{ "path": "/advisors/ma/boston", "url": "https://advisorcensus.com/advisors/ma/boston/page/16", "page_type": "metro", "title": "Financial advisors in Boston, MA", "filters": {}, "scope_total": 1183, "faq": [ { "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 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.", "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 in Boston, MA: 1,183 firms from Form ADV filings as of October 2026.", "total_firms": 1183, "page": 16, "total_pages": 24, "sort": "name", "registration_types": { "sec": 619, "state": 291, "exempt": 273 }, "fee_model_mix": [ { "code": "fee-only", "count": 302 }, { "code": "percentage_of_aum", "count": 819 }, { "code": "hourly", "count": 296 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 414 }, { "code": "commissions", "count": 29 }, { "code": "performance_based", "count": 268 }, { "code": "other", "count": 161 }, { "code": "not_reported", "count": 273 } ], "years_registered_distribution": [ { "code": "under_5", "count": 382 }, { "code": "5_to_9", "count": 245 }, { "code": "10_to_19", "count": 316 }, { "code": "20_plus", "count": 226 }, { "code": "not_reported", "count": 14 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 124 }, { "code": "25m_100m", "count": 124 }, { "code": "100m_500m", "count": 210 }, { "code": "500m_1b", "count": 91 }, { "code": "1b_5b", "count": 145 }, { "code": "over_5b", "count": 144 }, { "code": "not_reported", "count": 345 } ], "firms": [ { "crd_number": 110562, "name": "Nepc, LLC", "name_as_filed": "NEPC, LLC", "url": "https://advisorcensus.com/firm/nepc-llc-boston-ma-110562", "city": "Boston", "state": "MA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 128936, "name": "Nestegg Financial", "name_as_filed": "NESTEGG FINANCIAL", "url": "https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936", "city": "Middleton", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 132465, "name": "New Century Investment Management, L.L.C.", "name_as_filed": "NEW CENTURY INVESTMENT MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/new-century-investment-management-l-l-c-hanover-ma-132465", "city": "Hanover", "state": "MA", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 131686, "name": "New England Financial Group", "name_as_filed": "NEW ENGLAND FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/new-england-financial-group-plymouth-ma-131686", "city": "Plymouth", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133790, "name": "New England Private Wealth Advisors, LLC", "name_as_filed": "NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790", "city": "Wellesley", "state": "MA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141573, "name": "New England Retirement Consultants, LLC", "name_as_filed": "NEW ENGLAND RETIREMENT CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/new-england-retirement-consultants-llc-boston-ma-141573", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129552, "name": "New England Schooner, Inc.", "name_as_filed": "NEW ENGLAND SCHOONER, INC.", "url": "https://advisorcensus.com/firm/new-england-schooner-inc-peabody-ma-129552", "city": "Peabody", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147181, "name": "New Frontier Advisors, LLC", "name_as_filed": "NEW FRONTIER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-frontier-advisors-llc-boston-ma-147181", "city": "Boston", "state": "MA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160083, "name": "New Heritage Capital, LLC", "name_as_filed": "NEW HERITAGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/new-heritage-capital-llc-boston-ma-160083", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 301148, "name": "New Shore Financial LLC", "name_as_filed": "NEW SHORE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/new-shore-financial-llc-wrentham-ma-301148", "city": "Wrentham", "state": "MA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296798, "name": "New World Advisors LLC", "name_as_filed": "NEW WORLD ADVISORS LLC", "url": "https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798", "city": "Hingham", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300064, "name": "Newpath Management, L.P.", "name_as_filed": "NEWPATH MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/newpath-management-l-p-boston-ma-300064", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312937, "name": "Newton Investment Management North America", "name_as_filed": "NEWTON INVESTMENT MANAGEMENT NORTH AMERICA", "url": "https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 316683, "name": "Nextech Ventures (US) LLC", "name_as_filed": "NEXTECH VENTURES (US) LLC", "url": "https://advisorcensus.com/firm/nextech-ventures-us-llc-boston-ma-316683", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161199, "name": "Nextview Ventures", "name_as_filed": "NEXTVIEW VENTURES", "url": "https://advisorcensus.com/firm/nextview-ventures-boston-ma-161199", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107113, "name": "Nichols & Pratt Advisers LLP", "name_as_filed": "NICHOLS & PRATT ADVISERS LLP", "url": "https://advisorcensus.com/firm/nichols-and-pratt-advisers-llp-boston-ma-107113", "city": "Boston", "state": "MA", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283289, "name": "Nobscot Investment Management LLC", "name_as_filed": "NOBSCOT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289", "city": "Wellesley", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293803, "name": "Nonantum Capital Partners", "name_as_filed": "NONANTUM CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/nonantum-capital-partners-boston-ma-293803", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322032, "name": "Nor'Easter Venture Management, LLC", "name_as_filed": "NOR'EASTER VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nor-easter-venture-management-llc-cambridge-ma-322032", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162010, "name": "North Bridge Venture Management Company, LLC", "name_as_filed": "NORTH BRIDGE VENTURE MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/north-bridge-venture-management-company-llc-wellesley-ma-162010", "city": "Wellesley", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157922, "name": "North Run Capital, LP", "name_as_filed": "NORTH RUN CAPITAL, LP", "url": "https://advisorcensus.com/firm/north-run-capital-lp-boston-ma-157922", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329710, "name": "North Shore Wealth Management", "name_as_filed": "NORTH SHORE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710", "city": "Westford", "state": "MA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105051, "name": "Northeast Investment Management Inc", "name_as_filed": "NORTHEAST INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051", "city": "Boston", "state": "MA", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327435, "name": "Northeastern University", "name_as_filed": "NORTHEASTERN UNIVERSITY", "url": "https://advisorcensus.com/firm/northeastern-university-boston-ma-327435", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 40659, "name": "Northern Capital Securities Corporation", "name_as_filed": "NORTHERN CAPITAL SECURITIES CORPORATION", "url": "https://advisorcensus.com/firm/northern-capital-securities-corporation-north-andover-ma-40659", "city": "North Andover", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107138, "name": "Northstar Asset Management, Inc", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138", "city": "Boston", "state": "MA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105925, "name": "Northstar Capital Inc", "name_as_filed": "NORTHSTAR CAPITAL INC", "url": "https://advisorcensus.com/firm/northstar-capital-inc-derry-nh-105925", "city": "Derry", "state": "NH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117205, "name": "Northstar Financial Planning, LLC", "name_as_filed": "NORTHSTAR FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205", "city": "Windham", "state": "NH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117351, "name": "Norton Financial Consultants", "name_as_filed": "NORTON FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/norton-financial-consultants-medway-ma-117351", "city": "Medway", "state": "MA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170981, "name": "Norwich Ventures", "name_as_filed": "NORWICH VENTURES", "url": "https://advisorcensus.com/firm/norwich-ventures-waltham-ma-170981", "city": "Waltham", "state": "MA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304156, "name": "Novalis Lifesciences LLC", "name_as_filed": "NOVALIS LIFESCIENCES LLC", "url": "https://advisorcensus.com/firm/novalis-lifesciences-llc-hampton-nh-304156", "city": "Hampton", "state": "NH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334495, "name": "Novo Holdings US Investment Advisor, Inc.", "name_as_filed": "NOVO HOLDINGS US INVESTMENT ADVISOR, INC.", "url": "https://advisorcensus.com/firm/novo-holdings-us-investment-advisor-inc-boston-ma-334495", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315955, "name": "Nubian Square Investment Advisors, LLC", "name_as_filed": "NUBIAN SQUARE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955", "city": "Brookline", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131684, "name": "Numeric Investors LLC", "name_as_filed": "NUMERIC INVESTORS LLC", "url": "https://advisorcensus.com/firm/numeric-investors-llc-boston-ma-131684", "city": "Boston", "state": "MA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 105461, "name": "Nutter Investment Advisors", "name_as_filed": "NUTTER INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/nutter-investment-advisors-boston-ma-105461", "city": "Boston", "state": "MA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128868, "name": "Nvest Financial, LLC", "name_as_filed": "NVEST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868", "city": "Portsmouth", "state": "NH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156746, "name": "Nyes Ledge Capital Management, LLC", "name_as_filed": "NYES LEDGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nyes-ledge-capital-management-llc-boston-ma-156746", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149175, "name": "O'Donoghue Insurance Agency Inc.", "name_as_filed": "O'DONOGHUE INSURANCE AGENCY INC.", "url": "https://advisorcensus.com/firm/o-donoghue-insurance-agency-inc-arlington-ma-149175", "city": "Arlington", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 132481, "name": "O'Rourke & Company, Incorporated", "name_as_filed": "O'ROURKE & COMPANY, INCORPORATED", "url": "https://advisorcensus.com/firm/o-rourke-and-company-incorporated-boston-ma-132481", "city": "Boston", "state": "MA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297424, "name": "O.F.O. Partners, LLC", "name_as_filed": "O.F.O. PARTNERS, LLC", "url": "https://advisorcensus.com/firm/o-f-o-partners-llc-hingham-ma-297424", "city": "Hingham", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324617, "name": "Odiorne Point Asset Management, LLC", "name_as_filed": "ODIORNE POINT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/odiorne-point-asset-management-llc-portsmouth-nh-324617", "city": "Portsmouth", "state": "NH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341726, "name": "Offscript Management, LLC", "name_as_filed": "OFFSCRIPT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/offscript-management-llc-boston-ma-341726", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165816, "name": "Okemo Capital Management, LLC", "name_as_filed": "OKEMO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/okemo-capital-management-llc-stow-ma-165816", "city": "Stow", "state": "MA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168670, "name": "Old Ironsides Energy, LLC", "name_as_filed": "OLD IRONSIDES ENERGY, LLC", "url": "https://advisorcensus.com/firm/old-ironsides-energy-llc-waltham-ma-168670", "city": "Waltham", "state": "MA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 118226, "name": "Old School Capital LLC", "name_as_filed": "OLD SCHOOL CAPITAL LLC", "url": "https://advisorcensus.com/firm/old-school-capital-llc-andover-ma-118226", "city": "Andover", "state": "MA", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", 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