# 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/23 ## 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 23 of 24, 1101 to 1150 of 1,183, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Twelve Points Wealth Management](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107) ([md](https://advisorcensus.com/firm/twelve-points-wealth-management-concord-ma-171107.md)) | 171107 | Concord, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee | | [Twin Focus Capital Partners, LLC](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522) ([md](https://advisorcensus.com/firm/twin-focus-capital-partners-llc-boston-ma-140522.md)) | 140522 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee, Performance fee | | [Twin Gryphon Advisors LLC](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264) ([md](https://advisorcensus.com/firm/twin-gryphon-advisors-llc-marshfield-ma-297264.md)) | 297264 | Marshfield, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Twin Lights Capital Management LLC](https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830) ([md](https://advisorcensus.com/firm/twin-lights-capital-management-llc-beverly-ma-330830.md)) | 330830 | Beverly, MA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Other | | [Twin Oak ETF Company](https://advisorcensus.com/firm/twin-oak-etf-company-wellesley-ma-330365) ([md](https://advisorcensus.com/firm/twin-oak-etf-company-wellesley-ma-330365.md)) | 330365 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets | | [Tyler Street Capital](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011) ([md](https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011.md)) | 340011 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | | [U. S. Boston Capital Corporation](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251) ([md](https://advisorcensus.com/firm/u-s-boston-capital-corporation-lincoln-ma-5251.md)) | 5251 | Lincoln, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Unconventional Investor, LLC](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333) ([md](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333.md)) | 317333 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Underscore.vc Management Company, LLC](https://advisorcensus.com/firm/underscore-vc-management-company-llc-boston-ma-283164) ([md](https://advisorcensus.com/firm/underscore-vc-management-company-llc-boston-ma-283164.md)) | 283164 | Boston, MA | Exempt reporting adviser | Not reported | 10 | Not reported | | [Union Park Capital Management, L.P.](https://advisorcensus.com/firm/union-park-capital-management-l-p-boston-ma-169842) ([md](https://advisorcensus.com/firm/union-park-capital-management-l-p-boston-ma-169842.md)) | 169842 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee | | [US Advisory Group](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291) ([md](https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291.md)) | 109291 | Beverly, MA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee | | [USA Mutuals Advisors, Inc.](https://advisorcensus.com/firm/usa-mutuals-advisors-inc-concord-ma-131750) ([md](https://advisorcensus.com/firm/usa-mutuals-advisors-inc-concord-ma-131750.md)) | 131750 | Concord, MA | SEC-registered investment adviser | $25 million to $100 million | 22 | % of assets | | [VALENCE8](https://advisorcensus.com/firm/valence8-cambridge-ma-317389) ([md](https://advisorcensus.com/firm/valence8-cambridge-ma-317389.md)) | 317389 | Cambridge, MA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee | | [Vandeventer & Company](https://advisorcensus.com/firm/vandeventer-and-company-windham-nh-117479) ([md](https://advisorcensus.com/firm/vandeventer-and-company-windham-nh-117479.md)) | 117479 | Windham, NH | State-registered investment adviser | Under $25 million | 35 | % of assets | | [Venture Guides Management, L.P.](https://advisorcensus.com/firm/venture-guides-management-l-p-boston-ma-324431) ([md](https://advisorcensus.com/firm/venture-guides-management-l-p-boston-ma-324431.md)) | 324431 | Boston, MA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Verdad Advisers, L.P.](https://advisorcensus.com/firm/verdad-advisers-l-p-boston-ma-171048) ([md](https://advisorcensus.com/firm/verdad-advisers-l-p-boston-ma-171048.md)) | 171048 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee | | [Vestigo Ventures](https://advisorcensus.com/firm/vestigo-ventures-cambridge-ma-283621) ([md](https://advisorcensus.com/firm/vestigo-ventures-cambridge-ma-283621.md)) | 283621 | Cambridge, MA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Vestmark Advisory Solutions, Inc.](https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518) ([md](https://advisorcensus.com/firm/vestmark-advisory-solutions-inc-wakefield-ma-221518.md)) | 221518 | Wakefield, MA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets | | [Vianti Capital Management, LP](https://advisorcensus.com/firm/vianti-capital-management-lp-boston-ma-341617) ([md](https://advisorcensus.com/firm/vianti-capital-management-lp-boston-ma-341617.md)) | 341617 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Vincent Wealth Advisors LLC](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759) ([md](https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759.md)) | 332759 | Norwell, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Vinyl Capital](https://advisorcensus.com/firm/vinyl-capital-boston-ma-315640) ([md](https://advisorcensus.com/firm/vinyl-capital-boston-ma-315640.md)) | 315640 | Boston, MA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Viraj Capital, LLC](https://advisorcensus.com/firm/viraj-capital-llc-cambridge-ma-304730) ([md](https://advisorcensus.com/firm/viraj-capital-llc-cambridge-ma-304730.md)) | 304730 | Cambridge, MA | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee, Other | | [Visible Hands Management, LLC](https://advisorcensus.com/firm/visible-hands-management-llc-boston-ma-313313) ([md](https://advisorcensus.com/firm/visible-hands-management-llc-boston-ma-313313.md)) | 313313 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Visible Ventures](https://advisorcensus.com/firm/visible-ventures-hingham-ma-301280) ([md](https://advisorcensus.com/firm/visible-ventures-hingham-ma-301280.md)) | 301280 | Hingham, MA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Vitale & Caputo Wealth Management LLC](https://advisorcensus.com/firm/vitale-and-caputo-wealth-management-llc-middleton-ma-289420) ([md](https://advisorcensus.com/firm/vitale-and-caputo-wealth-management-llc-middleton-ma-289420.md)) | 289420 | Middleton, MA | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee | | [Vodia Capital, LLC](https://advisorcensus.com/firm/vodia-capital-llc-concord-ma-131751) ([md](https://advisorcensus.com/firm/vodia-capital-llc-concord-ma-131751.md)) | 131751 | Concord, MA | Exempt reporting adviser | Not reported | Not reported | Not reported | | [Volition Capital LLC](https://advisorcensus.com/firm/volition-capital-llc-boston-ma-162180) ([md](https://advisorcensus.com/firm/volition-capital-llc-boston-ma-162180.md)) | 162180 | Boston, MA | Exempt reporting adviser | Not reported | 14 | Not reported | | [VON Blucher Capital LLC](https://advisorcensus.com/firm/von-blucher-capital-llc-arlington-ma-339837) ([md](https://advisorcensus.com/firm/von-blucher-capital-llc-arlington-ma-339837.md)) | 339837 | Arlington, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [VV Capital Management, LP](https://advisorcensus.com/firm/vv-capital-management-lp-newton-ma-170504) ([md](https://advisorcensus.com/firm/vv-capital-management-lp-newton-ma-170504.md)) | 170504 | Newton, MA | Exempt reporting adviser | Not reported | 12 | Not reported | | [Wainwright Investment Counsel LLC](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711) ([md](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711.md)) | 108711 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee, Other | | [Wakely Investment Management](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206) ([md](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206.md)) | 167206 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets | | [Walter & Shuffain Financial Services, LLC](https://advisorcensus.com/firm/walter-and-shuffain-financial-services-llc-boston-ma-147347) ([md](https://advisorcensus.com/firm/walter-and-shuffain-financial-services-llc-boston-ma-147347.md)) | 147347 | Boston, MA | State-registered investment adviser | Not reported | 18 | Other | | [Washington Trust Advisors](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407) ([md](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407.md)) | 110407 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee | | [Waterline Ventures, LLC](https://advisorcensus.com/firm/waterline-ventures-llc-cambridge-ma-173281) ([md](https://advisorcensus.com/firm/waterline-ventures-llc-cambridge-ma-173281.md)) | 173281 | Cambridge, MA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Waterville Investment Partners, LLC](https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518) ([md](https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518.md)) | 314518 | Needham, MA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Wave Equity Partners](https://advisorcensus.com/firm/wave-equity-partners-boston-ma-170642) ([md](https://advisorcensus.com/firm/wave-equity-partners-boston-ma-170642.md)) | 170642 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee | | [Wavecrest Management Company, LLC](https://advisorcensus.com/firm/wavecrest-management-company-llc-boston-ma-285540) ([md](https://advisorcensus.com/firm/wavecrest-management-company-llc-boston-ma-285540.md)) | 285540 | Boston, MA | Exempt reporting adviser | Not reported | 8 | Not reported | | [Wealth Effects](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244) ([md](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244.md)) | 315244 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Wealthmind Financial Planning](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126) ([md](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126.md)) | 328126 | Cambridge, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee | | [Wealthy Choices (R)](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110) ([md](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110.md)) | 134110 | Westwood, MA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other | | [Weatherbie Capital, LLC](https://advisorcensus.com/firm/weatherbie-capital-llc-boston-ma-105991) ([md](https://advisorcensus.com/firm/weatherbie-capital-llc-boston-ma-105991.md)) | 105991 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Performance fee | | [Webster Equity Partners, L.P.](https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729) ([md](https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729.md)) | 156729 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee | | [Weiss Asset Management](https://advisorcensus.com/firm/weiss-asset-management-boston-ma-155564) ([md](https://advisorcensus.com/firm/weiss-asset-management-boston-ma-155564.md)) | 155564 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other | | [Welch & Forbes LLC](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119) ([md](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119.md)) | 115119 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee | | [Wellesley Asset Management, Inc.](https://advisorcensus.com/firm/wellesley-asset-management-inc-portsmouth-nh-116176) ([md](https://advisorcensus.com/firm/wellesley-asset-management-inc-portsmouth-nh-116176.md)) | 116176 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee | | [Wellesley Hills Capital](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068) ([md](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068.md)) | 307068 | Newton, MA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee | | [WELLFIN360](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254) ([md](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254.md)) | 329254 | Lynnfield, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee | | [Wellington Alternative Investments](https://advisorcensus.com/firm/wellington-alternative-investments-boston-ma-226715) ([md](https://advisorcensus.com/firm/wellington-alternative-investments-boston-ma-226715.md)) | 226715 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee | | [Wellington Funds (US) LLC](https://advisorcensus.com/firm/wellington-funds-us-llc-boston-ma-288313) ([md](https://advisorcensus.com/firm/wellington-funds-us-llc-boston-ma-288313.md)) | 288313 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets | | [Wellington Management Company LLP](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595) ([md](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595.md)) | 106595 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 46 | % of assets, Fixed fee, Performance fee | - Previous page: https://advisorcensus.com/advisors/ma/boston/page/22.md - Next page: https://advisorcensus.com/advisors/ma/boston/page/24.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.