Company lists · Data refreshed September 2026

Top 25 Brokerage firms based in Boston, United States

Name: Brokerage firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 55 companies tracked

RevenueBase identified 55 brokerage firms headquartered in Boston, United States as of September 2026 and tracks 5,121 professional contacts across them, including 1,244 with verified work emails. New York is the largest hub.

This list covers brokerage firms 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 19, 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 19, 2026 86% judged on-target in blind review

55Companies

5,121Contacts tracked

1,244Verified emails

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The 25 largest brokerage firms based in Boston, United States

Ranked by team size

Top 25 of 55 brokerage firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to brokerage firms: 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	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,010 contacts →
	Indirect 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 19, 2026
2	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
3	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
4	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	54 contacts →
	Indirect 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 19, 2026
5	Cantella	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “At Cantella, we're more than just a branch office.” Source: RevenueBase Database · checked Sep 19, 2026
6	Versailles Group, LTD	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 19, 2026
7	Shepherd Kaplan Krochuk, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	32 contacts →
	Indirect 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 19, 2026
8	Boston Brokerage Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	30 contacts →
	Strong evidence “Boston Brokerage Group is founded on a long tradition of client satisfaction, experience, and market knowledge.” Source: RevenueBase Database · checked Sep 19, 2026
9	Ghisallo Capital Management LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Ghisallo Capital Management LLC is a company based out of Boston, MA, United States.” Source: RevenueBase Database · checked Sep 19, 2026
10	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 19, 2026
11	Flagship Harbor Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	20 contacts →
	Indirect 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 19, 2026
12	saw.com	Strong evidence	Boston, United StatesHQ checked Sep 19, 2026	1-10	16 contacts →
	Strong evidence “Acquisitions Premium Brokerage Appraisals Total Portfolio Management - From inbound leads, marketplace management, pricing, negotiations, and transfers we can do it all for your…” Source: RevenueBase Database · checked Sep 19, 2026
13	Colchester Partners LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 19, 2026
14	Penobscot Investment Management Company, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 19, 2026
15	LPL Financial Holdings INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1,001-5,000	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Liquor License Advisor	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “Liquor License Advisor is a specialized brokerage firm designed to simplify one of the most complex aspects of business ownership: liquor licensing.” Source: RevenueBase Database · checked Sep 19, 2026
17	Clarendon Private	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 19, 2026
18	Timbuktu Capital Management, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
19	Raskin Planning Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Wealth is in the details.” Source: RevenueBase Database · checked Sep 19, 2026
20	NBW Capital LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
21	Capital Connect Brokered By EXP Commercial	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Capital Connect Brokered by eXp Commercial is a Business Brokerage and Commercial Real Estate firm specializing in Mergers and Acquisitions.” Source: RevenueBase Database · checked Sep 19, 2026
22	Archer BAY Capital	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Source: RevenueBase Database · checked Sep 19, 2026
23	Arthur W. Wood Company INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “For over 125 years, our firm has been continuously operating in Boston Our dedication to providing high quality financial services dates back to the turn of the 20th century in…” Source: RevenueBase Database · checked Sep 19, 2026
24	Charter Capital Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Investment management services” Source: RevenueBase Database · checked Sep 19, 2026
25	Collingwood Wealth Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	1 contacts →
	Indirect evidence “Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Source: RevenueBase Database · checked Sep 19, 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: brokerage firms. 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 brokerage firms.
Partial evidence: Its own public description names part of brokerage firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name brokerage firms. 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 55 brokerage firms based in Boston, United States

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Brokerage firms based in Boston, United States at a glance

As of Sep 19, 2026

24.3%Verified-email coverage

93.1Average contacts per company

1-10Median size (employees)

523.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 55 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 brokerage firms, 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 “brokerage firms”. 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 brokerage firms), 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 brokerage firms, 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, 1,244 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 19, 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.

Brokerage firms 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 brokerage firms, 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 brokerage firms are there based in Boston, United States?

RevenueBase identified 55 brokerage firms 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?

Loomis, Sayles & Company, headquartered in Boston, tops this list with the largest team on record.

Which city has the most brokerage firms?

New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).

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 1,244 verified decision-maker contacts tracked across these 55 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 19, 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.