Company lists · Data refreshed October 2026

Top 25 Financial advisory firms for manufacturers based in Boston, United States

RevenueBase identified 58 company matches for financial advisory firms for manufacturers associated with Boston, United States as of October 2026 and tracks 1,480 professional contacts across them, including 529 with verified work emails. Across the United States, New York is the largest hub for this category (231 companies); Boston has 58.

This list covers company matches for financial advisory firms for manufacturers 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 October 12, 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 Oct 12, 2026 How this list was built
58Companies
1,480Contacts tracked
529Verified emails
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The 25 largest financial advisory firms for manufacturers based in Boston, United States

Ranked by team size
Top 25 of 58 company matches for financial advisory firms for manufacturers based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBoston, MA, United StatesHQ recorded Oct 12, 2026501-1,000504 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 · Oct 12, 2026 · View company records in RevenueBase
2Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-200217 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 · Oct 12, 2026 · View company records in RevenueBase
3Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5054 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 · Oct 12, 2026 · View company records in RevenueBase
4Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-20032 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 · Oct 12, 2026 · View company records in RevenueBase
5Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-20024 contacts →

Exact match

“Experience.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5021 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 · Oct 12, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5012 contacts →

Exact match

“Sage advice.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5011 contacts →

Exact match

“Wealth is so much more than an account balance or portfolio pie chart.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5010 contacts →

Exact match

“At Sentry Hill, people are our primary focus.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-1010 contacts →

Exact match

“Helping Create Your Financial Plan.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-509 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 · Oct 12, 2026 · View company records in RevenueBase
12Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-108 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 · Oct 12, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-506 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-506 contacts →

Exact match

“At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-106 contacts →

Exact match

“Wealth is in the details.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-105 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 · Oct 12, 2026 · View company records in RevenueBase
17Exact matchBoston, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“Business Transfers & Strategies provides services to individuals seeking to buy a small or mid-sized business and to companies seeking to expand through acquisition.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“MAKE EVERY STROKE COUNT.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchBoston, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“We are a full service wealth management firm helping small business owner maximize their company’s value.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Financial advisory provided by a seasoned professional with over 25 years of experience.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“I believe that understanding the story behind a business is just as important as the numbers it produces.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-102 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 · Oct 12, 2026 · View company records in RevenueBase
24Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-502 contacts →

Exact match

“We are the GPS to your Business Success!”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Green Sail Capital Partners is a leading M&A Advisory firm serving RIAs and broker-dealers.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 58 financial advisory firms for manufacturers based in Boston, United States

See the full list, filter by size, metro and specialty, and access 529 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory firms for manufacturers based in Boston, United States at a glance

As of Oct 12, 2026
35.7%Verified-email coverage
25.5Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
17
51-200
5
201-500
2
501-1,000
1

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 58 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 “financial advisory firms for manufacturers” 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 529 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 October 12, 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.

Financial advisory firms for manufacturers 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 “financial advisory firms for manufacturers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory firms for manufacturers are there based in Boston, United States?

RevenueBase identified 58 company matches for financial advisory firms for manufacturers associated with Boston, United States as of October 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 financial advisory firms for manufacturers?

New York leads the United States with 231 company records, followed by Houston (141) and Atlanta (131). Boston has 58.

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 529 professional contacts with verified work emails tracked across these 58 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 October 12, 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.