Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Boston, United States

Name: Personal finance consultants 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 53 companies tracked

RevenueBase identified 53 personal finance consultants headquartered in Boston, United States as of September 2026 and tracks 1,200 professional contacts across them, including 380 with verified work emails. New York is the largest hub.

This list covers personal finance consultants 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

53Companies

1,200Contacts tracked

380Verified emails

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

Ranked by team size

Top 25 of 53 personal finance consultants 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 personal finance consultants: 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	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	506 contacts →
	Partial 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	Northwestern Mutual Boston	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	43 contacts →
	Partial evidence “For years, we've helped families and businesses across Boston reach their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
3	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
4	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
5	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
6	Hoopoe Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Strong 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
7	Wealth Effects	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Source: RevenueBase Database · checked Sep 20, 2026
8	Legacy Financial Group Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
9	Clarendon Private	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 20, 2026
10	Monument Financial Group Boston	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Helping Create Your Financial Plan.” Source: RevenueBase Database · checked Sep 20, 2026
11	Marathon Financial Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
12	Timbuktu Capital Management, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Partial evidence “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
13	Raskin Planning Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Wealth is in the details.” Source: RevenueBase Database · checked Sep 20, 2026
14	Compass Planning Associates INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Fully Online, Deeply Human, True Fee-Only Financial Planning We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their…” Source: RevenueBase Database · checked Sep 20, 2026
15	NBW Capital LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
16	Bolvin Wealth Management Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
17	Power 10 Advisory Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “MAKE EVERY STROKE COUNT.” Source: RevenueBase Database · checked Sep 20, 2026
18	Vista WAY Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Vista Way Advisors was born out of a desire to provide clients financial clarity, transparency, and an enduring path to building and maintaining wealth.” Source: RevenueBase Database · checked Sep 20, 2026
19	Beyond Your Hammock	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Beyond Your Hammock specializes in providing financial planning and investment management for professionals in their 30s and 40s.” Source: RevenueBase Database · checked Sep 20, 2026
20	Archer BAY Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 20, 2026
21	Bush & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” Source: RevenueBase Database · checked Sep 20, 2026
22	Arthur W. Wood Company INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “For over 125 years, our firm has been continuously operating in Boston Our dedication to providing high quality financial services dates back to the turn of the 20th century in…” Source: RevenueBase Database · checked Sep 20, 2026
23	Nicholas A. Papakyrikos CPA PC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “We are the GPS to your Business Success!” Source: RevenueBase Database · checked Sep 20, 2026
24	Brock Hill Wealth Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Brock Hill Wealth Management is a boutique financial planning practice providing objective strategic advice.” Source: RevenueBase Database · checked Sep 20, 2026
25	Kastel Capital Advisors, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Money is personal.” 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: personal finance consultants. 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 personal finance consultants.
Partial evidence: Its own public description names part of personal finance consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance consultants. 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 53 personal finance consultants based in Boston, United States

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

As of Sep 20, 2026

31.7%Verified-email coverage

22.6Average contacts per company

1-10Median size (employees)

339.6%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

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 53 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 personal finance consultants, 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 “personal finance consultants”. 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 personal finance consultants), 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 personal finance consultants, 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, 380 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.

Personal finance consultants 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 personal finance consultants, 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 personal finance consultants are there based in Boston, United States?

RevenueBase identified 53 personal finance consultants 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 personal finance consultants?

New York leads with 180 headquartered companies, followed by Atlanta (129) and Houston (122).

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 380 verified decision-maker contacts tracked across these 53 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.