Fee-OnlyFinder

Advisers in Boston, MA

150 advisers in Boston — 150 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (65)Hourly fees (37)Flat / fixed fees (78)% of assets managed (146)Retirement plan consulting (27)

All advisers

71 West Capital Partners1 Post Office Square, Suite 2200 · Boston, MA 02109 · (617) 885-8090 · % of assets managedCRD 338756 · % of assets, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reportedAdaptive Advisers, LLC6 Liberty Square, No. 2352 · Boston, MA 02109 · (781) 728-9556 · % of assets managedCRD 318716 · % of assets · $450,000 AUMSEC registeredNo commissions reportedAew Capital Management LPTwo Seaport Lane · Boston, MA 02210 · (617) 261-9000 · % of assets managedCRD 108633 · % of assets, Performance-based fees, Other · $3.0 billion AUMSEC registeredNo commissions reportedAlgorithmic Investment Models125 Newbury St, 4th Floor · Boston, MA 02116 · (888) 777-0535 · % of assets managedCRD 306354 · % of assets, Other · $90.9 million AUMSEC registeredNo commissions reportedAnchor Capital Advisors LLCTwo International Place, Suite 2110 · Boston, MA 02110 · (617) 338-3800 · Financial planningCRD 105540 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedAppleton Partners, INC.One Post Office Square, 5th Floor · Boston, MA 02109 · (617) 338-0700 · Financial planningCRD 110049 · % of assets · $12.6 billion AUMSEC registeredNo commissions reportedAristotle Capital Boston, LLCOne Federal Street, 36th Floor · Boston, MA 02110 · (617) 274-3700 · % of assets managedCRD 173198 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedAssetgrade, LLCOne Boston Place, 201 Washington, Suite 2600 · Boston, MA 02108 · (617) 933-7257 · Financial planningCRD 168779 · % of assets · $337.7 million AUMSEC registeredNo commissions reportedAtwater Wealth Management, INC.176 Federal Street, 5th Floor · Boston, MA 02110 · (617) 723-1439 · Financial planningCRD 172749 · % of assets, Hourly charges, Fixed fees · $248.2 million AUMSEC registeredNo commissions reportedAureus Asset Management, LLCOne Winthrop Square · Boston, MA 02110 · (617) 728-8900 · Financial planningCRD 136674 · % of assets, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reported
Battery Global Advisors, LLC260 Franklin Street, Suite 1510 · Boston, MA 02110 · (617) 948-3800 · Financial planningCRD 158508 · % of assets, Fixed fees, Performance-based fees · $8.4 billion AUMSEC registeredNo commissions reportedBeyond Your Hammock LLC50 Milk Street, 16th Floor · Boston, MA 02109 · (617) 446-3841 · Financial planningCRD 168738 · % of assets, Fixed fees · $115.4 million AUMSEC registeredNo commissions reportedBirch Hill Investment Advisors LLCOne International Place, Suite 770 · Boston, MA 02110 · (617) 502-8300 · Financial planningCRD 143750 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedBoston Common Asset Management, LLC200 State Street, 7th Floor · Boston, MA 02109 · (617) 720-5557 · Flat / fixed feesCRD 123558 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedBoston Family Advisors LLC118 Newbury Street, Suite 2 · Boston, MA 02116 · (617) 963-0904 · Financial planningCRD 299060 · % of assets, Fixed fees, Performance-based fees · $329.7 million AUMSEC registeredNo commissions reportedBoston Family Office LLC20 Custom House Street, Suite 700 · Boston, MA 02110 · (617) 624-0800 · Financial planningCRD 107141 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBoston Management and ResearchOne Post Office Square · Boston, MA 02109 · (617) 482-8260 · % of assets managedCRD 104853 · % of assets, Other · $154.7 billion AUMSEC registeredNo commissions reportedBoston Partners1 Beacon Street, 30th Floor · Boston, MA 02108 · (617) 832-8200 · % of assets managedCRD 124982 · % of assets, Performance-based fees · $116.2 billion AUMSEC registeredNo commissions reportedBoston Portfolio Advisers6 Beacon Street, Suite 725 · Boston, MA 02108 · (617) 227-7807 · % of assets managedCRD 172374 · % of assets · $121.5 million AUMSEC registeredNo commissions reportedBounty Management Corp10 High Street, Suite 504 · Boston, MA 02110 · (617) 357-8285 · Financial planningCRD 105732 · % of assets · $89.5 million AUMState registeredNo commissions reportedBrave Boat Capital Advisors71 Commercial Street, Suite 52 · Boston, MA 02109 · (617) 536-3141 · Financial planningCRD 275029 · % of assets, Hourly charges, Fixed fees · $47.0 million AUMState registeredNo commissions reportedBreckinridge Capital Advisors INC125 High Street, Suite 431 · Boston, MA 02110 · (617) 443-0779 · % of assets managedCRD 107143 · % of assets · $54.3 billion AUMSEC registeredNo commissions reportedBroadwater Capital Management LLC15 Court Square, Suite 640 · Boston, MA 02108 · (617) 778-0095 · % of assets managedCRD 125509 · % of assets · $161.0 million AUMSEC registeredNo commissions reportedC. Michael Amin, LLC53 State Street, Suite 500 · Boston, MA 02109 · (857) 243-8499 · % of assets managedCRD 165296 · % of assets, Performance-based fees · $880,829 AUMState registeredNo commissions reportedCambridge Associates Limited, LLC115 Federal Street · Boston, MA 02110 · (617) 457-7500 · Financial planningCRD 106003 · % of assets, Fixed fees, Other · $8.2 billion AUMSEC registeredNo commissions reportedCambridge Associates, LLC115 Federal Street · Boston, MA 02110 · (617) 457-7500 · Financial planningCRD 104942 · % of assets, Hourly charges, Subscription fees · $326.7 billion AUMSEC registeredNo commissions reportedCapital Advisors Group, INC1 Federal Street, Suite 2200 · Boston, MA 02110 · (617) 630-8100 · Flat / fixed feesCRD 112000 · % of assets, Fixed fees, Performance-based fees · $23.0 billion AUMSEC registeredNo commissions reportedCastle Rock Advisors LLC200 Clarendon Street 35th FL · Boston, MA 02116 · (617) 227-0050 · Financial planningCRD 331429 · % of assets, Other · $3.9 billion AUMSEC registeredNo commissions reportedCatalyst Financial PartnersOne Marina Park Drive, 16th Floor · Boston, MA 02210 · (617) 239-8101 · % of assets managedCRD 299335 · % of assets · $1.7 billion AUMSEC registeredNo commissions reportedChoate Investment AdvisorsTwo International Place, Suite 3000 · Boston, MA 02110 · (617) 973-4900 · Financial planningCRD 106109 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedClarendon Private LLC131 Clarendon Street, 4th Floor · Boston, MA 02116 · (617) 927-7999 · Financial planningCRD 316616 · % of assets · $352.1 million AUMSEC registeredNo commissions reportedClaro Advisors INC.100 High Street, Suite 950 · Boston, MA 02110 · (800) 604-2838 · Financial planningCRD 160294 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedClear Brook Advisors, INC.420 Boylston Street, 5th Floor · Boston, MA 02116 · (617) 315-8979 · Flat / fixed feesCRD 132045 · Fixed fees, Other · $817.8 million AUMSEC registeredNo commissions reportedColrain Capital LLC867 Boylston Street, 5th Floor · Boston, MA 02116 · (617) 897-5800 · % of assets managedCRD 118098 · % of assets · $222.2 million AUMSEC registeredNo commissions reportedColumbia Management Investment Advisers, LLC290 Congress Street · Boston, MA 02210 · (800) 225-2365 · Flat / fixed feesCRD 108257 · % of assets, Fixed fees, Performance-based fees · $502.4 billion AUMSEC registeredNo commissions reportedCongress Asset Management Company, LLP2 Seaport Lane · Boston, MA 02210 · (617) 428-4300 · Flat / fixed feesCRD 105161 · % of assets, Fixed fees · $14.2 billion AUMSEC registeredNo commissions reportedConvergent Capital Partners, LLC75 State Street, Suite 100 Pmb 4423 · Boston, MA 02109 · (617) 418-1900 · Hourly feesCRD 158100 · % of assets, Hourly charges, Fixed fees · $17.1 million AUMState registeredNo commissions reportedCrestwood AdvisorsOne Liberty Square, Suite 500 · Boston, MA 02109 · (617) 523-8880 · Financial planningCRD 286243 · % of assets, Fixed fees · $8.0 billion AUMSEC registeredNo commissions reportedCw Advisors, LLC155 Seaport Blvd, 3rd Floor · Boston, MA 02210 · (617) 428-7600 · Financial planningCRD 310873 · % of assets, Hourly charges, Fixed fees · $15.2 billion AUMSEC registeredNo commissions reportedDonoghue Forlines LLC125 High Street, Suite 220 · Boston, MA 02110 · (800) 642-4276 · % of assets managedCRD 285403 · % of assets, Other · $370.5 million AUMSEC registeredNo commissions reportedDowney Capital Management, INC.155 Federal Street · Boston, MA 02110 · (617) 338-4866 · % of assets managedCRD 133317 · % of assets · $86.9 million AUMState registeredNo commissions reportedEagleclaw Capital Management LLCOne Federal Street, 19th Floor · Boston, MA 02110 · (617) 314-0213 · Financial planningCRD 134045 · % of assets · $803.3 million AUMSEC registeredNo commissions reportedEntrepreneurshares LLC175 Federal Street, Suite 875 · Boston, MA 02110 · (617) 279-0045 · Hourly feesCRD 153615 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMSEC registeredNo commissions reportedEssex Investment Management Company, LLC125 High Street, Suite 1803 · Boston, MA 02110 · (617) 342-3200 · % of assets managedCRD 109962 · % of assets · $712.7 million AUMSEC registeredNo commissions reportedEvergreen Wealth Management399 Boylston St, 6th Floor · Boston, MA 02116 · (978) 495-6848 · Financial planningCRD 313909 · Fixed fees · $62.5 million AUMState registeredNo commissions reportedFidelity Institutional Wealth Adviser LLC245 Summer Street · Boston, MA 02210 · (617) 563-7000 · Flat / fixed feesCRD 301896 · % of assets, Fixed fees · $9.4 billion AUMSEC registeredNo commissions reportedFidelity Management & Research Company LLC245 Summer Street · Boston, MA 02210 · (617) 563-7000 · Flat / fixed feesCRD 108281 · % of assets, Fixed fees, Performance-based fees · $5685.0 billion AUMSEC registeredNo commissions reportedFlagship Harbor Advisors, LLC346 Commercial Street · Boston, MA 02109 · (857) 350-4229 · Financial planningCRD 155733 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedFleetstar FinancialOne Thompson Square, Suite 204 · Boston, MA 02129 · (617) 236-1700 · % of assets managedCRD 168380 · % of assets, Other · $1.1 million AUMState registeredNo commissions reportedGame Creek Capital, LP30 Rowes Wharf, Suite 540 · Boston, MA 02110 · (617) 849-6589 · % of assets managedCRD 158973 · % of assets, Performance-based fees · $329.0 million AUMSEC registeredNo commissions reportedGilbert Investment Management20 McKenna Ter · Boston, MA 02132 · (617) 645-1625 · % of assets managedCRD 290936 · % of assets · $17.9 million AUMState registeredNo commissions reportedGreat Point Wealth Advisors, LLCOne International Place, Suite 4520 · Boston, MA 02110 · (617) 585-0050 · Financial planningCRD 147082 · % of assets, Hourly charges, Fixed fees · $725.8 million AUMSEC registeredNo commissions reportedGw&k Investment Management, LLC222 Berkeley Street, 15th Floor · Boston, MA 02116 · (617) 236-8900 · Financial planningCRD 121942 · % of assets, Fixed fees, Performance-based fees · $52.8 billion AUMSEC registeredNo commissions reportedHeritage House Asset Management50 Congress Street, Suite 700 · Boston, MA 02109 · (617) 482-8877 · Hourly feesCRD 125868 · % of assets, Hourly charges · $72.9 million AUMState registeredNo commissions reportedHighvista Private Capital Management LLC200 Clarendon Street, 50th Floor · Boston, MA 02116 · (617) 406-6500 · % of assets managedCRD 139068 · % of assets, Performance-based fees, Other · $6.5 billion AUMSEC registeredNo commissions reportedHolistic Capital68 Harrison Ave, Ste 605 Pmb · Boston, MA 02111 · (954) 459-1724 · Financial planningCRD 332028 · % of assets, Hourly charges, Subscription feesState registeredNo commissions reportedHoopoe Advisors603 Massachusetts Avenue, Suite 200 · Boston, MA 02118 · (617) 708-0639 · Financial planningCRD 282573 · % of assets, Hourly charges, Fixed fees · $610.0 million AUMSEC registeredNo commissions reportedHowland Capital Management LLC75 Federal St, Ste 1100 · Boston, MA 02110 · (617) 357-9110 · Financial planningCRD 104726 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedIcapital, LLC62 Plympton Street · Boston, MA 02118 · (617) 542-8700 · Financial planningCRD 122816 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedIncome Research + Management115 Federal Street, 22nd Floor · Boston, MA 02110 · (617) 330-9333 · % of assets managedCRD 104863 · % of assets · $130.7 billion AUMSEC registeredNo commissions reportedIronwood Investment Management, LLC67 Batterymarch Street, 3rd Floor · Boston, MA 02110 · (617) 757-7600 · % of assets managedCRD 108467 · % of assets, Performance-based fees · $278.2 million AUMSEC registeredNo commissions reportedJ.m. Forbes & CO. LLP121 Mount Vernon Street · Boston, MA 02108 · (617) 423-5705 · Flat / fixed feesCRD 107422 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedJ.p. Marvel Wealth Management, INC.265 Franklin Street, Suite 902 · Boston, MA 02110 · (617) 342-5600 · % of assets managedCRD 144364 · % of assets · $820.7 million AUMSEC registeredNo commissions reportedJohn Hancock Personal Financial Services, LLC200 Berkeley Street · Boston, MA 02116 · (617) 572-0109 · Financial planningCRD 174433 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedKeenan Financial7 Bulfinch Place, Suite 302 · Boston, MA 02114 · (978) 270-1193 · Financial planningCRD 285673 · % of assets, Fixed fees · $202.5 million AUMSEC registeredNo commissions reportedL.f. Howard Associates INC31 Saint James Ave. Suite 760 · Boston, MA 02116 · (617) 292-2700 · Hourly feesCRD 109096 · % of assets, Hourly charges, Fixed fees · $96.9 million AUMState registeredNo commissions reportedLebed Asset Management LLC6 Beacon Street, Suite 725 · Boston, MA 02108 · (617) 722-8322 · % of assets managedCRD 125279 · % of assets · $24.2 million AUMState registeredNo commissions reportedLeeward Investments10 Winthrop Square, Suite 500 · Boston, MA 02110 · (617) 468-6700 · % of assets managedCRD 312557 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedLevatus LLC115 Newbury Street, Suite 503 · Boston, MA 02116 · (617) 505-4710 · Financial planningCRD 287811 · % of assets, Fixed fees · $173.9 million AUMSEC registeredNo commissions reportedLighthouse Capital, LLC90 Canal Street, Suite 442 · Boston, MA 02114 · (617) 980-1183 · Financial planningCRD 147497 · % of assets, Hourly charges · $44.5 million AUMState registeredNo commissions reportedLmcg Investments, LLCOne Boston Place, 201 Washington Street, 29th Floor · Boston, MA 02108 · (617) 380-5600 · % of assets managedCRD 149936 · % of assets, Performance-based fees · $6.8 billion AUMSEC registeredNo commissions reportedLongfellow Investment Management CO. LLC125 High Street, Suite 832 · Boston, MA 02110 · (617) 695-3504 · Flat / fixed feesCRD 104945 · % of assets, Fixed fees, Performance-based fees · $23.4 billion AUMSEC registeredNo commissions reportedLoomis, Sayles & Company, L.P.One Financial Center · Boston, MA 02111 · (617) 482-2450 · % of assets managedCRD 105377 · % of assets, Performance-based fees, Other · $386.9 billion AUMSEC registeredNo commissions reportedLoring, Wolcott & Coolidge Fiduciary Advisors, LLP230 Congress Street · Boston, MA 02110 · (617) 523-6531 · Financial planningCRD 107153 · % of assets, Fixed fees · $12.8 billion AUMSEC registeredNo commissions reportedMad River Investors84 State Street, Suite 1060 · Boston, MA 02109 · (617) 728-0333 · % of assets managedCRD 130585 · % of assets, Performance-based fees · $403.5 million AUMSEC registeredNo commissions reportedManulife Investment Management (US) LLC197 Clarendon St · Boston, MA 02116 · (617) 375-1500 · % of assets managedCRD 106435 · % of assets, Performance-based fees · $228.0 billion AUMSEC registeredNo commissions reportedMarathon Financial Group131 Dartmouth Street, 3rd Floor · Boston, MA 02116 · (857) 201-3420 · Financial planningCRD 338006 · % of assets, Fixed fees · $307.8 million AUMSEC registeredNo commissions reportedMarble Harbor Investment Counsel, LLC101 Federal Street, Suite 2920 · Boston, MA 02110 · (617) 956-6710 · Flat / fixed feesCRD 138538 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedMarcus Capital Management, INC.234 Congress Street, 2nd Floor · Boston, MA 02110 · (617) 482-8500 · % of assets managedCRD 133222 · % of assets · $9.9 million AUMState registeredNo commissions reportedMartingale Asset Management888 Boylston Street, Suite 1400 · Boston, MA 02199 · (617) 424-4700 · % of assets managedCRD 108526 · % of assets, Performance-based fees, Other · $4.2 billion AUMSEC registeredNo commissions reportedMason Capital Partners50 Federal St., 9th Floor · Boston, MA 02110 · (617) 228-5190 · % of assets managedCRD 107412 · % of assets · $210.6 million AUMSEC registeredNo commissions reportedMayflower Advisors265 Franklin Street, Suite 401 · Boston, MA 02110 · (617) 259-1767 · Financial planningCRD 307857 · % of assets, Fixed fees · $5.8 billion AUMSEC registeredNo commissions reportedMcCarter Private Wealth Services LLC265 Franklin Street · Boston, MA 02110 · (617) 449-6500 · Flat / fixed feesCRD 108191 · % of assets, Fixed fees · $427.7 million AUMSEC registeredNo commissions reportedMdt Advisers, a Division of Federated Mdta LLC125 High Street, Oliver Street Tower, 21st Floor · Boston, MA 02110 · (617) 235-7100 · % of assets managedCRD 109355 · % of assets, Performance-based fees · $25.9 billion AUMSEC registeredNo commissions reportedMerganser Capital Management, LLC99 High Street · Boston, MA 02110 · (617) 494-1000 · % of assets managedCRD 169258 · % of assets · $17.7 billion AUMSEC registeredNo commissions reportedMfs Institutional Advisors INC.111 Huntington Avenue · Boston, MA 02199 · (617) 954-5000 · % of assets managedCRD 107144 · % of assets, Performance-based fees, Other · $113.6 billion AUMSEC registeredNo commissions reportedMiddleton & Company INC.600 Atlantic Avenue; 18th Floor · Boston, MA 02210 · (617) 357-5101 · % of assets managedCRD 104549 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedMinot Deblois Advisors LLCOne Federal Street, 25th Floor · Boston, MA 02110 · (617) 557-7413 · Flat / fixed feesCRD 140170 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedMoody, Lynn, Lieberson & Walker, LLCOne Beacon Street · Boston, MA 02108 · (617) 973-0590 · Financial planningCRD 283549 · % of assets · $2.4 billion AUMSEC registeredNo commissions reportedNathanael R. Brayton, Cfa101 Federal Street, C/O Regus Corp Suite#1900 · Boston, MA 02110 · (617) 988-2828 · Flat / fixed feesCRD 130269 · % of assets, Fixed fees · $96.8 million AUMState registeredNo commissions reportedNatixis Advisors, LLC888 Boylston Street, Suite 800 · Boston, MA 02199 · (617) 449-2802 · Flat / fixed feesCRD 106800 · % of assets, Fixed fees, Other · $108.7 billion AUMSEC registeredNo commissions reportedNepc, LLC225 Franklin Street, 29th Floor · Boston, MA 02110 · (617) 374-1300 · Hourly feesCRD 110562 · % of assets, Hourly charges, Fixed fees · $152.7 billion AUMSEC registeredNo commissions reportedNew Frontier Advisors, LLC155 Federal Street, 10th Floor · Boston, MA 02110 · (617) 482-1433 · % of assets managedCRD 147181 · % of assets · $4.0 billion AUMSEC registeredNo commissions reportedNichols & Pratt Advisers LLP10 Post Office Square, Suite N500 · Boston, MA 02109 · (617) 523-6800 · Hourly feesCRD 107113 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedNortheast Investment Management INC24 Federal Street, Floor 9 · Boston, MA 02110 · (617) 523-3588 · Flat / fixed feesCRD 105051 · % of assets, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedNorthstar Asset Management, INC2 Harris Avenue · Boston, MA 02130 · (617) 522-2635 · Financial planningCRD 107138 · % of assets · $805.9 million AUMSEC registeredNo commissions reportedNutter Investment AdvisorsSeaport West, 155 Seaport Boulevard, 5th Floor · Boston, MA 02210 · (617) 439-2100 · Flat / fixed feesCRD 105461 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedO'Rourke & Company, Incorporated84 State Street, Suite 840 · Boston, MA 02109 · (617) 482-4200 · Financial planningCRD 132481 · % of assets, Hourly charges, Fixed fees · $555.1 million AUMSEC registeredNo commissions reportedOsbon Capital Management, LLC75 State Street, Suite 100 · Boston, MA 02109 · (617) 217-2772 · % of assets managedCRD 134731 · % of assets, Performance-based fees · $205.3 million AUMSEC registeredNo commissions reportedP/e Global LLC75 State Street, 31st Floor · Boston, MA 02109 · (617) 933-4500 · % of assets managedCRD 155642 · % of assets, Performance-based fees · $1.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Boston? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.