Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Boston, United States

Name: Investment advisory platforms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 57 companies tracked

RevenueBase identified 57 investment advisory platforms headquartered in Boston, United States as of September 2026 and tracks 14,374 professional contacts across them, including 7,875 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

57Companies

14,374Contacts tracked

7,875Verified emails

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The 25 largest investment advisory platforms based in Boston, United States

Ranked by team size

Top 25 of 57 investment advisory platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	FintrxStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	51-200	162
	“FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: company website · checked Sep 4, 2026
2	OriginPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	51-200	121
	“Origin is your personal AI financial advisor.” Source: company website · checked Sep 4, 2026
3	Crestwood AdvisorsPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	51-200	63
	“Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: company website · checked Sep 4, 2026
4	Anchor Capital Advisors LLCPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	54
	“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: company website · checked Sep 4, 2026
5	SmartleafIndirect evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	51
	“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: company website · checked Sep 4, 2026
6	CircleblackPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	34
	“CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: company website · checked Sep 4, 2026
7	TFC Financial Management, INCStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	26
	“TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Source: company website · checked Sep 4, 2026
8	WillowStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	24
	“Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Source: company website · checked Sep 4, 2026
9	Winslow, Evans & Crocker, INCIndirect evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	51-200	24
	“Experience.” Source: company website · checked Sep 4, 2026
10	Claro AdvisorsStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	16
	“Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Source: company website · checked Sep 4, 2026
11	BAY Colony AdvisorsStrong evidence	Boston, United StatesHQ checked Sep 4, 2026	11-50	16
	“Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Source: company website · checked Sep 4, 2026
12	Birch Hill Investment Advisors LLCPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	15
	“Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Source: company website · checked Sep 4, 2026
13	Penobscot Investment Management Company, INCPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	14
	“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: company website · checked Sep 4, 2026
14	Blueleaf WealthStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	11
	“Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: company website · checked Sep 4, 2026
15	JP Marvel Wealth ManagementStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	9
	“JP Marvel is an SEC-registered investment advisory firm.” Source: company website · checked Sep 4, 2026
16	Cap8Strong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	8
	“Software platform for building and managing ETF-based investment portfolios.” Source: company website · checked Sep 4, 2026
17	Windhaven Investment Management, INCStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	11-50	8
	“Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.” Source: company website · checked Sep 4, 2026
18	Great Point Wealth Advisors, LLCStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	6
	“Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Source: company website · checked Sep 4, 2026
19	Nebo WealthPartial evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Nebo Wealth is an award-winning, open-architecture asset management platform, setting a new standard in goals-based wealth management.” Source: company website · checked Sep 4, 2026
20	Fleetstar FinancialStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	4
	“FleetStar Financial is a brand name under which the following affiliated companies operate: FleetStar Advisors, LLC, a multi-state registered investment adviser offering…” Source: company website · checked Sep 4, 2026
21	EntrustodyIndirect evidence	Boston, United StatesHQ checked Sep 4, 2026	11-50	4
	“Entrustody represents freedom.” Source: company website · checked Sep 4, 2026
22	TruviusStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Truvius is an SEC-registered investment advisor for investors seeking systematic, actively managed, broad-based exposure to digital assets.” Source: company website · checked Sep 4, 2026
23	HeightzeroStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	4
	“HeightZero is a technology platform in the RIA world that enables institutional investment firms and independent RIAs to efficiently add market-leading digital assets (Bitcoin…” Source: company website · checked Sep 4, 2026
24	Mayport Wealth ManagementStrong evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Mayport Wealth Management is a Boston-based Registered Investment Advisor.” Source: company website · checked Sep 4, 2026
25	Archer BAY CapitalIndirect evidence	Boston, MA, United StatesHQ checked Sep 4, 2026	1-10	3
	“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…” Source: company website · checked Sep 4, 2026

Showing 25 of 57 investment advisory platforms based in Boston, United States

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Investment advisory platforms based in Boston, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 57 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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 7,875 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 4, 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 platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Boston, United States?

RevenueBase identified 57 investment advisory platforms 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?

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

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 7,875 verified decision-maker contacts tracked across these 57 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 4, 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.