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Investment Advisors in Boston, MA: 2026 rankings

192 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Boston: IPX1031: Patricia Flowers, CES®, RFA Score 77/100; 5.0★ from 120 Google reviews.

  2. 35

    Most-reviewed: Trading Academy - Boston, 223 Google reviews at 4.9★, the most of 192 ranked; ranked #35.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

192 Boston investment advisors are ranked here by RFA Score, from eight published factors. 36 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.7★ across 192 rated firms.

Top 10 investment advisors in Boston at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Boston at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Patricia Flowers, CES®775.0★ (120)Boston—Top score
2Norfolk Capital725.0★ (31)Boston——
3Boston Partners Private Wealth705.0★ (15)Boston——
4Falcon Investments695.0★ (11)BostonSat—
5Kumo Capital685.0★ (12)Jamaica Plain, 4 mi away——
6Osbon Capital Management684.6★ (10)Boston——
7Fidelity Investments683.4★ (85)Boston——
8Wellington Management Company, LLP674.4★ (8)Boston——
9Dr. Alan N. Hoffman Investment Manager675.0★ (13)Wellesley, 9 mi awaySat · Sun—
10Stonehearth Capital Management675.0★ (127)Danvers, 17 mi away——

All 192 investment advisors in Boston, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Norfolk Capital

    Based in Boston

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    344 Talbot Ave, Boston, MA 02124
    View profile for Norfolk Capital(617) 718-5363

  4. #4 Falcon Investments

    Based in Boston

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Sat 6 AM–5 PM · Sun closed
    Address
    460 W Broadway, Boston, MA 02127
    View profile for Falcon Investments(781) 702-0460

  5. #5 Kumo Capital

    Based in Jamaica Plain, 4 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    187 Green St, Jamaica Plain, MA 02130
    View profile for Kumo Capital(617) 756-6959

  7. #7 Fidelity Investments

    Based in Boston

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.4★ from 85 Google reviews, listed on Google as “Investment service”.

    • 3.4★ from 85 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    245 Summer St, Boston, MA 02210
    View profile for Fidelity Investments(800) 343-3548

  12. #12 McAdam Financial

    Based in Boston

    67/100RFA Score

    Ranked #12 because of its Google rating and review volume: 4.9★ from 120 Google reviews.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  16. #16 Cambridge Associates

    Based in Boston

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    115 Federal St Unit 2600, Boston, MA 02110
    View profile for Cambridge Associates(617) 457-7500

  22. #22 Boston Trust Walden

    Based in Boston

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Beacon St 34th Floor, Boston, MA 02108
    View profile for Boston Trust Walden(617) 726-7250

  23. #23 BNY

    Based in Everett, 3 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.7★ from 7 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–8 PM · Sat–Sun closed
    Address
    135 Santilli Hwy, Everett, MA 02149
    View profile for BNY(412) 234-5000

  24. #24 GMO

    Based in Boston

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    53 State St 33rd Floor, Boston, MA 02109
    View profile for GMO(617) 330-7500

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 192 ranked investment advisors here; the rest are on their profiles.

investment advisors in Boston, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Manulife Investment Management653.0★ (4)In Boston
27Copper Beech Wealth Management654.9★ (27)25 mi
28Columbia Threadneedle Investments652.3★ (6)In Boston
29Balance Wealth Advisors655.0★ (143)10 mi
30Oxford Martin, LLC655.0★ (7)11 mi
31Wells Fargo Advisors652.3★ (3)In Boston
32Munroe Morrow Wealth Management644.9★ (62)In Boston
33Marathon Financial Group645.0★ (54)In Boston
34Rosen Law & Finance644.9★ (121)9 mi
35Trading Academy - Boston644.9★ (223)18 mi
36Intercontinental Real Estate Corporation632.0★ (17)4 mi
37Finer Wealth Management, Inc.635.0★ (4)12 mi
38Robert Calhoun635.0★ (3)11 mi
39BTS Asset Management634.2★ (5)14 mi
40John Hancock Investment Management631.5★ (23)In Boston
41Timbuktu Capital Management, LLC625.0★ (9)In Boston
42Concierge Wealth Management™️625.0★ (31)In Boston
43Beacon Pointe Advisors625.0★ (31)In Boston
44Beyond Your Hammock624.9★ (33)In Boston
45Wells Fargo Advisors624.2★ (6)17 mi
46Wells Fargo Advisors622.7★ (3)11 mi
47Wells Fargo Advisors625.0★ (4)17 mi
48Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC625.0★ (45)7 mi
49Oliver Capital Management625.0★ (31)18 mi
50Claro Advisors625.0★ (24)In Boston

Also serving Boston

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Boston
BusinessGoogle ratingDistance
AWG Capital Advisory5.0★ (19)In Boston
Bank of America Financial Center4.0★ (146)In Boston
Bank of America Financial Center3.0★ (74)In Boston
Bank of America Financial Center3.2★ (46)In Boston
Bank of America Financial Center3.8★ (42)In Boston
Bank of America Financial Center2.8★ (32)In Boston
Bank of America Financial Center3.0★ (28)In Boston
Bank of America Financial Center3.6★ (27)In Boston
Bank of America Financial Center3.2★ (26)In Boston
Carlos Pichardo: Primerica - Financial Services5.0★ (46)In Boston
Civic Financial5.0★ (20)In Boston
CW Advisors3.9★ (7)In Boston
Evergreen Wealth Management5.0★ (17)In Boston
Goldman Sachs & Co3.0★ (8)In Boston
Gordon Brothers3.3★ (7)In Boston
Merchant Cost Consulting5.0★ (159)In Boston
Sandra Gilpatrick, CFP®, Wealth Consultant5.0★ (6)In Boston
Shervin Sadr - Financial Planner5.0★ (50)In Boston
Single Point Partners5.0★ (20)In Boston
Solomon's Advisors LLC5.0★ (18)In Boston

How we ranked Boston investment advisors

We scored 192 Boston investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Boston data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Boston: frequently asked questions

Which investment advisor has the highest RFA Score in Boston?

By RFA Score, the highest-ranked investment advisor in Boston, MA is IPX1031: Patricia Flowers, CES® with an RFA Score of 77/100. It has 5.0★ from 120 Google reviews. Norfolk Capital (#2) and Boston Partners Private Wealth (#3) follow. We ranked 192 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Boston?

RankedFinancialAdvisors ranks 192 investment advisors serving Boston, MA. 31 of them are based in Boston; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Boston work on weekends?

36 of 192 ranked investment advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Falcon Investments (#4), Dr. Alan N. Hoffman Investment Manager (#9) and North Square Capital (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Boston investment advisors have?

The median Google rating among 192 rated investment advisors in Boston is 4.7★, with a median of 9 reviews. Trading Academy - Boston has the most, 223 reviews, and ranks #35. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Boston count in this ranking?

Yes, if they are within 25 mi of the Boston city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Boston ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Boston a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Boston

  1. November 2026: RFA Scores recalculated for 192 investment advisors serving Boston.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Boston pages