# 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/4

## 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 4 of 6, 151 to 200 of 268, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Meketa Investment Group Inc](https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601) ([md](https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601.md)) | 110601 | Westwood, MA | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Hourly, Fixed fee |
| [Mercer Investments LLC](https://advisorcensus.com/firm/mercer-investments-llc-boston-ma-133449) ([md](https://advisorcensus.com/firm/mercer-investments-llc-boston-ma-133449.md)) | 133449 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [MFS Institutional Advisors Inc.](https://advisorcensus.com/firm/mfs-institutional-advisors-inc-boston-ma-107144) ([md](https://advisorcensus.com/firm/mfs-institutional-advisors-inc-boston-ma-107144.md)) | 107144 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Performance fee, Other |
| [MFS Investment Management](https://advisorcensus.com/firm/mfs-investment-management-boston-ma-110045) ([md](https://advisorcensus.com/firm/mfs-investment-management-boston-ma-110045.md)) | 110045 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 44 | % of assets, Other |
| [MG Financial LLC](https://advisorcensus.com/firm/mg-financial-llc-braintree-ma-107649) ([md](https://advisorcensus.com/firm/mg-financial-llc-braintree-ma-107649.md)) | 107649 | Braintree, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Hourly, Other |
| [Middle Street Capital, LLC](https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513) ([md](https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513.md)) | 226513 | Newfields, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Middleton & Company Inc.](https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549) ([md](https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549.md)) | 104549 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets |
| [Mindoro Capital Partners LLC](https://advisorcensus.com/firm/mindoro-capital-partners-llc-boston-ma-328488) ([md](https://advisorcensus.com/firm/mindoro-capital-partners-llc-boston-ma-328488.md)) | 328488 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Minot Deblois Advisors LLC](https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170) ([md](https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170.md)) | 140170 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Monashee Investment Management, LLC](https://advisorcensus.com/firm/monashee-investment-management-llc-boston-ma-163148) ([md](https://advisorcensus.com/firm/monashee-investment-management-llc-boston-ma-163148.md)) | 163148 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Monument Group Wealth Advisors, LLC](https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908) ([md](https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908.md)) | 111908 | Concord, MA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Hourly, Fixed fee |
| [Moody Aldrich Partners, LLC](https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920) ([md](https://advisorcensus.com/firm/moody-aldrich-partners-llc-marblehead-ma-106920.md)) | 106920 | Marblehead, MA | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Moody, Lynn, Lieberson & Walker, LLC](https://advisorcensus.com/firm/moody-lynn-lieberson-and-walker-llc-boston-ma-283549) ([md](https://advisorcensus.com/firm/moody-lynn-lieberson-and-walker-llc-boston-ma-283549.md)) | 283549 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets |
| [Moors & Cabot, Inc](https://advisorcensus.com/firm/moors-and-cabot-inc-boston-ma-594) ([md](https://advisorcensus.com/firm/moors-and-cabot-inc-boston-ma-594.md)) | 594 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Commissions |
| [Natixis Advisors, LLC](https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800) ([md](https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800.md)) | 106800 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Other |
| [Needham Advisory Corporation](https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378) ([md](https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378.md)) | 105378 | North Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Nepc, LLC](https://advisorcensus.com/firm/nepc-llc-boston-ma-110562) ([md](https://advisorcensus.com/firm/nepc-llc-boston-ma-110562.md)) | 110562 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Hourly, Fixed fee, Performance fee |
| [New England Private Wealth Advisors, LLC](https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790) ([md](https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790.md)) | 133790 | Wellesley, MA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee |
| [New World Advisors LLC](https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798) ([md](https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798.md)) | 296798 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Newton Investment Management North America](https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937) ([md](https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937.md)) | 312937 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Fixed fee, Performance fee |
| [Nobscot Investment Management LLC](https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289) ([md](https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289.md)) | 283289 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Northeast Investment Management Inc](https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051) ([md](https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051.md)) | 105051 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets, Fixed fee |
| [Northstar Asset Management, Inc](https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138) ([md](https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138.md)) | 107138 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets |
| [Nubian Square Investment Advisors, LLC](https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955) ([md](https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955.md)) | 315955 | Brookline, MA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Nvest Financial, LLC](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868) ([md](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868.md)) | 128868 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [O.F.O. Partners, LLC](https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424) ([md](https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424.md)) | 297424 | Hingham, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Okemo Capital Management, LLC](https://advisorcensus.com/firm/okemo-capital-management-llc-stow-ma-165816) ([md](https://advisorcensus.com/firm/okemo-capital-management-llc-stow-ma-165816.md)) | 165816 | Stow, MA | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [Ouellette Wealth Advisory LLC](https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242) ([md](https://advisorcensus.com/firm/ouellette-wealth-advisory-llc-lexington-ma-289242.md)) | 289242 | Lexington, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [P/E Global LLC](https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642) ([md](https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642.md)) | 155642 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee |
| [Pallas Capital Advisors, LLC](https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327) ([md](https://advisorcensus.com/firm/pallas-capital-advisors-llc-braintree-ma-310327.md)) | 310327 | Braintree, MA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Panagora Asset Management Inc](https://advisorcensus.com/firm/panagora-asset-management-inc-boston-ma-105201) ([md](https://advisorcensus.com/firm/panagora-asset-management-inc-boston-ma-105201.md)) | 105201 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Performance fee |
| [Park State Asset Management LLC](https://advisorcensus.com/firm/park-state-asset-management-llc-beverly-ma-336573) ([md](https://advisorcensus.com/firm/park-state-asset-management-llc-beverly-ma-336573.md)) | 336573 | Beverly, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Partners Capital Investment Group, LLP](https://advisorcensus.com/firm/partners-capital-investment-group-llp-boston-ma-120663) ([md](https://advisorcensus.com/firm/partners-capital-investment-group-llp-boston-ma-120663.md)) | 120663 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Peabody River Asset Management, LLC](https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644) ([md](https://advisorcensus.com/firm/peabody-river-asset-management-llc-cambridge-ma-143644.md)) | 143644 | Cambridge, MA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Peddock Capital Advisors, LLC](https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216) ([md](https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216.md)) | 148216 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Penobscot Investment Management Company, Inc.](https://advisorcensus.com/firm/penobscot-investment-management-company-inc-boston-ma-105060) ([md](https://advisorcensus.com/firm/penobscot-investment-management-company-inc-boston-ma-105060.md)) | 105060 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets |
| [Pension & Wealth Management Advisors](https://advisorcensus.com/firm/pension-and-wealth-management-advisors-waltham-ma-309546) ([md](https://advisorcensus.com/firm/pension-and-wealth-management-advisors-waltham-ma-309546.md)) | 309546 | Waltham, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Perennial Advisors Group, LLC](https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600) ([md](https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600.md)) | 128600 | Westford, MA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Piscataqua Research Inc.](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617) ([md](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617.md)) | 110617 | Portsmouth, NH | State-registered investment adviser | Not reported | 14 | Fixed fee |
| [Polaris Capital Management, LLC](https://advisorcensus.com/firm/polaris-capital-management-llc-boston-ma-106278) ([md](https://advisorcensus.com/firm/polaris-capital-management-llc-boston-ma-106278.md)) | 106278 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Performance fee |
| [Polaris Investment Advisors, LLC](https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093) ([md](https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093.md)) | 324093 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Polen Capital Credit, LLC](https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468) ([md](https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468.md)) | 108468 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Portolan Capital Management, LLC](https://advisorcensus.com/firm/portolan-capital-management-llc-boston-ma-157542) ([md](https://advisorcensus.com/firm/portolan-capital-management-llc-boston-ma-157542.md)) | 157542 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Prime Buchholz LLC](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455) ([md](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455.md)) | 106455 | Portsmouth, NH | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Other |
| [Proctor Financial](https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021) ([md](https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021.md)) | 122021 | Sherborn, MA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Promethos Capital, LLC](https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915) ([md](https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915.md)) | 300915 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [Purefi Wealth, LLC](https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459) ([md](https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459.md)) | 328459 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Putnam Investment Management, LLC](https://advisorcensus.com/firm/putnam-investment-management-llc-boston-ma-106629) ([md](https://advisorcensus.com/firm/putnam-investment-management-llc-boston-ma-106629.md)) | 106629 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Performance fee |
| [Radius Wealth Management, Inc.](https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159) ([md](https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159.md)) | 168159 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Redwood Investments, LLC](https://advisorcensus.com/firm/redwood-investments-llc-boston-ma-133028) ([md](https://advisorcensus.com/firm/redwood-investments-llc-boston-ma-133028.md)) | 133028 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |

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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 Hingham, MA](https://advisorcensus.com/advisors/ma/boston/hingham) (https://advisorcensus.com/advisors/ma/boston/hingham.md)
- [Financial advisors in Woburn, MA](https://advisorcensus.com/advisors/ma/boston/woburn) (https://advisorcensus.com/advisors/ma/boston/woburn.md)
- [Financial advisors in Worcester](https://advisorcensus.com/advisors/ma/worcester) (https://advisorcensus.com/advisors/ma/worcester.md)
- [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.