Munroe Morrow Wealth Management
“Leaving my first google review just to tell everyone if they need an advisor, to go with Kyle!”
Best Financial Advisors in Boston, MA
24 firms listed · all 24 in Boston · 2 open weekends · 21 rated 4.5+
Data verified October 28, 2026
Concierge Wealth Management
“JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home”
Hajiani CPA
“He provides expert advice and guidance to us and our confidence in his work lets us focus on providing services to our clients and students instead of worrying about tax filings!”
Single Point Partners
“We have been working with them for years and always have a great experience.”
Beyond Your Hammock
“I started working with them last year and have been able to have the confidence and understanding of how I'm tracking towards my financial goals, which has been a huge weight lifted off my shoulders.”
Timbuktu Capital Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
The 24 firms listed for Boston, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Boston, MA
All 24 firms we list here are in Boston itself. We have 93 firms in Boston on file; this page shows the highest-rated 24. The firms on this page are rated from 3.3 to 5.0 across 339 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "understanding" and "trust". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (4), family offices (2) and financial planning (2). 8 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 20 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Boston take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Claro Advisors
“Rex is incredibly responsive and proactive in addressing any concerns or questions I have, and his transparency about risks is commendable, and is fairly priced.”
Loring Wolcott & Coolidge
“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”
SCS Financial
Cambridge Associates
Evergreen Wealth Management
“When there was a recent banking crisis Nick called me to warn me of an impending problem and as a result I was able to preserve a considerable amount of money.”
Balanced Rock Investment Advisors
“My advisor went to great lengths to understand both my financial situation and ethical stances and put together a whole strategy I feel confident will set me up for a pleasant and financially secure retirement.”
Radius Wealth Management & Financial Advisor
“Chris is responsive, patient, explains options well and aims to match investments to your goals and needs.”
Focus Partners
Sandra Gilpatrick, Cfp, Wealth Consultant
“She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future.”
Valor Wealth Partners
“They are experts in financial planning for federal employees and charge a fair, fee based rate.”
Fiduciary Trust Company
Financial Advisor Tim Hayes
“Tim Hayes has always kept us well informed and we feel secure and safe re: his recommendations.”
Michael T. Famiglietti, CPA
“I set up an appointment with Michael in Charlestown to review what I had done and to get his assistance on completing the return.”
Assetgrade
“He took us step by step through the process and made it seamless to consolidate our investment assets for better management, tracking and periodic re-balancing across both our retirement and general investments.”
Nicholas A. Papakyrikos, CPA
“Nick's commitment to staying updated with the latest developments in his field is commendable and reflects his genuine desire to provide his clients with accurate and timely advice.”
Volition Capital
“Overall, Volition Capital's commitment to fostering a collaborative environment and identifying strong opportunities makes them an invaluable partner for any investor or founder”
Windsor Private Wealth
Trillium Asset Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
