{
  "path": "/advisors/ma/boston/for-charities",
  "url": "https://advisorcensus.com/advisors/ma/boston/for-charities/page/6",
  "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": 6,
  "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": 167206,
      "name": "Wakely Investment Management",
      "name_as_filed": "WAKELY INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206",
      "city": "Boston",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110407,
      "name": "Washington Trust Advisors",
      "name_as_filed": "WASHINGTON TRUST ADVISORS",
      "url": "https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315244,
      "name": "Wealth Effects",
      "name_as_filed": "WEALTH EFFECTS",
      "url": "https://advisorcensus.com/firm/wealth-effects-boston-ma-315244",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105991,
      "name": "Weatherbie Capital, LLC",
      "name_as_filed": "WEATHERBIE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/weatherbie-capital-llc-boston-ma-105991",
      "city": "Boston",
      "state": "MA",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115119,
      "name": "Welch & Forbes LLC",
      "name_as_filed": "WELCH & FORBES LLC",
      "url": "https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119",
      "city": "Boston",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116176,
      "name": "Wellesley Asset Management, Inc.",
      "name_as_filed": "WELLESLEY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/wellesley-asset-management-inc-portsmouth-nh-116176",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106595,
      "name": "Wellington Management Company LLP",
      "name_as_filed": "WELLINGTON MANAGEMENT COMPANY LLP",
      "url": "https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595",
      "city": "Boston",
      "state": "MA",
      "years_registered": 46,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129473,
      "name": "Wernau Asset Management",
      "name_as_filed": "WERNAU ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473",
      "city": "Gloucester",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146990,
      "name": "Westfield Capital Management Company, L.P.",
      "name_as_filed": "WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.",
      "url": "https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990",
      "city": "Boston",
      "state": "MA",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173692,
      "name": "Westland Gate Capital, LLC",
      "name_as_filed": "WESTLAND GATE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692",
      "city": "Holliston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334219,
      "name": "WGI DM, LLC",
      "name_as_filed": "WGI DM, LLC",
      "url": "https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219",
      "city": "Boston",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104913,
      "name": "Wilkins Investment Counsel, Inc",
      "name_as_filed": "WILKINS INVESTMENT COUNSEL, INC",
      "url": "https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913",
      "city": "Boston",
      "state": "MA",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152145,
      "name": "Windrose Advisors LLC",
      "name_as_filed": "WINDROSE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/windrose-advisors-llc-waltham-ma-152145",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105012,
      "name": "Wingate Wealth Advisors, Inc.",
      "name_as_filed": "WINGATE WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012",
      "city": "Lexington",
      "state": "MA",
      "years_registered": 39,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288178,
      "name": "Winthrop Wealth",
      "name_as_filed": "WINTHROP WEALTH",
      "url": "https://advisorcensus.com/firm/winthrop-wealth-boston-ma-288178",
      "city": "Boston",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146026,
      "name": "Wolfstich Capital, LLC",
      "name_as_filed": "WOLFSTICH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026",
      "city": "Medfield",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110662,
      "name": "Woodstock Corporation",
      "name_as_filed": "WOODSTOCK CORPORATION",
      "url": "https://advisorcensus.com/firm/woodstock-corporation-boston-ma-110662",
      "city": "Boston",
      "state": "MA",
      "years_registered": 58,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165269,
      "name": "Zevin Asset Management, LLC",
      "name_as_filed": "ZEVIN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/zevin-asset-management-llc-boston-ma-165269",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ma",
      "label": "Financial advisors in Massachusetts"
    },
    "metro": {
      "path": "/advisors/ma/boston",
      "label": "Financial advisors in Boston, MA"
    },
    "city_pages": [
      {
        "path": "/advisors/ma/boston/cambridge",
        "label": "Financial advisors in Cambridge, MA",
        "firm_count": 72
      },
      {
        "path": "/advisors/ma/boston/portsmouth",
        "label": "Financial advisors in Portsmouth, NH",
        "firm_count": 43
      },
      {
        "path": "/advisors/ma/boston/wellesley",
        "label": "Financial advisors in Wellesley, MA",
        "firm_count": 31
      },
      {
        "path": "/advisors/ma/boston/newton",
        "label": "Financial advisors in Newton, MA",
        "firm_count": 28
      },
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        "path": "/advisors/ma/boston/waltham",
        "label": "Financial advisors in Waltham, MA",
        "firm_count": 26
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        "path": "/advisors/ma/boston/needham",
        "label": "Financial advisors in Needham, MA",
        "firm_count": 23
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        "path": "/advisors/ma/boston/braintree",
        "label": "Financial advisors in Braintree, MA",
        "firm_count": 19
      },
      {
        "path": "/advisors/ma/boston/andover",
        "label": "Financial advisors in Andover, MA",
        "firm_count": 14
      },
      {
        "path": "/advisors/ma/boston/concord",
        "label": "Financial advisors in Concord, MA",
        "firm_count": 14
      },
      {
        "path": "/advisors/ma/boston/burlington",
        "label": "Financial advisors in Burlington, MA",
        "firm_count": 13
      },
      {
        "path": "/advisors/ma/boston/hingham",
        "label": "Financial advisors in Hingham, MA",
        "firm_count": 13
      },
      {
        "path": "/advisors/ma/boston/woburn",
        "label": "Financial advisors in Woburn, MA",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ma/boston/fee-only",
        "label": "Fee-only financial advisors in Boston, MA",
        "firm_count": 302
      },
      {
        "path": "/advisors/ma/boston/flat-fee",
        "label": "Flat-fee financial advisors in Boston, MA",
        "firm_count": 414
      },
      {
        "path": "/advisors/ma/boston/hourly",
        "label": "Hourly financial advisors in Boston, MA",
        "firm_count": 296
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ma/boston/for-high-net-worth-individuals",
        "firm_count": 520,
        "label": "Financial advisors for high-net-worth individuals in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/for-retirement-plans",
        "firm_count": 223,
        "label": "Financial advisors for retirement plans in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/for-businesses",
        "firm_count": 224,
        "label": "Financial advisors for businesses in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/no-account-minimum",
        "firm_count": 79,
        "label": "Financial advisors with no account minimum in Boston, MA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ma/boston/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/immigrants-and-cross-border-families",
        "firm_count": 1,
        "label": "Financial advisors for immigrants and cross-border families in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/pre-retirees",
        "firm_count": 2,
        "label": "Financial advisors for pre-retirees in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/professional-athletes",
        "firm_count": 1,
        "label": "Financial advisors for professional athletes in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/sustainable-and-impact-investing",
        "firm_count": 2,
        "label": "Financial advisors for sustainable and impact investing in Boston, MA"
      },
      {
        "path": "/advisors/ma/boston/tech-employees-with-equity-compensation",
        "firm_count": 1,
        "label": "Financial advisors for tech employees with equity compensation in Boston, MA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}