These top financial advisory firms in Boston, MA were carefully selected as the firms who manage the most client accounts and have the best reviews and recommendations. Use this list of top Boston financial advisors to help you find a helpful and qualified financial advisor.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|1. Silvercrest Asset Management Group
|2. Ballentine Partners
|3. Welch & Forbes
|4. Adviser Investments
|5. Anchor Capital Advisors LLC
|6. Twin Focus Capital Partners
|7. Modera Wealth Management
|8. Beacon Pointe Wealth Advisors
|9. Rinet Company
The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.
30 Rowes Wharf Suite 410
Boston, MA 02110
Silvercrest Asset Management is a registered investment advisor known for putting their clients first. The financial advisory firm was founded in 2001 and has managing directors with over thirty years of wealth management and financial planning experience.
Clients choose Silvercrest for their integrity, consistency and proven record of success in the financial services industry. The advisory firm handles issues including business succession planning, estate and tax planning and investing for retirement. The Boston financial advisory firm also works with family foundations and endowments and helps clients diversify from concentrated stock holdings or privately held assets.
With an impressive more than $21 Billion in assets under management, the firm has earned a reputation of trust with families across multiple generations as well as with individual and company investors. Each Silvercrest senior portfolio manager is a shareholder in the firm to add extra incentive for advisors to perform for their clients. The firm also regularly conducts peer reviews to ensure that clients are receiving the best possible financial advice. The Boston office opened in 2002 and posts quarterly economic commentary and seasonal market and economic insights monthly.
Founded in 2001
Portfolio Management, Equity Management, Fixed Income Management, Investment Management, Family Financial Services
Requires a $0 minimum investment.
230 3rd Avenue
Waltham, MA 02451
Ballentine Partners is an independent wealth management firm that provides comprehensive investment and family office services. The minimum account size is $3.5 Million, making the firm a choice for wealthy clients, although the firm has more than one hundred client accounts without a high net worth; so it’s worth asking to see whether their services are a good fit for your family.
Ballentine Partner’s financial advisors have many financial credentials and certifications, ranging from certified financial planners to financial analysts to public accounts and wealth advisors. The firm was created in 2010, but has roots back to 1984 when the founder Roy Ballentine founded Ballentine & Company, Inc. which is now owned by senior employees and a holding company, Perpecta Holdings, LLC.
In addition to offering extensive family financial services, Ballentine Partners also serves estates, trusts, pensions and profit-sharing plans and charities. The fee-only firm is located in Waltham, MA and helps clients build their portfolios by educating clients with recommendations on asset allocations, diversification and risk management.
Founded in 2010
Investment Management, Financial Planning, Risk Management, Family Planning, Philanthropic Activities
Minimum Investment $3,500,000.
45 School Street Suite 5
Boston, MA 02108
Welch & Forbes is a fee-only investment advisory firm with $5 billion in assets. Small enough to offer personalized and customized investment portfolios and large enough to offer an array of financial services, Welch & Forbes has been serving generations of families for more than 175 years. They offer investment portfolio management, personal trust and fiduciary services, estate planning and administration, and tax and custodial services. The minimum investment is $2 million.
They value individual relationships, believing that long-lasting relationships and highly customized wealth management services can help clients preserve and grow assets over time. Welch & Forbes has been named among the top 25 Largest Independent Investment Advisers in Massachusetts by the Boston Business Journal and among the Top Financial Advisers by Financial Times.
Founded in 2001
Investment Portfolio Management, Personal Trust and Fiduciary Services, Estate Planning and Administration, Tax and Custodial Services, Wealth Planning Suite
85 Wells Avenue
Newton, MA 02459
Adviser Investments is a fee-only financial firm that is known for building long-term relationships with clients. The firm has roots back to 1991 when Dan Wiener, an investigative reporter who covered Wall Street, personal finance and the mutual fund history for Fortune Magazine and U.S. News & World Report, launched an independent newsletter on Vanguard funds to help investors who needed investment guidance. Wiener joined forces with David Thorne who owned a small publishing company to help expand readership and eventually Dan Silver, an MBA fresh from the University of Virginia’s Darden School to launch an investment advisory business with a vision to “create a common-sense money management company and a single account worth $140,000.”
Adviser Investments continued to evolve, grow and merge over the years and today is trusted by many as a “common sense” advisory firm who helps educate clients and offers guidance an every person’s unique investment goals. The firm follows the fiduciary standard to put the clients’ best interest first and offers education on investments and current market news.
Adviser Investments is a Registered Investment Advisor in 47 states and requires a minimum investment of $350,000.
Founded in 1994
Wealth Management, Bonds, Financial Planning, 401k Plan Investment Advice
Minimum investment of $350,000.
One Post Office Square
Boston, MA 02109
Founded in 1983 and proudly located in Massachusetts, Anchor Capital Advisors manages investments for institutions, managed accounts, and private clients. They work with a wide range of clients including individuals and families, managed account programs, public pension funds, multiemployer funds, corporate retirement programs, endowments and foundations, and consultants.
With a transparent and strategic approach to investment, Anchor Capital Advisors has a passion for the success of their clients, helping them uncover value to build and preserve wealth.
Founded in 1983.
Public & Multi-Employer Funds, Corporate Pensions, Non-profits, Investment Strategy, Wealth Management, Financial Planning
$0 minimum investment.
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
75 Park Plaza Second Floor
Boston, 02116 MA
Twin Focus Capital Partners was founded by Paul and Wesley Karger in 2006. Combining personal attention with expertise and cutting edge technology platforms, Twin Focus provides financial planning services, real estate advisory, mergers and acquisitions advisory, and comprehensive investment services.
The firm takes a total balance sheet approach, that encompasses a client’s total assets and then applies a disciplined risk management process to meet each client’s individual goals.
Founded in 2001.
Real Estate, Mergers & Acquisitions, Investment Planning, Family Financial Planning
$80,000,000 minimum investment.
535 Boylston Street Suite 300
Boston, MA 02116
Modera Wealth Management offers fee-only wealth management and financial planning services with a fiduciary commitment to clients. The financial firm has many U.S. offices, and the Boston office professionals all hold the Certified Financial Planner (CFP) credential and some have the Chartered Financial Analyst (CFA) and Certified Public Accountant certification.
Modera works with individuals, families, trusts, institutions and philanthropic organizations to build customized plans and portfolios in their best interests. They have gained a loyal client-base by providing objective advice, personal attention and comprehensive resources to help clients reach their unique financial goals, no matter the nuances.
Modera says they are committed to helping clients make “informed financial decisions.” The annual fee generally ranges from 0.15 percent to 1.00 percent of the assets under management for wealth management services.
Founded in 2010
Wealth Management, Portfolio Management, Financial Planning
Requires a $1,000,000 minimum investment.
Beacon Pointe Wealth Advisors is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. The financial advisory firm is headquartered in California, with regional offices across the U.S. The Boston location opened in 2016.
Through shared ownership and affiliation with Beacon Pointe Advisors (BPA), one of the nation’s largest independent registered investment advisors, Beacon Pointe Wealth Advisors allows its partners to leverage BPA’s resources and is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families. The Beacon Pointe family of companies, including BPA and BPWA, have over $9.5 billion in combined assets under management.
Founded in 2004
Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities
Minimum investment of $1,000,000
101 Federal Street
Boston, MA 02110
Rinet was founded in 1974 as one the first free-only firms in the Boston area. Priding themselves on a 360 degree approach to finances, Rinet takes a holistic look at finances to determine a successful financial strategy. The majority of their staff holds CFP®, CFA and CPA credentials as well as practical, real-world experience that establishes a long-lasting relationship built on trust.
Providing clients with in-depth analysis and guidance, Rinet advisors have relationships with families that span generations. In fact, many existing client relationships span over 30 years. Rinet places a high value on understanding comprehensive family financial planning to make wise investments that grow wealth.
Founded in 1974.
Wealth Planning Services, Investment Strategy, Trust & Partnership
$4,000,000 minimum investment.
Finding a top financial advisor firm in Boston, Massachusetts can be challenging. We have compiled top financial firms based on reviews and the firms with the most assets under management to help take the ‘guess work’ out of finding a financial advisor you can trust.
Think about it: smart money-management and taking measures to prepare for your future is one of the best investments you can make. That’s why choosing a financial advisor you can trust is one of the most important things you can do for a successful financial future.
Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies. This list of top financial advisor firms in the Boston, MA area can help you find an advisor who not only meets your unique needs but also helps you set your financial goals in motion.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: