# Financial advisors in Boston, MA > AdvisorCensus lists 1,183 investment advisory firms with a principal office in the Boston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/page/13 ## At a glance - Investment advisory firms: 1,183 - Registration: SEC-registered investment adviser: 619, State-registered investment adviser: 291, Exempt reporting adviser: 273 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 302 (33%); Percentage of assets 819 (90%); Hourly charges 296 (33%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 414 (45%); Commissions 29 (3%); Performance-based fees 268 (29%); Other 161 (18%); No compensation arrangements reported 273 - Regulatory assets under management (Item 5.F): Under $25 million 124 (10%); $25 million to $100 million 124 (10%); $100 million to $500 million 210 (18%); $500 million to $1 billion 91 (8%); $1 billion to $5 billion 145 (12%); Over $5 billion 144 (12%); Not reported 345 (29%) - Years registered: Under 5 years 382 (32%); 5 to 9 years 245 (21%); 10 to 19 years 316 (27%); 20 years or more 226 (19%); Not reported 14 (1%) ## Firms (page 13 of 24, 601 to 650 of 1,183, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [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 | | [Kelly Financial Services LLC](https://advisorcensus.com/firm/kelly-financial-services-llc-braintree-ma-291996) ([md](https://advisorcensus.com/firm/kelly-financial-services-llc-braintree-ma-291996.md)) | 291996 | Braintree, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee | | [Kendall Investments, LLC](https://advisorcensus.com/firm/kendall-investments-llc-cambridge-ma-291345) ([md](https://advisorcensus.com/firm/kendall-investments-llc-cambridge-ma-291345.md)) | 291345 | Cambridge, MA | Exempt reporting adviser | Not reported | 8 | Not reported | | [Kendall Wealth LLC](https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901) ([md](https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901.md)) | 113901 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee | | [Kenston Capital Partners LLC](https://advisorcensus.com/firm/kenston-capital-partners-llc-boston-ma-327621) ([md](https://advisorcensus.com/firm/kenston-capital-partners-llc-boston-ma-327621.md)) | 327621 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Kepha Partners Management LLC](https://advisorcensus.com/firm/kepha-partners-management-llc-waltham-ma-161541) ([md](https://advisorcensus.com/firm/kepha-partners-management-llc-waltham-ma-161541.md)) | 161541 | Waltham, MA | Exempt reporting adviser | Not reported | 14 | Not reported | | [Knightsbridge Advisors, Inc.](https://advisorcensus.com/firm/knightsbridge-advisors-inc-cohasset-ma-117334) ([md](https://advisorcensus.com/firm/knightsbridge-advisors-inc-cohasset-ma-117334.md)) | 117334 | Cohasset, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee | | [Kondracki Advisory, LLC](https://advisorcensus.com/firm/kondracki-advisory-llc-hingham-ma-165649) ([md](https://advisorcensus.com/firm/kondracki-advisory-llc-hingham-ma-165649.md)) | 165649 | Hingham, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets | | [Kraematon Investment Advisors, Inc.](https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869) ([md](https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869.md)) | 126869 | Braintree, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets | | [KSI Advisors, LLC](https://advisorcensus.com/firm/ksi-advisors-llc-cambridge-ma-331191) ([md](https://advisorcensus.com/firm/ksi-advisors-llc-cambridge-ma-331191.md)) | 331191 | Cambridge, MA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Kuahiwi Management LLC](https://advisorcensus.com/firm/kuahiwi-management-llc-boston-ma-334146) ([md](https://advisorcensus.com/firm/kuahiwi-management-llc-boston-ma-334146.md)) | 334146 | Boston, MA | Exempt reporting adviser | Not reported | 1 | Not reported | | [KWM Financial LLC](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528) ([md](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528.md)) | 288528 | Porstmouth, NH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee | | [L.F. Howard Associates Inc](https://advisorcensus.com/firm/l-f-howard-associates-inc-boston-ma-109096) ([md](https://advisorcensus.com/firm/l-f-howard-associates-inc-boston-ma-109096.md)) | 109096 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other | | [Labrys II Management, LLC](https://advisorcensus.com/firm/labrys-ii-management-llc-boston-ma-337441) ([md](https://advisorcensus.com/firm/labrys-ii-management-llc-boston-ma-337441.md)) | 337441 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Lama Partners, LLC](https://advisorcensus.com/firm/lama-partners-llc-newton-ma-312067) ([md](https://advisorcensus.com/firm/lama-partners-llc-newton-ma-312067.md)) | 312067 | Newton, MA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Landon Capital Partners, LLC](https://advisorcensus.com/firm/landon-capital-partners-llc-boston-ma-292398) ([md](https://advisorcensus.com/firm/landon-capital-partners-llc-boston-ma-292398.md)) | 292398 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | Performance fee, Other | | [Lattanzi Financial Services LLC](https://advisorcensus.com/firm/lattanzi-financial-services-llc-revere-ma-282894) ([md](https://advisorcensus.com/firm/lattanzi-financial-services-llc-revere-ma-282894.md)) | 282894 | Revere, MA | State-registered investment adviser | Under $25 million | 9 | % of assets | | [Launch Financial Planning](https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327) ([md](https://advisorcensus.com/firm/launch-financial-planning-andover-ma-307327.md)) | 307327 | Andover, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly | | [LCW Planning and Investments, LLC](https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407) ([md](https://advisorcensus.com/firm/lcw-planning-and-investments-llc-lawrence-ma-338407.md)) | 338407 | Lawrence, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [Learnlaunch Accelerator II Management LLC](https://advisorcensus.com/firm/learnlaunch-accelerator-ii-management-llc-boston-ma-301399) ([md](https://advisorcensus.com/firm/learnlaunch-accelerator-ii-management-llc-boston-ma-301399.md)) | 301399 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Learnlaunch Fund + Accelerator](https://advisorcensus.com/firm/learnlaunch-fund-plus-accelerator-boston-ma-321860) ([md](https://advisorcensus.com/firm/learnlaunch-fund-plus-accelerator-boston-ma-321860.md)) | 321860 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Lebed Asset Management LLC](https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279) ([md](https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279.md)) | 125279 | Boston, MA | State-registered investment adviser | Under $25 million | 23 | % of assets | | [Ledgewood Wealth Advisors, LLC](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049) ([md](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049.md)) | 109049 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee | | [Leeward Investments](https://advisorcensus.com/firm/leeward-investments-boston-ma-312557) ([md](https://advisorcensus.com/firm/leeward-investments-boston-ma-312557.md)) | 312557 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets | | [Legacy Investment Advisors Inc.](https://advisorcensus.com/firm/legacy-investment-advisors-inc-braintree-ma-124554) ([md](https://advisorcensus.com/firm/legacy-investment-advisors-inc-braintree-ma-124554.md)) | 124554 | Braintree, MA | State-registered investment adviser | Under $25 million | 25 | % of assets | | [Lennox Financial](https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182) ([md](https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182.md)) | 132182 | Swampscott, MA | State-registered investment adviser | Under $25 million | 28 | % of assets | | [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 | | [Leverage Financial Advisory](https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507) ([md](https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507.md)) | 299507 | Wilmington, MA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee | | [Liberty Forge LLC](https://advisorcensus.com/firm/liberty-forge-llc-boston-ma-343208) ([md](https://advisorcensus.com/firm/liberty-forge-llc-boston-ma-343208.md)) | 343208 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Commissions | | [Lighthouse Capital, LLC](https://advisorcensus.com/firm/lighthouse-capital-llc-boston-ma-147497) ([md](https://advisorcensus.com/firm/lighthouse-capital-llc-boston-ma-147497.md)) | 147497 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly | | [Limulus Venture Partners](https://advisorcensus.com/firm/limulus-venture-partners-boston-ma-301886) ([md](https://advisorcensus.com/firm/limulus-venture-partners-boston-ma-301886.md)) | 301886 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Lincoln Management](https://advisorcensus.com/firm/lincoln-management-groton-ma-111403) ([md](https://advisorcensus.com/firm/lincoln-management-groton-ma-111403.md)) | 111403 | Groton, MA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets | | [Lincoln Peak Capital Management, LLC](https://advisorcensus.com/firm/lincoln-peak-capital-management-llc-boston-ma-292864) ([md](https://advisorcensus.com/firm/lincoln-peak-capital-management-llc-boston-ma-292864.md)) | 292864 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee | | [Lineage Capital, LLC](https://advisorcensus.com/firm/lineage-capital-llc-boston-ma-163020) ([md](https://advisorcensus.com/firm/lineage-capital-llc-boston-ma-163020.md)) | 163020 | Boston, MA | Exempt reporting adviser | Not reported | 12 | Not reported | | [Link Signis Management, LLC](https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263) ([md](https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263.md)) | 325263 | Cambridge, MA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Link Ventures](https://advisorcensus.com/firm/link-ventures-cambridge-ma-286523) ([md](https://advisorcensus.com/firm/link-ventures-cambridge-ma-286523.md)) | 286523 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Link Ventures Management, LLC](https://advisorcensus.com/firm/link-ventures-management-llc-cambridge-ma-319263) ([md](https://advisorcensus.com/firm/link-ventures-management-llc-cambridge-ma-319263.md)) | 319263 | Cambridge, MA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Liriano Wealth Advisory Group, LLC](https://advisorcensus.com/firm/liriano-wealth-advisory-group-llc-newton-center-ma-336843) ([md](https://advisorcensus.com/firm/liriano-wealth-advisory-group-llc-newton-center-ma-336843.md)) | 336843 | Newton Center, MA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Commissions | | [Little Harbor Advisors, LLC](https://advisorcensus.com/firm/little-harbor-advisors-llc-marblehead-ma-168700) ([md](https://advisorcensus.com/firm/little-harbor-advisors-llc-marblehead-ma-168700.md)) | 168700 | Marblehead, MA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Other | | [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 | | [LLM Capital Partners LLC](https://advisorcensus.com/firm/llm-capital-partners-llc-boston-ma-163107) ([md](https://advisorcensus.com/firm/llm-capital-partners-llc-boston-ma-163107.md)) | 163107 | Boston, MA | Exempt reporting adviser | Not reported | Not reported | Not reported | | [LMC Investments, Inc.](https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351) ([md](https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351.md)) | 105351 | Wellesley, MA | State-registered investment adviser | Under $25 million | 21 | % of assets | | [LMCG Investments, LLC](https://advisorcensus.com/firm/lmcg-investments-llc-boston-ma-149936) ([md](https://advisorcensus.com/firm/lmcg-investments-llc-boston-ma-149936.md)) | 149936 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee | | [Logikos Capital Management](https://advisorcensus.com/firm/logikos-capital-management-newton-ma-290211) ([md](https://advisorcensus.com/firm/logikos-capital-management-newton-ma-290211.md)) | 290211 | Newton, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Long River Capital Management II LLC](https://advisorcensus.com/firm/long-river-capital-management-ii-llc-boston-ma-162448) ([md](https://advisorcensus.com/firm/long-river-capital-management-ii-llc-boston-ma-162448.md)) | 162448 | Boston, MA | Exempt reporting adviser | Not reported | 14 | Not reported | | [Long Wharf Capital LLC](https://advisorcensus.com/firm/long-wharf-capital-llc-boston-ma-158038) ([md](https://advisorcensus.com/firm/long-wharf-capital-llc-boston-ma-158038.md)) | 158038 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Performance fee | | [Longfellow Investment Management Co. LLC](https://advisorcensus.com/firm/longfellow-investment-management-co-llc-boston-ma-104945) ([md](https://advisorcensus.com/firm/longfellow-investment-management-co-llc-boston-ma-104945.md)) | 104945 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee, Performance fee | | [Longnook ETF LLC](https://advisorcensus.com/firm/longnook-etf-llc-boston-ma-342214) ([md](https://advisorcensus.com/firm/longnook-etf-llc-boston-ma-342214.md)) | 342214 | Boston, MA | SEC-registered investment adviser | Not reported | 0 | % of assets, Other | | [Longpoint Partners LP](https://advisorcensus.com/firm/longpoint-partners-lp-boston-ma-283800) ([md](https://advisorcensus.com/firm/longpoint-partners-lp-boston-ma-283800.md)) | 283800 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee, Other | | [Longwood Management LLC](https://advisorcensus.com/firm/longwood-management-llc-boston-ma-281220) ([md](https://advisorcensus.com/firm/longwood-management-llc-boston-ma-281220.md)) | 281220 | Boston, MA | Exempt reporting adviser | Not reported | 11 | Not reported | - Previous page: https://advisorcensus.com/advisors/ma/boston/page/12.md - Next page: https://advisorcensus.com/advisors/ma/boston/page/14.md ## Questions people ask **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. 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Financial advisors in Boston, MA: 1,183 firms from Form ADV filings as of October 2026.