Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 66 companies tracked

RevenueBase identified 66 company matches for financial services consultants associated with Boston, United States as of September 2026 and tracks 1,026 professional contacts across them, including 388 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Boston has 66.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

66Companies

1,026Contacts tracked

388Verified emails

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The 25 largest financial services consultants based in Boston, United States

Ranked by team size

Top 25 of 66 company matches for financial services consultants based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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 16, 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 16, 2026 · View company records in RevenueBase
2	Northwestern Mutual Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	43 contacts →
	Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Floyd Advisory LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	42 contacts →
	Exact match “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Cross Coastal Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Barrington Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Since 1995 Barrington Partners has specialized in providing strategy level consulting to the financial services and management industry on a global basis.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	Monument Financial Group Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Timbuktu Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
11	Raskin Planning Group	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	Bush & Company	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Arthur W. Wood Company INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 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 · Sep 16, 2026 · View company records in RevenueBase
15	Denice Sakakeeny & Associates LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 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 · Sep 16, 2026 · View company records in RevenueBase
16	DCS Financial Consulting	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Financial advisory provided by a seasoned professional with over 25 years of experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	BT Capital Group	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “BT Capital Group is a boutique, full-service Investment Bank and Consulting firm based in Boston, MA and Los Angeles, CA.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Apercu Advisors LLC	Exact match	Boston, United StatesHQ recorded Sep 16, 2026	1-10	3 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 · Sep 16, 2026 · View company records in RevenueBase
19	Nicholas A. Papakyrikos CPA PC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “We are the GPS to your Business Success!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Charter Capital Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Investment management services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	JGM Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At JGM Advisors, we have been in your shoes as owners and we can answer yes to all the questions above.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Racca Associates, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Racca Associates offers practical and proven business advisory and consulting services across a broad spectrum of disciplines.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	P2 Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “P2 Advisors LLC is a mission-driven consulting firm helping clients maximize purpose and profit by providing strategic, financial, and investment advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Kastel Capital Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Money is personal.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Collingwood Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Recorded in the RevenueBase company graph · Sep 16, 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 “financial services consultants”. 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 66 financial services consultants based in Boston, United States

See the full list, filter by size, metro and specialty, and access 388 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Boston, United States at a glance

As of Sep 16, 2026

37.8%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 66 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 services consultants” 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 388 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Boston, United States?

RevenueBase identified 66 company matches for financial services consultants 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Boston has 66.

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 388 professional contacts with verified work emails tracked across these 66 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 16, 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.