{
  "path": "/advisors/ma/boston",
  "url": "https://advisorcensus.com/advisors/ma/boston/page/23",
  "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": 23,
  "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": 171107,
      "name": "Twelve Points Wealth Management",
      "name_as_filed": "TWELVE POINTS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107",
      "city": "Concord",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140522,
      "name": "Twin Focus Capital Partners, LLC",
      "name_as_filed": "TWIN FOCUS CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522",
      "city": "Boston",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297264,
      "name": "Twin Gryphon Advisors LLC",
      "name_as_filed": "TWIN GRYPHON ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264",
      "city": "Marshfield",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330830,
      "name": "Twin Lights Capital Management LLC",
      "name_as_filed": "TWIN LIGHTS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830",
      "city": "Beverly",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330365,
      "name": "Twin Oak ETF Company",
      "name_as_filed": "TWIN OAK ETF COMPANY",
      "url": "https://advisorcensus.com/firm/twin-oak-etf-company-wellesley-ma-330365",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340011,
      "name": "Tyler Street Capital",
      "name_as_filed": "TYLER STREET CAPITAL",
      "url": "https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011",
      "city": "Plymouth",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 5251,
      "name": "U. S. Boston Capital Corporation",
      "name_as_filed": "U. S. BOSTON CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251",
      "city": "Lincoln",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317333,
      "name": "Unconventional Investor, LLC",
      "name_as_filed": "UNCONVENTIONAL INVESTOR, LLC",
      "url": "https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283164,
      "name": "Underscore.vc Management Company, LLC",
      "name_as_filed": "UNDERSCORE.VC MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/underscore-vc-management-company-llc-boston-ma-283164",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 169842,
      "name": "Union Park Capital Management, L.P.",
      "name_as_filed": "UNION PARK CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/union-park-capital-management-l-p-boston-ma-169842",
      "city": "Boston",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109291,
      "name": "US Advisory Group",
      "name_as_filed": "US ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291",
      "city": "Beverly",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131750,
      "name": "USA Mutuals Advisors, Inc.",
      "name_as_filed": "USA MUTUALS ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/usa-mutuals-advisors-inc-concord-ma-131750",
      "city": "Concord",
      "state": "MA",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317389,
      "name": "VALENCE8",
      "name_as_filed": "VALENCE8",
      "url": "https://advisorcensus.com/firm/valence8-cambridge-ma-317389",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117479,
      "name": "Vandeventer & Company",
      "name_as_filed": "VANDEVENTER & COMPANY",
      "url": "https://advisorcensus.com/firm/vandeventer-and-company-windham-nh-117479",
      "city": "Windham",
      "state": "NH",
      "years_registered": 35,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324431,
      "name": "Venture Guides Management, L.P.",
      "name_as_filed": "VENTURE GUIDES MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/venture-guides-management-l-p-boston-ma-324431",
      "city": "Boston",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 171048,
      "name": "Verdad Advisers, L.P.",
      "name_as_filed": "VERDAD ADVISERS, L.P.",
      "url": "https://advisorcensus.com/firm/verdad-advisers-l-p-boston-ma-171048",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283621,
      "name": "Vestigo Ventures",
      "name_as_filed": "VESTIGO VENTURES",
      "url": "https://advisorcensus.com/firm/vestigo-ventures-cambridge-ma-283621",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 221518,
      "name": "Vestmark Advisory Solutions, Inc.",
      "name_as_filed": "VESTMARK ADVISORY SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518",
      "city": "Wakefield",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341617,
      "name": "Vianti Capital Management, LP",
      "name_as_filed": "VIANTI CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/vianti-capital-management-lp-boston-ma-341617",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332759,
      "name": "Vincent Wealth Advisors LLC",
      "name_as_filed": "VINCENT WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759",
      "city": "Norwell",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315640,
      "name": "Vinyl Capital",
      "name_as_filed": "VINYL CAPITAL",
      "url": "https://advisorcensus.com/firm/vinyl-capital-boston-ma-315640",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304730,
      "name": "Viraj Capital, LLC",
      "name_as_filed": "VIRAJ CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/viraj-capital-llc-cambridge-ma-304730",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313313,
      "name": "Visible Hands Management, LLC",
      "name_as_filed": "VISIBLE HANDS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/visible-hands-management-llc-boston-ma-313313",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 301280,
      "name": "Visible Ventures",
      "name_as_filed": "VISIBLE VENTURES",
      "url": "https://advisorcensus.com/firm/visible-ventures-hingham-ma-301280",
      "city": "Hingham",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289420,
      "name": "Vitale & Caputo Wealth Management LLC",
      "name_as_filed": "VITALE & CAPUTO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/vitale-and-caputo-wealth-management-llc-middleton-ma-289420",
      "city": "Middleton",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131751,
      "name": "Vodia Capital, LLC",
      "name_as_filed": "VODIA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/vodia-capital-llc-concord-ma-131751",
      "city": "Concord",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162180,
      "name": "Volition Capital LLC",
      "name_as_filed": "VOLITION CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/volition-capital-llc-boston-ma-162180",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339837,
      "name": "VON Blucher Capital LLC",
      "name_as_filed": "VON BLUCHER CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/von-blucher-capital-llc-arlington-ma-339837",
      "city": "Arlington",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170504,
      "name": "VV Capital Management, LP",
      "name_as_filed": "VV CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/vv-capital-management-lp-newton-ma-170504",
      "city": "Newton",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 108711,
      "name": "Wainwright Investment Counsel LLC",
      "name_as_filed": "WAINWRIGHT INVESTMENT COUNSEL LLC",
      "url": "https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711",
      "city": "Boston",
      "state": "MA",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167206,
      "name": "Wakely Investment Management",
      "name_as_filed": "WAKELY INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206",
      "city": "Boston",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147347,
      "name": "Walter & Shuffain Financial Services, LLC",
      "name_as_filed": "WALTER & SHUFFAIN FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/walter-and-shuffain-financial-services-llc-boston-ma-147347",
      "city": "Boston",
      "state": "MA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110407,
      "name": "Washington Trust Advisors",
      "name_as_filed": "WASHINGTON TRUST ADVISORS",
      "url": "https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173281,
      "name": "Waterline Ventures, LLC",
      "name_as_filed": "WATERLINE VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/waterline-ventures-llc-cambridge-ma-173281",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 314518,
      "name": "Waterville Investment Partners, LLC",
      "name_as_filed": "WATERVILLE INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518",
      "city": "Needham",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 170642,
      "name": "Wave Equity Partners",
      "name_as_filed": "WAVE EQUITY PARTNERS",
      "url": "https://advisorcensus.com/firm/wave-equity-partners-boston-ma-170642",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285540,
      "name": "Wavecrest Management Company, LLC",
      "name_as_filed": "WAVECREST MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/wavecrest-management-company-llc-boston-ma-285540",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "not_reported",
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  "states": [],
  "metros": [],
  "siblings": {
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      "path": "/advisors/ma",
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    },
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      },
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        "label": "Financial advisors for charitable organizations in Boston, MA"
      },
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        "label": "Financial advisors for professional athletes in Boston, MA"
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        "label": "Financial advisors for tech employees with equity compensation in Boston, MA"
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  },
  "csv": "https://advisorcensus.com/advisors/ma/boston.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
