Falists

Massachusetts · 512 advisers

Financial Advisors in Boston, Massachusetts

Looking for a financial advisor in Boston, Massachusetts? Falists indexes 512 SEC-registered and state-registered investment advisers in Boston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 456 firms list a website you can visit directly. Firms in this directory manage up to $5.69T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

512

With website

456

Largest AUM

$5.69T

Financial planning

73

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth354Planning73Trusts156Retirement94Institutional200

Top advisors in Boston

Ranked by AUM · Fees, team & specialties at a glance

View all 512 →

NEPC, LLC

Boston, MA

AUM

$152.72B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

132 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

617-374-1300

Full profileVisit site →
View all 512 advisors in Boston

More cities in Massachusetts

Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)Woburn (11)

Common questions

How many financial advisors are in Boston, Massachusetts?
512 registered investment advisers are listed in our Boston directory, sourced from public SEC filings.
What types of advisors are in Boston?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Boston?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.