AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / Fidelity Investments
Financial advisors in Boston, MA using Fidelity Investments
156 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1620 Investment Advisors, Inc. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| 55IP | Boston | SEC-registered investment adviser | Over $5 billion |
| Abbot Financial Management, Inc | Andover | SEC-registered investment adviser | $100 million to $500 million |
| AFG Fiduciary Services | Hingham | SEC-registered investment adviser | $100 million to $500 million |
| Alliance Private Wealth, LLC | North Reading | SEC-registered investment adviser | $100 million to $500 million |
| Anchor Capital Advisors LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Apex Investment Group | Hudson | SEC-registered investment adviser | $100 million to $500 million |
| Appleton Partners, Inc. | Boston | SEC-registered investment adviser | Over $5 billion |
| Applied Fundamental Research, LLC | Cambridge | SEC-registered investment adviser | $100 million to $500 million |
| Arca Wealth, LLC | Portsmouth | SEC-registered investment adviser | $1 billion to $5 billion |
| Ashwood Advisors | Medfield | SEC-registered investment adviser | $100 million to $500 million |
| Assetgrade, LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Auour Investments LLC | Woburn | SEC-registered investment adviser | $100 million to $500 million |
| Aureus Asset Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Ballentine Partners | Waltham | SEC-registered investment adviser | Over $5 billion |
| Battery Global Advisors, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Bay Colony Advisors | Concord | SEC-registered investment adviser | $1 billion to $5 billion |
| Beaumont Financial Partners | Needham | SEC-registered investment adviser | $1 billion to $5 billion |
| Birch Hill Investment Advisors LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Bluedoor Private Wealth, LLC | Beverly | SEC-registered investment adviser | $100 million to $500 million |
| Boston Family Advisors LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Boston Family Office LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Boston Research and Management, Inc. | Manchester | SEC-registered investment adviser | $500 million to $1 billion |
| Bostonpremier Wealth | Hingham | SEC-registered investment adviser | $500 million to $1 billion |
| Breakwater Financial, LLC | Needham | SEC-registered investment adviser | $100 million to $500 million |
| Breckinridge Capital Advisors Inc | Boston | SEC-registered investment adviser | Over $5 billion |
| Broadwater Capital Management LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Canby Financial Advisors | Framingham | SEC-registered investment adviser | $500 million to $1 billion |
| Canopy Capital Group | Woburn | SEC-registered investment adviser | $1 billion to $5 billion |
| Cape ANN Capital, Inc. | Concord | SEC-registered investment adviser | $100 million to $500 million |
| Capshift Advisors | West Newton | SEC-registered investment adviser | $500 million to $1 billion |
| Castle Rock Advisors LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Centerpoint Advisors, LLC | Needham | SEC-registered investment adviser | $500 million to $1 billion |
| Claro Advisors Inc. | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Colman Knight Advisory Group, LLC | Acton | SEC-registered investment adviser | $100 million to $500 million |
| Commons Capital, LLC | Needham | SEC-registered investment adviser | $100 million to $500 million |
| Commonwealth Financial Network | Waltham | SEC-registered investment adviser | Over $5 billion |
| Compass Planning Associates, Inc. | Westwood | SEC-registered investment adviser | $100 million to $500 million |
| Congress Asset Management Company, LLP | Boston | SEC-registered investment adviser | Over $5 billion |
| Cornerstone Financial Management LLC | Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Financial Planning, LLC | Portsmouth | SEC-registered investment adviser | $100 million to $500 million |
| COX Capital Management LLC | Andover | SEC-registered investment adviser | $100 million to $500 million |
| Crestwood Advisors | Boston | SEC-registered investment adviser | Over $5 billion |
| CW Advisors, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Davis Wealth Advisors | Salem | SEC-registered investment adviser | $100 million to $500 million |
| Diversified Financial Management | Norwell | SEC-registered investment adviser | $100 million to $500 million |
| Donoghue Forlines LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| East Coast Asset Management, LLC | Essex | SEC-registered investment adviser | $1 billion to $5 billion |
| Empirical Asset Management, LLC | Wellesley | SEC-registered investment adviser | $500 million to $1 billion |
| Essex Private Wealth Management LLC | Topsfield | SEC-registered investment adviser | $100 million to $500 million |
| Etre LLC | Cambridge | SEC-registered investment adviser | $100 million to $500 million |
| Excalibur Management Corp | Waltham | SEC-registered investment adviser | $500 million to $1 billion |
| Exchange Place Advisors, LLC | Sudbury | SEC-registered investment adviser | $100 million to $500 million |
| F L Putnam Investment Management Co. | Lynnfield | SEC-registered investment adviser | Over $5 billion |
| Family Fiduciary Services, Inc. | Beverly | SEC-registered investment adviser | $100 million to $500 million |
| Fidelity Institutional Wealth Adviser LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Fidelity Management & Research Company LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Fiduciary Trust International, LLC | Lincoln | SEC-registered investment adviser | Over $5 billion |
| Fiduciary Wealth Partners, LLC | Newton Lower Falls | SEC-registered investment adviser | $1 billion to $5 billion |
| Finarc Investments, Inc. | Norwood | SEC-registered investment adviser | $100 million to $500 million |
| Florek Financial, LLC | Duxbury | SEC-registered investment adviser | $500 million to $1 billion |
| Foster Dykema Cabot & Partners, LLC | Waltham | SEC-registered investment adviser | $1 billion to $5 billion |
| GC Wealth Management RIA, LLC | Cambridge | SEC-registered investment adviser | Over $5 billion |
| Genesis Wealth Advisors, LLC | Braintree | SEC-registered investment adviser | $100 million to $500 million |
| Good Harbor Advisors, Inc. | Gloucester | SEC-registered investment adviser | $100 million to $500 million |
| Great Point Wealth Advisors, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Harbor Asset Planning, Inc. | Belmont | SEC-registered investment adviser | $100 million to $500 million |
| High Pines Wealth Management LLC | Duxbury | SEC-registered investment adviser | $100 million to $500 million |
| Icapital, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Integrated Wealth Concepts LLC | Waltham | SEC-registered investment adviser | Over $5 billion |
| Integrity Financial Advisors, LLC | Woburn | SEC-registered investment adviser | $100 million to $500 million |
| Ipswich Investment Management Company, Inc | Beverly | SEC-registered investment adviser | $500 million to $1 billion |
| Kastel Capital Advisors, LLC | Wellesley | SEC-registered investment adviser | $100 million to $500 million |
| Keenan Financial | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Kelly Financial Services LLC | Braintree | SEC-registered investment adviser | $500 million to $1 billion |
| Kraematon Investment Advisors, Inc. | Braintree | SEC-registered investment adviser | $100 million to $500 million |
| Little House Capital, LLC | Braintree | SEC-registered investment adviser | $500 million to $1 billion |
| LMCG Investments, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | Boston | SEC-registered investment adviser | Over $5 billion |
| LTG Capital LLC | Framingham | SEC-registered investment adviser | $100 million to $500 million |
| MAD River Investors | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Marathon Financial Group | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Marble Harbor Investment Counsel, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Massachusetts Wealth Management, LLC | North Andover | SEC-registered investment adviser | $100 million to $500 million |
| May Hill Capital, LLC | Cohasset | SEC-registered investment adviser | $500 million to $1 billion |
| Mayflower Advisors | Boston | SEC-registered investment adviser | Over $5 billion |
| McCarter Private Wealth Services LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Mercer Investments LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| MG Financial LLC | Braintree | SEC-registered investment adviser | $1 billion to $5 billion |
| Middleton & Company Inc. | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Minot Deblois Advisors LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Montis Financial, LLC | Waltham | SEC-registered investment adviser | $1 billion to $5 billion |
| Monument Group Wealth Advisors, LLC | Concord | SEC-registered investment adviser | $500 million to $1 billion |
| Moore Financial Advisors, Ltd. | Belmont | SEC-registered investment adviser | $100 million to $500 million |
| MSA Financial | Braintree | SEC-registered investment adviser | $1 billion to $5 billion |
| MWA Asset Management | Danvers | SEC-registered investment adviser | $100 million to $500 million |
| Nepc, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| New England Private Wealth Advisors, LLC | Wellesley | SEC-registered investment adviser | Over $5 billion |
| New Frontier Advisors, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Nobscot Investment Management LLC | Wellesley | SEC-registered investment adviser | $100 million to $500 million |
| Nvest Financial, LLC | Portsmouth | SEC-registered investment adviser | $500 million to $1 billion |
| O'Rourke & Company, Incorporated | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Osbon Capital Management, LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Pallas Capital Advisors, LLC | Braintree | SEC-registered investment adviser | $1 billion to $5 billion |
| Park State Asset Management LLC | Beverly | SEC-registered investment adviser | $100 million to $500 million |
| Peak Financial Management Inc | Wellesley | SEC-registered investment adviser | $500 million to $1 billion |
| Peddock Capital Advisors, LLC | Braintree | SEC-registered investment adviser | $500 million to $1 billion |
| Penobscot Investment Management Company, Inc. | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Pension & Wealth Management Advisors | Waltham | SEC-registered investment adviser | $500 million to $1 billion |
| Polaris Investment Advisors, LLC | Framingham | SEC-registered investment adviser | $100 million to $500 million |
| Portolan Capital Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Proficio Capital Partners LLC | Newton | SEC-registered investment adviser | Over $5 billion |
| Purefi Wealth, LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| RA Capital Management, LP | Boston | SEC-registered investment adviser | Over $5 billion |
| Renaissance Wealth Advisors, LLC | Newton | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Resources Investment Corporation | Andover | SEC-registered investment adviser | $1 billion to $5 billion |
| Reynders, McVeigh Capital Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| RF&L Wealth Management, LLC | Acton | SEC-registered investment adviser | $100 million to $500 million |
| Rheeco, Inc. | Natick | SEC-registered investment adviser | $100 million to $500 million |
| Rise North Capital Investment Advisors | Braintree | SEC-registered investment adviser | $25 million to $100 million |
| Risk Paradigm Group, LLC | Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Rocky Hill Advisors Inc. | Peabody | SEC-registered investment adviser | $100 million to $500 million |
| RPG Family Wealth Advisory, LLC | Burlington | SEC-registered investment adviser | $500 million to $1 billion |
| RWA Wealth Partners | Boston | SEC-registered investment adviser | Over $5 billion |
| Safford Nicholas H & Co Inc | Rockport | SEC-registered investment adviser | $1 billion to $5 billion |
| Sandy Cove Advisors, LLC | Hingham | SEC-registered investment adviser | $500 million to $1 billion |
| Santander Securities | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| SCS Capital Management LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Sechrest Financial Services | Acton | SEC-registered investment adviser | $100 million to $500 million |
| Shawspring Partners, LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| SHP Wealth Management, LLC | Plymouth | SEC-registered investment adviser | $1 billion to $5 billion |
| Siharum Advisors, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Single Point Partners | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Sippican Capital Advisors | Boston | SEC-registered investment adviser | $100 million to $500 million |
| South Shore Capital Advisors, LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Stage Harbor Financial | Westwood | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Advisers LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| SVB Wealth | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Tax & Investment Advisors | Newburyport | SEC-registered investment adviser | $100 million to $500 million |
| TFJ Management, LLC | Somerville | SEC-registered investment adviser | $100 million to $500 million |
| The Bollard Group LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| The Clifford Group LLC | Wayland | SEC-registered investment adviser | $100 million to $500 million |
| The Putnam Advisory Company, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | SEC-registered investment adviser | $100 million to $500 million |
| Timber Creek Capital Management, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Traub Capital Management | Needham | SEC-registered investment adviser | $100 million to $500 million |
| Twelve Points Wealth Management | Concord | SEC-registered investment adviser | $1 billion to $5 billion |
| Twin Focus Capital Partners, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Twin Gryphon Advisors LLC | Marshfield | SEC-registered investment adviser | $100 million to $500 million |
| Vestmark Advisory Solutions, Inc. | Wakefield | SEC-registered investment adviser | Over $5 billion |
| Wealth Effects | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Wellesley Asset Management, Inc. | Portsmouth | SEC-registered investment adviser | $1 billion to $5 billion |
| Wernau Asset Management | Gloucester | SEC-registered investment adviser | $100 million to $500 million |
| Wilkins Investment Counsel, Inc | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Wincap Financial LLC | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Woodstock Corporation | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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