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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 4 vetted financial advisors and 424 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 22 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
617-431-5155
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 | $3,688,587,311,060 | 22968 | A percentage of AUM, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D) |
| WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street, Boston, MA, 2210 | 106595 | $1,488,387,227,057 | 1705 | A percentage of AUM, Fixed fees, Performance Based |
| GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 2110 | 115504 | $915,092,291,523 | 169 | A percentage of AUM |
| SSGA FUNDS MANAGEMENT, INC. 1 Iron Street, Boston, MA, 2210 | 111242 | $894,513,485,797 | 249 | A percentage of AUM |
| 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) |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA, 2210 | 288590 | $726,706,488,861 | 1509611 | A percentage of AUM, Fixed fees |
| MFS INVESTMENT MANAGEMENT 111 Huntington Avenue, Boston, MA, 02199-7618 | 110045 | $556,803,162,123 | 345 | A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH 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 |
| MELLON INVESTMENTS CORPORATION 201 Washington Street, Boston, MA, 2108 | 105764 | $368,150,954,123 | 541 | A percentage of AUM, Fixed fees, Other (SECURITIES LENDING) |
| LOOMIS, SAYLES & COMPANY, L.P. One Financial Center, Boston, MA, 02111-2621 | 105377 | $329,969,162,140 | 21356 | A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| CAMBRIDGE ASSOCIATES, LLC 125 High Street, Boston, MA, 02110-2112 | 104942 | $294,346,038,709 | 571 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED) |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC 200 Berkeley St., Boston, MA, 02116-5022 | 105790 | $225,498,994,661 | 14374 | A percentage of AUM |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC 197 Clarendon St, Boston, MA, 2116 | 106435 | $220,729,279,323 | 2545 | A percentage of AUM, Performance Based |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 200 Clarendon Street, 30th Floor, Boston, MA, 2116 | 111298 | $186,545,975,184 | 140 | A percentage of AUM, Performance Based |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC 125 High Street, Suite 732 Boston, MA, 2110 | 107312 | $181,634,559,490 | 7540 | A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.) |
Additional Financial Advisors in Boston, 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 |
Select other cities around Boston, Massachusetts to broaden your search for a financial advisor
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