Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in Boston, United States

Name: Wealth transfer specialists based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 35 companies tracked

RevenueBase identified 35 wealth transfer specialists headquartered in Boston, United States as of September 2026 and tracks 1,061 professional contacts across them, including 698 with verified work emails. New York is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review

35Companies

1,061Contacts tracked

698Verified emails

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The 25 largest wealth transfer specialists based in Boston, United States

Ranked by team size

Top 25 of 35 wealth transfer specialists based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	SCS	Strong evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	243 contacts →
	Strong evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 22, 2026
2	Fiduciary Trust Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	174 contacts →
	Partial evidence “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Source: RevenueBase Database · checked Sep 22, 2026
3	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	140 contacts →
	Indirect evidence “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 22, 2026
4	Loring, Wolcott & Coolidge Trust, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	100 contacts →
	Partial 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 22, 2026
5	Welch & Forbes LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	58 contacts →
	Partial evidence “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Source: RevenueBase Database · checked Sep 22, 2026
6	Twinfocus	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	41 contacts →
	Indirect evidence “TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Source: RevenueBase Database · checked Sep 22, 2026
7	Financial Architects Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	38 contacts →
	Indirect evidence “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Source: RevenueBase Database · checked Sep 22, 2026
8	Keenan Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	36 contacts →
	Partial evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 22, 2026
9	Woodstock Corporation	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	32 contacts →
	Partial evidence “Woodstock Corporation is a privately-owned wealth management firm.” Source: RevenueBase Database · checked Sep 22, 2026
10	Choate Wealth	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	31 contacts →
	Indirect evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 22, 2026
11	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 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 22, 2026
12	The Colony Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	201-500	14 contacts →
	Partial evidence “The Colony Group is the smart choice for building, managing and preserving your wealth.” Source: RevenueBase Database · checked Sep 22, 2026
13	Catalyst Financial Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Indirect evidence “Sage advice.” Source: RevenueBase Database · checked Sep 22, 2026
14	Legacy Financial Group Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	9 contacts →
	Partial 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 22, 2026
15	RTS Private Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Partial evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 22, 2026
16	Ropes Wealth Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
17	Bove Langa Witherell & Soiffer P.C	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Indirect evidence “Our firm was established in Boston over thirty years ago.” Source: RevenueBase Database · checked Sep 22, 2026
18	Osbon Capital Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “Osbon Capital Management is an independent investment manager and family office services firm located in Boston.” Source: RevenueBase Database · checked Sep 22, 2026
19	Generation Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Partial evidence “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Source: RevenueBase Database · checked Sep 22, 2026
20	O.F.O. Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “O.F.O.” Source: RevenueBase Database · checked Sep 22, 2026
21	Broude & Hochberg, LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Source: RevenueBase Database · checked Sep 22, 2026
22	Rackilaw, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “We bring over a decade of dedicated estate planning experience and have worked with over 400 families in Massachusetts, with assets ranging from to Expertise matters.” Source: RevenueBase Database · checked Sep 22, 2026
23	Millett Rafferty Attorneys At LAW	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Tax, business, estate and real property attorneys providing planning, implementation, and compliance services to closely-held businesses and their owners, financially independent…” Source: RevenueBase Database · checked Sep 22, 2026
24	The Wartosky Group, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “At the Wartosky Group, clients come first.” Source: RevenueBase Database · checked Sep 22, 2026
25	Grant Gray, PC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Grant Gray, PC is primarily an estate planning and trust and estate administration law firm dedicated to a personally tailored client-focused system, collaboration with trusted…” Source: RevenueBase Database · checked Sep 22, 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: wealth transfer specialists. 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 wealth transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 35 wealth transfer specialists based in Boston, United States

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Wealth transfer specialists based in Boston, United States at a glance

As of Sep 22, 2026

65.8%Verified-email coverage

30.3Average contacts per company

11-50Median size (employees)

277.1%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 35 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 wealth transfer specialists, 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 “wealth transfer specialists”. 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 wealth transfer specialists), 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 wealth transfer specialists, 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, 698 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 22, 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.

Wealth transfer specialists 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 wealth transfer specialists, 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 wealth transfer specialists are there based in Boston, United States?

RevenueBase identified 35 wealth transfer specialists 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?

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

Which city has the most wealth transfer specialists?

New York leads with 97 headquartered companies, followed by San Diego (56) and Atlanta (54).

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 698 verified decision-maker contacts tracked across these 35 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 22, 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.