Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Boston, United States

Name: Goal-based investment 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 140 companies tracked

RevenueBase identified 140 goal-based investment advisors headquartered in Boston, United States as of September 2026 and tracks 89,757 professional contacts across them, including 48,395 with verified work emails. New York is the largest hub.

This list covers goal-based investment 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

140Companies

89,757Contacts tracked

48,395Verified emails

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The 25 largest goal-based investment advisors based in Boston, United States

Ranked by team size

Top 25 of 140 goal-based investment 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 goal-based investment 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	Fidelity Investments	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	10001+	80,843 contacts →
	Indirect evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 19, 2026
2	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	201-500	780 contacts →
	Partial evidence “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Source: RevenueBase Database · checked Sep 19, 2026
3	Eaton Vance	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	517 contacts →
	Indirect evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
4	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
5	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 19, 2026
6	CW Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	138 contacts →
	Strong evidence “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Source: RevenueBase Database · checked Sep 19, 2026
7	Loring, Wolcott & Coolidge Trust, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	100 contacts →
	Partial evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 19, 2026
8	Appleton Partners, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	65 contacts →
	Partial evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
9	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	63 contacts →
	Partial evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 19, 2026
10	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
11	Northwestern Mutual Boston	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	43 contacts →
	Partial evidence “For years, we've helped families and businesses across Boston reach their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
12	Keenan Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	36 contacts →
	Indirect evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 19, 2026
13	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	32 contacts →
	Partial evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 19, 2026
14	Woodstock Corporation	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “Woodstock Corporation is a privately-owned wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
15	Choate Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 19, 2026
16	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026
17	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong 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
18	Winthrop Wealth	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Our purpose is to help clients pursue a high level of personal fulfillment and happiness.” Source: RevenueBase Database · checked Sep 19, 2026
19	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 19, 2026
20	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
21	Single Point Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	17 contacts →
	Indirect evidence “Single Point Partners is a fee-only financial planning firm located in Boston, MA.” Source: RevenueBase Database · checked Sep 19, 2026
22	Omni Wealth Management, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Someone's sitting in the shade today because someone planted a tree a long time ago."-Warren Buffett We believe this summarizes the importance of financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
23	Claro Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
24	Birch Hill Investment Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
25	NDVR	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	15 contacts →
	Strong evidence “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” 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: goal-based investment 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 goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment 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 140 goal-based investment advisors based in Boston, United States

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Goal-based investment advisors based in Boston, United States at a glance

As of Sep 19, 2026

53.9%Verified-email coverage

641.1Average contacts per company

1-10Median size (employees)

304.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 140 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 goal-based investment 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 “goal-based investment 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 goal-based investment 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 goal-based investment 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, 48,395 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.

Goal-based investment 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 goal-based investment 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 goal-based investment advisors are there based in Boston, United States?

RevenueBase identified 140 goal-based investment 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?

Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.

Which city has the most goal-based investment advisors?

New York leads with 426 headquartered companies, followed by Atlanta (272) and Houston (262).

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 48,395 verified decision-maker contacts tracked across these 140 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.