Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Boston, United States

Name: Advisor-led investment platforms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 113 companies tracked

RevenueBase identified 113 advisor-led investment platforms headquartered in Boston, United States as of September 2026 and tracks 52,299 professional contacts across them, including 21,249 with verified work emails. Across the United States, New York is the largest hub for this category (370 companies); Boston has 113.

This list covers advisor-led investment platforms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

113Companies

52,299Contacts tracked

21,249Verified emails

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The 25 largest advisor-led investment platforms based in Boston, United States

Ranked by team size

Top 25 of 113 advisor-led investment platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	State Street	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	10001+	41,744 contacts →
	Strong evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 27, 2026
2	MFS Investment Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,738 contacts →
	Indirect evidence “In 1924, MFS launched the US’ first open-end mutual fund.” Source: RevenueBase Database · checked Sep 27, 2026
3	Loomis, Sayles & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	501-1,000	1,010 contacts →
	Partial evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 27, 2026
4	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	780 contacts →
	Partial evidence “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Source: RevenueBase Database · checked Sep 27, 2026
5	Eaton Vance	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	501-1,000	517 contacts →
	Indirect evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
6	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	501-1,000	506 contacts →
	Indirect evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 27, 2026
7	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 27, 2026
8	Boston Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	189 contacts →
	Indirect evidence “For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.” Source: RevenueBase Database · checked Sep 27, 2026
9	State Street Global Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1,001-5,000	155 contacts →
	Partial evidence “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
10	55ip	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	102 contacts →
	Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 27, 2026
11	Congress Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	101 contacts →
	Partial evidence “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Source: RevenueBase Database · checked Sep 27, 2026
12	Breckinridge Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	100 contacts →
	Strong evidence “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Source: RevenueBase Database · checked Sep 27, 2026
13	Loring, Wolcott & Coolidge Trust, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	100 contacts →
	Indirect evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 27, 2026
14	Gw&k Investment Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	100 contacts →
	Partial evidence “Founded in 1974, GW & K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the…” Source: RevenueBase Database · checked Sep 27, 2026
15	Boston Trust Walden	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	90 contacts →
	Partial evidence “We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026
16	Appleton Partners, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	65 contacts →
	Partial evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 27, 2026
17	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	63 contacts →
	Partial evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 27, 2026
18	Anchor Capital Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	54 contacts →
	Partial evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 27, 2026
19	Cantella	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	53 contacts →
	Indirect evidence “At Cantella, we're more than just a branch office.” Source: RevenueBase Database · checked Sep 27, 2026
20	Circleblack	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	33 contacts →
	Partial evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 27, 2026
21	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	32 contacts →
	Partial evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 27, 2026
22	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	27 contacts →
	Strong evidence “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Source: RevenueBase Database · checked Sep 27, 2026
23	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 27, 2026
24	Adaptive Investment Solutions, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	22 contacts →
	Indirect evidence “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Source: RevenueBase Database · checked Sep 27, 2026
25	Flagship Harbor Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	20 contacts →
	Partial evidence “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 113 advisor-led investment platforms based in Boston, United States

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Advisor-led investment platforms based in Boston, United States at a glance

As of Sep 27, 2026

40.6%Verified-email coverage

462.8Average contacts per company

11-50Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 113 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor-led investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “advisor-led investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor-led investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among advisor-led investment platforms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 21,249 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Advisor-led investment platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor-led investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor-led investment platforms are there based in Boston, United States?

RevenueBase identified 113 advisor-led investment platforms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most advisor-led investment platforms?

New York leads the United States with 370 headquartered companies, followed by Atlanta (150) and Chicago (143). Boston has 113.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 21,249 verified decision-maker contacts tracked across these 113 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.