Company lists · Data refreshed September 2026

Top 22 High net worth recruiting firms based in Boston, United States

RevenueBase identified 34 high net worth recruiting firms headquartered in Boston, United States as of September 2026 and tracks 921 professional contacts across them, including 532 with verified work emails. Across the United States, New York is the largest hub for this category (140 companies); Boston has 34.

This list covers high net worth recruiting firms 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 28, 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 28, 2026 86% judged on-target in blind review
34Companies
921Contacts tracked
532Verified emails
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The 22 largest high net worth recruiting firms based in Boston, United States

Ranked by team size
Top 22 of 34 high net worth recruiting firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to high net worth recruiting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,000278 contacts →

Indirect evidence

“Cambridge Trust has merged with Eastern Bank.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200174 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200138 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 28, 2026
4Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-20058 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5041 contacts →

Strong evidence

“TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5036 contacts →

Strong 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 28, 2026
7Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5032 contacts →

Indirect evidence

“Woodstock Corporation is a privately-owned wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 2026201-50014 contacts →

Indirect evidence

“The Colony Group is the smart choice for building, managing and preserving your wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“We dedicate ourselves to wealth management for individuals, their families and endowments.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Clarendon Private is a Boston-based investment and wealth management company.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-107 contacts →

Strong evidence

“In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“What does “financial independence” mean to you?”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At the Wartosky Group, clients come first.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“High Pines Wealth Management LLC, an independent registered investment advisor, specializing in advising and supporting high net worth clients.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Encore Investment Advisors (EIA) is a boutique independent wealth management firm launched in 2021.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Engaging and Advancing Bank Talent Who we are: A dedicated team of career bankers and search professionals with deep industry knowledge, an unmatched local network of banking…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“ADVANTAGE SEARCH GROUP, INC, located in Boston, MA, is a boutique search firm that provides specialized recruitment solutions to the Financial Services Industry primarily in the…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 34 high net worth recruiting firms based in Boston, United States

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High net worth recruiting firms based in Boston, United States at a glance

As of Sep 28, 2026
57.8%Verified-email coverage
27.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
9
51-200
3
201-500
1
1,001-5,000
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 34 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 high net worth recruiting firms, 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 “high net worth recruiting firms”. 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 high net worth recruiting firms), 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 high net worth recruiting firms, 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, 532 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 28, 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.

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 high net worth recruiting firms, 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 high net worth recruiting firms are there based in Boston, United States?

RevenueBase identified 34 high net worth recruiting firms 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?

Cambridge Trust, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most high net worth recruiting firms?

New York leads the United States with 140 headquartered companies, followed by Atlanta (48) and Houston (48). Boston has 34.

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 532 verified decision-maker contacts tracked across these 34 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 28, 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.