{ "path": "/advisors/ma/boston", "url": "https://advisorcensus.com/advisors/ma/boston/page/24", "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": 24, "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": 129473, "name": "Wernau Asset Management", "name_as_filed": "WERNAU ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473", "city": "Gloucester", "state": "MA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146990, "name": "Westfield Capital Management Company, L.P.", "name_as_filed": "WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.", "url": "https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990", "city": "Boston", "state": "MA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173692, "name": "Westland Gate Capital, LLC", "name_as_filed": "WESTLAND GATE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692", "city": "Holliston", "state": "MA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 157839, "name": "Westview Capital Management LLC", "name_as_filed": "WESTVIEW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334219, "name": "WGI DM, LLC", "name_as_filed": "WGI DM, LLC", "url": "https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119725, "name": "WH Cornerstone Investments Inc.", "name_as_filed": "WH CORNERSTONE INVESTMENTS INC.", "url": "https://advisorcensus.com/firm/wh-cornerstone-investments-inc-duxbury-ma-119725", "city": "Duxbury", "state": "MA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140746, "name": "Whale Rock Capital Management", "name_as_filed": "WHALE ROCK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/whale-rock-capital-management-boston-ma-140746", "city": "Boston", "state": "MA", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 117633, "name": "Whitman Financial Services, LLC.", "name_as_filed": "WHITMAN FINANCIAL SERVICES, LLC.", "url": "https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633", "city": "North Reading", "state": "MA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145072, "name": "Whole Wealth Management", "name_as_filed": "WHOLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072", "city": "Portsmouth", "state": "NH", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269830, "name": "WI Partners, LLC", "name_as_filed": "WI PARTNERS, LLC", "url": "https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 104913, "name": "Wilkins Investment Counsel, Inc", "name_as_filed": "WILKINS INVESTMENT COUNSEL, INC", "url": "https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913", "city": "Boston", "state": "MA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306950, "name": "Will Ventures", "name_as_filed": "WILL VENTURES", "url": "https://advisorcensus.com/firm/will-ventures-boston-ma-306950", "city": "Boston", "state": "MA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153782, "name": "Williams Advisory Services, LLC", "name_as_filed": "WILLIAMS ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782", "city": "Wellesley", "state": "MA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 333917, "name": "Willow Partner Advisors, LLC", "name_as_filed": "WILLOW PARTNER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917", "city": "Prides Crossing", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315798, "name": "Wincap Financial LLC", "name_as_filed": "WINCAP FINANCIAL LLC", "url": "https://advisorcensus.com/firm/wincap-financial-llc-boston-ma-315798", "city": "Boston", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 295192, "name": "Wincove", "name_as_filed": "WINCOVE", "url": "https://advisorcensus.com/firm/wincove-boston-ma-295192", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 152145, "name": "Windrose Advisors LLC", "name_as_filed": "WINDROSE ADVISORS LLC", "url": "https://advisorcensus.com/firm/windrose-advisors-llc-waltham-ma-152145", "city": "Waltham", "state": "MA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165352, "name": "Windsail Capital Group, LLC", "name_as_filed": "WINDSAIL CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/windsail-capital-group-llc-boston-ma-165352", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105012, "name": "Wingate Wealth Advisors, Inc.", "name_as_filed": "WINGATE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012", "city": "Lexington", "state": "MA", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289487, "name": "Winthrop Capital Advisors, LLC", "name_as_filed": "WINTHROP CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487", "city": "Boston", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321630, "name": "Winthrop Square Capital, L.P.", "name_as_filed": "WINTHROP SQUARE CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/winthrop-square-capital-l-p-boston-ma-321630", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288178, "name": "Winthrop Wealth", "name_as_filed": "WINTHROP WEALTH", "url": "https://advisorcensus.com/firm/winthrop-wealth-boston-ma-288178", "city": "Boston", "state": "MA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330261, "name": "Wolf Pine Capital", "name_as_filed": "WOLF PINE CAPITAL", "url": "https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146026, "name": "Wolfstich Capital, LLC", "name_as_filed": "WOLFSTICH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026", "city": "Medfield", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327286, "name": "Wood Wealth Group, LLC", "name_as_filed": "WOOD WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/wood-wealth-group-llc-charlestown-ma-327286", "city": "Charlestown", "state": "MA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 175118, "name": "Woodside Wealth Management", "name_as_filed": "WOODSIDE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118", "city": "Sudbury", "state": "MA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110662, "name": "Woodstock Corporation", "name_as_filed": "WOODSTOCK CORPORATION", "url": "https://advisorcensus.com/firm/woodstock-corporation-boston-ma-110662", "city": "Boston", "state": "MA", "years_registered": 58, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309792, "name": "Worldly Partners Management, LLC", "name_as_filed": "WORLDLY PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/worldly-partners-management-llc-needham-ma-309792", "city": "Needham", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 343380, "name": "Wright Financial", "name_as_filed": "WRIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/wright-financial-rockland-ma-343380", "city": "Rockland", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294622, "name": "Wuxi Healthcare Ventures Management US LLC", "name_as_filed": "WUXI HEALTHCARE VENTURES MANAGEMENT US LLC", "url": "https://advisorcensus.com/firm/wuxi-healthcare-ventures-management-us-llc-boston-ma-294622", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161062, "name": "Yellow Wood Partners", "name_as_filed": "YELLOW WOOD PARTNERS", "url": 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