{ "path": "/advisors/ma/fee-only", "url": "https://advisorcensus.com/advisors/ma/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Massachusetts", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in Massachusetts?", "a": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 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 Massachusetts?", "a": "449 of the 1,422 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 Massachusetts offer financial planning?", "a": "584 of the 1,146 firms in Massachusetts 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 Massachusetts 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 449 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": "Find financial advisors in Massachusetts who are paid only by client fees. AdvisorCensus lists 449 investment advisory firms with a principal office in Massachusetts that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Massachusetts: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 1, "total_pages": 9, "sort": "name", "registration_types": { "sec": 166, "state": 283, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 449 }, { "code": "percentage_of_aum", "count": 398 }, { "code": "hourly", "count": 211 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 247 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 132 }, { "code": "5_to_9", "count": 86 }, { "code": "10_to_19", "count": 115 }, { "code": "20_plus", "count": 116 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 149 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 90 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 32 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 45 } ], "firms": [ { "crd_number": 119262, "name": "1620 Investment Advisors, Inc.", "name_as_filed": "1620 INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262", "city": "Plymouth", "state": "MA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111040, "name": "Abbot Financial Management, Inc", "name_as_filed": "ABBOT FINANCIAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/abbot-financial-management-inc-andover-ma-111040", "city": "Andover", "state": "MA", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291360, "name": "Access Financial Planning, LLC", "name_as_filed": "ACCESS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/access-financial-planning-llc-newburyport-ma-291360", "city": "Newburyport", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336512, "name": "Access Investment Management", "name_as_filed": "ACCESS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/access-investment-management-melrose-ma-336512", "city": "Melrose", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318716, "name": "Adaptive Advisers, LLC", "name_as_filed": "ADAPTIVE ADVISERS, LLC", "url": "https://advisorcensus.com/firm/adaptive-advisers-llc-boston-ma-318716", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293198, "name": "Adaptive Financial Solutions Inc", "name_as_filed": "ADAPTIVE FINANCIAL SOLUTIONS INC", "url": "https://advisorcensus.com/firm/adaptive-financial-solutions-inc-waban-ma-293198", "city": "Waban", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 141727, "name": "Advanced Portfolio Design, LLC", "name_as_filed": "ADVANCED PORTFOLIO DESIGN, LLC", "url": "https://advisorcensus.com/firm/advanced-portfolio-design-llc-westford-ma-141727", "city": "Westford", "state": "MA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127625, "name": "Aequitas Investment Advisors, LLC", "name_as_filed": "AEQUITAS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aequitas-investment-advisors-llc-hingham-ma-127625", "city": "Hingham", "state": "MA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282775, "name": "Alternative Capitalis, LLC", "name_as_filed": "ALTERNATIVE CAPITALIS, LLC", "url": "https://advisorcensus.com/firm/alternative-capitalis-llc-wrentham-ma-282775", "city": "Wrentham", "state": "MA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338091, "name": "AMA Office Solutions LLC", "name_as_filed": "AMA OFFICE SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/ama-office-solutions-llc-needham-ma-338091", "city": "Needham", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110043, "name": "American Investment Services Inc", "name_as_filed": "AMERICAN INVESTMENT SERVICES INC", "url": "https://advisorcensus.com/firm/american-investment-services-inc-great-barrington-ma-110043", "city": "Great Barrington", "state": "MA", "years_registered": 47, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105540, "name": "Anchor Capital Advisors LLC", "name_as_filed": "ANCHOR CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/anchor-capital-advisors-llc-boston-ma-105540", "city": "Boston", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318656, "name": "Andante Financial", "name_as_filed": "ANDANTE FINANCIAL", "url": "https://advisorcensus.com/firm/andante-financial-burlington-ma-318656", "city": "Burlington", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301225, "name": "Andersonlane", "name_as_filed": "ANDERSONLANE", "url": "https://advisorcensus.com/firm/andersonlane-needham-ma-301225", "city": "Needham", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110049, "name": "Appleton Partners, Inc.", "name_as_filed": "APPLETON PARTNERS, INC.", "url": "https://advisorcensus.com/firm/appleton-partners-inc-boston-ma-110049", "city": "Boston", "state": "MA", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129380, "name": "Aragorn Ltd.", "name_as_filed": "ARAGORN LTD.", "url": "https://advisorcensus.com/firm/aragorn-ltd-129380", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292896, "name": "Arlington Investment Advisors", "name_as_filed": "ARLINGTON INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/arlington-investment-advisors-arlington-ma-292896", "city": "Arlington", "state": "MA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325357, "name": "Ascend Financial", "name_as_filed": "ASCEND FINANCIAL", "url": "https://advisorcensus.com/firm/ascend-financial-325357", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127795, "name": "Assabet Advisors, LLC", "name_as_filed": "ASSABET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/assabet-advisors-llc-holden-ma-127795", "city": "Holden", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168779, "name": "Assetgrade, LLC", "name_as_filed": "ASSETGRADE, LLC", "url": "https://advisorcensus.com/firm/assetgrade-llc-boston-ma-168779", "city": "Boston", "state": "MA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312108, "name": "Assist FP", "name_as_filed": "ASSIST FP", "url": "https://advisorcensus.com/firm/assist-fp-marlborough-ma-312108", "city": "Marlborough", "state": "MA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281680, "name": "Atlantic Retirement & Wealth Advisors LLC", "name_as_filed": "ATLANTIC RETIREMENT & WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/atlantic-retirement-and-wealth-advisors-llc-walpole-ma-281680", "city": "Walpole", "state": "MA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172749, "name": "Atwater Wealth Management, Inc.", "name_as_filed": "ATWATER WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/atwater-wealth-management-inc-boston-ma-172749", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341437, "name": "Augeo Wealth Management", "name_as_filed": "AUGEO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/augeo-wealth-management-341437", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136674, "name": "Aureus Asset Management, LLC", "name_as_filed": "AUREUS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aureus-asset-management-llc-boston-ma-136674", "city": "Boston", "state": "MA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319724, "name": "AVK Partners", "name_as_filed": "AVK PARTNERS", "url": "https://advisorcensus.com/firm/avk-partners-319724", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157424, "name": "Balanced Rock Investment Advisors", "name_as_filed": "BALANCED ROCK INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/balanced-rock-investment-advisors-roslindale-ma-157424", "city": "Roslindale", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144955, "name": "Barry Investment Advisors, LLC", "name_as_filed": "BARRY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/barry-investment-advisors-llc-new-bedford-ma-144955", "city": "New Bedford", "state": "MA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310889, "name": "Battle Green Advisors", "name_as_filed": "BATTLE GREEN ADVISORS", "url": "https://advisorcensus.com/firm/battle-green-advisors-310889", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175372, "name": "Beacon Financial Planning, Inc", "name_as_filed": "BEACON FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/beacon-financial-planning-inc-hyannis-ma-175372", "city": "Hyannis", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130151, "name": "Beacon Investment Advisers, LLC", "name_as_filed": "BEACON INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/beacon-investment-advisers-llc-northampton-ma-130151", "city": "Northampton", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133313, "name": "Beal Consulting, Inc.", "name_as_filed": "BEAL CONSULTING, INC.", "url": "https://advisorcensus.com/firm/beal-consulting-inc-plymouth-ma-133313", "city": "Plymouth", "state": "MA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104728, "name": "Beaton Management Co Inc", "name_as_filed": "BEATON MANAGEMENT CO INC", "url": "https://advisorcensus.com/firm/beaton-management-co-inc-haverhill-ma-104728", "city": "Haverhill", "state": "MA", "years_registered": 41, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306830, "name": "Beingfit Financial", "name_as_filed": "BEINGFIT FINANCIAL", "url": "https://advisorcensus.com/firm/beingfit-financial-306830", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145184, "name": "Betro Mileszko & Company", "name_as_filed": "BETRO MILESZKO & COMPANY", "url": "https://advisorcensus.com/firm/betro-mileszko-and-company-foxboro-ma-145184", "city": "Foxboro", "state": "MA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169513, "name": "Beyond Borders Investment Strategies, LLC", "name_as_filed": "BEYOND BORDERS INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/beyond-borders-investment-strategies-llc-169513", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168738, "name": "Beyond Your Hammock LLC", "name_as_filed": "BEYOND YOUR HAMMOCK LLC", "url": "https://advisorcensus.com/firm/beyond-your-hammock-llc-boston-ma-168738", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143750, "name": "Birch Hill Investment Advisors LLC", "name_as_filed": "BIRCH HILL INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/birch-hill-investment-advisors-llc-boston-ma-143750", "city": "Boston", "state": "MA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297041, "name": "Black Diamond Financial Planning, LLC", "name_as_filed": "BLACK DIAMOND FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/black-diamond-financial-planning-llc-297041", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 293420, "name": "Bluebird Wealth Management LLC", "name_as_filed": "BLUEBIRD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420", "city": "Medfield", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301907, "name": "Bluedoor Private Wealth, LLC", "name_as_filed": "BLUEDOOR PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/bluedoor-private-wealth-llc-beverly-ma-301907", "city": "Beverly", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168379, "name": "Bogle Wealth Management, LLC", "name_as_filed": "BOGLE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bogle-wealth-management-llc-yarmouth-port-ma-168379", "city": "Yarmouth Port", "state": "MA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336456, "name": "Borabond, LLC", "name_as_filed": "BORABOND, LLC", "url": "https://advisorcensus.com/firm/borabond-llc-framingham-ma-336456", "city": "Framingham", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171726, "name": "Boselah Investments", "name_as_filed": "BOSELAH INVESTMENTS", "url": "https://advisorcensus.com/firm/boselah-investments-171726", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107141, "name": "Boston Family Office LLC", "name_as_filed": "BOSTON FAMILY OFFICE LLC", "url": "https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141", "city": "Boston", "state": "MA", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165554, "name": "Boston Harbor Investment Management", "name_as_filed": "BOSTON HARBOR INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/boston-harbor-investment-management-bedford-ma-165554", "city": "Bedford", "state": "MA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139446, "name": "Boston Investment Trust Management, Inc.", "name_as_filed": "BOSTON INVESTMENT TRUST MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/boston-investment-trust-management-inc-bridgewater-ma-139446", "city": "Bridgewater", "state": "MA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172374, "name": "Boston Portfolio Advisers", "name_as_filed": "BOSTON PORTFOLIO ADVISERS", "url": "https://advisorcensus.com/firm/boston-portfolio-advisers-boston-ma-172374", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107643, "name": "Boston Research and Management, Inc.", "name_as_filed": "BOSTON RESEARCH AND MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/boston-research-and-management-inc-manchester-ma-107643", "city": "Manchester", "state": "MA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111266, "name": "Boston Trust Walden Inc.", "name_as_filed": "BOSTON TRUST WALDEN INC.", "url": "https://advisorcensus.com/firm/boston-trust-walden-inc-boston-ma-111266", "city": "Boston", "state": "MA", 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