Best Financial Advisors in BOSTON, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BOSTON
Page 1 of 14 · 339 firms
BRECKINRIDGE CAPITAL ADVISORS INC
BOSTON, MA · Since 1993
RA CAPITAL MANAGEMENT, LP
BOSTON, MA · Since 2012
BCSF ADVISORS, LP
BOSTON, MA · Since 2016
NUTTER INVESTMENT ADVISORS
BOSTON, MA · Since 1988
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
BOSTON, MA · Since 1997
NEPC, LLC
BOSTON, MA · Since 1990
BOSTON TRUST WALDEN INC.
BOSTON, MA · Since 2001
SHEPHERD KAPLAN KROCHUK, LLC
BOSTON, MA · Since 2003
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
BOSTON, MA · Since 2005
EVENTIDE ASSET MANAGEMENT, LLC
BOSTON, MA · Since 2008
THE BOLLARD GROUP LLC
BOSTON, MA · Since 2011
BV INVESTMENT PARTNERS, L.P.
BOSTON, MA · Since 2012
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
BOSTON, MA · Since 1986
WAINWRIGHT INVESTMENT COUNSEL LLC
BOSTON, MA · Since 1999
CAPITAL ADVISORS GROUP, INC
BOSTON, MA · Since 2001
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
BOSTON, MA · Since 2001
BALLYROCK INVESTMENT ADVISORS LLC
BOSTON, MA · Since 2001
GEODE CAPITAL MANAGEMENT, LLC
BOSTON, MA · Since 2002
GW&K INVESTMENT MANAGEMENT, LLC
BOSTON, MA · Since 2002
ALPHASIMPLEX GROUP, LLC
BOSTON, MA · Since 2003
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
BOSTON, MA · Since 2006
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
BOSTON, MA · Since 2012
NEW FRONTIER ADVISORS, LLC
BOSTON, MA · Since 2011
AGF INVESTMENTS
BOSTON, MA · Since 2010
FLAGSHIP HARBOR ADVISORS, LLC
BOSTON, MA · Since 2010
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.