Top Financial Advisors in Boston, Massachusetts
Finding the right financial advisor in Boston is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Boston, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Boston, MA.
Find the Best Financial Advisor Firms in Boston:
STRATEGIC ADVISERS LLC
CRD#: 104555
Address: 155 Seaport Blvd, Boston, MA 02210-2698
Clients: 1,397,399
Average Clients per Advisor: 86
AUM: $ 1067.7B
CAMBRIDGE ASSOCIATES, LLC
CRD#: 104942
Address: 115 Federal Street, Boston, MA 02110-2112
AUM: $ 313.5B
GW&K INVESTMENT MANAGEMENT, LLC
CRD#: 121942
Address: 222 Berkeley Street 15th Floor, Boston, MA 02116
AUM: $ 52.9B
SCS CAPITAL MANAGEMENT LLC
CRD#: 122258
Address: 888 Boylston Street Suite 1010, Boston, MA 02199
AUM: $ 43.1B
APPLETON PARTNERS, INC.
CRD#: 110049
Address: One Post Office Square 5th Floor, Boston, MA 02109
Clients: 326
Average Clients per Advisor: 10
AUM: $ 13.5B
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153
Address: 230 Congress Street, Boston, MA 02110-2437
AUM: $ 12.9B
How We Chose the Top Financial Advisors in Boston, Massachusetts
To create this list of top financial advisor firms in Boston, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Boston has to offer.
Search Financial Advisors in Boston, Massachusetts
Daniel James Mahoney
Daniel L Linnehan
Peter Francis Cardoza
Lorna R Sabbia
Douglas James Colton
Janet M O'connell
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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