Company lists · Data refreshed September 2026

Top 25 Hybrid advisory firms based in Boston, United States

Name: Hybrid advisory firms 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 117 companies tracked

RevenueBase identified 117 hybrid advisory firms headquartered in Boston, United States as of September 2026 and tracks 2,774 professional contacts across them, including 1,046 with verified work emails. New York is the largest hub.

This list covers hybrid advisory 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 20, 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 20, 2026 86% judged on-target in blind review

117Companies

2,774Contacts tracked

1,046Verified emails

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The 25 largest hybrid advisory firms based in Boston, United States

Ranked by team size

Top 25 of 117 hybrid advisory firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
2	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
3	Loring, Wolcott & Coolidge Trust, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Indirect 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 20, 2026
4	Appleton Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	65 contacts →
	Indirect 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 20, 2026
5	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
6	Welch & Forbes LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	58 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 20, 2026
7	Versailles Group, LTD	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 20, 2026
8	Northwestern Mutual Boston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	43 contacts →
	Indirect evidence “For years, we've helped families and businesses across Boston reach their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
9	Keenan Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
10	Shepherd Kaplan Krochuk, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	32 contacts →
	Indirect 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 20, 2026
11	Woodstock Corporation	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “Woodstock Corporation is a privately-owned wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
12	Choate Wealth	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	31 contacts →
	Indirect 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 20, 2026
13	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
14	Mayflower Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Partial 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 20, 2026
15	Winthrop Wealth	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
16	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 20, 2026
17	Omni Wealth Management, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
18	Claro Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
19	Birch Hill Investment Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
20	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	15 contacts →
	Partial 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 20, 2026
21	The Colony Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	14 contacts →
	Indirect evidence “The Colony Group is the smart choice for building, managing and preserving your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
22	Penobscot Investment Management Company, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
23	Moody, Lynn, Lieberson & Walker, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026
24	Cross Coastal Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “Welcome to Cross Coastal Advisors How well are you managing your finances?” Source: RevenueBase Database · checked Sep 20, 2026
25	Hoopoe Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Source: RevenueBase Database · checked Sep 20, 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: hybrid advisory firms. 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 hybrid advisory firms.
Partial evidence: Its own public description names part of hybrid advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory firms. 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 117 hybrid advisory firms based in Boston, United States

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Hybrid advisory firms based in Boston, United States at a glance

As of Sep 20, 2026

37.7%Verified-email coverage

23.7Average contacts per company

1-10Median size (employees)

317.9%Largest-city concentration · New York

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 117 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 hybrid advisory 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 “hybrid advisory 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 hybrid advisory 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 hybrid advisory 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, 1,046 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 20, 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.

Hybrid advisory firms 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 hybrid advisory 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 hybrid advisory firms are there based in Boston, United States?

RevenueBase identified 117 hybrid advisory 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?

Baystate Financial, headquartered in Boston, tops this list with the largest team on record.

Which city has the most hybrid advisory firms?

New York leads with 372 headquartered companies, followed by Atlanta (216) and Houston (206).

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 1,046 verified decision-maker contacts tracked across these 117 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 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 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.