Company lists · Data refreshed October 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 Oct 1, 2026 62 companies tracked

RevenueBase identified 62 company matches for investment advisory platforms associated with Boston, United States as of October 2026 and tracks 1,017 professional contacts across them, including 463 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Boston has 62.

This list covers company matches for investment advisory platforms associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

62Companies

1,017Contacts tracked

463Verified emails

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

Ranked by team size

Top 25 of 62 company matches for investment advisory platforms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Fintrx	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	159 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Origin	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	123 contacts →
	Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	55ip	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	102 contacts →
	Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	63 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Anchor Capital Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	54 contacts →
	Exact match “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Smartleaf	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	50 contacts →
	Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Circleblack	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	TFC Financial Management, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “TFC Financial Management, Inc, founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Willow	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1-10	25 contacts →
	Exact match “Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Adaptive Investment Solutions, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	20 contacts →
	Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Claro Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	BAY Colony Advisors	Exact match	Boston, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Birch Hill Investment Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “Birch Hill manages investments and provides wealth management services for individuals, families, trusts and institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	NDVR	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	15 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	LPL Financial Holdings INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Blueleaf Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Purefi Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	JP Marvel Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “JP Marvel is an SEC-registered investment advisory firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Cap8	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Software platform for building and managing ETF-based investment portfolios.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Windhaven Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Great Point Wealth Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Nebo Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment advisory platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 62 investment advisory platforms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 463 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

45.5%Verified-email coverage

16.4Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 62 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Boston, United States whose business descriptions match “investment advisory platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 463 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment advisory platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 62 company matches for investment advisory platforms associated with Boston, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Fintrx tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Boston has 62.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 463 professional contacts with verified work emails tracked across these 62 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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.