# Financial advisors with no account minimum in Boston, MA

> Find financial advisors in Boston, MA with no account minimum. AdvisorCensus lists 79 investment advisory firms with a principal office in the Boston metro area whose brochure says the firm has no account minimum, checked word for word, as of October 2026. Firms are listed alphabetically, and each firm's page quotes the brochure.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/no-account-minimum

## At a glance

- Investment advisory firms: 79
- Registration: SEC-registered investment adviser: 79
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 34 (43%); Percentage of assets 74 (94%); Hourly charges 33 (42%); Fixed fees 52 (66%); Performance-based fees 4 (5%); Other 6 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (4%); $25 million to $100 million 4 (5%); $100 million to $500 million 46 (58%); $500 million to $1 billion 12 (15%); $1 billion to $5 billion 9 (11%); Over $5 billion 3 (4%); Not reported 2 (3%)
- Years registered: Under 5 years 32 (41%); 5 to 9 years 18 (23%); 10 to 19 years 18 (23%); 20 years or more 11 (14%)

## Firms (page 1 of 2, 1 to 50 of 79, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [603 Financial Advisors, LLC](https://advisorcensus.com/firm/603-financial-advisors-llc-newfields-nh-324422) ([md](https://advisorcensus.com/firm/603-financial-advisors-llc-newfields-nh-324422.md)) | 324422 | Newfields, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Abbot Financial Management, Inc](https://advisorcensus.com/firm/abbot-financial-management-inc-andover-ma-111040) ([md](https://advisorcensus.com/firm/abbot-financial-management-inc-andover-ma-111040.md)) | 111040 | Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets |
| [Alta Wealth Advisors LLC](https://advisorcensus.com/firm/alta-wealth-advisors-llc-woburn-ma-293675) ([md](https://advisorcensus.com/firm/alta-wealth-advisors-llc-woburn-ma-293675.md)) | 293675 | Woburn, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Arborstone Financial, LLC](https://advisorcensus.com/firm/arborstone-financial-llc-andover-ma-338225) ([md](https://advisorcensus.com/firm/arborstone-financial-llc-andover-ma-338225.md)) | 338225 | Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Beaton Management Co Inc](https://advisorcensus.com/firm/beaton-management-co-inc-haverhill-ma-104728) ([md](https://advisorcensus.com/firm/beaton-management-co-inc-haverhill-ma-104728.md)) | 104728 | Haverhill, MA | SEC-registered investment adviser | $100 million to $500 million | 41 | % of assets |
| [Beck Bode LLC](https://advisorcensus.com/firm/beck-bode-llc-dedham-ma-282611) ([md](https://advisorcensus.com/firm/beck-bode-llc-dedham-ma-282611.md)) | 282611 | Dedham, MA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Betro Mileszko & Company](https://advisorcensus.com/firm/betro-mileszko-and-company-foxboro-ma-145184) ([md](https://advisorcensus.com/firm/betro-mileszko-and-company-foxboro-ma-145184.md)) | 145184 | Foxboro, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Bluebird Wealth Management LLC](https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420) ([md](https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420.md)) | 293420 | Medfield, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Blueline Advisors](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642) ([md](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642.md)) | 164642 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Borabond, LLC](https://advisorcensus.com/firm/borabond-llc-framingham-ma-336456) ([md](https://advisorcensus.com/firm/borabond-llc-framingham-ma-336456.md)) | 336456 | Framingham, MA | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Boston Standard Wealth Management, LLC](https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452) ([md](https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452.md)) | 156452 | Winchester, MA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Broadwater Capital Management LLC](https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509) ([md](https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509.md)) | 125509 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Canby Financial Advisors](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797) ([md](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797.md)) | 338797 | Framingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Capital Design Private Wealth LLC](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472) ([md](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472.md)) | 300472 | Portsmouth, NH | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Century Equity Partners LLC](https://advisorcensus.com/firm/century-equity-partners-llc-boston-ma-281939) ([md](https://advisorcensus.com/firm/century-equity-partners-llc-boston-ma-281939.md)) | 281939 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [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 |
| [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 |
| [Clear Brook Advisors, Inc.](https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045) ([md](https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045.md)) | 132045 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 20 | Fixed fee, Other |
| [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 |
| [Commons Capital, LLC](https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738) ([md](https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738.md)) | 165738 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Concordia Wealth Management, LLC](https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278) ([md](https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278.md)) | 164278 | Concord, MA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed 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 |
| [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 |
| [Datalign](https://advisorcensus.com/firm/datalign-cambridge-ma-317004) ([md](https://advisorcensus.com/firm/datalign-cambridge-ma-317004.md)) | 317004 | Cambridge, MA | SEC-registered investment adviser | Not reported | 4 | Other |
| [Fairfield Financial Advisors](https://advisorcensus.com/firm/fairfield-financial-advisors-wellesley-ma-106408) ([md](https://advisorcensus.com/firm/fairfield-financial-advisors-wellesley-ma-106408.md)) | 106408 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets |
| [Family Partners Capital, LLC](https://advisorcensus.com/firm/family-partners-capital-llc-hamilton-ma-304176) ([md](https://advisorcensus.com/firm/family-partners-capital-llc-hamilton-ma-304176.md)) | 304176 | Hamilton, MA | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [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 |
| [Flagship Private Wealth](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277) ([md](https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277.md)) | 175277 | Woburn, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [FMA Wealth Management, LLC](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049) ([md](https://advisorcensus.com/firm/fma-wealth-management-llc-duxbury-ma-313049.md)) | 313049 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Fox Hill Wealth Management](https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881) ([md](https://advisorcensus.com/firm/fox-hill-wealth-management-dedham-ma-321881.md)) | 321881 | Dedham, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Gassman Financial LLC](https://advisorcensus.com/firm/gassman-financial-llc-salem-nh-317204) ([md](https://advisorcensus.com/firm/gassman-financial-llc-salem-nh-317204.md)) | 317204 | Salem, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Good Harbor Advisors, Inc.](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492) ([md](https://advisorcensus.com/firm/good-harbor-advisors-inc-gloucester-ma-143492.md)) | 143492 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Harvest Capital Partners LLC](https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026) ([md](https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026.md)) | 133026 | Boston, MA | SEC-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [High Pines Wealth Management LLC](https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191) ([md](https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191.md)) | 285191 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Hoopoe Advisors](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573) ([md](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573.md)) | 282573 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Impresa Management LLC](https://advisorcensus.com/firm/impresa-management-llc-boston-ma-168741) ([md](https://advisorcensus.com/firm/impresa-management-llc-boston-ma-168741.md)) | 168741 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee, Other |
| [Innovative Advisory Group](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618) ([md](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618.md)) | 146618 | Lexington, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [John Hancock Personal Financial Services, LLC](https://advisorcensus.com/firm/john-hancock-personal-financial-services-llc-boston-ma-174433) ([md](https://advisorcensus.com/firm/john-hancock-personal-financial-services-llc-boston-ma-174433.md)) | 174433 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Keenan Financial](https://advisorcensus.com/firm/keenan-financial-boston-ma-285673) ([md](https://advisorcensus.com/firm/keenan-financial-boston-ma-285673.md)) | 285673 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Levatus LLC](https://advisorcensus.com/firm/levatus-llc-boston-ma-287811) ([md](https://advisorcensus.com/firm/levatus-llc-boston-ma-287811.md)) | 287811 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Little House Capital, LLC](https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070) ([md](https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070.md)) | 290070 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Mardin Capital Group](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252) ([md](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252.md)) | 342252 | Rye, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [Montis Financial, LLC](https://advisorcensus.com/firm/montis-financial-llc-waltham-ma-163986) ([md](https://advisorcensus.com/firm/montis-financial-llc-waltham-ma-163986.md)) | 163986 | Waltham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [MSA Financial](https://advisorcensus.com/firm/msa-financial-braintree-ma-107768) ([md](https://advisorcensus.com/firm/msa-financial-braintree-ma-107768.md)) | 107768 | Braintree, MA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % 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 |
| [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 |
| [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 |
| [Palladin Consumer Partners, LLC](https://advisorcensus.com/firm/palladin-consumer-partners-llc-boston-ma-164689) ([md](https://advisorcensus.com/firm/palladin-consumer-partners-llc-boston-ma-164689.md)) | 164689 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/ma/boston/no-account-minimum/page/2.md

## Questions people ask

**Which financial advisors in Boston, MA have no account minimum?**
79 investment advisory firms with a principal office in the Boston metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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 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 with no account minimum in Boston, MA: 79 firms from Form ADV filings as of October 2026.
