# Financial advisors in Boston, MA > Find financial advisors in Boston, MA. AdvisorCensus lists 1,183 investment advisory firms with a principal office in the Boston metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/page/19 ## 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 19 of 24, 901 to 950 of 1,183, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Rise North Capital Investment Advisors](https://advisorcensus.com/firm/rise-north-capital-investment-advisors-braintree-ma-336740) ([md](https://advisorcensus.com/firm/rise-north-capital-investment-advisors-braintree-ma-336740.md)) | 336740 | Braintree, MA | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee | | [Risen Phoenix Capital Advisers, LLC](https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648) ([md](https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648.md)) | 337648 | Malden, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee | | [Risk Paradigm Group, LLC](https://advisorcensus.com/firm/risk-paradigm-group-llc-burlington-ma-155870) ([md](https://advisorcensus.com/firm/risk-paradigm-group-llc-burlington-ma-155870.md)) | 155870 | Burlington, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets | | [Rivermax Financial Planning LLC](https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438) ([md](https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438.md)) | 340438 | Boston, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Riverview Capital Advisers LLC](https://advisorcensus.com/firm/riverview-capital-advisers-llc-boston-ma-140377) ([md](https://advisorcensus.com/firm/riverview-capital-advisers-llc-boston-ma-140377.md)) | 140377 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee, Other | | [Rockfence Investment Management LLC](https://advisorcensus.com/firm/rockfence-investment-management-llc-boston-ma-305981) ([md](https://advisorcensus.com/firm/rockfence-investment-management-llc-boston-ma-305981.md)) | 305981 | Boston, MA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Rockpoint](https://advisorcensus.com/firm/rockpoint-boston-ma-156630) ([md](https://advisorcensus.com/firm/rockpoint-boston-ma-156630.md)) | 156630 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other | | [Rocky Hill Advisors Inc.](https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242) ([md](https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242.md)) | 123242 | Peabody, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Romulus Capital Management, LLC](https://advisorcensus.com/firm/romulus-capital-management-llc-boston-ma-168442) ([md](https://advisorcensus.com/firm/romulus-capital-management-llc-boston-ma-168442.md)) | 168442 | Boston, MA | Exempt reporting adviser | Not reported | 12 | Not reported | | [Rootson Capital LLC](https://advisorcensus.com/firm/rootson-capital-llc-north-andover-ma-340459) ([md](https://advisorcensus.com/firm/rootson-capital-llc-north-andover-ma-340459.md)) | 340459 | North Andover, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [Rose Grove Capital Management, LLC](https://advisorcensus.com/firm/rose-grove-capital-management-llc-wellesley-ma-156572) ([md](https://advisorcensus.com/firm/rose-grove-capital-management-llc-wellesley-ma-156572.md)) | 156572 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee | | [Rose Park Advisors, LLC](https://advisorcensus.com/firm/rose-park-advisors-llc-boston-ma-162017) ([md](https://advisorcensus.com/firm/rose-park-advisors-llc-boston-ma-162017.md)) | 162017 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Performance fee | | [Rosen Investment Management LLC](https://advisorcensus.com/firm/rosen-investment-management-llc-needham-ma-170033) ([md](https://advisorcensus.com/firm/rosen-investment-management-llc-needham-ma-170033.md)) | 170033 | Needham, MA | State-registered investment adviser | Not reported | 12 | Other | | [Rothwell Investment Advisors](https://advisorcensus.com/firm/rothwell-investment-advisors-salem-ma-337504) ([md](https://advisorcensus.com/firm/rothwell-investment-advisors-salem-ma-337504.md)) | 337504 | Salem, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [RPG Family Wealth Advisory, LLC](https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528) ([md](https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528.md)) | 158528 | Burlington, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee | | [RS2 Healthcare Partners](https://advisorcensus.com/firm/rs2-healthcare-partners-boston-ma-160754) ([md](https://advisorcensus.com/firm/rs2-healthcare-partners-boston-ma-160754.md)) | 160754 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee | | [RSI Advisors](https://advisorcensus.com/firm/rsi-advisors-dover-nh-283721) ([md](https://advisorcensus.com/firm/rsi-advisors-dover-nh-283721.md)) | 283721 | Dover, NH | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Performance fee | | [RVP Management, LLC](https://advisorcensus.com/firm/rvp-management-llc-cambridge-ma-309936) ([md](https://advisorcensus.com/firm/rvp-management-llc-cambridge-ma-309936.md)) | 309936 | Cambridge, MA | Exempt reporting adviser | Not reported | 6 | Not reported | | [RWA Wealth Partners](https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984) ([md](https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984.md)) | 156984 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee | | [S & Co., Inc.](https://advisorcensus.com/firm/s-and-co-inc-boston-ma-110026) ([md](https://advisorcensus.com/firm/s-and-co-inc-boston-ma-110026.md)) | 110026 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets | | [Safar Partners LLC](https://advisorcensus.com/firm/safar-partners-llc-cambridge-ma-305059) ([md](https://advisorcensus.com/firm/safar-partners-llc-cambridge-ma-305059.md)) | 305059 | Cambridge, MA | Exempt reporting adviser | Not reported | 7 | Not reported | | [Safford Nicholas H & Co Inc](https://advisorcensus.com/firm/safford-nicholas-h-and-co-inc-rockport-ma-104740) ([md](https://advisorcensus.com/firm/safford-nicholas-h-and-co-inc-rockport-ma-104740.md)) | 104740 | Rockport, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee, Other | | [Sagamore Wealth Management, LLC](https://advisorcensus.com/firm/sagamore-wealth-management-llc-woburn-ma-156447) ([md](https://advisorcensus.com/firm/sagamore-wealth-management-llc-woburn-ma-156447.md)) | 156447 | Woburn, MA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly | | [Sail Loft Capital Management LLC](https://advisorcensus.com/firm/sail-loft-capital-management-llc-salem-ma-153143) ([md](https://advisorcensus.com/firm/sail-loft-capital-management-llc-salem-ma-153143.md)) | 153143 | Salem, MA | State-registered investment adviser | Under $25 million | 16 | % of assets | | [Saltbox Financial LLC](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882) ([md](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882.md)) | 130882 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Other | | [Sandia Investment Management LP](https://advisorcensus.com/firm/sandia-investment-management-lp-boston-ma-311098) ([md](https://advisorcensus.com/firm/sandia-investment-management-lp-boston-ma-311098.md)) | 311098 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee | | [Sandy Cove Advisors, LLC](https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482) ([md](https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482.md)) | 152482 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee | | [Santander Securities](https://advisorcensus.com/firm/santander-securities-boston-ma-41791) ([md](https://advisorcensus.com/firm/santander-securities-boston-ma-41791.md)) | 41791 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets | | [Savior Wealth](https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178) ([md](https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178.md)) | 299178 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee | | [Savvi Financial LLC](https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196) ([md](https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196.md)) | 169196 | Waltham, MA | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee | | [Sawyer & Co Inc](https://advisorcensus.com/firm/sawyer-and-co-inc-boston-ma-112849) ([md](https://advisorcensus.com/firm/sawyer-and-co-inc-boston-ma-112849.md)) | 112849 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 39 | % of assets | | [Scaleup Latam, LLC](https://advisorcensus.com/firm/scaleup-latam-llc-cambridge-ma-322834) ([md](https://advisorcensus.com/firm/scaleup-latam-llc-cambridge-ma-322834.md)) | 322834 | Cambridge, MA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Scott Management](https://advisorcensus.com/firm/scott-management-boston-ma-173422) ([md](https://advisorcensus.com/firm/scott-management-boston-ma-173422.md)) | 173422 | Boston, MA | Exempt reporting adviser | Not reported | 5 | Not reported | | [SCS Capital Management LLC](https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258) ([md](https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258.md)) | 122258 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee, Other | | [Seaahead, Inc.](https://advisorcensus.com/firm/seaahead-inc-cambridge-ma-341313) ([md](https://advisorcensus.com/firm/seaahead-inc-cambridge-ma-341313.md)) | 341313 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Seamans Capital Management, LLC](https://advisorcensus.com/firm/seamans-capital-management-llc-waltham-ma-118404) ([md](https://advisorcensus.com/firm/seamans-capital-management-llc-waltham-ma-118404.md)) | 118404 | Waltham, MA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Performance fee | | [Seaport Financial Planning, LLC](https://advisorcensus.com/firm/seaport-financial-planning-llc-rye-nh-149874) ([md](https://advisorcensus.com/firm/seaport-financial-planning-llc-rye-nh-149874.md)) | 149874 | Rye, NH | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee | | [Seaport Global Advisors, LLC](https://advisorcensus.com/firm/seaport-global-advisors-llc-boston-ma-154287) ([md](https://advisorcensus.com/firm/seaport-global-advisors-llc-boston-ma-154287.md)) | 154287 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 16 | % of assets | | [Seaport Wealth LLC](https://advisorcensus.com/firm/seaport-wealth-llc-boston-ma-316921) ([md](https://advisorcensus.com/firm/seaport-wealth-llc-boston-ma-316921.md)) | 316921 | Boston, MA | State-registered investment adviser | Not reported | 4 | Other | | [Sechrest Financial Services](https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688) ([md](https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688.md)) | 128688 | Acton, MA | SEC-registered investment adviser | $100 million to $500 million | 8 | Fixed fee | | [Secure Planning](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179) ([md](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179.md)) | 42179 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly, Fixed fee, Commissions | | [Seguin Fund Management LP](https://advisorcensus.com/firm/seguin-fund-management-lp-boston-ma-334583) ([md](https://advisorcensus.com/firm/seguin-fund-management-lp-boston-ma-334583.md)) | 334583 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Semanteon Capital Management, LP](https://advisorcensus.com/firm/semanteon-capital-management-lp-newton-ma-289196) ([md](https://advisorcensus.com/firm/semanteon-capital-management-lp-newton-ma-289196.md)) | 289196 | Newton, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Sentinel Pension Advisors, LLC.](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901) ([md](https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901.md)) | 109901 | Wakefield, MA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee, Other | | [Sequentis Capital LLC](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533) ([md](https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533.md)) | 298533 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Serendipity Capital](https://advisorcensus.com/firm/serendipity-capital-cambridge-ma-344518) ([md](https://advisorcensus.com/firm/serendipity-capital-cambridge-ma-344518.md)) | 344518 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [SF Advisers, LLC](https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518) ([md](https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518.md)) | 316518 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee | | [Shawspring Partners, LLC](https://advisorcensus.com/firm/shawspring-partners-llc-boston-ma-172766) ([md](https://advisorcensus.com/firm/shawspring-partners-llc-boston-ma-172766.md)) | 172766 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee | | [Shellback Capital, LP](https://advisorcensus.com/firm/shellback-capital-lp-boston-ma-169642) ([md](https://advisorcensus.com/firm/shellback-capital-lp-boston-ma-169642.md)) | 169642 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee | | [Sheltered Garden Financial Group LLC](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217) ([md](https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217.md)) | 335217 | Boxborough, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee | - Previous page: https://advisorcensus.com/advisors/ma/boston/page/18.md - Next page: https://advisorcensus.com/advisors/ma/boston/page/20.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.