{ "path": "/advisors/ma/boston", "url": "https://advisorcensus.com/advisors/ma/boston/page/22", "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": "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.", "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": 22, "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": 335633, "name": "Tensor Edge Capital, LLC", "name_as_filed": "TENSOR EDGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tensor-edge-capital-llc-boston-ma-335633", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105062, "name": "TFC Financial Management Inc", "name_as_filed": "TFC FINANCIAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062", "city": "Boston", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332400, "name": "TFG 101 Arch Manager, LLC", "name_as_filed": "TFG 101 ARCH MANAGER, LLC", "url": "https://advisorcensus.com/firm/tfg-101-arch-manager-llc-boston-ma-332400", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312132, "name": "TFJ Management, LLC", "name_as_filed": "TFJ MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tfj-management-llc-somerville-ma-312132", "city": "Somerville", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 131629, "name": "TGA Capital Management", "name_as_filed": "TGA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629", "city": "Braintree", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109530, "name": "The Baupost Group, L.L.C.", "name_as_filed": "THE BAUPOST GROUP, L.L.C.", "url": "https://advisorcensus.com/firm/the-baupost-group-l-l-c-boston-ma-109530", "city": "Boston", "state": "MA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 291588, "name": "The Blue Oak Group, LLC", "name_as_filed": "THE BLUE OAK GROUP, LLC", "url": "https://advisorcensus.com/firm/the-blue-oak-group-llc-boston-ma-291588", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 155317, "name": "The Bollard Group LLC", "name_as_filed": "THE BOLLARD GROUP LLC", "url": "https://advisorcensus.com/firm/the-bollard-group-llc-boston-ma-155317", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 318394, "name": "The Cake Shop Capital LLC", "name_as_filed": "THE CAKE SHOP CAPITAL LLC", "url": "https://advisorcensus.com/firm/the-cake-shop-capital-llc-concord-ma-318394", "city": "Concord", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318897, "name": "The Clifford Group LLC", "name_as_filed": "THE CLIFFORD GROUP LLC", "url": "https://advisorcensus.com/firm/the-clifford-group-llc-wayland-ma-318897", "city": "Wayland", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162245, "name": "The CUE Ball Group, LLC", "name_as_filed": "THE CUE BALL GROUP, LLC", "url": "https://advisorcensus.com/firm/the-cue-ball-group-llc-boston-ma-162245", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153435, "name": "The de Burlo Group, Inc.", "name_as_filed": "THE DE BURLO GROUP, INC.", "url": "https://advisorcensus.com/firm/the-de-burlo-group-inc-boston-ma-153435", "city": "Boston", "state": "MA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318908, "name": "The Family Financial Group", "name_as_filed": "THE FAMILY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-family-financial-group-newton-centre-ma-318908", "city": "Newton Centre", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 316201, "name": "The Newcastle Network LP", "name_as_filed": "THE NEWCASTLE NETWORK LP", "url": "https://advisorcensus.com/firm/the-newcastle-network-lp-wellesley-ma-316201", "city": "Wellesley", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172470, "name": "The Patriot Financial Group, LLC", "name_as_filed": "THE PATRIOT FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/the-patriot-financial-group-llc-walpole-ma-172470", "city": "Walpole", "state": "MA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332329, "name": "The Player's Legacy Ventures, LLC.", "name_as_filed": "THE PLAYER'S LEGACY VENTURES, LLC.", "url": "https://advisorcensus.com/firm/the-player-s-legacy-ventures-llc-franklin-ma-332329", "city": "Franklin", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130601, "name": "The Practical Planner", "name_as_filed": "THE PRACTICAL PLANNER", "url": "https://advisorcensus.com/firm/the-practical-planner-groton-ma-130601", "city": "Groton", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106631, "name": "The Putnam Advisory Company, LLC", "name_as_filed": "THE PUTNAM ADVISORY COMPANY, LLC", "url": "https://advisorcensus.com/firm/the-putnam-advisory-company-llc-boston-ma-106631", "city": "Boston", "state": "MA", "years_registered": 57, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172369, "name": "The Sher Wealth Management Group", "name_as_filed": "THE SHER WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/the-sher-wealth-management-group-needham-ma-172369", "city": "Needham", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163370, "name": "The Watermill Group", "name_as_filed": "THE WATERMILL GROUP", "url": "https://advisorcensus.com/firm/the-watermill-group-boston-ma-163370", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 161185, "name": "Third Rock Ventures, LLC.", "name_as_filed": "THIRD ROCK VENTURES, LLC.", "url": "https://advisorcensus.com/firm/third-rock-ventures-llc-boston-ma-161185", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171042, "name": "THL Managers VII, LLC", "name_as_filed": "THL MANAGERS VII, LLC", "url": "https://advisorcensus.com/firm/thl-managers-vii-llc-boston-ma-171042", "city": "Boston", "state": "MA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 283643, "name": "Thorntree Capital Partners LP", "name_as_filed": "THORNTREE CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/thorntree-capital-partners-lp-boston-ma-283643", "city": "Boston", "state": "MA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283926, "name": "Three Bearings Fiduciary Advisors, Inc.", "name_as_filed": "THREE BEARINGS FIDUCIARY ADVISORS, INC.", "url": "https://advisorcensus.com/firm/three-bearings-fiduciary-advisors-inc-hampton-nh-283926", "city": "Hampton", "state": "NH", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136700, "name": "Thurston Hall Investment Research, LLC", "name_as_filed": "THURSTON HALL INVESTMENT RESEARCH, LLC", "url": "https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700", "city": "Newton", "state": "MA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104554, "name": "TIAA Kaspick, LLC", "name_as_filed": "TIAA KASPICK, LLC", "url": "https://advisorcensus.com/firm/tiaa-kaspick-llc-boston-ma-104554", "city": "Boston", "state": "MA", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330698, "name": "Tide Cycle Resources LLC", "name_as_filed": "TIDE CYCLE RESOURCES LLC", "url": "https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138213, "name": "Tiger Bay Management, Inc.", "name_as_filed": "TIGER BAY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/tiger-bay-management-inc-portsmouth-nh-138213", "city": "Portsmouth", "state": "NH", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283006, "name": "Tiger Iron Capital, LLC", "name_as_filed": "TIGER IRON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tiger-iron-capital-llc-andover-ma-283006", "city": "Andover", "state": "MA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 128623, "name": "Tilton Asset Management", "name_as_filed": "TILTON ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/tilton-asset-management-weston-ma-128623", "city": "Weston", "state": "MA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146220, "name": "Timber Creek Capital Management, LLC", "name_as_filed": "TIMBER CREEK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/timber-creek-capital-management-llc-boston-ma-146220", "city": "Boston", "state": "MA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131084, "name": "Timbuktu Capital Management, LLC", "name_as_filed": "TIMBUKTU CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/timbuktu-capital-management-llc-boston-ma-131084", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338067, "name": "Timescale Ventures", "name_as_filed": "TIMESCALE VENTURES", "url": "https://advisorcensus.com/firm/timescale-ventures-marblehead-ma-338067", "city": "Marblehead", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287945, "name": "Timothy Charles Financial, LLC", "name_as_filed": "TIMOTHY CHARLES FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/timothy-charles-financial-llc-lynnfield-ma-287945", "city": "Lynnfield", "state": "MA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153943, "name": "Titanium Advisors, LLC", "name_as_filed": "TITANIUM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943", "city": "Franklin", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337423, "name": "TOC-23 Era", "name_as_filed": "TOC-23 ERA", "url": "https://advisorcensus.com/firm/toc-23-era-hingham-ma-337423", "city": "Hingham", "state": "MA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167707, "name": "Toledano, Allan Samuel", "name_as_filed": "TOLEDANO, ALLAN SAMUEL", "url": "https://advisorcensus.com/firm/toledano-allan-samuel-boston-ma-167707", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136442, "name": "Tomasetti Investment Group, LLC", "name_as_filed": "TOMASETTI INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442", "city": "Needham", "state": "MA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282979, "name": "TQM Wealth Partners", "name_as_filed": "TQM WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979", "city": "Marblehead", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307367, "name": "Transformation Capital", "name_as_filed": "TRANSFORMATION CAPITAL", "url": "https://advisorcensus.com/firm/transformation-capital-boston-ma-307367", "city": "Boston", "state": "MA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136851, "name": "Traub Capital Management", "name_as_filed": "TRAUB CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/traub-capital-management-needham-ma-136851", "city": "Needham", "state": "MA", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283569, "name": "Tremont Realty Capital LLC", "name_as_filed": "TREMONT REALTY CAPITAL LLC", "url": "https://advisorcensus.com/firm/tremont-realty-capital-llc-newton-ma-283569", "city": "Newton", "state": "MA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 335369, "name": "Tribeca Investment Inc.", "name_as_filed": "TRIBECA INVESTMENT INC.", "url": "https://advisorcensus.com/firm/tribeca-investment-inc-chestnut-hill-ma-335369", "city": "Chestnut Hill", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110901, "name": "Trillium Asset Management", "name_as_filed": "TRILLIUM ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/trillium-asset-management-boston-ma-110901", "city": "Boston", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298365, "name": "Trinexus Capital, LLC", "name_as_filed": "TRINEXUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trinexus-capital-llc-windham-nh-298365", "city": "Windham", "state": "NH", "years_registered": 5, "raum_band": "under_25m", "compensation_types": 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