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Find Best Financial Advisors in Boston, Massachusetts

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Boston is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Boston & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Boston?

Looking for a qualified financial advisor in Boston? We can help you by narrowing down your options & listing the best financial advisors in Boston as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Boston near you with the list of certified and vetted Boston financial advisors.

List of Qualified Financial Advisors in Boston, Massachusetts

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Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

617-556-2372

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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

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Rich Testa

Testa Associates

181 Worcester Street

Natick, MA 01760

508-655-2410

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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4075

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

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Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818

401-262-4986

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
STRATEGIC ADVISERS LLC
245 Summer Street, V10b, Boston, MA 2210
104555 $737,260,972,902 1483231 A percentage of AUM
Fixed fees
Other (COST RECOVERY FOR SERVICES PROVIDED TO AFFILIATES)
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
290 Congress Street, Boston, MA 2210
108257 $469,254,453,721 5065 A percentage of AUM
Fixed fees
Performance Based
AMUNDI ASSET MANAGEMENT US, INC.
60 State Street, Boston, MA 02109-1820
107719 $100,931,741,067 220 A percentage of AUM
Performance Based
INCOME RESEARCH + MANAGEMENT
100 Federal Street, 30th Floor Boston, MA 02110-1884
104863 $95,994,970,999 841 A percentage of AUM
EATON VANCE MANAGEMENT
Two International Place, Boston, MA 2110
104859 $86,483,917,631 6721 A percentage of AUM
Performance Based
Other (PERCENTAGE OF PORTFOLIO INCOME)
AEW CAPITAL MANAGEMENT LP
Two Seaport Lane, Boston, MA 02210-2021
108633 $45,863,177,960 70 A percentage of AUM
Performance Based
Other (PERCENTAGE OF CASH FLOW & OTHER SUITABLE ARRANGEMENTS)
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
125 High Street, Suite 832 Boston, MA 2110
104945 $18,128,008,950 175 A percentage of AUM
Fixed fees
Performance Based
POLARIS CAPITAL MANAGEMENT, LLC
121 High Street, Boston, MA 02110-2475
106278 $16,198,252,799 43 A percentage of AUM
Performance Based
CHOATE INVESTMENT ADVISORS
Two International Place, Suite 3000 Boston, MA 2110
106109 $6,586,981,380 2536 A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF LICENSE AND MANAGEMENT FEES BASED ON ASSETS INVE)
HOWLAND CAPITAL MANAGEMENT LLC
75 Federal St, Ste 1100, Boston, MA 02110-1911
104726 $2,901,056,797 1666 A percentage of AUM
Hourly charges
Fixed fees
Other (PRIVATE FUND ADMINISTRATION FEES)
J.M. FORBES & CO. LLP
121 Mount Vernon Street, Boston, MA 2108
107422 $1,173,783,193 912 A percentage of AUM
Fixed fees
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 Federal Street, Suite 1602 Boston, MA 2210
105060 $853,543,964 526 A percentage of AUM
WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor, Boston, MA 2110
104913 $656,200,454 100 A percentage of AUM
Fixed fees
BURNS & LEVINSON ASSET MANAGEMENT
125 High Street, Boston, MA 2110
108191 $327,974,645 163 A percentage of AUM
Hourly charges
Fixed fees
NATIONAL FINANCIAL SERVICES, LLC
245 Summer Street, Mail Zone Z2h Boston, MA 2210
13041 $0 0 Other (NONE)

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bridget Gates
Inquire with Bridget
28 State Street 26th, Floor Boston, MA 02109 617-589-3372
Brian F Miller
Inquire with Brian
28 State Street 26th, Floor Boston, MA 02109 617-589-3265
Brent M Crouch
Inquire with Brent
28 State Street 26th, Fl Boston, MA 02109 617-478-6440
Aaron Golub
Inquire with Aaron
28 State Street 26th, Floor Boston, MA 02109 617-589-3435
Brian Sullivan
Inquire with Brian
28 State Street 26th, Fl Boston, MA 02109 617-748-5860
Aradhana Kuhn
Inquire with Aradhana
28 State Street 26th, Fl Boston, MA 02109 617-478-6417
Bradford J Rindler
Inquire with Bradford
60 State St, Ste 2100 Boston, MA 02109 617-451-1400
Brian S Strachan
Inquire with Brian
28 State Street, 26th Floor Boston, MA 02109 617-570-9240
Ato Jacobs
Inquire with Ato
28 State Street 26th, Floor Boston, MA 02109 617-570-2955
Alesandra Miller
Inquire with Alesandra
28 State Street 26th, Floor Boston, MA 02109 617-570-9546

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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