Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Boston, United States

Name: Retirement planning companies based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 79 companies tracked

RevenueBase identified 79 retirement planning companies headquartered in Boston, United States as of September 2026 and tracks 2,198 professional contacts across them, including 767 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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 19, 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 19, 2026 86% judged on-target in blind review

79Companies

2,198Contacts tracked

767Verified emails

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The 25 largest retirement planning companies based in Boston, United States

Ranked by team size

Top 25 of 79 retirement planning companies based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: 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 19, 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 19, 2026
2	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 19, 2026
3	Loring, Wolcott & Coolidge Trust, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	100 contacts →
	Indirect evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 19, 2026
4	Crestwood Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	63 contacts →
	Indirect 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 19, 2026
5	Northwestern Mutual Boston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	43 contacts →
	Indirect evidence “For years, we've helped families and businesses across Boston reach their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
6	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
7	Mayflower Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial 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 19, 2026
8	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 19, 2026
9	Omni Wealth Management, Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
10	Blueprint Income	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Blueprint Income is building a better way to save and plan for retirement, we are your one stop shop for all good things annuity.” Source: RevenueBase Database · checked Sep 19, 2026
11	Penobscot Investment Management Company, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 19, 2026
12	Alpha Pension Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Alpha Pension Group is a retirement consulting firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Moody, Lynn, Lieberson & Walker, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
14	Cross Coastal Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Welcome to Cross Coastal Advisors How well are you managing your finances?” Source: RevenueBase Database · checked Sep 19, 2026
15	Hoopoe Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
16	Boston Financial Management, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 19, 2026
17	Catalyst Financial Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Sage advice.” Source: RevenueBase Database · checked Sep 19, 2026
18	Wealth Effects	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong 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 19, 2026
19	Northeast Investment Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Wealth is so much more than an account balance or portfolio pie chart.” Source: RevenueBase Database · checked Sep 19, 2026
20	Purefi Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial 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 19, 2026
21	Sentry Hill Financial Advisors, Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “At Sentry Hill, people are our primary focus.” Source: RevenueBase Database · checked Sep 19, 2026
22	Legacy Financial Group Northwestern Mutual	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 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 19, 2026
23	Clarendon Private	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 19, 2026
24	Monument Financial Group Boston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Helping Create Your Financial Plan.” Source: RevenueBase Database · checked Sep 19, 2026
25	Ropes Wealth Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 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: retirement planning companies. 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 retirement planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. 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 79 retirement planning companies based in Boston, United States

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Retirement planning companies based in Boston, United States at a glance

As of Sep 19, 2026

34.9%Verified-email coverage

27.8Average contacts per company

11-50Median size (employees)

306.3%Largest-city concentration · New York

Sep 19, 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 79 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 767 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 19, 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.

Retirement planning companies 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 retirement planning companies, 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 retirement planning companies are there based in Boston, United States?

RevenueBase identified 79 retirement planning companies 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 retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 767 verified decision-maker contacts tracked across these 79 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 19, 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.