Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Boston, United States

Name: Investment advisory law 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 28, 2026 74 companies tracked

RevenueBase identified 74 investment advisory law firms headquartered in Boston, United States as of September 2026 and tracks 1,412 professional contacts across them, including 780 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Boston has 74.

This list covers investment advisory law 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

74Companies

1,412Contacts tracked

780Verified emails

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The 25 largest investment advisory law firms based in Boston, United States

Ranked by team size

Top 25 of 74 investment advisory law 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 investment advisory law 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 28, 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 28, 2026
2	CW Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
3	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
4	Anchor Capital Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
5	Versailles Group, LTD	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Partial 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 28, 2026
6	Capital Advisors Group, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
7	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
8	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
9	Mayflower Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
10	TFC Financial Management, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Source: RevenueBase Database · checked Sep 28, 2026
11	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 28, 2026
12	Flagship Harbor Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
13	BAY Colony Advisors	Strong evidence	Boston, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Source: RevenueBase Database · checked Sep 28, 2026
14	Birch Hill Investment Advisors LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
15	NDVR	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
16	The Colony Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
17	Aureus Asset Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026
18	Hoopoe Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
19	Boston Financial Management, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 28, 2026
20	Catalyst Financial Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Sage advice.” Source: RevenueBase Database · checked Sep 28, 2026
21	Purefi Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Source: RevenueBase Database · checked Sep 28, 2026
22	Sentry Hill Financial Advisors, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “At Sentry Hill, people are our primary focus.” Source: RevenueBase Database · checked Sep 28, 2026
23	JP Marvel Wealth Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “JP Marvel is an SEC-registered investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	Legacy Financial Group Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	9 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
25	Clarendon Private	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 28, 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: investment advisory law 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 investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law 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 74 investment advisory law firms based in Boston, United States

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Investment advisory law firms based in Boston, United States at a glance

As of Sep 28, 2026

55.2%Verified-email coverage

19.1Average contacts per company

1-10Median size (employees)

Sep 28, 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 74 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 investment advisory law 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 “investment advisory law 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 investment advisory law 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 investment advisory law 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, 780 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.

Investment advisory law 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 investment advisory law 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 investment advisory law firms are there based in Boston, United States?

RevenueBase identified 74 investment advisory law 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 in the United States has the most investment advisory law firms?

New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Boston has 74.

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 780 verified decision-maker contacts tracked across these 74 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.