# Financial advisors for high-net-worth individuals in Boston, MA

> AdvisorCensus lists 520 investment advisory firms with a principal office in the Boston metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/10

## At a glance

- Investment advisory firms: 520
- Registration: SEC-registered investment adviser: 338, State-registered investment adviser: 182
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 236 (45%); Percentage of assets 499 (96%); Hourly charges 231 (44%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 316 (61%); Commissions 18 (3%); Performance-based fees 66 (13%); Other 56 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 70 (13%); $25 million to $100 million 103 (20%); $100 million to $500 million 154 (30%); $500 million to $1 billion 56 (11%); $1 billion to $5 billion 70 (13%); Over $5 billion 53 (10%); Not reported 14 (3%)
- Years registered: Under 5 years 126 (24%); 5 to 9 years 99 (19%); 10 to 19 years 137 (26%); 20 years or more 158 (30%)

## Firms (page 10 of 11, 451 to 500 of 520, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Street Smart Financial, LLC](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422) ([md](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422.md)) | 146422 | Lexington, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Sullivan Retirement Resources, LLC](https://advisorcensus.com/firm/sullivan-retirement-resources-llc-wrentham-ma-293997) ([md](https://advisorcensus.com/firm/sullivan-retirement-resources-llc-wrentham-ma-293997.md)) | 293997 | Wrentham, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Other |
| [Summit Wealth Group LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205.md)) | 282205 | Exeter, NH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Sunflower Financial Planning, LLC](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654) ([md](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654.md)) | 329654 | Windham, NH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [SVB Wealth](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832) ([md](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832.md)) | 172832 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [SW Private Wealth, LLC](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362) ([md](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362.md)) | 289362 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [TA Realty LLC](https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586) ([md](https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586.md)) | 108586 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Performance fee, Other |
| [Tapparo Capital Management](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813) ([md](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813.md)) | 128813 | Topsfield, MA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Fixed fee |
| [Tax & Investment Advisors](https://advisorcensus.com/firm/tax-and-investment-advisors-newburyport-ma-327402) ([md](https://advisorcensus.com/firm/tax-and-investment-advisors-newburyport-ma-327402.md)) | 327402 | Newburyport, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [TFC Financial Management Inc](https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062) ([md](https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062.md)) | 105062 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [TGA Capital Management](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629) ([md](https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629.md)) | 131629 | Braintree, MA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly, Fixed fee |
| [The Bollard Group LLC](https://advisorcensus.com/firm/the-bollard-group-llc-boston-ma-155317) ([md](https://advisorcensus.com/firm/the-bollard-group-llc-boston-ma-155317.md)) | 155317 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Performance fee |
| [The Clifford Group LLC](https://advisorcensus.com/firm/the-clifford-group-llc-wayland-ma-318897) ([md](https://advisorcensus.com/firm/the-clifford-group-llc-wayland-ma-318897.md)) | 318897 | Wayland, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [The de Burlo Group, Inc.](https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435) ([md](https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435.md)) | 153435 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [The Family Financial Group](https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908) ([md](https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908.md)) | 318908 | Newton Centre, MA | State-registered investment adviser | Not reported | 3 | Hourly |
| [The Patriot Financial Group, LLC](https://advisorcensus.com/firm/the-patriot-financial-group-llc-walpole-ma-172470) ([md](https://advisorcensus.com/firm/the-patriot-financial-group-llc-walpole-ma-172470.md)) | 172470 | Walpole, MA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [The Practical Planner](https://advisorcensus.com/firm/the-practical-planner-groton-ma-130601) ([md](https://advisorcensus.com/firm/the-practical-planner-groton-ma-130601.md)) | 130601 | Groton, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [The Putnam Advisory Company, LLC](https://advisorcensus.com/firm/the-putnam-advisory-company-llc-boston-ma-106631) ([md](https://advisorcensus.com/firm/the-putnam-advisory-company-llc-boston-ma-106631.md)) | 106631 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 57 | % of assets, Performance fee |
| [The Sher Wealth Management Group](https://advisorcensus.com/firm/the-sher-wealth-management-group-needham-ma-172369) ([md](https://advisorcensus.com/firm/the-sher-wealth-management-group-needham-ma-172369.md)) | 172369 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Three Bearings Fiduciary Advisors, Inc.](https://advisorcensus.com/firm/three-bearings-fiduciary-advisors-inc-hampton-nh-283926) ([md](https://advisorcensus.com/firm/three-bearings-fiduciary-advisors-inc-hampton-nh-283926.md)) | 283926 | Hampton, NH | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Thurston Hall Investment Research, LLC](https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700) ([md](https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700.md)) | 136700 | Newton, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Tide Cycle Resources LLC](https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698) ([md](https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698.md)) | 330698 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets |
| [Tilton Asset Management](https://advisorcensus.com/firm/tilton-asset-management-weston-ma-128623) ([md](https://advisorcensus.com/firm/tilton-asset-management-weston-ma-128623.md)) | 128623 | Weston, MA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets |
| [Timber Creek Capital Management, LLC](https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220) ([md](https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220.md)) | 146220 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Timbuktu Capital Management, LLC](https://advisorcensus.com/firm/timbuktu-capital-management-llc-boston-ma-131084) ([md](https://advisorcensus.com/firm/timbuktu-capital-management-llc-boston-ma-131084.md)) | 131084 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Timothy Charles Financial, LLC](https://advisorcensus.com/firm/timothy-charles-financial-llc-lynnfield-ma-287945) ([md](https://advisorcensus.com/firm/timothy-charles-financial-llc-lynnfield-ma-287945.md)) | 287945 | Lynnfield, MA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Titanium Advisors, LLC](https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943) ([md](https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943.md)) | 153943 | Franklin, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tomasetti Investment Group, LLC](https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442) ([md](https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442.md)) | 136442 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [TQM Wealth Partners](https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979) ([md](https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979.md)) | 282979 | Marblehead, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Traub Capital Management](https://advisorcensus.com/firm/traub-capital-management-needham-ma-136851) ([md](https://advisorcensus.com/firm/traub-capital-management-needham-ma-136851.md)) | 136851 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly |
| [Trillium Asset Management](https://advisorcensus.com/firm/trillium-asset-management-boston-ma-110901) ([md](https://advisorcensus.com/firm/trillium-asset-management-boston-ma-110901.md)) | 110901 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Trinexus Capital, LLC](https://advisorcensus.com/firm/trinexus-capital-llc-windham-nh-298365) ([md](https://advisorcensus.com/firm/trinexus-capital-llc-windham-nh-298365.md)) | 298365 | Windham, NH | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Triple Summit Advisors, LLC](https://advisorcensus.com/firm/triple-summit-advisors-llc-newton-ma-282764) ([md](https://advisorcensus.com/firm/triple-summit-advisors-llc-newton-ma-282764.md)) | 282764 | Newton, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Truehand Inc](https://advisorcensus.com/firm/truehand-inc-strafford-nh-323640) ([md](https://advisorcensus.com/firm/truehand-inc-strafford-nh-323640.md)) | 323640 | Strafford, NH | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [TSW Wealth Management](https://advisorcensus.com/firm/tsw-wealth-management-framingham-ma-125209) ([md](https://advisorcensus.com/firm/tsw-wealth-management-framingham-ma-125209.md)) | 125209 | Framingham, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Twelve Points Wealth Management](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107) ([md](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107.md)) | 171107 | Concord, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Twin Focus Capital Partners, LLC](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522) ([md](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522.md)) | 140522 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Performance fee |
| [Twin Gryphon Advisors LLC](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264) ([md](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264.md)) | 297264 | Marshfield, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Twin Lights Capital Management LLC](https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830) ([md](https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830.md)) | 330830 | Beverly, MA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Other |
| [Tyler Street Capital](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011) ([md](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011.md)) | 340011 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [U. S. Boston Capital Corporation](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251) ([md](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251.md)) | 5251 | Lincoln, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Unconventional Investor, LLC](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333) ([md](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333.md)) | 317333 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [US Advisory Group](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291) ([md](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291.md)) | 109291 | Beverly, MA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Vandeventer & Company](https://advisorcensus.com/firm/vandeventer-and-company-windham-nh-117479) ([md](https://advisorcensus.com/firm/vandeventer-and-company-windham-nh-117479.md)) | 117479 | Windham, NH | State-registered investment adviser | Under $25 million | 35 | % of assets |
| [Vincent Wealth Advisors LLC](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759) ([md](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759.md)) | 332759 | Norwell, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Viraj Capital, LLC](https://advisorcensus.com/firm/viraj-capital-llc-cambridge-ma-304730) ([md](https://advisorcensus.com/firm/viraj-capital-llc-cambridge-ma-304730.md)) | 304730 | Cambridge, MA | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee, Other |
| [Wainwright Investment Counsel LLC](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711) ([md](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711.md)) | 108711 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee, Other |
| [Wakely Investment Management](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206) ([md](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206.md)) | 167206 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Washington Trust Advisors](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407) ([md](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407.md)) | 110407 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Wealth Effects](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244) ([md](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244.md)) | 315244 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |

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## Questions people ask

**Which financial advisors in Boston, MA work with high-net-worth individuals?**
520 investment advisory firms with a principal office in the Boston metro area report high-net-worth individuals 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 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 high-net-worth individuals in Boston, MA: 520 firms from Form ADV filings as of October 2026.