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 20, 2026 78 companies tracked

RevenueBase identified 78 company matches for esop advisors associated with Boston, United States as of September 2026 and tracks 957 professional contacts across them, including 456 with verified work emails. Across the United States, New York is the largest hub for this category (414 companies); Boston has 78.

This list covers company matches for esop advisors 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 September 20, 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 Sep 20, 2026 How this list was built

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 company matches for esop advisors based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Capstone Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	276 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Progress Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	110 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	The Wagner LAW Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	60 contacts →
	Exact match “The Wagner Law Group provides a practical approach and sophisticated legal solutions while offering the personalized attention of a boutique law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	54 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 · Sep 20, 2026 · View company records in RevenueBase
5	Versailles Group, LTD	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	49 contacts →
	Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Capital Advisors Group, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Mayflower Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	20 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 · Sep 20, 2026 · View company records in RevenueBase
9	BAY Colony Advisors	Exact match	Boston, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Colchester Partners LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Alpha Pension Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Alpha Pension Group is a retirement consulting firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Roundtable Strategy Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	JP Marvel Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “JP Marvel is an SEC-registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Fiduciary Wealth Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Timbuktu Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Consilium Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Maselan & Jones, P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Spectrum Private Equity Services LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	AZL Capital Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Boutique M&A advisory and consulting firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Clear Brook Advisors, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Cafferty & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Cafferty & Company is an independent advisory firm focused on helping their clients secure optimal debt financing solutions structured to meet their unique requirements and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Applied Equity	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Private investment partnership that invests in search funds and early-stage growth companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Vista WAY Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Vista Way Advisors was born out of a desire to provide clients financial clarity, transparency, and an enduring path to building and maintaining wealth.” Recorded in the RevenueBase company graph · Sep 20, 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 “esop advisors”. 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 78 esop advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 456 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Esop advisors based in Boston, United States at a glance

As of Sep 20, 2026

47.6%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

Sep 20, 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

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 “esop advisors” 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 456 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 September 20, 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.

Esop advisors 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 “esop advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many esop advisors are there based in Boston, United States?

RevenueBase identified 78 company matches for esop advisors associated with Boston, United States as of September 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?

Capstone Partners 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 esop advisors?

New York leads the United States with 414 company records, followed by Chicago (158) and Atlanta (154). Boston has 78.

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 456 professional contacts with verified work emails tracked across these 78 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 September 20, 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.