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Top Financial Advisors in Boston

While being home to several of the best and most prestigious universities in the entire world, you can bet that Boston, Massachusetts also has a distinguished, reputable, and endless list to choose from when it comes to finding a financial advisor. But it’s this same list that can sometimes prove to be difficult when trying to find the right financial advisor for your specific situation and goals in life. That’s why Benzinga has done the work for you in compiling the best financial advisors in the Boston area for any and every stage in life that you may be in.

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  • $262,688,248
    115
    • Financial planning services
  • $2,195,153,273
    235
    • Financial planning services
  • $10,189,067,277
    229
    • Financial planning services
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $904,386,684
    130
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $1,522,205,258
    1,024
    • Financial planning services
  • $1,060,221,256
    363
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $231,170,666
    39
    • Financial planning services
  • CDR# 168615
    $4,260,359,685
    450
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • CDR# 160294
    $339,671,175
    392
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $1,110,192,459
    2,621

To determine the top financial advisors in Boston we poured through all SEC registered advisory firms who have an office in Boston. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

EAGLECLAW CAPITAL MANAGEMENT LLC

CDR# 134045
$262,688,248
115
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
ONE FEDERAL STREET 19TH FLOOR
BOSTON MA, 02110
617-426-0417

EagleClaw Asset Management is a personal advising firm focused on providing individual portfolio solutions to each of its clients. EagleClaw doesn’t follow one specific investing method or index when it decides where to allocate your assets. Instead, it begins by consulting directly with you to learn more about your goals and risk tolerance. Then, your EagleClaw financial planner will hand-select stocks that match your needs and preferences. EagleClaw charges you a percentage of the total assets you have under management, and there’s no set minimum portfolio balance you must have to get started working with a team.

$262,688,248
115
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

BOSTON FINANCIAL MANAGEMENT LLC

CDR# 112360
$2,195,153,273
235
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
255 STATE STREET 6TH FLOOR
BOSTON MA, 02109
617-338-8108

Boston Financial Management is a wealth management planning service focused on serving families with a large number of assets they need to be managed. Boston Financial focuses on using the family office model of wealth management, which pools together investments from family-owned businesses and inheritances to strengthen the overall investment pool. This means that the company primarily works with very high net-worth individuals and larger-scale businesses. To get the most out of Boston Financial, the company recommends that clients already have at least $2 million worth of assets under management. However, you may add assets from multiple family members together to reach this minimum.

$2,195,153,273
235
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

APPLETON PARTNERS,INC.

CDR# 110049
$10,189,067,277
229
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
ONE POST OFFICE SQUARE 20TH FLOOR
BOSTON MA, 02109
617-338-0700

Appleton is one of the top financial advisors in Boston for larger entities. Providing individual investment services to families and business owners, it also manages business assets and provides services to corporations, charities and local and state government offices. Appleton’s investing strategy focuses on extensive market research and high liquidity. This means that its team seeks to invest in assets that can act as flexible pieces of your portfolio. It also uses active management strategies to respond to market changes — a higher-risk strategy that may come with increased gains in your portfolio.

$10,189,067,277
229
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management

TFC FINANCIAL MANAGEMENT INC

CDR# 105062
$904,386,684
130
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
260 FRANKLIN STREET SUITE 1888
BOSTON MA, 02110
617-210-6700

Most financial advisors in Boston concentrate their services on corporate investing. TFC instead takes a more human approach, focusing its resources on serving charities and high net-worth individuals. TFC’s investment strategy focuses on passive management and investments. When you invest with TFC, the bulk of your assets go toward passively-managed, exchange-traded funds and no-load mutual funds. They don’t attempt to time the market, nor do they choose individual stocks to invest in. If you’re an individual with an eye toward retirement, TFC’s investment strategy can be that safe eye. To begin investing with their team, however, you’ll typically need around $2 million in assets.

$904,386,684
130
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

NORTHEAST INVESTMENT MANAGEMENT INC

CDR# 105051
$1,522,205,258
1,024
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
100 HIGH STREET SUITE 1000
BOSTON MA, 02110-1757
617-523-3588

With over 60 years of experience assisting clients with investments, Northeast Investment Management is one of the longest-standing financial advisors in Boston. Northeast’s primary draw is the experience level of its financial planners and advisors — the average Northeast advisor has been with the company for 15 years, which can give newer investors the peace of mind that comes with knowing their money is in experienced hands. Northeast uses individualized investment strategies in-house and offers portfolio and wealth management advice to individuals, businesses and charitable organizations. Though Northeast won’t buy securities or trade on your behalf, it can provide a wealth of customized advice for your needs, making it one of the top financial planners in Boston.

$1,522,205,258
1,024
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

WINTHROP WEALTH MANAGEMENT

CDR# 288178
$1,060,221,256
363
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
109 STATE STREET 2ND FLOOR
BOSTON MA, 02109
617-530-1010

$1,060,221,256
363
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

TAYLOR WEALTH MANAGEMENT PARTNERS

CDR# 170457
$231,170,666
39
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
50 FEDERAL STREET
BOSTON MA, 02110-1285
617-357-4600

$231,170,666
39
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

ROPES WEALTH ADVISORS

CDR# 168615
$4,260,359,685
450
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
PRUDENTIAL TOWER 800 BOYLSTON STREET
BOSTON MA, 02199-3600
617-235-4260

$4,260,359,685
450
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CLARO ADVISORS, LLC

CDR# 160294
$339,671,175
392
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
185 DARTMOUTH STREET 6TH FLOOR
BOSTON MA, 02116
(800) 604-2838

Claro’s investing approach is focused primarily on 3 principles: risk-management, diversification and mission-based investing. When you get started with Claro, the company schedules a no-obligation consultation with you to determine just how much risk you can take on in your investing portfolio. Your age, income and current asset allocation all play a role in how the company will move forward. From there, Claro hand-selects assets and stocks to invest in based on an internal analysis of your risk tolerance and needs. It also offers mission-based investing portfolios that allow you to invest without allocating any money to controversial products and services.

$339,671,175
392
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

BAYSTATE WEALTH MANAGEMENT

CDR# 151664
$1,110,192,459
2,621
Works with high networth individuals
  • A percentage of assets under your management
200 CLARENDON STREET 25TH FLOOR
BOSTON MA, 02116
617-982-5200

Baystate Wealth’s main investing focus is risk management. It believes that lost opportunities are much less consequential than lost dollars, which is why it focuses even younger investors’ profiles primarily on more conservative assets. Its team actively manages predominantly passive assets on your behalf, with a strong focus on government bonds, corporate bonds and commodities. These lower-risk investments conserve more of your money, allowing for steady growth over time and protection through periods of recession without major losses. This can make it an ideal financial advisor in Boston if you’re a younger investor who’s looking for a less-risky way to invest than the standard stock recommendation. You must have at least $250,000 worth of assets under management to begin with Baystate Wealth.

$1,110,192,459
2,621
Works with high networth individuals
  • A percentage of assets under your management