Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Boston, United States

Name: Personal finance advisors 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 64 companies tracked

RevenueBase identified 64 company matches for personal finance advisors associated with Boston, United States as of September 2026 and tracks 1,488 professional contacts across them, including 546 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Boston has 64.

This list covers company matches for personal finance advisors 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 September 20, 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 Sep 20, 2026 How this list was built

64Companies

1,488Contacts tracked

546Verified emails

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The 25 largest personal finance advisors based in Boston, United States

Ranked by team size

Top 25 of 64 company matches for personal finance advisors based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Northwestern Mutual Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	43 contacts →
	Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Omni Wealth Management, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
8	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Cross Coastal Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Welcome to Cross Coastal Advisors How well are you managing your finances?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Wealth Effects	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Monument Financial Group Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Ropes Wealth Advisors LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Marathon Financial Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Timbuktu Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Great Point Wealth Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
19	Raskin Planning Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	NBW Capital LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Bolvin Wealth Management Group	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Power 10 Advisory Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “MAKE EVERY STROKE COUNT.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Vista WAY Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Vista Way Advisors was born out of a desire to provide clients financial clarity, transparency, and an enduring path to building and maintaining wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Avail Investment Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance advisors”. 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 64 personal finance advisors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 546 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance advisors based in Boston, United States at a glance

As of Sep 20, 2026

36.7%Verified-email coverage

23.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 64 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 “personal finance advisors” 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 546 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 September 20, 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.

Personal finance advisors 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 “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Boston, United States?

RevenueBase identified 64 company matches for personal finance advisors associated with Boston, United States as of September 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?

Baystate Financial 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 personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148). Boston has 64.

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 546 professional contacts with verified work emails tracked across these 64 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 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 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.