{ "path": "/advisors/ma/boston/for-charities", "url": "https://advisorcensus.com/advisors/ma/boston/for-charities/page/4", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Boston, MA", "filters": {}, "scope_total": 268, "faq": [ { "q": "Which financial advisors in Boston, MA work with charitable organizations?", "a": "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." }, { "q": "How many financial advisory firms are there in Boston, MA?", "a": "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." }, { "q": "How many fee-only financial advisors are in Boston, MA?", "a": "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." }, { "q": "How many financial advisors in Boston, MA offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Boston, 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 302 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 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.", "about_market": "Boston has 1,183 investment advisory firms with a principal office in the metro area as of October 2026: 619 SEC-registered, 291 state-registered, and 273 exempt reporting advisers. 302 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 248 report under $100 million in regulatory assets under management. The metro area has 1,940,688 households, 505,773 of them with income of $200,000 or more, or 428 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for charitable organizations in Boston, MA: 268 firms from Form ADV filings as of October 2026.", "total_firms": 268, "page": 4, "total_pages": 6, "sort": "name", "registration_types": { "sec": 233, "state": 35, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 103 }, { "code": "percentage_of_aum", "count": 261 }, { "code": "hourly", "count": 98 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 149 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 63 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 49 }, { "code": "5_to_9", "count": 43 }, { "code": "10_to_19", "count": 67 }, { "code": "20_plus", "count": 109 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 10 }, { "code": "25m_100m", "count": 21 }, { "code": "100m_500m", "count": 73 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 64 }, { "code": "over_5b", "count": 65 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 110601, "name": "Meketa Investment Group Inc", "name_as_filed": "MEKETA INVESTMENT GROUP INC", "url": "https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601", "city": "Westwood", "state": "MA", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133449, "name": "Mercer Investments LLC", "name_as_filed": "MERCER INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/mercer-investments-llc-boston-ma-133449", "city": "Boston", "state": "MA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 107144, "name": "MFS Institutional Advisors Inc.", "name_as_filed": "MFS INSTITUTIONAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/mfs-institutional-advisors-inc-boston-ma-107144", "city": "Boston", "state": "MA", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 110045, "name": "MFS Investment Management", "name_as_filed": "MFS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/mfs-investment-management-boston-ma-110045", "city": "Boston", "state": "MA", "years_registered": 44, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 107649, "name": "MG Financial LLC", "name_as_filed": "MG FINANCIAL LLC", "url": "https://advisorcensus.com/firm/mg-financial-llc-braintree-ma-107649", "city": "Braintree", "state": "MA", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 226513, "name": "Middle Street Capital, LLC", "name_as_filed": "MIDDLE STREET CAPITAL, LLC", "url": "https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513", "city": "Newfields", "state": "NH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104549, "name": "Middleton & Company Inc.", "name_as_filed": "MIDDLETON & COMPANY INC.", "url": "https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549", "city": "Boston", "state": "MA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328488, "name": "Mindoro Capital Partners LLC", "name_as_filed": "MINDORO CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/mindoro-capital-partners-llc-boston-ma-328488", "city": "Boston", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 140170, "name": "Minot Deblois Advisors LLC", "name_as_filed": "MINOT DEBLOIS ADVISORS LLC", "url": "https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170", "city": "Boston", "state": "MA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163148, "name": "Monashee Investment Management, LLC", "name_as_filed": "MONASHEE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/monashee-investment-management-llc-boston-ma-163148", "city": "Boston", "state": "MA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111908, "name": "Monument Group Wealth Advisors, LLC", "name_as_filed": "MONUMENT GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908", "city": "Concord", "state": "MA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106920, "name": "Moody Aldrich Partners, LLC", "name_as_filed": "MOODY ALDRICH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920", "city": "Marblehead", "state": "MA", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283549, "name": "Moody, Lynn, Lieberson & Walker, LLC", "name_as_filed": "MOODY, LYNN, LIEBERSON & WALKER, LLC", "url": "https://advisorcensus.com/firm/moody-lynn-lieberson-and-walker-llc-boston-ma-283549", "city": "Boston", "state": "MA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 594, "name": "Moors & Cabot, Inc", "name_as_filed": "MOORS & CABOT, INC", "url": "https://advisorcensus.com/firm/moors-and-cabot-inc-boston-ma-594", "city": "Boston", "state": "MA", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 106800, "name": "Natixis Advisors, LLC", "name_as_filed": "NATIXIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800", "city": "Boston", "state": "MA", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 105378, "name": "Needham Advisory Corporation", "name_as_filed": "NEEDHAM ADVISORY CORPORATION", "url": "https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378", "city": "North Andover", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110562, "name": "Nepc, LLC", "name_as_filed": "NEPC, LLC", "url": "https://advisorcensus.com/firm/nepc-llc-boston-ma-110562", "city": "Boston", "state": "MA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 133790, "name": "New England Private Wealth Advisors, LLC", "name_as_filed": "NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790", "city": "Wellesley", "state": "MA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296798, "name": "New World Advisors LLC", "name_as_filed": "NEW WORLD ADVISORS LLC", "url": "https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798", "city": "Hingham", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312937, "name": "Newton Investment Management North America", "name_as_filed": "NEWTON INVESTMENT MANAGEMENT NORTH AMERICA", "url": "https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283289, "name": "Nobscot Investment Management LLC", "name_as_filed": "NOBSCOT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289", "city": "Wellesley", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105051, "name": "Northeast Investment Management Inc", "name_as_filed": "NORTHEAST INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051", "city": "Boston", "state": "MA", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107138, "name": "Northstar Asset Management, Inc", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138", "city": "Boston", "state": "MA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315955, "name": "Nubian Square Investment Advisors, LLC", "name_as_filed": "NUBIAN SQUARE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955", "city": "Brookline", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128868, "name": "Nvest Financial, LLC", "name_as_filed": "NVEST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868", "city": "Portsmouth", "state": "NH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297424, "name": "O.F.O. Partners, LLC", "name_as_filed": "O.F.O. PARTNERS, LLC", "url": "https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424", "city": "Hingham", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165816, "name": "Okemo Capital Management, LLC", "name_as_filed": "OKEMO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/okemo-capital-management-llc-stow-ma-165816", "city": "Stow", "state": "MA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289242, "name": "Ouellette Wealth Advisory LLC", "name_as_filed": "OUELLETTE WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242", "city": "Lexington", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155642, "name": "P/E Global LLC", "name_as_filed": "P/E GLOBAL LLC", "url": "https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642", "city": "Boston", "state": "MA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310327, "name": "Pallas Capital Advisors, LLC", "name_as_filed": "PALLAS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327", "city": "Braintree", "state": "MA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105201, "name": "Panagora Asset Management Inc", "name_as_filed": "PANAGORA ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/panagora-asset-management-inc-boston-ma-105201", "city": "Boston", "state": "MA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336573, "name": "Park State Asset Management LLC", "name_as_filed": "PARK STATE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/park-state-asset-management-llc-beverly-ma-336573", "city": "Beverly", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 120663, "name": "Partners Capital Investment Group, LLP", "name_as_filed": "PARTNERS CAPITAL INVESTMENT GROUP, LLP", "url": "https://advisorcensus.com/firm/partners-capital-investment-group-llp-boston-ma-120663", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 143644, "name": "Peabody River Asset Management, LLC", "name_as_filed": "PEABODY RIVER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644", "city": "Cambridge", "state": "MA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148216, "name": "Peddock Capital Advisors, LLC", "name_as_filed": "PEDDOCK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216", "city": "Braintree", "state": "MA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105060, "name": "Penobscot Investment Management Company, Inc.", "name_as_filed": "PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.", "url": "https://advisorcensus.com/firm/penobscot-investment-management-company-inc-boston-ma-105060", "city": "Boston", "state": "MA", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309546, "name": "Pension & Wealth Management Advisors", "name_as_filed": "PENSION & WEALTH MANAGEMENT ADVISORS", "url": "https://advisorcensus.com/firm/pension-and-wealth-management-advisors-waltham-ma-309546", "city": "Waltham", "state": "MA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128600, "name": "Perennial Advisors Group, LLC", "name_as_filed": "PERENNIAL ADVISORS GROUP, LLC", "url": "https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600", "city": "Westford", "state": "MA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110617, "name": "Piscataqua Research Inc.", "name_as_filed": "PISCATAQUA RESEARCH INC.", "url": "https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617", "city": "Portsmouth", "state": "NH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 106278, "name": "Polaris Capital Management, LLC", "name_as_filed": "POLARIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polaris-capital-management-llc-boston-ma-106278", "city": "Boston", "state": "MA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324093, "name": "Polaris Investment Advisors, LLC", "name_as_filed": "POLARIS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093", "city": "Framingham", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108468, "name": "Polen Capital Credit, LLC", "name_as_filed": "POLEN CAPITAL 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