Top Investment Management Firms In Boston


Get The Best Financial Advisor In Boston

Top Wealth Management Firms & Advisors – Official Rankings –

Your financial future is important not just for yourself, but your loved ones as well. Choose wisely. Interview several candidates and choose the advisor who you think meets your financial needs best. Make sure each financial advisor can answer your questions well and can get on board with your future goals.


We pored through all SEC-registered advisory firms with offices in Boston to determine the top financial advisors in Boston. We winnowed the list by only including advisors that are registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. We gave weight to companies that offer both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and over $50 million in assets under management.

Loring Wolcott & Coolidge Fiduciary Advisors Llp: The Sustainability Group

Loring, Wolcott & Coolidge Fiduciary Advisors’ Sustainability Group is dedicated to investing for social and environmental progress. The Sustainability Group was founded more than 25 years ago by Amy Domini, a nationally recognized leader in the field of socially responsible investing who continues lead the group.

The group fuses sustainability issues with fundamental analysis and a consideration of individual client’s goals, needs and priorities. Its approach is three-part:

  • Portfolio selection: Portfolios are managed on a standalone basis and are structured around sustainability themes, like socially responsible companies or sustainable technology.
  • : LWC uses its standing as shareholders to hold companies accountable and to push them to do the right thing.
  • Community development investing: The Sustainability Group’s clients have almost $50 million invested credit unions, loan funds, community banks and international microfinance institutions, all of which are investments that LWC believes can drive positive change by providing access to capital.

What Is A Fee

A fee-only financial advisor is a financial planner or advisor with a fiduciary duty to act in their clients best interests. Fee-only financial advisors do not accept compensation or commission based on sales, but instead collect a fee through providing comprehensive financial consultation and advice. Our fee-only financial advisors in Boston want to help you achieve your life goals.

Fiduciary Financial Advisors

As a fiduciary wealth management firm, Modera is required to provide objective advice and a commitment to the highest level of ethics. Our Boston financial advisors all have a fiduciary duty to their clients, and thus are obligated to work in their clients best interest and give financial advice that is best for their unique situations. Our Boston fiduciary financial advisors always put our clients best interests over their own providing all the facts and acting in good faith for every piece of financial and investment advice we offer.

Independently Owned Wealth Management Firm in Boston

Modera, an independent registered investment adviser, was founded in 1983 as a fee only wealth management firm and remains firmly committed to that philosophy to this day. We strive to provide all our clients with transparent, clear, and individualized financial advice that will not only help them grow their wealth, but enjoy the wealth they have now to live the life they want.

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Global Asset Management Industry Outlook

The top 10 investment companies in the world are rising at an exceptional pace in an industry witnessing consistent annual growth. What is investment management? Investment management is the professional asset management of various securities typically shares, bonds, and other securities and other assets, such as real estate to meet specified investment goals for the benefit of the investors. How much is the investment management industry worth? The volume of investable assets is set to increase from around $64 trillion today to $102 trillion by 2022, a compound growth rate of nearly 6%. The top investment companies are BlackRock, The Vanguard Group, and Charles Schwab Corporation.

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State Street Global Advisors

These are the Top Asset Management Companies in Boston (2021)  Daily ...
Key Services
Monday to Friday: 11AM6:30PMSaturday & Sunday: 126PM

The firm was founded in 1973 and has over 40 years of experience.

It currently manages $3.47 trillion in assets and provides asset management services for institutions, corporations, governments, and high-net-worth individuals around the world.

The world’s first ETFs were created by the State Street Global Advisors. As a result, you can trust their years of expertise in trading ETFs.

Global access is provided by State Street Global Advisors. You may trade for international investments at any time of day without worrying about stock market closures or office closures, thanks to the firm’s Global Trading Capability.

The firm’s partners include the world’s largest asset managers, banks, and credit unions. It focuses on ETFs, with a particular emphasis on large-cap growth stocks.

Key Differentiators

Monday to Friday: 9AM6PM

Bordier has multilingual qualified and experienced relationship managers who regularly go to Europe and Asia, so you won’t have to worry about language barriers if you’re a foreign company in Singapore.

Bordier has a number of advantages, including storing safes and precious metals. Other asset management companies do not generally offer this service.

Unlike several of their competitors who offer internal goods with often hidden costs, Bordier is product agnostic and operates independently to find only the greatest-in-class investment opportunities to fulfill clients’ financial goals.

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Choate Investment Advisors Llc

Choate Investment Advisors LLC is a fee-only firm. Its clients include both individuals and high-net-worth individuals, plus institutional clients including pooled investment vehicles, pension and profit-sharing plans and charitable organizations. The firm prefers new relationships with a minimum account size of $10 million, though it sometimes accepts accounts of lesser value. Fees for investment management are based on a percentage of assets under management. Some consulting and financial planning services are billed at an hourly rate. Advisors are not paid commissions for selling products or securities to clients.

Choate’s team of advisors includes chartered financial analysts and a certified financial planner .

Boston Financial Management Investment Strategy

The following strategies are available at BFM, though custom and hybrid strategies may also be created:

  • High quality mid-cap strategy

Aureus Asset Management, LLC comes next on our list of the top financial advisors in Boston, Massachusetts. Because of its minimum account size requirement of $5 million, this firm serves primarily high-net-worth individual clients. However, it works with other clients, as well, including a handful of non-high-net-worth individuals, pensions, profit sharing plans and charities. It provides these clients with comprehensive financial advisory services.

As a fee-only firm, Aureus does not receive third-party commissions of any kind. This is markedly different from a fee-based firm, which does receive commissions. A fee-based firm is subject to potential conflicts of interest due to this arrangement.

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How Much Money Should You Have Before Getting A Financial Advisor

Financial Advisors come in 3 basic flavours:Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase .Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.Investment Advisors both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100200k, but maybe as high as $500k or a Million.

Is A Financial Advisor The Same As A Financial Planner


Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

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Youre Unique Your Portfolio Should Be Too

Well work to manage your wealth in a way that works for you. Rather than simply allocating assets, we craft custom portfolios with an array of global asset classes. We tailor your plan based on your needs and we keep up with those needs as they change throughout your life. Risks and opportunities always arise. Were prepared to meet them head-on.

The Bollard Group Llc

The Bollard Group LLC is a fee-only firm that work with a very small number of high-net-worth clients. The minimum account size for clients is $25 million. The firm also manages money for pooled investment vehicles. The company does not provide a list of its advisors and their certifications.

Fees are based on a percentage of assets under management, and the minimum fee is $75,000 per year. Some services are billed at an hourly rate. Advisors may recommend clients invest in funds from the firms sister company Spinnaker Capital, which will charge a performance-based fee.

Advisors do not make commissions for selling financial products to clients.

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Asset Management Firms Singapore

Choosing the right asset management firm can be a daunting task. With so many options available, it can be hard to know which one is the best for you.

In this blog post, we will discuss 8 of the Best Asset Management Firms in Singapore. We will provide an overview of each company, as well as what services they offer.

Whether you are looking for a firm that can help you with portfolio management or one that can offer you investment advice, we have you covered

We hope that this information will help you make an informed decision about which asset management firm is right for you! So, without further ado, let’s get started!

Key Services Managing Asian fixed income, equity and multi-asset strategies for both institutional and retail investors
Address 65 Chulia Street #18-01, OCBC Centre,Singapore 049513
Operating Hours Monday to Friday: 8:30AM6PM

The Lion Global asset management firm is one of Singapore’s major operators. Since 2005, the company has been managing assets worth more than $30 billion.

This bank is a subsidiary of the Chinese Banking Corporation Limited and has been in operation in Singapore for some time.

They appeal to the most local clients since they provide unique services that locals require. With critical knowledge of Asian investment markets, the firm provides you with sound and trustworthy investment strategies.

Key Differentiators

Best For Experienced Advisors: Northeast Investment Management

Top 10 Best Financial Advisors in Boston, MA

Northeast Investment Management is one of the longest-standing financial advisors in Boston. With over 60 years of experience assisting clients with investments, Northeasts primary draw is the experience level of its financial planners and advisors. The average Northeast advisor has been with the company for 15 years! This longevity can give you peace of mind if youre a newer investor youll know your money is in experienced hands.

Northeast uses in-house individualized investment strategies and offers portfolio and wealth management advice to individuals, businesses and charitable organizations. Though Northeast wont buy securities or trade on your behalf, it can provide a wealth of customized advice for your needs. Its hands-down a top financial planner in Boston.

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Sign Up To Get The Best Of Boston Every Day

These are the Boston area’s best high-end investment managers and financial planners, chosen from thousands of nominations made by securities firms, banks, and others, and based on assets managed, customer satisfaction, community involvement, compliance, experience, and assessments by coworkers and clients.

1. Raj SharmaMerrill Lynch, Boston, 800-926-5579, account size: $10 million typical net worth of clients: $10 million total team assets: $4.5 billion percentage of accounts worth under $1 million: 1

An Emerson grad who once worked as a DJ in India, Sharma started his own team, the Sharma Group, inside Merrill Lynch.

2. Marc A. White Jr. JPMorgan Private Bank, Boston, 617-310-0715, account size: $2030 million typical net worth of clients: $3050 million total team assets: $2.6 billion percentage of accounts worth under $1 million: n/a

White is managing director of JPMorgan Private Bank here.

3. John D. SpoonerCitigroup Smith Barney, Boston, 617-589-3500, Typical account size: $12 million typical net worth of clients: $5 million total team assets: $2.7 billion percentage of accounts worth under $1 million: 40

In his trademark bow tie, Beacon Hill money man Spooner is adviser to the stars and author of such books as Do You Want to Make Money or Would You Rather Fool Around?

Sullivan works with a team of four that includes his wife, Sarah.

*Represents partners.

Find The Right Boston Ma Financial Advisor For You

Finding a top financial advisor firm in Boston, Massachusetts can be challenging. We have compiled top financial firms based on reviews and the firms with the most assets under management to help take the guess work out of finding a financial advisor you can trust.

Think about it: smart money-management and taking measures to prepare for your future is one of the best investments you can make. Thats why choosing a financial advisor you can trust is one of the most important things you can do for a successful financial future.

Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies. This list of top financial advisor firms in the Boston, MA area can help you find an advisor who not only meets your unique needs but also helps you set your financial goals in motion.

*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who:

  • are headquartered in the U.S.
  • submitted Form ADV to the Securities and Exchange Commission before or after Jan 1, 2020 and as of as December 1, 2020
  • dont receive commissions
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    Twinfocus Capital Partners Investment Strategy

    Pooled investment vehicles, which includes investments like hedge funds, take up around a third of the client asset pool at TwinFocus. Given the high barrier to entry for these funds, it makes sense that the majority of TwinFocus clients have very big portfolios. Mutual funds, stocks, bonds and cash holds are also used.

    Scs Financial Llc Background

    Boston Private Wealth’s Shannon Saccocia on tough stocks and media companies

    SCS was founded in 2002. It is owned by Focus Operating LLC, which in turn is owned by Focus Financial Partners, LLC. The firm is managed by Partners Perpetual Trust, LLC, by way of an agreement between the two firms. Focus Financial Partners is a publicly traded company.

    Services offered by the firm include:

    • Wealth management

    Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a multi-family office thats a pioneer in socially responsible investing. To be a client, youll need at least $2 million in investable assets. The fee-only firm principally serves high-net-worth individuals.

    LWC has several chartered financial analysts on its team of advisors.

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    Best For Business Owners: Appleton Partners

    Appleton Partners is one of the top financial advisors in Boston for larger entities. Providing individual investment services to families and business owners, it also manages business assets and provides services to corporations, charities and local and state government offices.

    Appletons investing strategy focuses on extensive market research and high liquidity. This means that its team seeks to invest in assets that can act as flexible parts of your portfolio. It also uses active management strategies to respond to market changes a higher-risk strategy may come with increased gains in your portfolio.

    Best Mobile App: Betterment

    Not a high net-worth individual? No problem. One of the biggest misconceptions among many people is that you have to be rich to invest. Thats just not true. Thats why companies like Betterment have a lot of appeal!

    Betterments low fees and friendly approach make investing easy. Choose between Betterment Digital and Premium, which charges 0.25% of your assets under management per year.

    Betterment Premium offers unlimited phone access to certified financial planners with a $100,000 account minimum for a 0.40% fee.

    Betterments customer support team is available 5 days a week to answer questions about your account. You can also get advice packages starting at $199.

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    What Does A Financial Planner Do

    The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

    Investment Bank Recruitment Process In Boston

    Top 10 Best Financial Advisors in Boston, MA

    Since Boston is considered the financial hub, the recruitment process is also very dynamic and varies according to the investment banks value system and focus of work.

    The typical recruitment process in Boston is as follows

    • Top-notch institute is preferred: As you can expect if you have studied in top-notch institutes in the US or the world, you will get easy access to the investment banking market in the Boston area.
    • Relevant experience is encouraged: Along with that, you should have relevant experience. The ideal way to deal with this is to do a couple of internships in the investment banking domain after completing your education to show forth the relevant experience and the learning curve you have.
    • A lot depends on the recommendation: Since the whole financial industry is closely knitted, youll be given preference over others if you are recommended by a top-notch executive or a partner of an investment bank.
    • The candidate needs to gel well with the team: A lot of value is given to the dream team and individual contribution. Thats why if you have a great education and great experience, but you fail to gel well with the existing team, you wont be the right fit for the bank. A lot also depends on how you approach the new environment and other team members in the investment bank.

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