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Find Top Financial Advisors in Boston, Massachusetts

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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 - 22-Jan-2023

Boston has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 405 non-vetted advisors in your local area. These financial advisors in Boston, Massachusetts have an average of 19 years of experience.

NOTE: The list of financial advisors in Boston, Massachusetts mentioned below do 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 Not Specified $100,000.00 Fee-Based
Rich Testa
CFP®, RIA
TESTA ASSOCIATES
181 Worcester Street,
Natick, MA 01760
22 $17000000 Not Specified Fee-Based
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 $90,000,000 $250,000 Fee-Only
Michael MacLean
CFP®
MERCANTILE PRIVATE WEALTH MANAGEMENT
255 Park Ave,
STE 1000,
Worcester, MA 01609
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Boston

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 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 CRD# 3152207
Firm CRD# 39543
Series 7, 63, 66 SIE

Compensation/Fee Fee-Based, Based on Assets


Office Location 181 Worcester Street,
Natick,
MA
01760
Phone Number 508-655-2410

I believe that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. Beginning with a get-to-know-you meeting in which we will have a relaxed conversation as we get to know you and you, in turn, get to know us. We will ask you to prioritize your financial goals. We'll then set up a second meeting to suggest options and strategies that can help you meet those goals. At the end of this process, you can decide whether you want to work with us. There is no charge for these initial meetings. Should you decide we are a good fit, we will develop a plan we think will work for you and your financial needs, and we will meet again to refine it and fine-tune it for you. We will never fit you into a preformatted template. And we will never suggest or charge you for services you don't need. Our relationship does not end with the development of your financial plan. We will meet with you regularly to make sure the plan continues to meet your financial needs, both before and after you retire.

About Testa Associates

At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms. The plan we develop with your input typically will include some of the following investment vehicles: Mutual Funds, Stocks, Bonds, Insurance and Annuity Products, IRAs (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products: Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans

Advisory Services Provided:

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


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

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 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


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

Firm Name AUM No. of Clients Fee Structure
STRATEGIC ADVISERS LLC
245 Summer Street, V10b,
Boston, MA 2210
$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
$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
$100,931,741,067 220 A percentage of AUM
Performance Based
INCOME RESEARCH + MANAGEMENT
100 Federal Street , 30th Floor,
Boston, MA 02110-1884
$95,994,970,999 841 A percentage of AUM
EATON VANCE MANAGEMENT
Two International Place,
Boston, MA 2110
$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
$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
$18,128,008,950 175 A percentage of AUM
Fixed fees
Performance Based
POLARIS CAPITAL MANAGEMENT, LLC
121 High Street,
Boston, MA 02110-2475
$16,198,252,799 43 A percentage of AUM
Performance Based
CHOATE INVESTMENT ADVISORS
Two International Place , Suite 3000,
Boston, MA 2110
$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
$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
$1,173,783,193 912 A percentage of AUM
Fixed fees
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 Federal Street , Suite 1602,
Boston, MA 2210
$853,543,964 526 A percentage of AUM
WILKINS INVESTMENT COUNSEL, INC
160 Federal St., 22nd Floor,
Boston, MA 2110
$656,200,454 100 A percentage of AUM
Fixed fees
BURNS & LEVINSON ASSET MANAGEMENT
125 High Street,
Boston, MA 2110
$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
$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
    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
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