# 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/24

## 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 24 of 24, 1151 to 1183 of 1,183, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Wernau Asset Management](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473) ([md](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473.md)) | 129473 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Westfield Capital Management Company, L.P.](https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990) ([md](https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990.md)) | 146990 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee |
| [Westland Gate Capital, LLC](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692) ([md](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692.md)) | 173692 | Holliston, MA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Westview Capital Management LLC](https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839) ([md](https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839.md)) | 157839 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [WGI DM, LLC](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219) ([md](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219.md)) | 334219 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets |
| [WH Cornerstone Investments Inc.](https://advisorcensus.com/firm/wh-cornerstone-investments-inc-duxbury-ma-119725) ([md](https://advisorcensus.com/firm/wh-cornerstone-investments-inc-duxbury-ma-119725.md)) | 119725 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Whale Rock Capital Management](https://advisorcensus.com/firm/whale-rock-capital-management-boston-ma-140746) ([md](https://advisorcensus.com/firm/whale-rock-capital-management-boston-ma-140746.md)) | 140746 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [Whitman Financial Services, LLC.](https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633) ([md](https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633.md)) | 117633 | North Reading, MA | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee |
| [Whole Wealth Management](https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072) ([md](https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072.md)) | 145072 | Portsmouth, NH | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [WI Partners, LLC](https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830) ([md](https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830.md)) | 269830 | Boston, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [Wilkins Investment Counsel, Inc](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913) ([md](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913.md)) | 104913 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets |
| [Will Ventures](https://advisorcensus.com/firm/will-ventures-boston-ma-306950) ([md](https://advisorcensus.com/firm/will-ventures-boston-ma-306950.md)) | 306950 | Boston, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Williams Advisory Services, LLC](https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782) ([md](https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782.md)) | 153782 | Wellesley, MA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee, Commissions, Other |
| [Willow Partner Advisors, LLC](https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917) ([md](https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917.md)) | 333917 | Prides Crossing, MA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Wincap Financial LLC](https://advisorcensus.com/firm/wincap-financial-llc-boston-ma-315798) ([md](https://advisorcensus.com/firm/wincap-financial-llc-boston-ma-315798.md)) | 315798 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Wincove](https://advisorcensus.com/firm/wincove-boston-ma-295192) ([md](https://advisorcensus.com/firm/wincove-boston-ma-295192.md)) | 295192 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee, Other |
| [Windrose Advisors LLC](https://advisorcensus.com/firm/windrose-advisors-llc-waltham-ma-152145) ([md](https://advisorcensus.com/firm/windrose-advisors-llc-waltham-ma-152145.md)) | 152145 | Waltham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Performance fee |
| [Windsail Capital Group, LLC](https://advisorcensus.com/firm/windsail-capital-group-llc-boston-ma-165352) ([md](https://advisorcensus.com/firm/windsail-capital-group-llc-boston-ma-165352.md)) | 165352 | Boston, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Wingate Wealth Advisors, Inc.](https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012) ([md](https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012.md)) | 105012 | Lexington, MA | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets, Fixed fee |
| [Winthrop Capital Advisors, LLC](https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487) ([md](https://advisorcensus.com/firm/winthrop-capital-advisors-llc-boston-ma-289487.md)) | 289487 | Boston, MA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Winthrop Square Capital, L.P.](https://advisorcensus.com/firm/winthrop-square-capital-l-p-boston-ma-321630) ([md](https://advisorcensus.com/firm/winthrop-square-capital-l-p-boston-ma-321630.md)) | 321630 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Winthrop Wealth](https://advisorcensus.com/firm/winthrop-wealth-boston-ma-288178) ([md](https://advisorcensus.com/firm/winthrop-wealth-boston-ma-288178.md)) | 288178 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [Wolf Pine Capital](https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261) ([md](https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261.md)) | 330261 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wolfstich Capital, LLC](https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026) ([md](https://advisorcensus.com/firm/wolfstich-capital-llc-medfield-ma-146026.md)) | 146026 | Medfield, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Wood Wealth Group, LLC](https://advisorcensus.com/firm/wood-wealth-group-llc-charlestown-ma-327286) ([md](https://advisorcensus.com/firm/wood-wealth-group-llc-charlestown-ma-327286.md)) | 327286 | Charlestown, MA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Other |
| [Woodside Wealth Management](https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118) ([md](https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118.md)) | 175118 | Sudbury, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Woodstock Corporation](https://advisorcensus.com/firm/woodstock-corporation-boston-ma-110662) ([md](https://advisorcensus.com/firm/woodstock-corporation-boston-ma-110662.md)) | 110662 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 58 | % of assets, Performance fee |
| [Worldly Partners Management, LLC](https://advisorcensus.com/firm/worldly-partners-management-llc-needham-ma-309792) ([md](https://advisorcensus.com/firm/worldly-partners-management-llc-needham-ma-309792.md)) | 309792 | Needham, MA | SEC-registered investment adviser | $100 million to $500 million | 3 | Fixed fee, Performance fee |
| [Wright Financial](https://advisorcensus.com/firm/wright-financial-rockland-ma-343380) ([md](https://advisorcensus.com/firm/wright-financial-rockland-ma-343380.md)) | 343380 | Rockland, MA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wuxi Healthcare Ventures Management US LLC](https://advisorcensus.com/firm/wuxi-healthcare-ventures-management-us-llc-boston-ma-294622) ([md](https://advisorcensus.com/firm/wuxi-healthcare-ventures-management-us-llc-boston-ma-294622.md)) | 294622 | Boston, MA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Yellow Wood Partners](https://advisorcensus.com/firm/yellow-wood-partners-boston-ma-161062) ([md](https://advisorcensus.com/firm/yellow-wood-partners-boston-ma-161062.md)) | 161062 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [Zen Wealth Advisors, LLC](https://advisorcensus.com/firm/zen-wealth-advisors-llc-marlborough-ma-325679) ([md](https://advisorcensus.com/firm/zen-wealth-advisors-llc-marlborough-ma-325679.md)) | 325679 | Marlborough, MA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Commissions |
| [Zevin Asset Management, LLC](https://advisorcensus.com/firm/zevin-asset-management-llc-boston-ma-165269) ([md](https://advisorcensus.com/firm/zevin-asset-management-llc-boston-ma-165269.md)) | 165269 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Other |

- Previous page: https://advisorcensus.com/advisors/ma/boston/page/23.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. 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.