Best Financial Advisors in BOSTON, Massachusetts

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

339

Registered Firms

0.95%

Median Fee

of assets/year

$2.4B

Median AUM

339

Firms Listed

in our database

Top-Ranked Advisors in BOSTON

WILKINS INVESTMENT COUNSEL, INC

BOSTON, MA · Since 1989

$1.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

BOSTON, MA · Since 1986

$23.4B AUM24 clientsFee: 0%

FiduciaryFee-Only

NUTTER INVESTMENT ADVISORS

BOSTON, MA · Since 1988

$3.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

BRECKINRIDGE CAPITAL ADVISORS INC

BOSTON, MA · Since 1993

$54.3B AUM41 clientsFee: 0%

FiduciaryFee-Only

WAINWRIGHT INVESTMENT COUNSEL LLC

BOSTON, MA · Since 1999

$5.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

IFR, MUNICIPAL MARKET DATA

BOSTON, MA · Since 1998

$0 AUM22 clientsFee: 0%

FiduciaryFee-Only

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

BOSTON, MA · Since 1997

$25.9B AUM19 clientsFee: 0%

FiduciaryFee-Only

ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

BOSTON, MA · Since 1998

$713M AUM9 clientsFee: 0%

FiduciaryFee-Only

NEPC, LLC

BOSTON, MA · Since 1990

$152.7B AUM132 clientsFee: 0%

FiduciaryFee-Only

BOSTON TRUST WALDEN INC.

BOSTON, MA · Since 2001

$4.6B AUM19 clientsFee: 0%

FiduciaryFee-Only

CAPITAL ADVISORS GROUP, INC

BOSTON, MA · Since 2001

$23.0B AUM20 clientsFee: 0%

FiduciaryFee-Only

GREEN CENTURY CAPITAL MANAGEMENT INC

BOSTON, MA · Since 1991

$1.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

SAWYER & CO INC

BOSTON, MA · Since 1986

$320M AUM3 clientsFee: 0%

FiduciaryFee-Only

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

BOSTON, MA · Since 2001

$2.8B AUM0 clientsFee: 0%

FiduciaryFee-Only

BALLYROCK INVESTMENT ADVISORS LLC

BOSTON, MA · Since 2001

$11.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

GEODE CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2002

$1736.5B AUM37 clientsFee: 0%

FiduciaryFee-Only

COLRAIN CAPITAL LLC

BOSTON, MA · Since 2001

$222M AUM3 clientsFee: 0%

FiduciaryFee-Only

GW&K INVESTMENT MANAGEMENT, LLC

BOSTON, MA · Since 2002

$52.8B AUM63 clientsFee: 0%

FiduciaryFee-Only

SHEPHERD KAPLAN KROCHUK, LLC

BOSTON, MA · Since 2003

$10.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

ALPHASIMPLEX GROUP, LLC

BOSTON, MA · Since 2003

$3.1B AUM17 clientsFee: 0%

FiduciaryFee-Only

KALEEL INVESTMENT ADVISORS, LLC

BOSTON, MA · Since 2026

$145M AUM2 clientsFee: 0%

FiduciaryFee-Only

HARVEST CAPITAL PARTNERS LLC

BOSTON, MA · Since 2004

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

REDWOOD INVESTMENTS, LLC

BOSTON, MA · Since 2004

$710M AUM6 clientsFee: 0%

FiduciaryFee-Only

OSBON CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2018

$205M AUM2 clientsFee: 0%

FiduciaryFee-Only

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2005

$4.2B AUM17 clientsFee: 0%

FiduciaryFee-Only

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2006

$6.5B AUM30 clientsFee: 0%

FiduciaryFee-Only

RIVERVIEW CAPITAL ADVISERS LLC

BOSTON, MA · Since 2006

$624M AUM6 clientsFee: 0%

FiduciaryFee-Only

NEW ENGLAND RETIREMENT CONSULTANTS, LLC

BOSTON, MA · Since 2012

$2.1B AUM3 clientsFee: 0%

FiduciaryFee-Only

SOUTH SHORE CAPITAL ADVISORS, LLC

BOSTON, MA · Since 2015

$273M AUM2 clientsFee: 0%

FiduciaryFee-Only

TIMBER CREEK CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2008

$637M AUM3 clientsFee: 0%

FiduciaryFee-Only

EVENTIDE ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2008

$7.4B AUM20 clientsFee: 0%

FiduciaryFee-Only

NEW FRONTIER ADVISORS, LLC

BOSTON, MA · Since 2011

$4.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

THE DE BURLO GROUP, INC.

BOSTON, MA · Since 2010

$1.1B AUM3 clientsFee: 0%

FiduciaryFee-Only

ENTREPRENEURSHARES LLC

BOSTON, MA · Since 2010

$50M AUM4 clientsFee: 0%

FiduciaryFee-Only

AGF INVESTMENTS

BOSTON, MA · Since 2010

$4.9B AUM23 clientsFee: 0%

FiduciaryFee-Only

SEAPORT GLOBAL ADVISORS, LLC

BOSTON, MA · Since 2010

$46M AUM4 clientsFee: 0%

FiduciaryFee-Only

THE BOLLARD GROUP LLC

BOSTON, MA · Since 2011

$6.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

FLAGSHIP HARBOR ADVISORS, LLC

BOSTON, MA · Since 2010

$3.4B AUM57 clientsFee: 0%

FiduciaryFee-Only

SVERICA CAPITAL MANAGEMENT

BOSTON, MA · Since 2012

$2.5B AUM20 clientsFee: 0%

FiduciaryFee-Only

CRAWFORD FUND MANAGEMENT, LLC

BOSTON, MA · Since 2022

$356M AUM4 clientsFee: 0%

FiduciaryFee-Only

GAME CREEK CAPITAL, LP

BOSTON, MA · Since 2012

$329M AUM7 clientsFee: 0%

FiduciaryFee-Only

BV INVESTMENT PARTNERS, L.P.

BOSTON, MA · Since 2012

$7.9B AUM32 clientsFee: 0%

FiduciaryFee-Only

RA CAPITAL MANAGEMENT, LP

BOSTON, MA · Since 2012

$16.4B AUM95 clientsFee: 0%

FiduciaryFee-Only

ADAGE CAPITAL MANAGEMENT, L.P.

BOSTON, MA · Since 2012

$70.4B AUM42 clientsFee: 0%

FiduciaryFee-Only

RIVERSIDE PARTNERS, LLC

BOSTON, MA · Since 2012

$924M AUM13 clientsFee: 0%

FiduciaryFee-Only

SV HEALTH INVESTORS, LLC

BOSTON, MA · Since 2017

$1.1B AUM16 clientsFee: 0%

FiduciaryFee-Only

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

BOSTON, MA · Since 2020

$1.7B AUM17 clientsFee: 0%

FiduciaryFee-Only

SINGLE POINT PARTNERS

BOSTON, MA · Since 2018

$641M AUM12 clientsFee: 0%

FiduciaryFee-Only

FORT POINT CAPITAL

BOSTON, MA · Since 2020

$523M AUM12 clientsFee: 0%

FiduciaryFee-Only

PALLADIN CONSUMER RETAIL PARTNERS, LLC

BOSTON, MA · Since 2013

$457M AUM8 clientsFee: 0%

FiduciaryFee-Only

CORMORANT ASSET MANAGEMENT, LP

BOSTON, MA · Since 2014

$3.8B AUM3 clientsFee: 0%

FiduciaryFee-Only

RADIUS WEALTH MANAGEMENT, INC.

BOSTON, MA · Since 2022

$159M AUM2 clientsFee: 0%

FiduciaryFee-Only

CAPITAL IMPACT ADVISORS

BOSTON, MA · Since 2013

$1.5B AUM4 clientsFee: 0%

FiduciaryFee-Only

BEYOND YOUR HAMMOCK LLC

BOSTON, MA · Since 2026

$115M AUM2 clientsFee: 0%

FiduciaryFee-Only

ASSETGRADE, LLC

BOSTON, MA · Since 2020

$338M AUM3 clientsFee: 0%

FiduciaryFee-Only

UNION PARK CAPITAL MANAGEMENT, L.P.

BOSTON, MA · Since 2016

$928M AUM9 clientsFee: 0%

FiduciaryFee-Only

VERDAD ADVISERS, L.P.

BOSTON, MA · Since 2019

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

SMARTLEAF ASSET MANAGEMENT LLC

BOSTON, MA · Since 2015

$6.9B AUM4 clientsFee: 0%

FiduciaryFee-Only

ATWATER WEALTH MANAGEMENT, INC.

BOSTON, MA · Since 2018

$248M AUM2 clientsFee: 0%

FiduciaryFee-Only

ARISTOTLE CAPITAL BOSTON, LLC

BOSTON, MA · Since 2014

$1.8B AUM8 clientsFee: 0%

FiduciaryFee-Only

CENTURY EQUITY PARTNERS LLC

BOSTON, MA · Since 2015

$378M AUM2 clientsFee: 0%

FiduciaryFee-Only

BCSF ADVISORS, LP

BOSTON, MA · Since 2016

$3.6B AUM272 clientsFee: 0%

FiduciaryFee-Only

KALEIDOSCOPE CAPITAL

BOSTON, MA · Since 2017

$706M AUM6 clientsFee: 0%

FiduciaryFee-Only

HOOPOE ADVISORS

BOSTON, MA · Since 2019

$610M AUM9 clientsFee: 0%

FiduciaryFee-Only

DONOGHUE FORLINES LLC

BOSTON, MA · Since 2016

$371M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARTEMIS CAPITAL PARTNERS

BOSTON, MA · Since 2022

$442M AUM9 clientsFee: 0%

FiduciaryFee-Only

QTRON INVESTMENTS LLC

BOSTON, MA · Since 2017

$1.2B AUM4 clientsFee: 0%

FiduciaryFee-Only

KEENAN FINANCIAL

BOSTON, MA · Since 2023

$202M AUM26 clientsFee: 0%

FiduciaryFee-Only

SPRING LANE CAPITAL

BOSTON, MA · Since 2020

$425M AUM10 clientsFee: 0%

FiduciaryFee-Only

EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC

BOSTON, MA · Since 2018

$4.1B AUM19 clientsFee: 0%

FiduciaryFee-Only

BROOKNOLL ADVISORS LLC

BOSTON, MA · Since 2018

$1.2B AUM1 clientsFee: 0%

FiduciaryFee-Only

CATALYST FINANCIAL PARTNERS

BOSTON, MA · Since 2018

$1.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

KANAME CAPITAL, L.P.

BOSTON, MA · Since 2019

$320M AUM4 clientsFee: 0%

FiduciaryFee-Only

PROMETHOS CAPITAL, LLC

BOSTON, MA · Since 2019

$1.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

BOSTON, MA · Since 2019

$9.4B AUM101 clientsFee: 0%

FiduciaryFee-Only

SILVERARC CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2019

$1.6B AUM5 clientsFee: 0%

FiduciaryFee-Only

COHERE CAPITAL

BOSTON, MA · Since 2021

$441M AUM7 clientsFee: 0%

FiduciaryFee-Only

ALGORITHMIC INVESTMENT MODELS

BOSTON, MA · Since 2020

$91M AUM8 clientsFee: 0%

FiduciaryFee-Only

CLEARHAVEN PARTNERS LP

BOSTON, MA · Since 2022

$1.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

SANDIA INVESTMENT MANAGMENT LP

BOSTON, MA · Since 2021

$625M AUM5 clientsFee: 0%

FiduciaryFee-Only

LEEWARD INVESTMENTS

BOSTON, MA · Since 2021

$2.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

BOSTON, MA · Since 2021

$59.2B AUM55 clientsFee: 0%

FiduciaryFee-Only

ALTERNATIVE FUND ADVISORS, LLC

BOSTON, MA · Since 2021

$246M AUM4 clientsFee: 0%

FiduciaryFee-Only

STACKWELL

BOSTON, MA · Since 2021

$2M AUM2 clientsFee: 0%

FiduciaryFee-Only

ADAPTIVE ADVISERS, LLC

BOSTON, MA · Since 2022

$450K AUM0 clientsFee: 0%

FiduciaryFee-Only

WINTHROP SQUARE CAPITAL, L.P.

BOSTON, MA · Since 2022

$167M AUM4 clientsFee: 0%

FiduciaryFee-Only

DARDANELLES CAPITAL LP

BOSTON, MA · Since 2025

$114M AUM3 clientsFee: 0%

FiduciaryFee-Only

TRUVIUS

BOSTON, MA · Since 2024

$190K AUM2 clientsFee: 0%

FiduciaryFee-Only

BCPC ADVISORS, LP

BOSTON, MA · Since 2023

$1.7B AUM272 clientsFee: 0%

FiduciaryFee-Only

MAIN CAPITAL PARTNERS NORTH AMERICA LLC

BOSTON, MA · Since 2024

$472M AUM7 clientsFee: 0%

FiduciaryFee-Only

HARBOURVEST REGISTERED ADVISERS

BOSTON, MA · Since 2024

$539M AUM296 clientsFee: 0%

FiduciaryFee-Only

EMERY PARTNERS LLC

BOSTON, MA · Since 2025

$78M AUM2 clientsFee: 0%

FiduciaryFee-Only

2201 CAPITAL, LLC

BOSTON, MA · Since 2026

$0 AUM2 clientsFee: 0%

FiduciaryFee-Only

HARBOURVEST REGISTERED ADVISERS II

BOSTON, MA · Since 2026

$0 AUM296 clientsFee: 0%

FiduciaryFee-Only

ELEPHANT

BOSTON, MA · Since 2022

$3.6B AUM13 clientsFee: 0%

FiduciaryFee-Only

NEXTECH VENTURES (US) LLC

BOSTON, MA · Since 2022

$1.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

LUMINT CORPORATION

BOSTON, MA · Since 2023

$3.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

COLUMBIA CENT CLO ADVISERS, LLC

BOSTON, MA · Since 2020

$3.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

BNY MELLON ETF INVESTMENT ADVISER, LLC

BOSTON, MA · Since 2019

$11.1B AUM2 clientsFee: 0%

FiduciaryFee-Only

ALGEBRIS INVESTMENTS (US) INC.

BOSTON, MA · Since 2013

$6.9B AUM4 clientsFee: 0%

FiduciaryFee-Only

ONE STONE GLOBAL LLC

BOSTON, MA · Since 2015

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

HEMISTA INC.

BOSTON, MA · Since 2019

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

CAMBRIDGE ASSOCIATES LIMITED, LLC

BOSTON, MA · Since 1994

$8.2B AUM14 clientsFee: 0%

FiduciaryFee-Only

EAGLECLAW CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2005

$803M AUM4 clientsFee: 0%

FiduciaryFee-Only

MIDDLETON & COMPANY INC.

BOSTON, MA · Since 1984

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

TIAA KASPICK, LLC

BOSTON, MA · Since 1986

$8.7B AUM16 clientsFee: 0%

FiduciaryFee-Only

STRATEGIC ADVISERS LLC

BOSTON, MA · Since 1977

$1370.1B AUM17112 clientsFee: 0%

FiduciaryFee-Only

HOWLAND CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 1972

$3.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

INCOME RESEARCH + MANAGEMENT

BOSTON, MA · Since 1987

$130.7B AUM63 clientsFee: 0%

FiduciaryFee-Only

CAMBRIDGE ASSOCIATES, LLC

BOSTON, MA · Since 1978

$326.7B AUM424 clientsFee: 0%

FiduciaryFee-Only

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

BOSTON, MA · Since 1988

$1.6B AUM8 clientsFee: 0%

FiduciaryFee-Only

TFC FINANCIAL MANAGEMENT INC

BOSTON, MA · Since 1982

$1.8B AUM12 clientsFee: 0%

FiduciaryFee-Only

PANAGORA ASSET MANAGEMENT INC

BOSTON, MA · Since 1989

$44.1B AUM44 clientsFee: 0%

FiduciaryFee-Only

ANCHOR CAPITAL ADVISORS LLC

BOSTON, MA · Since 1983

$2.4B AUM15 clientsFee: 0%

FiduciaryFee-Only

ADVENT INTERNATIONAL, L.P.

BOSTON, MA · Since 1987

$91.6B AUM103 clientsFee: 0%

FiduciaryFee-Only

WEATHERBIE CAPITAL, LLC

BOSTON, MA · Since 1995

$1.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

CHOATE INVESTMENT ADVISORS

BOSTON, MA · Since 1996

$10.0B AUM20 clientsFee: 0%

FiduciaryFee-Only

FRONTIER CAPITAL MANAGEMENT CO LLC

BOSTON, MA · Since 1981

$9.6B AUM19 clientsFee: 0%

FiduciaryFee-Only

POLARIS CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 1993

$5.5B AUM10 clientsFee: 0%

FiduciaryFee-Only

WELLINGTON MANAGEMENT COMPANY LLP

BOSTON, MA · Since 1979

$1428.0B AUM497 clientsFee: 0%

FiduciaryFee-Only

ACADIAN ASSET MANAGEMENT

BOSTON, MA · Since 1986

$177.5B AUM125 clientsFee: 0%

FiduciaryFee-Only

THE PUTNAM ADVISORY COMPANY, LLC

BOSTON, MA · Since 1968

$33.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

NICHOLS & PRATT ADVISERS LLP

BOSTON, MA · Since 1994

$2.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

NORTHSTAR ASSET MANAGEMENT, INC

BOSTON, MA · Since 1990

$806M AUM9 clientsFee: 0%

FiduciaryFee-Only

BOSTON FAMILY OFFICE LLC

BOSTON, MA · Since 1996

$2.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

RHUMBLINE ADVISERS

BOSTON, MA · Since 1992

$136.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

BOSTON, MA · Since 1994

$12.8B AUM13 clientsFee: 0%

FiduciaryFee-Only

MASON CAPITAL PARTNERS

BOSTON, MA · Since 1976

$211M AUM4 clientsFee: 0%

FiduciaryFee-Only

J.M. FORBES & CO. LLP

BOSTON, MA · Since 1960

$1.7B AUM5 clientsFee: 0%

FiduciaryFee-Only

MCCARTER PRIVATE WEALTH SERVICES LLC

BOSTON, MA · Since 1997

$428M AUM1 clientsFee: 0%

FiduciaryFee-Only

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

BOSTON, MA · Since 1985

$502.4B AUM440 clientsFee: 0%

FiduciaryFee-Only

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

BOSTON, MA · Since 1971

$5685.0B AUM744 clientsFee: 0%

FiduciaryFee-Only

IRONWOOD INVESTMENT MANAGEMENT, LLC

BOSTON, MA · Since 1997

$278M AUM6 clientsFee: 0%

FiduciaryFee-Only

MARTINGALE ASSET MANAGEMENT

BOSTON, MA · Since 1987

$4.2B AUM9 clientsFee: 0%

FiduciaryFee-Only

TA REALTY LLC

BOSTON, MA · Since 2000

$1.5B AUM88 clientsFee: 0%

FiduciaryFee-Only

HARBOURVEST PARTNERS, LLC

BOSTON, MA · Since 1996

$191.2B AUM296 clientsFee: 0%

FiduciaryFee-Only

S & CO., INC.

BOSTON, MA · Since 1988

$2.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

APPLETON PARTNERS, INC.

BOSTON, MA · Since 1987

$12.6B AUM31 clientsFee: 0%

FiduciaryFee-Only

WOODSTOCK CORPORATION

BOSTON, MA · Since 1968

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

TRILLIUM ASSET MANAGEMENT

BOSTON, MA · Since 1982

$4.3B AUM38 clientsFee: 0%

FiduciaryFee-Only

INTERCONTINENTAL REAL ESTATE CORPORATION

BOSTON, MA · Since 1999

$12.2B AUM39 clientsFee: 0%

FiduciaryFee-Only

WELCH & FORBES LLC

BOSTON, MA · Since 2001

$9.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

CABOT PROPERTIES L.P.

BOSTON, MA · Since 2001

$9.1B AUM134 clientsFee: 0%

FiduciaryFee-Only

PARTNERS CAPITAL INVESTMENT GROUP, LLP

BOSTON, MA · Since 2002

$50.5B AUM102 clientsFee: 0%

FiduciaryFee-Only

SCS CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2002

$48.7B AUM99 clientsFee: 0%

FiduciaryFee-Only

ICAPITAL, LLC

BOSTON, MA · Since 2002

$1.5B AUM6 clientsFee: 0%

FiduciaryFee-Only

BOSTON COMMON ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2002

$4.2B AUM21 clientsFee: 0%

FiduciaryFee-Only

OPALEYE MANAGEMENT INC.

BOSTON, MA · Since 2013

$803M AUM4 clientsFee: 0%

FiduciaryFee-Only

BOSTON PARTNERS

BOSTON, MA · Since 2003

$116.2B AUM59 clientsFee: 0%

FiduciaryFee-Only

BROADWATER CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2022

$161M AUM1 clientsFee: 0%

FiduciaryFee-Only

SHEPHERD KAPLAN LLC

BOSTON, MA · Since 2003

$10.2B AUM24 clientsFee: 0%

FiduciaryFee-Only

MAD RIVER INVESTORS

BOSTON, MA · Since 2004

$404M AUM2 clientsFee: 0%

FiduciaryFee-Only

TIMBUKTU CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2022

$99M AUM1 clientsFee: 0%

FiduciaryFee-Only

CLOUGH CAPITAL PARTNERS, LP

BOSTON, MA · Since 2004

$1.5B AUM4 clientsFee: 0%

FiduciaryFee-Only

NUMERIC INVESTORS LLC

BOSTON, MA · Since 2004

$94.4B AUM45 clientsFee: 0%

FiduciaryFee-Only

CLEAR BROOK ADVISORS, INC.

BOSTON, MA · Since 2006

$818M AUM4 clientsFee: 0%

FiduciaryFee-Only

O'ROURKE & COMPANY, INCORPORATED

BOSTON, MA · Since 2005

$555M AUM2 clientsFee: 0%

FiduciaryFee-Only

MERCER INVESTMENTS LLC

BOSTON, MA · Since 2005

$226.0B AUM662 clientsFee: 0%

FiduciaryFee-Only

GLOUSTON CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2005

$1.9B AUM12 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL CREDIT, LP

BOSTON, MA · Since 2008

$76.3B AUM272 clientsFee: 0%

FiduciaryFee-Only

SUMMIT PARTNERS, L.P.

BOSTON, MA · Since 2005

$42.0B AUM118 clientsFee: 0%

FiduciaryFee-Only

AUREUS ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2005

$8.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

MARBLE HARBOR INVESTMENT COUNSEL, LLC

BOSTON, MA · Since 2006

$1.3B AUM6 clientsFee: 0%

FiduciaryFee-Only

MINOT DEBLOIS ADVISORS LLC

BOSTON, MA · Since 2009

$2.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

TWIN FOCUS CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2006

$4.6B AUM18 clientsFee: 0%

FiduciaryFee-Only

WHALE ROCK CAPITAL MANAGEMENT

BOSTON, MA · Since 2010

$13.0B AUM10 clientsFee: 0%

FiduciaryFee-Only

BIRCH HILL INVESTMENT ADVISORS LLC

BOSTON, MA · Since 2007

$2.9B AUM9 clientsFee: 0%

FiduciaryFee-Only

J.P. MARVEL WEALTH MANAGEMENT, INC.

BOSTON, MA · Since 2007

$821M AUM6 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL PUBLIC EQUITY, LP

BOSTON, MA · Since 2008

$242M AUM4 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL VENTURES, LP

BOSTON, MA · Since 2008

$9.8B AUM47 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL PRIVATE EQUITY, LP

BOSTON, MA · Since 2008

$96.4B AUM436 clientsFee: 0%

FiduciaryFee-Only

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

BOSTON, MA · Since 2008

$24.4B AUM17 clientsFee: 0%

FiduciaryFee-Only

GREAT POINT WEALTH ADVISORS, LLC

BOSTON, MA · Since 2009

$726M AUM3 clientsFee: 0%

FiduciaryFee-Only

SIHARUM ADVISORS, LLC

BOSTON, MA · Since 2008

$687M AUM3 clientsFee: 0%

FiduciaryFee-Only

MPM BIOIMPACT

BOSTON, MA · Since 2016

$3.6B AUM27 clientsFee: 0%

FiduciaryFee-Only

LMCG INVESTMENTS, LLC

BOSTON, MA · Since 2009

$6.8B AUM16 clientsFee: 0%

FiduciaryFee-Only

SUMMIT PARTNERS CREDIT ADVISORS, L.P.

BOSTON, MA · Since 2010

$419M AUM7 clientsFee: 0%

FiduciaryFee-Only

SIPPICAN CAPITAL ADVISORS

BOSTON, MA · Since 2010

$175M AUM4 clientsFee: 0%

FiduciaryFee-Only

WEISS ASSET MANAGEMENT

BOSTON, MA · Since 2012

$15.6B AUM64 clientsFee: 0%

FiduciaryFee-Only

P/E GLOBAL LLC

BOSTON, MA · Since 2011

$1.7B AUM36 clientsFee: 0%

FiduciaryFee-Only

ABRAMS CAPITAL MANAGEMENT, L.P.

BOSTON, MA · Since 2012

$13.7B AUM6 clientsFee: 0%

FiduciaryFee-Only

HIGHVISTA STRATEGIES LLC

BOSTON, MA · Since 2012

$9.1B AUM30 clientsFee: 0%

FiduciaryFee-Only

PAR CAPITAL MANAGEMENT, INC.

BOSTON, MA · Since 2012

$1.5B AUM7 clientsFee: 0%

FiduciaryFee-Only

DENHAM CAPITAL MANAGEMENT LP

BOSTON, MA · Since 2012

$5.3B AUM25 clientsFee: 0%

FiduciaryFee-Only

ROCKPOINT

BOSTON, MA · Since 2012

$13.0B AUM40 clientsFee: 0%

FiduciaryFee-Only

TA ASSOCIATES

BOSTON, MA · Since 2012

$55.1B AUM192 clientsFee: 0%

FiduciaryFee-Only

TELEMARK ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2012

$1.1B AUM2 clientsFee: 0%

FiduciaryFee-Only

BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

BOSTON, MA · Since 2012

$1.9B AUM10 clientsFee: 0%

FiduciaryFee-Only

SOLAMERE CAPITAL, LLC

BOSTON, MA · Since 2012

$5.7B AUM12 clientsFee: 0%

FiduciaryFee-Only

RWA WEALTH PARTNERS

BOSTON, MA · Since 2012

$19.8B AUM63 clientsFee: 0%

FiduciaryFee-Only

PORTOLAN CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2012

$2.0B AUM4 clientsFee: 0%

FiduciaryFee-Only

OMEGA FUND MANAGEMENT, LLC

BOSTON, MA · Since 2012

$1.7B AUM8 clientsFee: 0%

FiduciaryFee-Only

WESTVIEW CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2012

$2.1B AUM18 clientsFee: 0%

FiduciaryFee-Only

LONG WHARF CAPITAL LLC

BOSTON, MA · Since 2011

$919M AUM5 clientsFee: 0%

FiduciaryFee-Only

BEACON CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2012

$1.3B AUM26 clientsFee: 0%

FiduciaryFee-Only

GREAT HILL PARTNERS

BOSTON, MA · Since 2012

$19.0B AUM69 clientsFee: 0%

FiduciaryFee-Only

TAC PARTNERS, INC.

BOSTON, MA · Since 2012

$983M AUM13 clientsFee: 0%

FiduciaryFee-Only

BRACEBRIDGE CAPITAL, LLC

BOSTON, MA · Since 2012

$100.3B AUM59 clientsFee: 0%

FiduciaryFee-Only

BATTERY GLOBAL ADVISORS, LLC

BOSTON, MA · Since 2012

$8.4B AUM12 clientsFee: 0%

FiduciaryFee-Only

NEW HERITAGE CAPITAL, LLC

BOSTON, MA · Since 2012

$830M AUM10 clientsFee: 0%

FiduciaryFee-Only

LIONSTONE INVESTMENTS

BOSTON, MA · Since 2012

$224M AUM0 clientsFee: 0%

FiduciaryFee-Only

CHARLESBANK CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2012

$21.1B AUM88 clientsFee: 0%

FiduciaryFee-Only

CLARO ADVISORS INC.

BOSTON, MA · Since 2014

$1.4B AUM18 clientsFee: 0%

FiduciaryFee-Only

PACIFIC LAKE PARTNERS, L.L.C.

BOSTON, MA · Since 2017

$2.2B AUM22 clientsFee: 0%

FiduciaryFee-Only

AUDAX PRIVATE EQUITY

BOSTON, MA · Since 2012

$20.1B AUM111 clientsFee: 0%

FiduciaryFee-Only

SIRIOS CAPITAL MANAGEMENT, L.P.

BOSTON, MA · Since 2012

$937M AUM10 clientsFee: 0%

FiduciaryFee-Only

SPECTRUM EQUITY

BOSTON, MA · Since 2012

$7.3B AUM42 clientsFee: 0%

FiduciaryFee-Only

STOCKBRIDGE INVESTORS

BOSTON, MA · Since 2012

$5.4B AUM18 clientsFee: 0%

FiduciaryFee-Only

BERKSHIRE PARTNERS LLC

BOSTON, MA · Since 2012

$29.0B AUM93 clientsFee: 0%

FiduciaryFee-Only

BATTERY MANAGEMENT CORP.

BOSTON, MA · Since 2014

$15.6B AUM70 clientsFee: 0%

FiduciaryFee-Only

YELLOW WOOD PARTNERS

BOSTON, MA · Since 2013

$2.4B AUM22 clientsFee: 0%

FiduciaryFee-Only

ABRY PARTNERS, LLC

BOSTON, MA · Since 2012

$69M AUM3 clientsFee: 0%

FiduciaryFee-Only

ABRY PARTNERS II, LLC

BOSTON, MA · Since 2012

$14.9B AUM1 clientsFee: 0%

FiduciaryFee-Only

SRB CORPORATION

BOSTON, MA · Since 2012

$4.8B AUM2 clientsFee: 0%

FiduciaryFee-Only

ARCLIGHT CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2012

$13.5B AUM31 clientsFee: 0%

FiduciaryFee-Only

MARCUS PARTNERS, LLC

BOSTON, MA · Since 2012

$2.7B AUM30 clientsFee: 0%

FiduciaryFee-Only

BERKSHIRE PROPERTY ADVISORS, LLC

BOSTON, MA · Since 2012

$19.2B AUM75 clientsFee: 0%

FiduciaryFee-Only

AMPERSAND CAPITAL PARTNERS

BOSTON, MA · Since 2012

$3.1B AUM33 clientsFee: 0%

FiduciaryFee-Only

FALCON INVESTMENT ADVISORS, LLC

BOSTON, MA · Since 2012

$3.3B AUM21 clientsFee: 0%

FiduciaryFee-Only

MILLSTREET CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2012

$5.8B AUM5 clientsFee: 0%

FiduciaryFee-Only

D/B/A THE DAVIS COMPANIES OR DAVIS

BOSTON, MA · Since 2012

$2.0B AUM43 clientsFee: 0%

FiduciaryFee-Only

MONASHEE INVESTMENT MANAGEMENT, LLC

BOSTON, MA · Since 2014

$1.9B AUM8 clientsFee: 0%

FiduciaryFee-Only

THE WATERMILL GROUP

BOSTON, MA · Since 2022

$178M AUM9 clientsFee: 0%

FiduciaryFee-Only

ZEVIN ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2012

$1.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

MACKENZIE INVESTMENTS

BOSTON, MA · Since 2013

$18.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

EAST BRIDGE CAPITAL MANAGEMENT LP

BOSTON, MA · Since 2013

$442M AUM2 clientsFee: 0%

FiduciaryFee-Only

DISCIPLINED ALPHA LLC

BOSTON, MA · Since 2013

$37M AUM3 clientsFee: 0%

FiduciaryFee-Only

HASTINGS EQUITY PARTNERS, LLC

BOSTON, MA · Since 2015

$498M AUM10 clientsFee: 0%

FiduciaryFee-Only

JOHCM (USA) INC

BOSTON, MA · Since 2013

$9.0B AUM21 clientsFee: 0%

FiduciaryFee-Only

IMPRESA MANAGEMENT LLC

BOSTON, MA · Since 2014

$13.0B AUM73 clientsFee: 0%

FiduciaryFee-Only

JMC MANAGEMENT, LLC

BOSTON, MA · Since 2016

$212M AUM2 clientsFee: 0%

FiduciaryFee-Only

MERGANSER CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2013

$17.7B AUM11 clientsFee: 0%

FiduciaryFee-Only

SHELLBACK CAPITAL, LP

BOSTON, MA · Since 2013

$1.6B AUM4 clientsFee: 0%

FiduciaryFee-Only

WAVE EQUITY PARTNERS

BOSTON, MA · Since 2020

$564M AUM4 clientsFee: 0%

FiduciaryFee-Only

FINEPOINT CAPITAL LP

BOSTON, MA · Since 2014

$5.0B AUM13 clientsFee: 0%

FiduciaryFee-Only

THL MANAGERS VII, LLC

BOSTON, MA · Since 2014

$21.5B AUM92 clientsFee: 0%

FiduciaryFee-Only

BOSTON PORTFOLIO ADVISERS

BOSTON, MA · Since 2026

$122M AUM2 clientsFee: 0%

FiduciaryFee-Only

CATHOLIC INVESTMENT SERVICES, INC.

BOSTON, MA · Since 2015

$1.5B AUM4 clientsFee: 0%

FiduciaryFee-Only

SHAWSPRING PARTNERS, LLC

BOSTON, MA · Since 2019

$439M AUM4 clientsFee: 0%

FiduciaryFee-Only

ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC

BOSTON, MA · Since 2015

$2.0B AUM8 clientsFee: 0%

FiduciaryFee-Only

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC

BOSTON, MA · Since 2015

$4.6B AUM17 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL ASSET MANAGEMENT, LP

BOSTON, MA · Since 2016

$16.3B AUM9 clientsFee: 0%

FiduciaryFee-Only

WELLINGTON ALTERNATIVE INVESTMENTS

BOSTON, MA · Since 2016

$92.2B AUM1 clientsFee: 0%

FiduciaryFee-Only

SILVERSMITH CAPITAL PARTNERS

BOSTON, MA · Since 2017

$7.2B AUM38 clientsFee: 0%

FiduciaryFee-Only

DSF ADVISORS, LLC

BOSTON, MA · Since 2016

$1.1B AUM19 clientsFee: 0%

FiduciaryFee-Only

MOODY, LYNN, LIEBERSON & WALKER, LLC

BOSTON, MA · Since 2016

$2.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

THORNTREE CAPITAL PARTNERS LP

BOSTON, MA · Since 2016

$955M AUM6 clientsFee: 0%

FiduciaryFee-Only

OT MANAGEMENT, LLC

BOSTON, MA · Since 2022

$232M AUM3 clientsFee: 0%

FiduciaryFee-Only

STANCE CAPITAL LLC

BOSTON, MA · Since 2021

$354M AUM5 clientsFee: 0%

FiduciaryFee-Only

CRESTWOOD ADVISORS

BOSTON, MA · Since 2017

$8.0B AUM56 clientsFee: 0%

FiduciaryFee-Only

INVENOMIC CAPITAL MANAGEMENT LP

BOSTON, MA · Since 2017

$3.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

LEVATUS LLC

BOSTON, MA · Since 2023

$174M AUM3 clientsFee: 0%

FiduciaryFee-Only

WINTHROP WEALTH

BOSTON, MA · Since 2017

$3.1B AUM25 clientsFee: 0%

FiduciaryFee-Only

WELLINGTON FUNDS (US) LLC

BOSTON, MA · Since 2017

$5.4B AUM1 clientsFee: 0%

FiduciaryFee-Only

COVE HILL PARTNERS, L.P.

BOSTON, MA · Since 2017

$5.4B AUM31 clientsFee: 0%

FiduciaryFee-Only

PATHLIGHT CAPITAL

BOSTON, MA · Since 2017

$3.5B AUM23 clientsFee: 0%

FiduciaryFee-Only

MFN PARTNERS MANAGEMENT, LP

BOSTON, MA · Since 2018

$12.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL REAL ESTATE, LP

BOSTON, MA · Since 2018

$10.0B AUM66 clientsFee: 0%

FiduciaryFee-Only

LANDON CAPITAL PARTNERS, LLC

BOSTON, MA · Since 2019

$145M AUM5 clientsFee: 0%

FiduciaryFee-Only

LINCOLN PEAK CAPITAL MANAGEMENT, LLC

BOSTON, MA · Since 2018

$707M AUM6 clientsFee: 0%

FiduciaryFee-Only

NONANTUM CAPITAL PARTNERS

BOSTON, MA · Since 2018

$1.8B AUM24 clientsFee: 0%

FiduciaryFee-Only

PSG EQUITY L.L.C.

BOSTON, MA · Since 2020

$30.2B AUM154 clientsFee: 0%

FiduciaryFee-Only

WINCOVE

BOSTON, MA · Since 2021

$489M AUM8 clientsFee: 0%

FiduciaryFee-Only

CALLODINE CAPITAL MANAGEMENT

BOSTON, MA · Since 2018

$2.0B AUM5 clientsFee: 0%

FiduciaryFee-Only

POLARIS GROWTH MANAGEMENT, LLC

BOSTON, MA · Since 2018

$4.2B AUM31 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL PARTNERSHIP STRATEGIES, LP

BOSTON, MA · Since 2018

$1.7B AUM2 clientsFee: 0%

FiduciaryFee-Only

SEQUENTIS CAPITAL LLC

BOSTON, MA · Since 2026

$102M AUM3 clientsFee: 0%

FiduciaryFee-Only

BOSTON FAMILY ADVISORS LLC

BOSTON, MA · Since 2023

$330M AUM6 clientsFee: 0%

FiduciaryFee-Only

EQUALITY ASSET MANAGEMENT

BOSTON, MA · Since 2019

$1.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

ATREIDES MANAGEMENT, LP

BOSTON, MA · Since 2019

$8.9B AUM15 clientsFee: 0%

FiduciaryFee-Only

SOLEL PARTNERS LP

BOSTON, MA · Since 2019

$1.2B AUM5 clientsFee: 0%

FiduciaryFee-Only

BAIN CAPITAL INSURANCE SOLUTIONS, LP

BOSTON, MA · Since 2021

$5.4B AUM32 clientsFee: 0%

FiduciaryFee-Only

HILL CITY CAPITAL LP

BOSTON, MA · Since 2020

$4.9B AUM5 clientsFee: 0%

FiduciaryFee-Only

ETHOS CAPITAL LP

BOSTON, MA · Since 2021

$6.3B AUM7 clientsFee: 0%

FiduciaryFee-Only

MAYFLOWER ADVISORS

BOSTON, MA · Since 2020

$5.8B AUM27 clientsFee: 0%

FiduciaryFee-Only

GHISALLO CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2020

$4.9B AUM23 clientsFee: 0%

FiduciaryFee-Only

SOLUM PARTNERS

BOSTON, MA · Since 2020

$1.7B AUM14 clientsFee: 0%

FiduciaryFee-Only

BAYPINE HOLDINGS LP

BOSTON, MA · Since 2020

$5.1B AUM32 clientsFee: 0%

FiduciaryFee-Only

MIRI CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2023

$930M AUM7 clientsFee: 0%

FiduciaryFee-Only

STRIDE CONSUMER

BOSTON, MA · Since 2020

$740M AUM17 clientsFee: 0%

FiduciaryFee-Only

BLUE MOON CAPITAL MANAGEMENT LLC

BOSTON, MA · Since 2021

$160M AUM9 clientsFee: 0%

FiduciaryFee-Only

SQUARE CIRCLE IA LP

BOSTON, MA · Since 2022

$449M AUM2 clientsFee: 0%

FiduciaryFee-Only

DENALI GROWTH PARTNERS

BOSTON, MA · Since 2021

$831M AUM9 clientsFee: 0%

FiduciaryFee-Only

CALLODINE CREDIT MANAGEMENT

BOSTON, MA · Since 2023

$603M AUM8 clientsFee: 0%

FiduciaryFee-Only

ORVIETO PARTNERS, L.P.

BOSTON, MA · Since 2024

$189M AUM3 clientsFee: 0%

FiduciaryFee-Only

AJOVISTA

BOSTON, MA · Since 2021

$269M AUM7 clientsFee: 0%

FiduciaryFee-Only

FIDELITY DIVERSIFYING SOLUTIONS LLC

BOSTON, MA · Since 2021

$18.9B AUM44 clientsFee: 0%

FiduciaryFee-Only

WEALTH EFFECTS

BOSTON, MA · Since 2021

$472M AUM9 clientsFee: 0%

FiduciaryFee-Only

WINCAP FINANCIAL LLC

BOSTON, MA · Since 2024

$223M AUM6 clientsFee: 0%

FiduciaryFee-Only

SF ADVISERS, LLC

BOSTON, MA · Since 2023

$173M AUM24 clientsFee: 0%

FiduciaryFee-Only

CLARENDON PRIVATE LLC

BOSTON, MA · Since 2021

$352M AUM5 clientsFee: 0%

FiduciaryFee-Only

OPENVIEW ADVISORS, LLC

BOSTON, MA · Since 2021

$839M AUM5 clientsFee: 0%

FiduciaryFee-Only

ABRY PARTNERS III, LLC

BOSTON, MA · Since 2023

$1.1B AUM59 clientsFee: 0%

FiduciaryFee-Only

EPILOG PARTNERS, LP.

BOSTON, MA · Since 2025

$182M AUM2 clientsFee: 0%

FiduciaryFee-Only

ASTIRA CAPITAL PARTNERS LP

BOSTON, MA · Since 2023

$777M AUM12 clientsFee: 0%

FiduciaryFee-Only

BAYHAWK CAPITAL LP

BOSTON, MA · Since 2025

$731M AUM7 clientsFee: 0%

FiduciaryFee-Only

EMBLEM GROUP, L.P.

BOSTON, MA · Since 2024

$419M AUM10 clientsFee: 0%

FiduciaryFee-Only

CASTLE ROCK ADVISORS LLC

BOSTON, MA · Since 2024

$2.4B AUM27 clientsFee: 0%

FiduciaryFee-Only

HERITAGE HOLDING

BOSTON, MA · Since 2024

$278M AUM17 clientsFee: 0%

FiduciaryFee-Only

WGI DM, LLC

BOSTON, MA · Since 2025

$7.8B AUM6 clientsFee: 0%

FiduciaryFee-Only

FELIS ADVANTAGE, LP

BOSTON, MA · Since 2025

$150M AUM3 clientsFee: 0%

FiduciaryFee-Only

MARATHON FINANCIAL GROUP

BOSTON, MA · Since 2025

$308M AUM3 clientsFee: 0%

FiduciaryFee-Only

71 WEST CAPITAL PARTNERS

BOSTON, MA · Since 2025

$5.5B AUM8 clientsFee: 0%

FiduciaryFee-Only

ETERNA GROWTH PARTNERS

BOSTON, MA · Since 2025

$3.5B AUM34 clientsFee: 0%

FiduciaryFee-Only

LOON LAKE CAPITAL MANAGEMENT LP

BOSTON, MA · Since 2026

$336M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

BOSTON, MA · Since 1999

$351.3B AUM102 clientsFee: 0%

FiduciaryFee-Only

TURAS CAPITAL MANAGEMENT

BOSTON, MA · Since 2025

$614M AUM2 clientsFee: 0%

FiduciaryFee-Only

TENSOR EDGE CAPITAL, LLC

BOSTON, MA · Since 2025

$585M AUM5 clientsFee: 0%

FiduciaryFee-Only

LONGPOINT PARTNERS LP

BOSTON, MA · Since 2016

$5.7B AUM28 clientsFee: 0%

FiduciaryFee-Only

DIAMETRIC CAPITAL, LP

BOSTON, MA · Since 2017

$1.4B AUM10 clientsFee: 0%

FiduciaryFee-Only

CONGRESS ASSET MANAGEMENT COMPANY, LLP

BOSTON, MA · Since 1985

$14.2B AUM28 clientsFee: 0%

FiduciaryFee-Only

GRANTHAM MAYO VAN OTTERLOO & CO LLC

BOSTON, MA · Since 1979

$81.0B AUM91 clientsFee: 0%

FiduciaryFee-Only1 complaint

FIRST EAGLE ALTERNATIVE CREDIT, LLC

BOSTON, MA · Since 2010

$12.6B AUM42 clientsFee: 0%

FiduciaryFee-Only

MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC

BOSTON, MA · Since 2000

$6.7B AUM95 clientsFee: 0%

FiduciaryFee-Only

NORTHEAST INVESTMENT MANAGEMENT INC

BOSTON, MA · Since 1984

$3.3B AUM11 clientsFee: 0%

FiduciaryFee-Only

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

BOSTON, MA · Since 1971

$212.1B AUM28 clientsFee: 0%

FiduciaryFee-Only

MANULIFE INVESTMENT MANAGEMENT (US) LLC

BOSTON, MA · Since 1992

$228.0B AUM146 clientsFee: 0%

FiduciaryFee-Only

NATIXIS ADVISORS, LLC

BOSTON, MA · Since 1995

$108.7B AUM48 clientsFee: 0%

FiduciaryFee-Only

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

BOSTON, MA · Since 2015

$2.2B AUM15 clientsFee: 0%

FiduciaryFee-Only

MIROVA US

BOSTON, MA · Since 2019

$13.6B AUM37 clientsFee: 0%

FiduciaryFee-Only

JOHN HANCOCK VARIABLE TRUST ADVISERS LLC

BOSTON, MA · Since 1987

$68.6B AUM28 clientsFee: 0%

FiduciaryFee-Only

LOOMIS, SAYLES & COMPANY, L.P.

BOSTON, MA · Since 1977

$386.9B AUM728 clientsFee: 0%

FiduciaryFee-Only

PUTNAM INVESTMENT MANAGEMENT, LLC

BOSTON, MA · Since 1971

$117.2B AUM72 clientsFee: 0%

FiduciaryFee-Only

MFS INSTITUTIONAL ADVISORS INC.

BOSTON, MA · Since 1994

$113.6B AUM327 clientsFee: 0%

FiduciaryFee-Only

AEW CAPITAL MANAGEMENT LP

BOSTON, MA · Since 1996

$3.0B AUM130 clientsFee: 0%

FiduciaryFee-Only

THE BAUPOST GROUP, L.L.C.

BOSTON, MA · Since 1998

$24.7B AUM45 clientsFee: 0%

FiduciaryFee-Only

MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

BOSTON, MA · Since 2007

$48.3B AUM119 clientsFee: 0%

FiduciaryFee-Only

ROSE PARK ADVISORS, LLC

BOSTON, MA · Since 2015

$630M AUM5 clientsFee: 0%

FiduciaryFee-Only

CW ADVISORS, LLC

BOSTON, MA · Since 2020

$15.2B AUM89 clientsFee: 0%

FiduciaryFee-Only

MFS INVESTMENT MANAGEMENT

BOSTON, MA · Since 1982

$514.1B AUM327 clientsFee: 0%

FiduciaryFee-Only

AMUNDI US

BOSTON, MA · Since 2025

$1.1B AUM17 clientsFee: 0%

FiduciaryFee-Only

PUREFI WEALTH, LLC

BOSTON, MA · Since 2023

$326M AUM8 clientsFee: 0%

FiduciaryFee-Only2 complaints

EATON VANCE MANAGEMENT

BOSTON, MA · Since 1981

$97.0B AUM160 clientsFee: 0%

FiduciaryFee-Only

SSGA FUNDS MANAGEMENT, INC.

BOSTON, MA · Since 2001

$1420.7B AUM220 clientsFee: 0%

FiduciaryFee-Only

BOSTON MANAGEMENT AND RESEARCH

BOSTON, MA · Since 1993

$154.7B AUM144 clientsFee: 0%

FiduciaryFee-Only

SVB WEALTH

BOSTON, MA · Since 2014

$3.1B AUM36 clientsFee: 0%

FiduciaryFee-Only

55IP

BOSTON, MA · Since 2017

$36.7B AUM85 clientsFee: 0%

FiduciaryFee-Only

MOORS & CABOT, INC

BOSTON, MA · Since 1995

$3.4B AUM85 clientsFee: 0%

Broker-Dealer13 complaints

SANTANDER SECURITIES

BOSTON, MA · Since 1999

$3.1B AUM108 clientsFee: 0%

Broker-Dealer3 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BOSTON?

The median advisory fee in BOSTON, MA is 0.95% of assets under management per year, based on Form ADV filings from 339 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.