Company lists · Data refreshed November 2026

Top 25 Concierge wealth services based in Boston, United States

Name: Concierge wealth services based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 149 companies tracked

RevenueBase identified 149 company matches for concierge wealth services associated with Boston, United States as of November 2026 and tracks 6,624 professional contacts across them, including 2,092 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Boston has 149.

This list covers company matches for concierge wealth services associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

149Companies

6,624Contacts tracked

2,092Verified emails

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The 25 largest concierge wealth services based in Boston, United States

Ranked by team size

Top 25 of 149 company matches for concierge wealth services based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	501-1,000	538 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	SCS	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	254 contacts →
	Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	189 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	CW Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	157 contacts →
	Exact match “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	108 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	73 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	73 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	53 contacts →
	Exact match “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Twinfocus	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	48 contacts →
	Exact match “TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Reynders, Mcveigh Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	40 contacts →
	Exact match “Too often, investors are handed portfolios labeled “sustainable” that barely live up to the name.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	36 contacts →
	Exact match “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Howland Capital	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	35 contacts →
	Exact match “Howland Capital is an independent registered investment adviser offering a tailored approach to managing wealth for individuals, families, foundations and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	TFC Financial Management, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Paul Mccoy Family Office Services	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “Located in the heart of Back Bay, Paul \| McCoy is an exclusive multi-family office.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	25 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	22 contacts →
	Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Aureus Asset Management	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	J.M. Forbes & Co. LLP	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “J.M.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “concierge wealth services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 149 concierge wealth services based in Boston, United States

See the full list, filter by size, metro and specialty, and access 2,092 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Boston, United States at a glance

As of Nov 6, 2026

31.6%Verified-email coverage

44.5Average contacts per company

1-10Median size (employees)

Nov 6, 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 149 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boston, United States whose business descriptions match “concierge wealth services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,092 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Concierge wealth services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Boston, United States?

RevenueBase identified 149 company matches for concierge wealth services associated with Boston, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Eaton Vance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Boston has 149.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,092 professional contacts with verified work emails tracked across these 149 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 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 SmartSearch, 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.