Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in Boston, United States

Name: Fiduciary services companies 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 39 companies tracked

RevenueBase identified 39 company matches for fiduciary services companies associated with Boston, United States as of September 2026 and tracks 1,358 professional contacts across them, including 663 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Boston has 39.

This list covers company matches for fiduciary services companies 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

39Companies

1,358Contacts tracked

663Verified emails

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The 24 largest fiduciary services companies based in Boston, United States

Ranked by team size

Top 24 of 39 company matches for fiduciary services companies 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	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	174 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 · Sep 20, 2026 · View company records in RevenueBase
4	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
5	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Icapital, LLC	Exact match	Boston, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “iCapital is a fiduciary consultant providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	J.M. Forbes & Co. LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “J.M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	201-500	14 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Highland Peak Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Highland Peak Wealth is a fee-only, independent financial advisory firm catered to High Net Worth Individuals, Families, and Institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	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
14	Hall & Diana LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	NBW Capital LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Bove Langa Witherell & Soiffer P.C	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our firm was established in Boston over thirty years ago.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Timber Creek Capital Management	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Timber Creek is an owner managed boutique investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Fleetstar Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “FleetStar Financial is a brand name under which the following affiliated companies operate: FleetStar Advisors, LLC, a multi-state registered investment adviser offering…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	O.F.O. Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “O.F.O.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Broude & Hochberg, LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Boston Portfolio Advisers, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Boston Portfolio Advisers, LLC is an independently-owned, fee-only wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Grant Gray, PC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Grant Gray, PC is primarily an estate planning and trust and estate administration law firm dedicated to a personally tailored client-focused system, collaboration with trusted…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Deep Creek Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Deep Creek Advisors is a full-service wealth, planning, and investment management firm specializing in high-touch care in protecting and leveraging assets for professionals…” 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 “fiduciary services companies”. 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 24 of 39 fiduciary services companies based in Boston, United States

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Fiduciary services companies based in Boston, United States at a glance

As of Sep 20, 2026

48.8%Verified-email coverage

34.8Average contacts per company

1-10Median size (employees)

Sep 20, 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 39 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 “fiduciary services companies” 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 663 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Boston, United States?

RevenueBase identified 39 company matches for fiduciary services companies 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?

Baystate Financial 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Boston has 39.

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 663 professional contacts with verified work emails tracked across these 39 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.