{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/4",
  "page_type": "state",
  "title": "Financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 1422,
  "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": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null,
  "citation": "AdvisorCensus. Financial advisors in Massachusetts: 1,422 firms from Form ADV filings as of October 2026.",
  "total_firms": 1422,
  "page": 4,
  "total_pages": 29,
  "sort": "name",
  "registration_types": {
    "sec": 638,
    "state": 508,
    "exempt": 276
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 449
    },
    {
      "code": "percentage_of_aum",
      "count": 1003
    },
    {
      "code": "hourly",
      "count": 405
    },
    {
      "code": "subscription",
      "count": 11
    },
    {
      "code": "fixed",
      "count": 507
    },
    {
      "code": "commissions",
      "count": 36
    },
    {
      "code": "performance_based",
      "count": 290
    },
    {
      "code": "other",
      "count": 200
    },
    {
      "code": "not_reported",
      "count": 276
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 455
    },
    {
      "code": "5_to_9",
      "count": 292
    },
    {
      "code": "10_to_19",
      "count": 392
    },
    {
      "code": "20_plus",
      "count": 267
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 250
    },
    {
      "code": "25m_100m",
      "count": 172
    },
    {
      "code": "100m_500m",
      "count": 223
    },
    {
      "code": "500m_1b",
      "count": 93
    },
    {
      "code": "1b_5b",
      "count": 144
    },
    {
      "code": "over_5b",
      "count": 146
    },
    {
      "code": "not_reported",
      "count": 394
    }
  ],
  "firms": [
    {
      "crd_number": 177520,
      "name": "Bayboston Managers LLC",
      "name_as_filed": "BAYBOSTON MANAGERS LLC",
      "url": "https://advisorcensus.com/firm/bayboston-managers-llc-boston-ma-177520",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328829,
      "name": "Bayhawk Capital LP",
      "name_as_filed": "BAYHAWK CAPITAL LP",
      "url": "https://advisorcensus.com/firm/bayhawk-capital-lp-boston-ma-328829",
      "city": "Boston",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311154,
      "name": "Baypine Holdings LP",
      "name_as_filed": "BAYPINE HOLDINGS LP",
      "url": "https://advisorcensus.com/firm/baypine-holdings-lp-boston-ma-311154",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312283,
      "name": "BBS Wealth Management, LLC",
      "name_as_filed": "BBS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bbs-wealth-management-llc-methuen-ma-312283",
      "city": "Methuen",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147174,
      "name": "BCF Law Group, LLC",
      "name_as_filed": "BCF LAW GROUP, LLC",
      "url": "https://advisorcensus.com/firm/bcf-law-group-llc-147174",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327851,
      "name": "BCPC Advisors, LP",
      "name_as_filed": "BCPC ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/bcpc-advisors-lp-boston-ma-327851",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282092,
      "name": "BCSF Advisors, LP",
      "name_as_filed": "BCSF ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/bcsf-advisors-lp-boston-ma-282092",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156796,
      "name": "Bdkmarketgroup Investment Management LLC",
      "name_as_filed": "BDKMARKETGROUP INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bdkmarketgroup-investment-management-llc-wellesley-ma-156796",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158137,
      "name": "Beacon Capital Partners, LLC",
      "name_as_filed": "BEACON CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/beacon-capital-partners-llc-boston-ma-158137",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 322925,
      "name": "Beaumont Financial Partners",
      "name_as_filed": "BEAUMONT FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/beaumont-financial-partners-needham-ma-322925",
      "city": "Needham",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129996,
      "name": "Beauport Financial Services, LLC",
      "name_as_filed": "BEAUPORT FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/beauport-financial-services-llc-gloucester-ma-129996",
      "city": "Gloucester",
      "state": "MA",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282611,
      "name": "Beck Bode LLC",
      "name_as_filed": "BECK BODE LLC",
      "url": "https://advisorcensus.com/firm/beck-bode-llc-dedham-ma-282611",
      "city": "Dedham",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 108234,
      "name": "Belmont Financial, LLC",
      "name_as_filed": "BELMONT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/belmont-financial-llc-108234",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171458,
      "name": "Bentley Wealth Management, LLC",
      "name_as_filed": "BENTLEY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bentley-wealth-management-llc-marblehead-ma-171458",
      "city": "Marblehead",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124873,
      "name": "Berkshire Money Management, Inc.",
      "name_as_filed": "BERKSHIRE MONEY MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/berkshire-money-management-inc-dalton-ma-124873",
      "city": "Dalton",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160675,
      "name": "Berkshire Partners LLC",
      "name_as_filed": "BERKSHIRE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/berkshire-partners-llc-boston-ma-160675",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161374,
      "name": "Berkshire Property Advisors, LLC",
      "name_as_filed": "BERKSHIRE PROPERTY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/berkshire-property-advisors-llc-boston-ma-161374",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "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": 132333,
      "name": "Bindman Financial Services, Inc.",
      "name_as_filed": "BINDMAN FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/bindman-financial-services-inc-andover-ma-132333",
      "city": "Andover",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161520,
      "name": "Bioventures Investors",
      "name_as_filed": "BIOVENTURES INVESTORS",
      "url": "https://advisorcensus.com/firm/bioventures-investors-westborough-ma-161520",
      "city": "Westborough",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 287581,
      "name": "Birchcroft Investments, LLC",
      "name_as_filed": "BIRCHCROFT INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/birchcroft-investments-llc-287581",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 332443,
      "name": "Black Lotus Partners, LLC",
      "name_as_filed": "BLACK LOTUS PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/black-lotus-partners-llc-boston-ma-332443",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304477,
      "name": "Blackstone Life Sciences Advisors L.L.C.",
      "name_as_filed": "BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.",
      "url": "https://advisorcensus.com/firm/blackstone-life-sciences-advisors-l-l-c-cambridge-ma-304477",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315124,
      "name": "Blindspot Ventures Management Co",
      "name_as_filed": "BLINDSPOT VENTURES MANAGEMENT CO",
      "url": "https://advisorcensus.com/firm/blindspot-ventures-management-co-boston-ma-315124",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311941,
      "name": "Blue Moon Capital Management LLC",
      "name_as_filed": "BLUE MOON CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/blue-moon-capital-management-llc-boston-ma-311941",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337632,
      "name": "Blue Tulip Ventures LLC",
      "name_as_filed": "BLUE TULIP VENTURES LLC",
      "url": "https://advisorcensus.com/firm/blue-tulip-ventures-llc-boston-ma-337632",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 290649,
      "name": "Blueio Management, LLC",
      "name_as_filed": "BLUEIO MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blueio-management-llc-burlington-ma-290649",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 320753,
      "name": "Bluwave Capital Partners, LLC",
      "name_as_filed": "BLUWAVE CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/bluwave-capital-partners-llc-boston-ma-320753",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 306148,
      "name": "BNY Mellon ETF Investment Adviser, LLC",
      "name_as_filed": "BNY MELLON ETF INVESTMENT ADVISER, LLC",
      "url": "https://advisorcensus.com/firm/bny-mellon-etf-investment-adviser-llc-boston-ma-306148",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 166803,
      "name": "Bolt",
      "name_as_filed": "BOLT",
      "url": "https://advisorcensus.com/firm/bolt-boston-ma-166803",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 192524,
      "name": "Bolt Innovation Management",
      "name_as_filed": "BOLT INNOVATION MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bolt-innovation-management-boston-ma-192524",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 129376,
      "name": "Bolton Global Asset Management",
      "name_as_filed": "BOLTON GLOBAL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bolton-global-asset-management-bolton-ma-129376",
      "city": "Bolton",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128420,
      "name": "BON Investments, LLC",
      "name_as_filed": "BON INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/bon-investments-llc-128420",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289214,
      "name": "Bond Financial Group, Inc.",
      "name_as_filed": "BOND FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/bond-financial-group-inc-east-longmeadow-ma-289214",
      "city": "East Longmeadow",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 155780,
      "name": "Bortolussi Wealth Management, Inc.",
      "name_as_filed": "BORTOLUSSI WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bortolussi-wealth-management-inc-southborough-ma-155780",
      "city": "Southborough",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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": 300002,
      "name": "Boston Airx Labs Inc.",
      "name_as_filed": "BOSTON AIRX LABS INC.",
      "url": "https://advisorcensus.com/firm/boston-airx-labs-inc-cambridge-ma-300002",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/ma/boston",
      "name": "Boston",
      "msa_name": "Boston-Cambridge-Newton, MA-NH",
      "state_code": "MA",
      "firm_count": 1183
    },
    {
      "path": "/advisors/ma/worcester",
      "name": "Worcester",
      "msa_name": "Worcester, MA",
      "state_code": "MA",
      "firm_count": 39
    },
    {
      "path": "/advisors/ma/barnstable-town",
      "name": "Barnstable Town",
      "msa_name": "Barnstable Town, MA",
      "state_code": "MA",
      "firm_count": 25
    },
    {
      "path": "/advisors/ma/springfield",
      "name": "Springfield",
      "msa_name": "Springfield, MA",
      "state_code": "MA",
      "firm_count": 14
    },
    {
      "path": "/advisors/ma/pittsfield",
      "name": "Pittsfield",
      "msa_name": "Pittsfield, MA",
      "state_code": "MA",
      "firm_count": 11
    },
    {
      "path": "/advisors/ma/amherst-town",
      "name": "Amherst Town",
      "msa_name": "Amherst Town-Northampton, MA",
      "state_code": "MA",
      "firm_count": 5
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ma",
      "label": "Financial advisors in Massachusetts"
    },
    "fee_pages": [
      {
        "path": "/advisors/ma/fee-only",
        "label": "Fee-only financial advisors in Massachusetts",
        "firm_count": 449
      },
      {
        "path": "/advisors/ma/flat-fee",
        "label": "Flat-fee financial advisors in Massachusetts",
        "firm_count": 507
      },
      {
        "path": "/advisors/ma/hourly",
        "label": "Hourly financial advisors in Massachusetts",
        "firm_count": 405
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ma.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}