# 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/5

## 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 5 of 24, 201 to 250 of 1,183, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Breckinridge Capital Advisors Inc](https://advisorcensus.com/firm/breckinridge-capital-advisors-inc-boston-ma-107143) ([md](https://advisorcensus.com/firm/breckinridge-capital-advisors-inc-boston-ma-107143.md)) | 107143 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets |
| [Brewer Lane Management, LLC](https://advisorcensus.com/firm/brewer-lane-management-llc-boston-ma-307293) ([md](https://advisorcensus.com/firm/brewer-lane-management-llc-boston-ma-307293.md)) | 307293 | Boston, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Bright Rock Capital Management LLC](https://advisorcensus.com/firm/bright-rock-capital-management-llc-hanover-ma-152820) ([md](https://advisorcensus.com/firm/bright-rock-capital-management-llc-hanover-ma-152820.md)) | 152820 | Hanover, MA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets |
| [Brisbois Capital Management LLC](https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115) ([md](https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115.md)) | 133115 | Wilmington, MA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee, Commissions |
| [Broadwater Capital Management LLC](https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509) ([md](https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509.md)) | 125509 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Brooke Private Equity Associates Management LLC](https://advisorcensus.com/firm/brooke-private-equity-associates-management-llc-boston-ma-156772) ([md](https://advisorcensus.com/firm/brooke-private-equity-associates-management-llc-boston-ma-156772.md)) | 156772 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Brooknoll Advisors LLC](https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297) ([md](https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297.md)) | 298297 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | Hourly, Fixed fee |
| [Brookwood Advisors, LLC](https://advisorcensus.com/firm/brookwood-advisors-llc-beverly-ma-338550) ([md](https://advisorcensus.com/firm/brookwood-advisors-llc-beverly-ma-338550.md)) | 338550 | Beverly, MA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee |
| [Brotchie Capital Management, LLC](https://advisorcensus.com/firm/brotchie-capital-management-llc-peabody-ma-168874) ([md](https://advisorcensus.com/firm/brotchie-capital-management-llc-peabody-ma-168874.md)) | 168874 | Peabody, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Brownstone Financial Group LLC](https://advisorcensus.com/firm/brownstone-financial-group-llc-londonderry-nh-306404) ([md](https://advisorcensus.com/firm/brownstone-financial-group-llc-londonderry-nh-306404.md)) | 306404 | Londonderry, NH | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [BTS Asset Management, Inc.](https://advisorcensus.com/firm/bts-asset-management-inc-lincoln-ma-105215) ([md](https://advisorcensus.com/firm/bts-asset-management-inc-lincoln-ma-105215.md)) | 105215 | Lincoln, MA | SEC-registered investment adviser | $100 million to $500 million | 46 | % of assets |
| [Buff Capital Management, LLC](https://advisorcensus.com/firm/buff-capital-management-llc-newton-ma-110197) ([md](https://advisorcensus.com/firm/buff-capital-management-llc-newton-ma-110197.md)) | 110197 | Newton, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Building Ventures, LLC](https://advisorcensus.com/firm/building-ventures-llc-boston-ma-300127) ([md](https://advisorcensus.com/firm/building-ventures-llc-boston-ma-300127.md)) | 300127 | Boston, MA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Bunker Hill Management LLC](https://advisorcensus.com/firm/bunker-hill-management-llc-wellesley-ma-157838) ([md](https://advisorcensus.com/firm/bunker-hill-management-llc-wellesley-ma-157838.md)) | 157838 | Wellesley, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Butterworth Financial LLC](https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026) ([md](https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026.md)) | 325026 | Danvers, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [BV Investment Partners, L.P.](https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349) ([md](https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349.md)) | 159349 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Byrne Financial Freedom, LLC](https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893) ([md](https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893.md)) | 167893 | Franklin, MA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [C&S Advisors, Inc.](https://advisorcensus.com/firm/c-and-s-advisors-inc-duxbury-ma-166206) ([md](https://advisorcensus.com/firm/c-and-s-advisors-inc-duxbury-ma-166206.md)) | 166206 | Duxbury, MA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [C. Michael Amin, LLC](https://advisorcensus.com/firm/c-michael-amin-llc-boston-ma-165296) ([md](https://advisorcensus.com/firm/c-michael-amin-llc-boston-ma-165296.md)) | 165296 | Boston, MA | State-registered investment adviser | Under $25 million | 11 | % of assets, Performance fee |
| [C.j.gilbert Financial LLC](https://advisorcensus.com/firm/c-j-gilbert-financial-llc-weston-ma-300837) ([md](https://advisorcensus.com/firm/c-j-gilbert-financial-llc-weston-ma-300837.md)) | 300837 | Weston, MA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [C10 Labs](https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285) ([md](https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285.md)) | 328285 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Cabot Properties L.P.](https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729) ([md](https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729.md)) | 118729 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Cabot Wealth Management](https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327) ([md](https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327.md)) | 107327 | Beverly, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [Callodine BDC Advisor, LLC](https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427) ([md](https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427.md)) | 342427 | Boston, MA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Callodine Capital Management](https://advisorcensus.com/firm/callodine-capital-management-boston-ma-297115) ([md](https://advisorcensus.com/firm/callodine-capital-management-boston-ma-297115.md)) | 297115 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Other |
| [Callodine Credit Management](https://advisorcensus.com/firm/callodine-credit-management-boston-ma-313165) ([md](https://advisorcensus.com/firm/callodine-credit-management-boston-ma-313165.md)) | 313165 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Other |
| [Cambridge Associates Limited, LLC](https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003) ([md](https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003.md)) | 106003 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee, Other |
| [Cambridge Associates, LLC](https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942) ([md](https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942.md)) | 104942 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Hourly, Subscription, Fixed fee, Performance fee, Other |
| [Canby Financial Advisors](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797) ([md](https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797.md)) | 338797 | Framingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Cannon Capital, LP](https://advisorcensus.com/firm/cannon-capital-lp-framingham-ma-288686) ([md](https://advisorcensus.com/firm/cannon-capital-lp-framingham-ma-288686.md)) | 288686 | Framingham, MA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Canopy Capital Group](https://advisorcensus.com/firm/canopy-capital-group-woburn-ma-326730) ([md](https://advisorcensus.com/firm/canopy-capital-group-woburn-ma-326730.md)) | 326730 | Woburn, MA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets |
| [Cape ANN Capital, Inc.](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942) ([md](https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942.md)) | 128942 | Concord, MA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Capital Advisors Group, Inc](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000) ([md](https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000.md)) | 112000 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee, Other |
| [Capital Design Private Wealth LLC](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472) ([md](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472.md)) | 300472 | Portsmouth, NH | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Capital Impact Advisors](https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313) ([md](https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313.md)) | 168313 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets |
| [Capital Wealth Management](https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223) ([md](https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223.md)) | 137223 | Tewksbury, MA | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly |
| [Capshift Advisors](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860) ([md](https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860.md)) | 309860 | West Newton, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee |
| [Castanea Partners Inc.](https://advisorcensus.com/firm/castanea-partners-inc-newton-ma-160229) ([md](https://advisorcensus.com/firm/castanea-partners-inc-newton-ma-160229.md)) | 160229 | Newton, MA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Other |
| [Castle Asset Management, LLC](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521) ([md](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521.md)) | 117521 | North Hampton, NH | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Commissions |
| [Castle Island Ventures](https://advisorcensus.com/firm/castle-island-ventures-boston-ma-298999) ([md](https://advisorcensus.com/firm/castle-island-ventures-boston-ma-298999.md)) | 298999 | Boston, MA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Castle Rock Advisors LLC](https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429) ([md](https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429.md)) | 331429 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Other |
| [Catalyst Financial Partners](https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335) ([md](https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335.md)) | 299335 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Catalyst Impact Partners Corp.](https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202) ([md](https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202.md)) | 327202 | Cambridge, MA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Cataria Capital Management LP](https://advisorcensus.com/firm/cataria-capital-management-lp-boston-ma-299042) ([md](https://advisorcensus.com/firm/cataria-capital-management-lp-boston-ma-299042.md)) | 299042 | Boston, MA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Catch Point Rights Partners LP](https://advisorcensus.com/firm/catch-point-rights-partners-lp-boston-ma-310136) ([md](https://advisorcensus.com/firm/catch-point-rights-partners-lp-boston-ma-310136.md)) | 310136 | Boston, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Catholic Investment Services, Inc.](https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467) ([md](https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467.md)) | 172467 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Causeway Management II, LLC](https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351) ([md](https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351.md)) | 301351 | Cambridge, MA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Causeway Media Partners](https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916) ([md](https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916.md)) | 167916 | Cambridge, MA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Centerpoint Advisors, LLC](https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698) ([md](https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698.md)) | 156698 | Needham, MA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly |
| [Centre Street Cambridge Corporation](https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110) ([md](https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110.md)) | 128110 | Cambridge, MA | State-registered investment adviser | Under $25 million | 31 | % of assets |

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## 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.