{ "path": "/advisors/ma/boston", "url": "https://advisorcensus.com/advisors/ma/boston/page/2", "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": 2, "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": 128356, "name": "Alphasimplex Group, LLC", "name_as_filed": "ALPHASIMPLEX GROUP, LLC", "url": "https://advisorcensus.com/firm/alphasimplex-group-llc-boston-ma-128356", "city": "Boston", "state": "MA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162064, "name": "Alta Equity Partners, LLC", "name_as_filed": "ALTA EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/alta-equity-partners-llc-concord-ma-162064", "city": "Concord", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293675, "name": "Alta Wealth Advisors LLC", "name_as_filed": "ALTA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/alta-wealth-advisors-llc-woburn-ma-293675", "city": "Woburn", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282775, "name": "Alternative Capitalis, LLC", "name_as_filed": "ALTERNATIVE CAPITALIS, LLC", "url": "https://advisorcensus.com/firm/alternative-capitalis-llc-wrentham-ma-282775", "city": "Wrentham", "state": "MA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313109, "name": "Alternative Fund Advisors, LLC", "name_as_filed": "ALTERNATIVE FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/alternative-fund-advisors-llc-boston-ma-313109", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338091, "name": "AMA Office Solutions LLC", "name_as_filed": "AMA OFFICE SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/ama-office-solutions-llc-needham-ma-338091", "city": "Needham", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324813, "name": "American Foundry Investment Advisors", "name_as_filed": "AMERICAN FOUNDRY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/american-foundry-investment-advisors-portsmouth-nh-324813", "city": "Portsmouth", "state": "NH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161522, "name": "Ampersand Capital Partners", "name_as_filed": "AMPERSAND CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/ampersand-capital-partners-boston-ma-161522", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312684, "name": "AMR Action Fund GP, LLC", "name_as_filed": "AMR ACTION FUND GP, LLC", "url": "https://advisorcensus.com/firm/amr-action-fund-gp-llc-boston-ma-312684", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334151, "name": "Amundi US", "name_as_filed": "AMUNDI US", "url": "https://advisorcensus.com/firm/amundi-us-boston-ma-334151", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105540, "name": "Anchor Capital Advisors LLC", "name_as_filed": "ANCHOR CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/anchor-capital-advisors-llc-boston-ma-105540", "city": "Boston", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318656, "name": "Andante Financial", "name_as_filed": "ANDANTE FINANCIAL", "url": "https://advisorcensus.com/firm/andante-financial-burlington-ma-318656", "city": "Burlington", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301225, "name": "Andersonlane", "name_as_filed": "ANDERSONLANE", "url": "https://advisorcensus.com/firm/andersonlane-needham-ma-301225", "city": "Needham", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132062, "name": "Andover Advisory Group", "name_as_filed": "ANDOVER ADVISORY GROUP", "url": "https://advisorcensus.com/firm/andover-advisory-group-north-andover-ma-132062", "city": "North Andover", "state": "MA", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135182, "name": "Anthony P. Carnevale C.P.A.", "name_as_filed": "ANTHONY P. CARNEVALE C.P.A.", "url": "https://advisorcensus.com/firm/anthony-p-carnevale-c-p-a-salem-ma-135182", "city": "Salem", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 162665, "name": "Aperture Management LLC", "name_as_filed": "APERTURE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aperture-management-llc-boston-ma-162665", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333593, "name": "Apex Investment Group", "name_as_filed": "APEX INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/apex-investment-group-hudson-ma-333593", "city": "Hudson", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174317, "name": "Appian Way Energy Partners, LLC", "name_as_filed": "APPIAN WAY ENERGY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/appian-way-energy-partners-llc-cambridge-ma-174317", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110049, "name": "Appleton Partners, Inc.", "name_as_filed": "APPLETON PARTNERS, INC.", "url": "https://advisorcensus.com/firm/appleton-partners-inc-boston-ma-110049", "city": "Boston", "state": "MA", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111009, "name": "Applied Capital Management, LLC", "name_as_filed": "APPLIED CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/applied-capital-management-llc-londonderry-nh-111009", "city": "Londonderry", "state": "NH", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301782, "name": "Applied Crypto Ventures", "name_as_filed": "APPLIED CRYPTO VENTURES", "url": "https://advisorcensus.com/firm/applied-crypto-ventures-brighton-ma-301782", "city": "Brighton", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167645, "name": "Applied Fundamental Research, LLC", "name_as_filed": "APPLIED FUNDAMENTAL RESEARCH, LLC", "url": "https://advisorcensus.com/firm/applied-fundamental-research-llc-cambridge-ma-167645", "city": "Cambridge", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332990, "name": "Apprentis Ventures, LLC", "name_as_filed": "APPRENTIS VENTURES, LLC", "url": "https://advisorcensus.com/firm/apprentis-ventures-llc-dover-nh-332990", "city": "Dover", "state": "NH", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338027, "name": "Aquidneck Advisors LLC", "name_as_filed": "AQUIDNECK ADVISORS LLC", "url": "https://advisorcensus.com/firm/aquidneck-advisors-llc-needham-ma-338027", "city": "Needham", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285753, "name": "Arboretum Investment Advisors, LLC", "name_as_filed": "ARBORETUM INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arboretum-investment-advisors-llc-portsmouth-nh-285753", "city": "Portsmouth", "state": "NH", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338225, "name": "Arborstone Financial, LLC", "name_as_filed": "ARBORSTONE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/arborstone-financial-llc-andover-ma-338225", "city": "Andover", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174765, "name": "Arca Wealth, LLC", "name_as_filed": "ARCA WEALTH, LLC", "url": "https://advisorcensus.com/firm/arca-wealth-llc-portsmouth-nh-174765", "city": "Portsmouth", "state": "NH", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166087, "name": "Arcadia Funds", "name_as_filed": "ARCADIA FUNDS", "url": "https://advisorcensus.com/firm/arcadia-funds-burlington-ma-166087", "city": "Burlington", "state": "MA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 296997, "name": "Archerman Capital Management LLC", "name_as_filed": "ARCHERMAN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/archerman-capital-management-llc-boston-ma-296997", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161228, "name": "Arclight Capital Partners, LLC", "name_as_filed": "ARCLIGHT CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/arclight-capital-partners-llc-boston-ma-161228", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 306898, "name": "Arctaris Impact Investors", "name_as_filed": "ARCTARIS IMPACT INVESTORS", "url": "https://advisorcensus.com/firm/arctaris-impact-investors-wellesley-ma-306898", "city": "Wellesley", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 342497, "name": "Arena Search Partners", "name_as_filed": "ARENA SEARCH PARTNERS", "url": "https://advisorcensus.com/firm/arena-search-partners-boston-ma-342497", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342455, "name": "ARGENT47 LLC", "name_as_filed": "ARGENT47 LLC", "url": "https://advisorcensus.com/firm/argent47-llc-boston-ma-342455", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316736, "name": "Argonautica Private Wealth Management, Inc", "name_as_filed": "ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/argonautica-private-wealth-management-inc-wellesley-ma-316736", "city": "Wellesley", "state": "MA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173198, "name": "Aristotle Capital Boston, LLC", "name_as_filed": "ARISTOTLE CAPITAL BOSTON, LLC", "url": "https://advisorcensus.com/firm/aristotle-capital-boston-llc-boston-ma-173198", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283713, "name": "Arjuna Capital, LLC", "name_as_filed": "ARJUNA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/arjuna-capital-llc-manchester-ma-283713", "city": "Manchester", "state": "MA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 292896, "name": "Arlington Investment Advisors", "name_as_filed": "ARLINGTON INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/arlington-investment-advisors-arlington-ma-292896", "city": "Arlington", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318662, "name": "Armstrong Advisory Group Inc.", "name_as_filed": "ARMSTRONG ADVISORY GROUP INC.", "url": "https://advisorcensus.com/firm/armstrong-advisory-group-inc-needham-ma-318662", "city": "Needham", "state": "MA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318976, "name": "Arrowside Capital, LLC", "name_as_filed": "ARROWSIDE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/arrowside-capital-llc-boston-ma-318976", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338397, "name": "Arrowside Fund GP", "name_as_filed": "ARROWSIDE FUND GP", "url": "https://advisorcensus.com/firm/arrowside-fund-gp-boston-ma-338397", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111298, "name": "Arrowstreet Capital, Limited Partnership", "name_as_filed": "ARROWSTREET CAPITAL, LIMITED PARTNERSHIP", "url": "https://advisorcensus.com/firm/arrowstreet-capital-limited-partnership-boston-ma-111298", "city": "Boston", "state": "MA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291073, "name": "Arsenal Financial, LLC", "name_as_filed": "ARSENAL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/arsenal-financial-llc-watertown-ma-291073", "city": "Watertown", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285607, "name": "Artemis Capital Partners", "name_as_filed": "ARTEMIS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/artemis-capital-partners-boston-ma-285607", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 120632, "name": "Ascensus Investment Advisors, LLC", "name_as_filed": "ASCENSUS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ascensus-investment-advisors-llc-needham-ma-120632", "city": "Needham", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 162108, "name": "Ascent Venture Partners", "name_as_filed": "ASCENT VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/ascent-venture-partners-bedford-ma-162108", "city": "Bedford", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128811, "name": "Ashwood Advisors", "name_as_filed": "ASHWOOD ADVISORS", "url": "https://advisorcensus.com/firm/ashwood-advisors-medfield-ma-128811", "city": "Medfield", "state": "MA", 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