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Find Top Financial Advisors in Boston, Massachusetts

Boston, Massachusetts, is the most populated city in New England and the 6th most populated city in the United States. The oldest city in the US, Boston is also known for having the oldest baseball stadium, Fenway Park, highly regarded educational institutions like MIT and Harvard, as well as a very high cost of living. With the cost of living 48% higher than the national average, discovering a financial advisor to work with and grow your wealth could prove to be beneficial. There are almost 8,000 financial advisors to choose from in the Boston area, so finding a financial advisor could be quite time consuming. That's where WiserAdvisor comes in. Our mission is to help people like you find an advisor who can work with your specific financial needs in mind.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Boston, Massachusetts.

Finding the Top Financial Advisor in Boston, Massachusetts

Last Updated - 03-Jun-2023

Boston has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 410 non-vetted advisors in your local area. These financial advisors in Boston , Massachusetts have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Boston , Massachusetts mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Boston, Massachusetts.

Qualified Financial Advisors in Boston, Massachusetts

Financial Advisor Experience AUM Minimum Assets Fee Structure
Josh Darwin
REGAL FINANCIAL
669 South St,
Needham, MA 02492
30 Years Not Specified $10,000,000 Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 Years $90,000,000 $250,000 Fee-Only
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Boston, Massachusetts

Qualifications CRD# 2153443
Firm CRD# 125004
Series 63, 65

Compensation/Fee Fee-Based


Office Location 669 South St,
Needham,
MA
02492
Phone Number 617-281-2721

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

About Regal Financial

Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 293420

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

About Bluebird Wealth Management

Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5457640
Firm CRD# 5457640
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 255 Park Ave,
STE 1000,
Worcester,
MA
01609
Phone Number 774-239-1862

As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.

About Mercantile Private Wealth Management

Mercantile Private Wealth Management

Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
STRATEGIC ADVISERS LLC
245 Summer Street, V10b, Boston, MA 2210
235 1483231 $737,260,972,902
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
988 5065 $469,254,453,721
A percentage of AUM, Fixed fees, Performance Based
AMUNDI ASSET MANAGEMENT US, INC.
60 State Street, Boston, MA 02109-1820
370 220 $100,931,741,067
A percentage of AUM, Performance Based
INCOME RESEARCH + MANAGEMENT
100 Federal Street, 30th Floor, Boston, MA 02110-1884
193 841 $95,994,970,999
A percentage of AUM
EATON VANCE MANAGEMENT
Two International Place, Boston, MA 2110
776 6721 $86,483,917,631
A percentage of AUM, Performance Based, Other (PERCENTAGE OF PORTFOLIO INCOME)
AEW CAPITAL MANAGEMENT LP
Two Seaport Lane, Boston, MA 02210-2021
319 70 $45,863,177,960
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
54 175 $18,128,008,950
A percentage of AUM, Fixed fees, Performance Based
POLARIS CAPITAL MANAGEMENT, LLC
121 High Street, Boston, MA 02110-2475
19 43 $16,198,252,799
A percentage of AUM, Performance Based
CHOATE INVESTMENT ADVISORS
Two International Place, Suite 3000, Boston, MA 2110
15 2536 $6,586,981,380
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
27 1666 $2,901,056,797
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
19 912 $1,173,783,193
A percentage of AUM, Fixed fees
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 Federal Street, Suite 1602, Boston, MA 2210
13 526 $853,543,964
A percentage of AUM
WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor, Boston, MA 2110
8 100 $656,200,454
A percentage of AUM, Fixed fees
BURNS & LEVINSON ASSET MANAGEMENT
125 High Street, Boston, MA 2110
6 163 $327,974,645
A percentage of AUM, Hourly charges, Fixed fees
NATIONAL FINANCIAL SERVICES, LLC
245 Summer Street, Mail Zone Z2h, Boston, MA 2210
2100 0 $0
Other (NONE)

    List of Additional Advisors in Boston, Massachusetts*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    28 State Street 26th, Floor, Boston, MA  02109 617-589-3372
    28 State Street 26th, Floor, Boston, MA  02109 617-589-3265
    28 State Street 26th, Fl, Boston, MA  02109 617-478-6440
    28 State Street 26th, Floor, Boston, MA  02109 617-589-3435
    28 State Street 26th, Fl, Boston, MA  02109 617-748-5860
    28 State Street 26th, Fl, Boston, MA  02109 617-478-6417
    60 State St, Ste 2100, Boston, MA  02109 617-451-1400
    28 State Street, 26th Floor, Boston, MA  02109 617-570-9240
    28 State Street 26th, Floor, Boston, MA  02109 617-570-2955
    28 State Street 26th, Floor, Boston, MA  02109 617-570-9546

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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