# Financial advisors for charitable organizations in Boston, MA

> AdvisorCensus lists 268 investment advisory firms with a principal office in the Boston metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/for-charities/page/2

## At a glance

- Investment advisory firms: 268
- Registration: SEC-registered investment adviser: 233, State-registered investment adviser: 35
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 103 (38%); Percentage of assets 261 (97%); Hourly charges 98 (37%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 149 (56%); Commissions 5 (2%); Performance-based fees 63 (24%); Other 36 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (4%); $25 million to $100 million 21 (8%); $100 million to $500 million 73 (27%); $500 million to $1 billion 29 (11%); $1 billion to $5 billion 64 (24%); Over $5 billion 65 (24%); Not reported 6 (2%)
- Years registered: Under 5 years 49 (18%); 5 to 9 years 43 (16%); 10 to 19 years 67 (25%); 20 years or more 109 (41%)

## Firms (page 2 of 6, 51 to 100 of 268, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Cape ANN Capital, Inc.](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942) ([md](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942.md)) | 128942 | Concord, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Capital Advisors Group, Inc](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000) ([md](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000.md)) | 112000 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee, Other |
| [Capshift Advisors](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860) ([md](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860.md)) | 309860 | West Newton, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee |
| [Castle Rock Advisors LLC](https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429) ([md](https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429.md)) | 331429 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Other |
| [Catalyst Financial Partners](https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335) ([md](https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335.md)) | 299335 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Catholic Investment Services, Inc.](https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467) ([md](https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467.md)) | 172467 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Centerpoint Advisors, LLC](https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698) ([md](https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698.md)) | 156698 | Needham, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly |
| [Charles River Wealth Management, LLC](https://advisorcensus.com/firm/charles-river-wealth-management-llc-burlington-ma-288017) ([md](https://advisorcensus.com/firm/charles-river-wealth-management-llc-burlington-ma-288017.md)) | 288017 | Burlington, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Charlesbridge Advisors](https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159) ([md](https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159.md)) | 341159 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Choate Investment Advisors](https://advisorcensus.com/firm/choate-investment-advisors-boston-ma-106109) ([md](https://advisorcensus.com/firm/choate-investment-advisors-boston-ma-106109.md)) | 106109 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Clarendon Private LLC](https://advisorcensus.com/firm/clarendon-private-llc-boston-ma-316616) ([md](https://advisorcensus.com/firm/clarendon-private-llc-boston-ma-316616.md)) | 316616 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Claro Advisors Inc.](https://advisorcensus.com/firm/claro-advisors-inc-boston-ma-160294) ([md](https://advisorcensus.com/firm/claro-advisors-inc-boston-ma-160294.md)) | 160294 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Clough Capital Partners, LP](https://advisorcensus.com/firm/clough-capital-partners-lp-boston-ma-131257) ([md](https://advisorcensus.com/firm/clough-capital-partners-lp-boston-ma-131257.md)) | 131257 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Performance fee |
| [CMH Wealth Management, LLC](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138) ([md](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138.md)) | 150138 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [Colman Knight Advisory Group, LLC](https://advisorcensus.com/firm/colman-knight-advisory-group-llc-acton-ma-119696) ([md](https://advisorcensus.com/firm/colman-knight-advisory-group-llc-acton-ma-119696.md)) | 119696 | Acton, MA | SEC-registered investment adviser | $100 million to $500 million | 23 | Hourly, Fixed fee |
| [Columbia Management Investment Advisers, LLC](https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257) ([md](https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257.md)) | 108257 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee, Performance fee |
| [Commonwealth Financial Network](https://advisorcensus.com/firm/commonwealth-financial-network-waltham-ma-8032) ([md](https://advisorcensus.com/firm/commonwealth-financial-network-waltham-ma-8032.md)) | 8032 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Hourly, Fixed fee, Commissions |
| [Compass Wealth Management, LLC](https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693) ([md](https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693.md)) | 130693 | Ayer, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Condon Wealth Management, Inc.](https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409) ([md](https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409.md)) | 128409 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Congress Asset Management Company, LLP](https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161) ([md](https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161.md)) | 105161 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee |
| [Conscious Capital](https://advisorcensus.com/firm/conscious-capital-boston-ma-283947) ([md](https://advisorcensus.com/firm/conscious-capital-boston-ma-283947.md)) | 283947 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Contravisory Investment Management, Inc.](https://advisorcensus.com/firm/contravisory-investment-management-inc-norwell-ma-109767) ([md](https://advisorcensus.com/firm/contravisory-investment-management-inc-norwell-ma-109767.md)) | 109767 | Norwell, MA | SEC-registered investment adviser | $500 million to $1 billion | 53 | % of assets, Performance fee |
| [Cornerstone Financial Management LLC](https://advisorcensus.com/firm/cornerstone-financial-management-llc-burlington-ma-140967) ([md](https://advisorcensus.com/firm/cornerstone-financial-management-llc-burlington-ma-140967.md)) | 140967 | Burlington, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cottage Street Advisors](https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487) ([md](https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487.md)) | 173487 | Marion, MA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [COX Capital Management LLC](https://advisorcensus.com/firm/cox-capital-management-llc-andover-ma-117593) ([md](https://advisorcensus.com/firm/cox-capital-management-llc-andover-ma-117593.md)) | 117593 | Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Cranston Capital Management, LLC](https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190) ([md](https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190.md)) | 162190 | Cohasset, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Crestwood Advisors](https://advisorcensus.com/firm/crestwood-advisors-boston-ma-286243) ([md](https://advisorcensus.com/firm/crestwood-advisors-boston-ma-286243.md)) | 286243 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee |
| [CW Advisors, LLC](https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873) ([md](https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873.md)) | 310873 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [David Wendell Associates, Inc.](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664) ([md](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664.md)) | 106664 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Davisson Investment, LLC](https://advisorcensus.com/firm/davisson-investment-llc-newington-nh-141040) ([md](https://advisorcensus.com/firm/davisson-investment-llc-newington-nh-141040.md)) | 141040 | Newington, NH | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [DJG Financial Services, Inc.](https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437) ([md](https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437.md)) | 146437 | East Weymouth, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Downey Capital Management, Inc.](https://advisorcensus.com/firm/downey-capital-management-inc-boston-ma-133317) ([md](https://advisorcensus.com/firm/downey-capital-management-inc-boston-ma-133317.md)) | 133317 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Eagleclaw Capital Management LLC](https://advisorcensus.com/firm/eagleclaw-capital-management-llc-boston-ma-134045) ([md](https://advisorcensus.com/firm/eagleclaw-capital-management-llc-boston-ma-134045.md)) | 134045 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |
| [East Coast Asset Management, LLC](https://advisorcensus.com/firm/east-coast-asset-management-llc-essex-ma-147910) ([md](https://advisorcensus.com/firm/east-coast-asset-management-llc-essex-ma-147910.md)) | 147910 | Essex, MA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Performance fee |
| [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 |
| [Eaton Vance Management](https://advisorcensus.com/firm/eaton-vance-management-boston-ma-104859) ([md](https://advisorcensus.com/firm/eaton-vance-management-boston-ma-104859.md)) | 104859 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 45 | % of assets, Performance fee, Other |
| [Empirical Asset Management, LLC](https://advisorcensus.com/firm/empirical-asset-management-llc-wellesley-ma-155436) ([md](https://advisorcensus.com/firm/empirical-asset-management-llc-wellesley-ma-155436.md)) | 155436 | Wellesley, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Performance fee |
| [EPG Incorporated](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821) ([md](https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821.md)) | 106821 | Framingham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Fixed fee |
| [Essex Investment Management Company, LLC](https://advisorcensus.com/firm/essex-investment-management-company-llc-boston-ma-109962) ([md](https://advisorcensus.com/firm/essex-investment-management-company-llc-boston-ma-109962.md)) | 109962 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets |
| [Essex Private Wealth Management LLC](https://advisorcensus.com/firm/essex-private-wealth-management-llc-topsfield-ma-149991) ([md](https://advisorcensus.com/firm/essex-private-wealth-management-llc-topsfield-ma-149991.md)) | 149991 | Topsfield, MA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Eventide Asset Management, LLC](https://advisorcensus.com/firm/eventide-asset-management-llc-boston-ma-147110) ([md](https://advisorcensus.com/firm/eventide-asset-management-llc-boston-ma-147110.md)) | 147110 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee, Other |
| [Evergreen Wealth Management](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909) ([md](https://advisorcensus.com/firm/evergreen-wealth-management-boston-ma-313909.md)) | 313909 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 5 | Fixed fee |
| [Excalibur Management Corp](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836) ([md](https://advisorcensus.com/firm/excalibur-management-corp-waltham-ma-110836.md)) | 110836 | Waltham, MA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Fixed fee |
| [F L Putnam Investment Management Co.](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223) ([md](https://advisorcensus.com/firm/f-l-putnam-investment-management-co-lynnfield-ma-106223.md)) | 106223 | Lynnfield, MA | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee, Other |
| [Family Fiduciary Services, Inc.](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339) ([md](https://advisorcensus.com/firm/family-fiduciary-services-inc-beverly-ma-146339.md)) | 146339 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Felis Advantage, LP](https://advisorcensus.com/firm/felis-advantage-lp-boston-ma-335282) ([md](https://advisorcensus.com/firm/felis-advantage-lp-boston-ma-335282.md)) | 335282 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Fidelity Diversifying Solutions LLC](https://advisorcensus.com/firm/fidelity-diversifying-solutions-llc-boston-ma-315088) ([md](https://advisorcensus.com/firm/fidelity-diversifying-solutions-llc-boston-ma-315088.md)) | 315088 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee, Other |
| [Fidelity Institutional Wealth Adviser LLC](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896) ([md](https://advisorcensus.com/firm/fidelity-institutional-wealth-adviser-llc-boston-ma-301896.md)) | 301896 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Fiduciary Wealth Partners, LLC](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696) ([md](https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696.md)) | 160696 | Newton Lower Falls, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Financial Management Associates, LLC](https://advisorcensus.com/firm/financial-management-associates-llc-windham-nh-327502) ([md](https://advisorcensus.com/firm/financial-management-associates-llc-windham-nh-327502.md)) | 327502 | Windham, NH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Boston, MA work with charitable organizations?**
268 investment advisory firms with a principal office in the Boston metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Boston, MA?**
AdvisorCensus lists 1,183 investment advisory firms with a principal office in the Boston metro area, from Form ADV filings as of October 2026: 619 SEC-registered, 291 state-registered, and 273 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 Boston, MA?**
302 of the 1,183 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 Boston, MA offer financial planning?**
431 of the 910 firms in Boston, 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 Boston, 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 302 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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- [Financial advisors in Barnstable Town](https://advisorcensus.com/advisors/ma/barnstable-town) (https://advisorcensus.com/advisors/ma/barnstable-town.md)
- [Financial advisors in Springfield](https://advisorcensus.com/advisors/ma/springfield) (https://advisorcensus.com/advisors/ma/springfield.md)
- [Financial advisors in Pittsfield](https://advisorcensus.com/advisors/ma/pittsfield) (https://advisorcensus.com/advisors/ma/pittsfield.md)
- [Financial advisors in Amherst Town](https://advisorcensus.com/advisors/ma/amherst-town) (https://advisorcensus.com/advisors/ma/amherst-town.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in Boston, MA: 268 firms from Form ADV filings as of October 2026.