Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Boston, United States

Name: Esop advisors 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 78 companies tracked

RevenueBase identified 78 esop advisors headquartered in Boston, United States as of September 2026 and tracks 957 professional contacts across them, including 456 with verified work emails. New York is the largest hub.

This list covers esop advisors 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

78Companies

957Contacts tracked

456Verified emails

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The 25 largest esop advisors based in Boston, United States

Ranked by team size

Top 25 of 78 esop advisors 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 esop advisors: 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	Capstone Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	276 contacts →
	Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 19, 2026
2	Progress Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	110 contacts →
	Partial evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 19, 2026
3	The Wagner LAW Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	60 contacts →
	Indirect evidence “The Wagner Law Group provides a practical approach and sophisticated legal solutions while offering the personalized attention of a boutique law firm.” Source: RevenueBase Database · checked Sep 19, 2026
4	Anchor Capital Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
5	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
6	Capital Advisors Group, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	42 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
7	Mayflower Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial 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 19, 2026
8	Flagship Harbor Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
9	BAY Colony Advisors	Partial evidence	Boston, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Source: RevenueBase Database · checked Sep 19, 2026
10	Colchester Partners LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial 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
11	Alpha Pension Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Alpha Pension Group is a retirement consulting firm.” Source: RevenueBase Database · checked Sep 19, 2026
12	Roundtable Strategy Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	13 contacts →
	Indirect evidence “We are seasoned professionals within the consulting field and former C-Suite executives who know what it takes to get the job done efficiently and on-time.” Source: RevenueBase Database · checked Sep 19, 2026
13	Sentry Hill Financial Advisors, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “At Sentry Hill, people are our primary focus.” Source: RevenueBase Database · checked Sep 19, 2026
14	JP Marvel Wealth Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “JP Marvel is an SEC-registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
15	Legacy Financial Group Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 19, 2026
16	Fiduciary Wealth Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.” Source: RevenueBase Database · checked Sep 19, 2026
17	Timbuktu Capital Management, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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
18	Consilium Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Founded in Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth…” Source: RevenueBase Database · checked Sep 19, 2026
19	Maselan & Jones, P.C	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
20	Spectrum Private Equity Services LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Spectrum Private Equity Services is an employee-owned boutique provider of fund administration, CFO advisory, and tax return preparation services to the private equity and venture…” Source: RevenueBase Database · checked Sep 19, 2026
21	AZL Capital Advisors, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Boutique M&A advisory and consulting firm” Source: RevenueBase Database · checked Sep 19, 2026
22	Clear Brook Advisors, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
23	Cafferty & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Cafferty & Company is an independent advisory firm focused on helping their clients secure optimal debt financing solutions structured to meet their unique requirements and…” Source: RevenueBase Database · checked Sep 19, 2026
24	Applied Equity	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Private investment partnership that invests in search funds and early-stage growth companies.” Source: RevenueBase Database · checked Sep 19, 2026
25	Vista WAY Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Vista Way Advisors was born out of a desire to provide clients financial clarity, transparency, and an enduring path to building and maintaining wealth.” 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 78 esop advisors based in Boston, United States

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Esop advisors based in Boston, United States at a glance

As of Sep 19, 2026

47.6%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

530.8%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 78 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 456 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in Boston, United States?

RevenueBase identified 78 esop advisors 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?

Capstone Partners, headquartered in Boston, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 456 verified decision-maker contacts tracked across these 78 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.