB Magnitude Ventures Group](https://advisorcensus.com/firm/ab-magnitude-ventures-group-cambridge-ma-309472) ([md](https://advisorcensus.com/firm/ab-magnitude-ventures-group-cambridge-ma-309472.md)) | 309472 | Cambridge, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Appian Way Energy Partners, LLC](https://advisorcensus.com/firm/appian-way-energy-partners-llc-cambridge-ma-174317) ([md](https://advisorcensus.com/firm/appian-way-energy-partners-llc-cambridge-ma-174317.md)) | 174317 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Applied Fundamental Research, LLC](https://advisorcensus.com/firm/applied-fundamental-research-llc-cambridge-ma-167645) ([md](https://advisorcensus.com/firm/applied-fundamental-research-llc-cambridge-ma-167645.md)) | 167645 | Cambridge, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Atlas Venture Life Science Advisors, LLC](https://advisorcensus.com/firm/atlas-venture-life-science-advisors-llc-cambridge-ma-174766) ([md](https://advisorcensus.com/firm/atlas-venture-life-science-advisors-llc-cambridge-ma-174766.md)) | 174766 | Cambridge, MA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Azolla Management Company, LP](https://advisorcensus.com/firm/azolla-management-company-lp-cambridge-ma-318033) ([md](https://advisorcensus.com/firm/azolla-management-company-lp-cambridge-ma-318033.md)) | 318033 | Cambridge, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Baukunst Management Company, LLC](https://advisorcensus.com/firm/baukunst-management-company-llc-cambridge-ma-323886) ([md](https://advisorcensus.com/firm/baukunst-management-company-llc-cambridge-ma-323886.md)) | 323886 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Blackstone Life Sciences Advisors L.L.C.](https://advisorcensus.com/firm/blackstone-life-sciences-advisors-l-l-c-cambridge-ma-304477) ([md](https://advisorcensus.com/firm/blackstone-life-sciences-advisors-l-l-c-cambridge-ma-304477.md)) | 304477 | Cambridge, MA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Boston Airx Labs Inc.](https://advisorcensus.com/firm/boston-airx-labs-inc-cambridge-ma-300002) ([md](https://advisorcensus.com/firm/boston-airx-labs-inc-cambridge-ma-300002.md)) | 300002 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [C10 Labs](https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285) ([md](https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285.md)) | 328285 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Catalyst Impact Partners Corp.](https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202) ([md](https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202.md)) | 327202 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Causeway Management II, LLC](https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351) ([md](https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351.md)) | 301351 | Cambridge, MA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Causeway Media Partners](https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916) ([md](https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916.md)) | 167916 | Cambridge, MA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Centre Street Cambridge Corporation](https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110) ([md](https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110.md)) | 128110 | Cambridge, MA | State-registered investment adviser | Under $25 million | 31 | % of assets |
| [Chain Reaction Group LLC](https://advisorcensus.com/firm/chain-reaction-group-llc-cambridge-ma-322990) ([md](https://advisorcensus.com/firm/chain-reaction-group-llc-cambridge-ma-322990.md)) | 322990 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [CIP Capital Management, LLC](https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225) ([md](https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225.md)) | 321225 | Cambridge, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Clarus Ventures, LLC](https://advisorcensus.com/firm/clarus-ventures-llc-cambridge-ma-160980) ([md](https://advisorcensus.com/firm/clarus-ventures-llc-cambridge-ma-160980.md)) | 160980 | Cambridge, MA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Converge Management Company, LP](https://advisorcensus.com/firm/converge-management-company-lp-cambridge-ma-301982) ([md](https://advisorcensus.com/firm/converge-management-company-lp-cambridge-ma-301982.md)) | 301982 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Creacion Ventures Management US LLC](https://advisorcensus.com/firm/creacion-ventures-management-us-llc-cambridge-ma-313672) ([md](https://advisorcensus.com/firm/creacion-ventures-management-us-llc-cambridge-ma-313672.md)) | 313672 | Cambridge, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Curie BIO](https://advisorcensus.com/firm/curie-bio-cambridge-ma-323682) ([md](https://advisorcensus.com/firm/curie-bio-cambridge-ma-323682.md)) | 323682 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [CVP Management, Inc.](https://advisorcensus.com/firm/cvp-management-inc-cambridge-ma-169433) ([md](https://advisorcensus.com/firm/cvp-management-inc-cambridge-ma-169433.md)) | 169433 | Cambridge, MA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Datalign](https://advisorcensus.com/firm/datalign-cambridge-ma-317004) ([md](https://advisorcensus.com/firm/datalign-cambridge-ma-317004.md)) | 317004 | Cambridge, MA | SEC-registered investment adviser | Not reported | 4 | Other |
| [Davinci Capital Management Inc.](https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897) ([md](https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897.md)) | 46897 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee, Commissions |
| [Delos Advisors, Inc.](https://advisorcensus.com/firm/delos-advisors-inc-cambridge-ma-334390) ([md](https://advisorcensus.com/firm/delos-advisors-inc-cambridge-ma-334390.md)) | 334390 | Cambridge, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [E14 Management, LLC](https://advisorcensus.com/firm/e14-management-llc-cambridge-ma-291870) ([md](https://advisorcensus.com/firm/e14-management-llc-cambridge-ma-291870.md)) | 291870 | Cambridge, MA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [East Horizon Investments](https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364) ([md](https://advisorcensus.com/firm/east-horizon-investments-cambridge-ma-158364.md)) | 158364 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Echovc Asset Management LLC](https://advisorcensus.com/firm/echovc-asset-management-llc-cambridge-ma-318156) ([md](https://advisorcensus.com/firm/echovc-asset-management-llc-cambridge-ma-318156.md)) | 318156 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Edulab Capital Management Company, LLC](https://advisorcensus.com/firm/edulab-capital-management-company-llc-cambridge-ma-300636) ([md](https://advisorcensus.com/firm/edulab-capital-management-company-llc-cambridge-ma-300636.md)) | 300636 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Engine Ventures](https://advisorcensus.com/firm/engine-ventures-cambridge-ma-327296) ([md](https://advisorcensus.com/firm/engine-ventures-cambridge-ma-327296.md)) | 327296 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Equal Opportunity Ventures](https://advisorcensus.com/firm/equal-opportunity-ventures-cambridge-ma-304671) ([md](https://advisorcensus.com/firm/equal-opportunity-ventures-cambridge-ma-304671.md)) | 304671 | Cambridge, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Equity Resource Investments, LLC](https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186) ([md](https://advisorcensus.com/firm/equity-resource-investments-llc-cambridge-ma-161186.md)) | 161186 | Cambridge, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Performance fee, Other |
| [Etre LLC](https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355) ([md](https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355.md)) | 121355 | Cambridge, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Fayerweather Management, LLC](https://advisorcensus.com/firm/fayerweather-management-llc-cambridge-ma-187517) ([md](https://advisorcensus.com/firm/fayerweather-management-llc-cambridge-ma-187517.md)) | 187517 | Cambridge, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [First Star Ventures](https://advisorcensus.com/firm/first-star-ventures-cambridge-ma-288548) ([md](https://advisorcensus.com/firm/first-star-ventures-cambridge-ma-288548.md)) | 288548 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fisher Financial Strategies](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411) ([md](https://advisorcensus.com/firm/fisher-financial-strategies-cambridge-ma-138411.md)) | 138411 | Cambridge, MA | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Flagship Pioneering, LLC](https://advisorcensus.com/firm/flagship-pioneering-llc-cambridge-ma-161864) ([md](https://advisorcensus.com/firm/flagship-pioneering-llc-cambridge-ma-161864.md)) | 161864 | Cambridge, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Founder Collective](https://advisorcensus.com/firm/founder-collective-cambridge-ma-161453) ([md](https://advisorcensus.com/firm/founder-collective-cambridge-ma-161453.md)) | 161453 | Cambridge, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [G20 Capital Management, LLC](https://advisorcensus.com/firm/g20-capital-management-llc-cambridge-ma-170366) ([md](https://advisorcensus.com/firm/g20-capital-management-llc-cambridge-ma-170366.md)) | 170366 | Cambridge, MA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [GC Wealth Management RIA, LLC](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269) ([md](https://advisorcensus.com/firm/gc-wealth-management-ria-llc-cambridge-ma-327269.md)) | 327269 | Cambridge, MA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee |
| [General Catalyst](https://advisorcensus.com/firm/general-catalyst-cambridge-ma-162548) ([md](https://advisorcensus.com/firm/general-catalyst-cambridge-ma-162548.md)) | 162548 | Cambridge, MA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Other |
| [HCV Management VIII, LLC](https://advisorcensus.com/firm/hcv-management-viii-llc-cambridge-ma-163510) ([md](https://advisorcensus.com/firm/hcv-management-viii-llc-cambridge-ma-163510.md)) | 163510 | Cambridge, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Highland Capital Partners](https://advisorcensus.com/firm/highland-capital-partners-cambridge-ma-161205) ([md](https://advisorcensus.com/firm/highland-capital-partners-cambridge-ma-161205.md)) | 161205 | Cambridge, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Iaso Ventures Management Firm LLC](https://advisorcensus.com/firm/iaso-ventures-management-firm-llc-cambridge-ma-315854) ([md](https://advisorcensus.com/firm/iaso-ventures-management-firm-llc-cambridge-ma-315854.md)) | 315854 | Cambridge, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Kendall Investments, LLC](https://advisorcensus.com/firm/kendall-investments-llc-cambridge-ma-291345) ([md](https://advisorcensus.com/firm/kendall-investments-llc-cambridge-ma-291345.md)) | 291345 | Cambridge, MA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Kendall Wealth LLC](https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901) ([md](https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901.md)) | 113901 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee |
| [KSI Advisors, LLC](https://advisorcensus.com/firm/ksi-advisors-llc-cambridge-ma-331191) ([md](https://advisorcensus.com/firm/ksi-advisors-llc-cambridge-ma-331191.md)) | 331191 | Cambridge, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Link Signis Management, LLC](https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263) ([md](https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263.md)) | 325263 | Cambridge, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Link Ventures](https://advisorcensus.com/firm/link-ventures-cambridge-ma-286523) ([md](https://advisorcensus.com/firm/link-ventures-cambridge-ma-286523.md)) | 286523 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Link Ventures Management, LLC](https://advisorcensus.com/firm/link-ventures-management-llc-cambridge-ma-319263) ([md](https://advisorcensus.com/firm/link-ventures-management-llc-cambridge-ma-319263.md)) | 319263 | Cambridge, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Matrix Partners](https://advisorcensus.com/firm/matrix-partners-cambridge-ma-161792) ([md](https://advisorcensus.com/firm/matrix-partners-cambridge-ma-161792.md)) | 161792 | Cambridge, MA | Exempt reporting adviser | Not reported | 14 | Not reported |

- Next page: https://advisorcensus.com/advisors/ma/boston/cambridge/page/2.md

## Questions people ask

**How many financial advisory firms are there in Cambridge, MA?**
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.

**How many fee-only financial advisors are in Cambridge, MA?**
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.

**How many financial advisors in Cambridge, MA offer financial planning?**
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.

**Are the financial advisors in Cambridge, MA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Cambridge, MA: 72 firms from Form ADV filings as of October 2026.