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Find The Best Financial Advisors in Boston, Massachusetts
Boston, Massachusetts, one of the oldest cities in the United States, was named after a northern London town. A city full of history, Boston is a homestead of many historical events that have shaped the United States into what it is today. Not only is this city historically wealthy, but financially as well. So it would be wise for residents to prioritize their financial strategies. With the cost of living 48% higher than the national average, creating a solid financial plan with the help of a financial advisor would be beneficial in this high-cost city. If you need a professional financial advisor in the Boston area for your retirement and investment planning needs, look no further than FinancialAdvisor.net. With around 8,000 financial advisors to choose from in the Boston area, our mission is to connect you with 1-3 top advisors that meet your specific financial needs.
How To Find The Best Financial Advisors in Boston, Massachusetts
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Boston, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Boston, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Boston, Massachusetts have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Boston, Massachusetts
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Top Financial Advisor Firms in Boston, Massachusetts (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street, Boston, MA, 2210 | 108281 | $3,148,421,739,247 | 23333 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street, Boston, MA, 2210 | 106595 | $1,204,691,064,459 | 1338 | A Percentage of AUM, Fixed Fees, Performance Based |
| SSGA FUNDS MANAGEMENT, INC. 1 Iron Street, Boston, MA, 2210 | 111242 | $841,529,842,790 | 247 | A Percentage of AUM |
| GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 2110 | 115504 | $803,470,618,544 | 174 | A Percentage of AUM |
| STRATEGIC ADVISERS LLC 245 Summer Street, Boston, MA, 2210 | 104555 | $659,550,224,982 | 1712300 | A Percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA, 2210 | 288590 | $652,548,367,853 | 1712247 | A Percentage of AUM, Fixed Fees |
| MELLON INVESTMENTS CORPORATION 201 Washington Street, Boston, MA, 2108 | 105764 | $619,390,248,152 | 518 | A Percentage of AUM, Fixed Fees, Other (SECURITIES LENDING) |
| MFS INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, MA, 02199-7618 | 110045 | $417,408,071,971 | 348 | A Percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES) |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 290 Congress Street, Boston, MA, 2210 | 108257 | $388,388,690,314 | 5163 | A Percentage of AUM, Fixed Fees, Performance Based |
| CAMBRIDGE ASSOCIATES, LLC 115 Federal Street, Boston, MA, 02110-2112 | 104942 | $276,031,240,533 | 586 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (PERCENT OF ASSETS INVESTED) |
| LOOMIS, SAYLES & COMPANY, L.P. One Financial Center, Boston, MA, 02111-2621 | 105377 | $254,158,838,705 | 20030 | A Percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC 200 Berkeley St., Boston, MA, 02116-5022 | 105790 | $181,758,139,852 | 22073 | A Percentage of AUM |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC 197 Clarendon St, Boston, MA, 2116 | 106435 | $173,184,999,458 | 2822 | A Percentage of AUM, Performance Based |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 200 Clarendon Street, 30th Floor, Boston, MA, 2116 | 111298 | $171,377,041,357 | 143 | A Percentage of AUM, Performance Based |
| HARBOURVEST PARTNERS, LLC One Financial Center, Boston, MA, 2111 | 109846 | $134,536,968,088 | 263 | A Percentage of AUM, Fixed Fees, Performance Based |
Select other cities around Boston, Massachusetts to broaden your search for a financial advisor
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- Financial Advisors in Worcester, Massachusetts
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