{ "path": "/advisors/ma/boston", "url": "https://advisorcensus.com/advisors/ma/boston/page/5", "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": 5, "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": 107143, "name": "Breckinridge Capital Advisors Inc", "name_as_filed": "BRECKINRIDGE CAPITAL ADVISORS INC", "url": "https://advisorcensus.com/firm/breckinridge-capital-advisors-inc-boston-ma-107143", "city": "Boston", "state": "MA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307293, "name": "Brewer Lane Management, LLC", "name_as_filed": "BREWER LANE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brewer-lane-management-llc-boston-ma-307293", "city": "Boston", "state": "MA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152820, "name": "Bright Rock Capital Management LLC", "name_as_filed": "BRIGHT ROCK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bright-rock-capital-management-llc-hanover-ma-152820", "city": "Hanover", "state": "MA", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133115, "name": "Brisbois Capital Management LLC", "name_as_filed": "BRISBOIS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115", "city": "Wilmington", "state": "MA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 125509, "name": "Broadwater Capital Management LLC", "name_as_filed": "BROADWATER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156772, "name": "Brooke Private Equity Associates Management LLC", "name_as_filed": "BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brooke-private-equity-associates-management-llc-boston-ma-156772", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298297, "name": "Brooknoll Advisors LLC", "name_as_filed": "BROOKNOLL ADVISORS LLC", "url": "https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338550, "name": "Brookwood Advisors, LLC", "name_as_filed": "BROOKWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brookwood-advisors-llc-beverly-ma-338550", "city": "Beverly", "state": "MA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168874, "name": "Brotchie Capital Management, LLC", "name_as_filed": "BROTCHIE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brotchie-capital-management-llc-peabody-ma-168874", "city": "Peabody", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306404, "name": "Brownstone Financial Group LLC", "name_as_filed": "BROWNSTONE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/brownstone-financial-group-llc-londonderry-nh-306404", "city": "Londonderry", "state": "NH", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105215, "name": "BTS Asset Management, Inc.", "name_as_filed": "BTS ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bts-asset-management-inc-lincoln-ma-105215", "city": "Lincoln", "state": "MA", "years_registered": 46, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110197, "name": "Buff Capital Management, LLC", "name_as_filed": "BUFF CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buff-capital-management-llc-newton-ma-110197", "city": "Newton", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300127, "name": "Building Ventures, LLC", "name_as_filed": "BUILDING VENTURES, LLC", "url": "https://advisorcensus.com/firm/building-ventures-llc-boston-ma-300127", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157838, "name": "Bunker Hill Management LLC", "name_as_filed": "BUNKER HILL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bunker-hill-management-llc-wellesley-ma-157838", "city": "Wellesley", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325026, "name": "Butterworth Financial LLC", "name_as_filed": "BUTTERWORTH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026", "city": "Danvers", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159349, "name": "BV Investment Partners, L.P.", "name_as_filed": "BV INVESTMENT PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 167893, "name": "Byrne Financial Freedom, LLC", "name_as_filed": "BYRNE FINANCIAL FREEDOM, LLC", "url": "https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893", "city": "Franklin", "state": "MA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166206, "name": "C&S Advisors, Inc.", "name_as_filed": "C&S ADVISORS, INC.", "url": "https://advisorcensus.com/firm/c-and-s-advisors-inc-duxbury-ma-166206", "city": "Duxbury", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165296, "name": "C. Michael Amin, LLC", "name_as_filed": "C. MICHAEL AMIN, LLC", "url": "https://advisorcensus.com/firm/c-michael-amin-llc-boston-ma-165296", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300837, "name": "C.j.gilbert Financial LLC", "name_as_filed": "C.J.GILBERT FINANCIAL LLC", "url": "https://advisorcensus.com/firm/c-j-gilbert-financial-llc-weston-ma-300837", "city": "Weston", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328285, "name": "C10 Labs", "name_as_filed": "C10 LABS", "url": "https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118729, "name": "Cabot Properties L.P.", "name_as_filed": "CABOT PROPERTIES L.P.", "url": "https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 107327, "name": "Cabot Wealth Management", "name_as_filed": "CABOT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327", "city": "Beverly", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342427, "name": "Callodine BDC Advisor, LLC", "name_as_filed": "CALLODINE BDC ADVISOR, LLC", "url": "https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297115, "name": "Callodine Capital Management", "name_as_filed": "CALLODINE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/callodine-capital-management-boston-ma-297115", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 313165, "name": "Callodine Credit Management", "name_as_filed": "CALLODINE CREDIT MANAGEMENT", "url": "https://advisorcensus.com/firm/callodine-credit-management-boston-ma-313165", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 106003, "name": "Cambridge Associates Limited, LLC", "name_as_filed": "CAMBRIDGE ASSOCIATES LIMITED, LLC", "url": "https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003", "city": "Boston", "state": "MA", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 104942, "name": "Cambridge Associates, LLC", "name_as_filed": "CAMBRIDGE ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942", "city": "Boston", "state": "MA", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 338797, "name": "Canby Financial Advisors", "name_as_filed": "CANBY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797", "city": "Framingham", "state": "MA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288686, "name": "Cannon Capital, LP", "name_as_filed": "CANNON CAPITAL, LP", "url": "https://advisorcensus.com/firm/cannon-capital-lp-framingham-ma-288686", "city": "Framingham", "state": "MA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326730, "name": "Canopy Capital Group", "name_as_filed": "CANOPY CAPITAL GROUP", "url": "https://advisorcensus.com/firm/canopy-capital-group-woburn-ma-326730", "city": "Woburn", "state": "MA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128942, "name": "Cape ANN Capital, Inc.", "name_as_filed": "CAPE ANN CAPITAL, INC.", "url": "https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942", "city": "Concord", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112000, "name": "Capital Advisors Group, Inc", "name_as_filed": "CAPITAL ADVISORS GROUP, INC", "url": "https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000", "city": "Boston", "state": "MA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 300472, "name": "Capital Design Private Wealth LLC", "name_as_filed": "CAPITAL DESIGN PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472", "city": "Portsmouth", "state": "NH", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168313, "name": "Capital Impact Advisors", "name_as_filed": "CAPITAL IMPACT ADVISORS", "url": "https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313", "city": "Boston", "state": "MA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137223, "name": "Capital Wealth Management", "name_as_filed": "CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223", "city": "Tewksbury", "state": "MA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309860, "name": "Capshift Advisors", "name_as_filed": "CAPSHIFT ADVISORS", "url": "https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860", "city": "West Newton", "state": "MA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160229, "name": "Castanea Partners Inc.", "name_as_filed": "CASTANEA PARTNERS INC.", "url": "https://advisorcensus.com/firm/castanea-partners-inc-newton-ma-160229", "city": "Newton", "state": "MA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 117521, "name": "Castle Asset Management, LLC", "name_as_filed": "CASTLE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521", "city": "North Hampton", "state": "NH", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 298999, "name": "Castle Island Ventures", "name_as_filed": "CASTLE ISLAND VENTURES", "url": "https://advisorcensus.com/firm/castle-island-ventures-boston-ma-298999", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331429, "name": "Castle Rock Advisors LLC", "name_as_filed": "CASTLE ROCK ADVISORS LLC", "url": "https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429", "city": "Boston", "state": "MA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 299335, "name": "Catalyst Financial Partners", "name_as_filed": "CATALYST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327202, "name": "Catalyst Impact Partners Corp.", "name_as_filed": "CATALYST IMPACT PARTNERS CORP.", "url": "https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202", "city": "Cambridge", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299042, "name": "Cataria Capital Management LP", "name_as_filed": "CATARIA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cataria-capital-management-lp-boston-ma-299042", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310136, "name": "Catch Point Rights Partners LP", "name_as_filed": "CATCH POINT RIGHTS PARTNERS LP", "url": "https://advisorcensus.com/firm/catch-point-rights-partners-lp-boston-ma-310136", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172467, "name": "Catholic Investment Services, Inc.", "name_as_filed": "CATHOLIC INVESTMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301351, "name": "Causeway Management II, LLC", "name_as_filed": "CAUSEWAY MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167916, "name": "Causeway Media Partners", "name_as_filed": "CAUSEWAY MEDIA PARTNERS", "url": "https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916", "city": "Cambridge", "state": "MA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156698, "name": "Centerpoint Advisors, LLC", "name_as_filed": "CENTERPOINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698", "city": "Needham", "state": "MA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128110, "name": "Centre Street Cambridge Corporation", "name_as_filed": "CENTRE STREET CAMBRIDGE CORPORATION", "url": 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