# 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/21

## 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 21 of 24, 1001 to 1050 of 1,183, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Staley Capital Management Company LLC](https://advisorcensus.com/firm/staley-capital-management-company-llc-newton-ma-308984) ([md](https://advisorcensus.com/firm/staley-capital-management-company-llc-newton-ma-308984.md)) | 308984 | Newton, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stance Capital LLC](https://advisorcensus.com/firm/stance-capital-llc-boston-ma-284267) ([md](https://advisorcensus.com/firm/stance-capital-llc-boston-ma-284267.md)) | 284267 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Standard Planning Company](https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507) ([md](https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507.md)) | 129507 | Rockport, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [State Street Digital Ltd](https://advisorcensus.com/firm/state-street-digital-ltd-boston-ma-340778) ([md](https://advisorcensus.com/firm/state-street-digital-ltd-boston-ma-340778.md)) | 340778 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Statera Financial, LLC](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957) ([md](https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957.md)) | 304957 | Walpole, MA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Steele Street Capital LLC](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520) ([md](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520.md)) | 331520 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Stein Financial Advisory](https://advisorcensus.com/firm/stein-financial-advisory-brookline-ma-333941) ([md](https://advisorcensus.com/firm/stein-financial-advisory-brookline-ma-333941.md)) | 333941 | Brookline, MA | State-registered investment adviser | Not reported | 1 | Hourly |
| [Step Function Ventures Management LLC](https://advisorcensus.com/firm/step-function-ventures-management-llc-boston-ma-331964) ([md](https://advisorcensus.com/firm/step-function-ventures-management-llc-boston-ma-331964.md)) | 331964 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stephen H. Peck Employee Benefits Solutions](https://advisorcensus.com/firm/stephen-h-peck-employee-benefits-solutions-dedham-ma-170492) ([md](https://advisorcensus.com/firm/stephen-h-peck-employee-benefits-solutions-dedham-ma-170492.md)) | 170492 | Dedham, MA | State-registered investment adviser | Not reported | 6 | Other |
| [Sterling Oak Advisors](https://advisorcensus.com/firm/sterling-oak-advisors-boston-ma-152267) ([md](https://advisorcensus.com/firm/sterling-oak-advisors-boston-ma-152267.md)) | 152267 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets |
| [Steven Ayers & Company](https://advisorcensus.com/firm/steven-ayers-and-company-cambridge-ma-122443) ([md](https://advisorcensus.com/firm/steven-ayers-and-company-cambridge-ma-122443.md)) | 122443 | Cambridge, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Stockbridge Investors](https://advisorcensus.com/firm/stockbridge-investors-boston-ma-160674) ([md](https://advisorcensus.com/firm/stockbridge-investors-boston-ma-160674.md)) | 160674 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Stonehearth Capital Management](https://advisorcensus.com/firm/stonehearth-capital-management-danvers-ma-128866) ([md](https://advisorcensus.com/firm/stonehearth-capital-management-danvers-ma-128866.md)) | 128866 | Danvers, MA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly |
| [Stonehurst Capital Management, LLC](https://advisorcensus.com/firm/stonehurst-capital-management-llc-boston-ma-282668) ([md](https://advisorcensus.com/firm/stonehurst-capital-management-llc-boston-ma-282668.md)) | 282668 | Boston, MA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Stonestreet Financial, Inc.](https://advisorcensus.com/firm/stonestreet-financial-inc-stoughton-ma-288005) ([md](https://advisorcensus.com/firm/stonestreet-financial-inc-stoughton-ma-288005.md)) | 288005 | Stoughton, MA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Straight Forward Wealth Management, LLC](https://advisorcensus.com/firm/straight-forward-wealth-management-llc-rochester-nh-329055) ([md](https://advisorcensus.com/firm/straight-forward-wealth-management-llc-rochester-nh-329055.md)) | 329055 | Rochester, NH | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Straightpoint Capital LLC](https://advisorcensus.com/firm/straightpoint-capital-llc-lexington-ma-175109) ([md](https://advisorcensus.com/firm/straightpoint-capital-llc-lexington-ma-175109.md)) | 175109 | Lexington, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Strategic Advisers LLC](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555) ([md](https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555.md)) | 104555 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Fixed fee, Other |
| [Strategic Capital Allocation Group, L.L.C.](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922) ([md](https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922.md)) | 114922 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Strategic Planning Group, Inc.](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855) ([md](https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855.md)) | 124855 | Wellesley, MA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Strategic Wealth Management LLC](https://advisorcensus.com/firm/strategic-wealth-management-llc-south-natick-ma-335792) ([md](https://advisorcensus.com/firm/strategic-wealth-management-llc-south-natick-ma-335792.md)) | 335792 | South Natick, MA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Street Smart Financial, LLC](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422) ([md](https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422.md)) | 146422 | Lexington, MA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Stride Consumer](https://advisorcensus.com/firm/stride-consumer-boston-ma-311501) ([md](https://advisorcensus.com/firm/stride-consumer-boston-ma-311501.md)) | 311501 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Suffolk Technologies Fund Management, L.L.C.](https://advisorcensus.com/firm/suffolk-technologies-fund-management-l-l-c-boston-ma-323776) ([md](https://advisorcensus.com/firm/suffolk-technologies-fund-management-l-l-c-boston-ma-323776.md)) | 323776 | Boston, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Sullivan Retirement Resources, LLC](https://advisorcensus.com/firm/sullivan-retirement-resources-llc-wrentham-ma-293997) ([md](https://advisorcensus.com/firm/sullivan-retirement-resources-llc-wrentham-ma-293997.md)) | 293997 | Wrentham, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Other |
| [Summit Partners Credit Advisors, L.P.](https://advisorcensus.com/firm/summit-partners-credit-advisors-l-p-boston-ma-153195) ([md](https://advisorcensus.com/firm/summit-partners-credit-advisors-l-p-boston-ma-153195.md)) | 153195 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Performance fee |
| [Summit Partners Public Asset Management, LLC](https://advisorcensus.com/firm/summit-partners-public-asset-management-llc-boston-ma-175100) ([md](https://advisorcensus.com/firm/summit-partners-public-asset-management-llc-boston-ma-175100.md)) | 175100 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Summit Partners, L.P.](https://advisorcensus.com/firm/summit-partners-l-p-boston-ma-135271) ([md](https://advisorcensus.com/firm/summit-partners-l-p-boston-ma-135271.md)) | 135271 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee |
| [Summit Wealth Group LLC](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205) ([md](https://advisorcensus.com/firm/summit-wealth-group-llc-exeter-nh-282205.md)) | 282205 | Exeter, NH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Sunflower Financial Planning, LLC](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654) ([md](https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654.md)) | 329654 | Windham, NH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [SV Health Investors, LLC](https://advisorcensus.com/firm/sv-health-investors-llc-boston-ma-160933) ([md](https://advisorcensus.com/firm/sv-health-investors-llc-boston-ma-160933.md)) | 160933 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [SV US Management LLC](https://advisorcensus.com/firm/sv-us-management-llc-boston-ma-342336) ([md](https://advisorcensus.com/firm/sv-us-management-llc-boston-ma-342336.md)) | 342336 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SVB Wealth](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832) ([md](https://advisorcensus.com/firm/svb-wealth-boston-ma-172832.md)) | 172832 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [Sverica Capital Management](https://advisorcensus.com/firm/sverica-capital-management-boston-ma-156956) ([md](https://advisorcensus.com/firm/sverica-capital-management-boston-ma-156956.md)) | 156956 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [SW Private Wealth, LLC](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362) ([md](https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362.md)) | 289362 | Needham, MA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [T.RX Capital](https://advisorcensus.com/firm/t-rx-capital-boston-ma-325895) ([md](https://advisorcensus.com/firm/t-rx-capital-boston-ma-325895.md)) | 325895 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [TA Associates](https://advisorcensus.com/firm/ta-associates-boston-ma-156699) ([md](https://advisorcensus.com/firm/ta-associates-boston-ma-156699.md)) | 156699 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [TA Realty LLC](https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586) ([md](https://advisorcensus.com/firm/ta-realty-llc-boston-ma-108586.md)) | 108586 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Performance fee, Other |
| [TAC Partners, Inc.](https://advisorcensus.com/firm/tac-partners-inc-boston-ma-158249) ([md](https://advisorcensus.com/firm/tac-partners-inc-boston-ma-158249.md)) | 158249 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Takayoshi Wealth Management LLC](https://advisorcensus.com/firm/takayoshi-wealth-management-llc-newton-ma-340514) ([md](https://advisorcensus.com/firm/takayoshi-wealth-management-llc-newton-ma-340514.md)) | 340514 | Newton, MA | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Tanin, Tunc](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512) ([md](https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512.md)) | 170512 | Cambridge, MA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Tapparo Capital Management](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813) ([md](https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813.md)) | 128813 | Topsfield, MA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Fixed fee |
| [Tax & Investment Advisors](https://advisorcensus.com/firm/tax-and-investment-advisors-newburyport-ma-327402) ([md](https://advisorcensus.com/firm/tax-and-investment-advisors-newburyport-ma-327402.md)) | 327402 | Newburyport, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [TE Advisors LLC](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139) ([md](https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139.md)) | 336139 | Quincy, MA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Tech Pioneers Management LLC](https://advisorcensus.com/firm/tech-pioneers-management-llc-wellesley-ma-313716) ([md](https://advisorcensus.com/firm/tech-pioneers-management-llc-wellesley-ma-313716.md)) | 313716 | Wellesley, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Techgen Financial](https://advisorcensus.com/firm/techgen-financial-sharon-ma-151021) ([md](https://advisorcensus.com/firm/techgen-financial-sharon-ma-151021.md)) | 151021 | Sharon, MA | State-registered investment adviser | Not reported | 17 | % of assets, Hourly, Fixed fee |
| [Tectonic Ventures Management, LLC](https://advisorcensus.com/firm/tectonic-ventures-management-llc-newton-ma-288208) ([md](https://advisorcensus.com/firm/tectonic-ventures-management-llc-newton-ma-288208.md)) | 288208 | Newton, MA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Teixeira Partners LLC](https://advisorcensus.com/firm/teixeira-partners-llc-scituate-ma-333734) ([md](https://advisorcensus.com/firm/teixeira-partners-llc-scituate-ma-333734.md)) | 333734 | Scituate, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Telemark Asset Management, LLC](https://advisorcensus.com/firm/telemark-asset-management-llc-boston-ma-156770) ([md](https://advisorcensus.com/firm/telemark-asset-management-llc-boston-ma-156770.md)) | 156770 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Telos North](https://advisorcensus.com/firm/telos-north-boston-ma-340036) ([md](https://advisorcensus.com/firm/telos-north-boston-ma-340036.md)) | 340036 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |

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## 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. It measures scale, not performance or quality.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/ma/boston.csv

Cite as: AdvisorCensus. Financial advisors in Boston, MA: 1,183 firms from Form ADV filings as of October 2026.