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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 32 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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Jonathan Straus

Commons Capital

617-431-5155

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Allworth Financial

Allworth Financial

888-242-6766

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Ronald Newton

Edelman Financial Engines, LLC

401-262-4986

Top Financial Advisor Firms in Boston, Massachusetts (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

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