Boston ma

Top Financial Advisors in Boston, MA

Top Financial Advisors in
Boston, MA

We strategically compiled top financial advisory firms in the Boston area to not only save you time, but also help you find a knowledgeable, local financial advisor.

Senior Finance Advisor Top Financial Firms in Boston, MA

Top Financial Advisors in Boston

These top financial advisory firms in Boston were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Boston can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

These top financial advisory firms in Boston were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

This list of top financial advisors in Boston can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Financial Advisor Financial Services Assets Managed
1 . Silvercrest Asset Management Group
  • Portfolio Management, Equity Management, Fixed Income Management, Investment Management, Family Financial Services
$21,340,210,883
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2 . Ballentine Partners
  • Investment Management, Financial Planning, Risk Management, Family Planning, Philanthropic Activities
$6,424,567,899
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3 . Adviser Investments
  • Wealth Management, Bonds, Financial Planning, 401k Plan Investment Advice
$5,014,033,546
Read Our Review
4 . Welch & Forbes
  • Investment Advisory, Trust Services, Fiduciary Services, Philanthropic Services, Estate Administration, Tax Services, Cash Flow Analysis
$4,589,185,999
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5 . Anchor Capital Advisors LLC
  • Public & Multi-Employer Funds, Corporate Pensions, Non-profits, Investment Strategy, Wealth Management, Financial Planning
$2,964,915,217
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6 . Twin Focus Capital Partners
  • Real Estate, Mergers & Acquisitions, Investment Planning, Family Financial Planning
$2,374,143,346
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7 . Modera Wealth Management
  • Wealth Management, Portfolio Management, Financial Planning
$2,386,219,300
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8 . Beacon Pointe Wealth Advisors
  • Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities
$2,250,144,680
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9 . Rinet Company
  • Wealth Planning Services, Investment Strategy, Trust & Partnership
$1,823,149,141
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How do we make our selections?


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Reputation

Reviews that the firm has received.


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Trusted

Firms manage at least $100 Million in assets.


Expertise

Expertise

Firms provide financial planning and investment services.


Shield

Integrity

Firms are fee-only.

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Financial Firms Overview

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.

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1. Silvercrest Asset Management Group


30 Rowes Wharf Suite 410

Boston MA 02110

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About Silvercrest Asset Management Group

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.

Number of Advisors:

122


Time in Business:

Founded in 2001


Offers Fiduciary Services:

Yes

Specialties:

Portfolio Management, Equity Management, Fixed Income Management, Investment Management, Family Financial Services


Advisors Minimums:

Requires a $0 minimum investment.

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2. Ballentine Partners


230 3rd Avenue

Waltham MA 02451

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About Ballentine Partners

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.

Number of Advisors:

73


Time in Business:

Founded in 2010


Offers Fiduciary Services:

Yes

Specialties:

Investment Management, Financial Planning, Risk Management, Family Planning, Philanthropic Activities


Advisors Minimums:

Minimum Investment $3,500,000.

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3. Adviser Investments


85 Wells Avenue

Newton MA 02459

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About Adviser Investments

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.

Number of Advisors:

83


Time in Business:

Founded in 1994


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, Bonds, Financial Planning, 401k Plan Investment Advice


Advisors Minimums:

Minimum investment of $350,000.

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4. Welch & Forbes


45 School Street Suite 5

Boston MA 02108

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About Welch & Forbes

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.

Number of Advisors:

55


Time in Business:

Founded in 2001


Offers Fiduciary Services:

Yes

Specialties:

Investment Portfolio Management, Personal Trust and Fiduciary Services, Estate Planning and Administration, Tax and Custodial Services, Wealth Planning Suite


Advisors Minimums:

$2 Million

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5. Anchor Capital Advisors LLC


One Post Office Square

Boston MA 02109

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About Anchor Capital Advisors LLC

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.

Number of Advisors:

48


Time in Business:

Founded in 1983.


Offers Fiduciary Services:

Yes

Specialties:

Public & Multi-Employer Funds, Corporate Pensions, Non-profits, Investment Strategy, Wealth Management, Financial Planning


Advisors Minimums:

$0 minimum investment.

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6. Twin Focus Capital Partners


75 Park Plaza Second Floor

Boston 02116 MA

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About Twin Focus Capital Partners

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.

Number of Advisors:

30


Time in Business:

Founded in 2001.


Offers Fiduciary Services:

Yes

Specialties:

Real Estate, Mergers & Acquisitions, Investment Planning, Family Financial Planning


Advisors Minimums:

$80,000,000 minimum investment.

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7. Modera Wealth Management


535 Boylston Street Suite 300

Boston MA 02116

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About Modera Wealth Management

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.

Number of Advisors:

54


Time in Business:

Founded in 2010


Offers Fiduciary Services:

Yes

Specialties:

Wealth Management, Portfolio Management, Financial Planning


Advisors Minimums:

Requires a $1,000,000 minimum investment.

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8. Beacon Pointe Wealth Advisors



About Beacon Pointe Wealth Advisors

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.

Number of Advisors:

69


Time in Business:

Founded in 2004


Offers Fiduciary Services:

Yes

Specialties:

Private Wealth Management Services, Institutional Consulting Services, Retirement Plan Consulting Services, Advisor Partnership Opportunities


Advisors Minimums:

Minimum investment of $1,000,000

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9. Rinet Company


101 Federal Street

Boston MA 02110

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About Rinet Company

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.

Number of Advisors:

27


Time in Business:

Founded in 1974.


Offers Fiduciary Services:

Yes

Specialties:

Wealth Planning Services, Investment Strategy, Trust & Partnership


Advisors Minimums:

$4,000,000 minimum investment.

Find the Right Boston, MA Financial Advisor for You

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:

  1. are headquartered in the U.S.
  2. submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2017 and as of as May 1, 2018
  3. don't receive commissions
  4. have at least $100M in total AUM
  5. have offices in the Boston or greater areas
  6. have 3.5/5 or higher company rating score based on reviews