For investment firms and asset managers selling into the wealth channel, Boston is not a secondary market. It is a primary target. The metro is home to more than 7,100 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Philadelphia.
Dakota tracks financial advisors across Boston and every major metro in the country, with 9,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Boston area.
Top 10 Financial Advisors in Boston
1. Sharma Group ML Team
The Sharma Group is a Merrill Private Banking and Investment Group team based in Boston, managing $5.7 billion in assets and serving corporate executives, entrepreneurs, ultra-high-net-worth families, foundations, and endowments nationwide. Founded in 1987, the team combines personalized wealth management with the extensive resources of Merrill and Bank of America to deliver customized, research-driven strategies focused on wealth growth and preservation.
2. The Atwood Group JP Morgan Team
The Atwood Group is a J.P. Morgan team based in Boston, managing $4.5 billion in assets and serving clients across the metro area. As part of J.P. Morgan’s platform, the team operates within the broader financial services sector, leveraging the firm’s extensive resources and capabilities.
3. Sullivan Partners UBS PWM Team
Sullivan Partners is a UBS Private Wealth Management team based in Boston, managing $2.16 billion in assets and serving ultra-high-net-worth individuals and families. The team provides highly personalized, relationship-driven financial counsel, leveraging UBS’s sophisticated resources to help clients preserve and transform their wealth into a lasting legacy.
4. Condron Group MS PWM Team
The Condron Group is a Morgan Stanley Private Wealth Management team based in Boston, managing $1.44 billion in assets and serving affluent individuals and families. With over 20 years of experience, the team provides comprehensive financial planning and multigenerational wealth strategies, leveraging Morgan Stanley’s global resources to support asset preservation and long-term legacy planning.
5. The McHugh Group Raymond James
The McHugh Group is a Raymond James team based in Boston, managing $1 billion in assets and specializing in separately managed accounts (SMAs). Founded by Mark McHugh, the team emphasizes rigorous manager due diligence and tailored investment solutions for clients in the Boston metro area.
Want to see every financial advisor in Boston? Dakota Marketplace gives you instant access to 7,100+ Boston area advisors with verified contact details, AUM data, and investment preference indicators.
6. Carleton Wealth Management UBS Team
Carleton Wealth Management is a UBS team based in Boston, led by Terry and Erik Carleton, and manages $1 billion in assets. The team delivers personalized, client-focused wealth management solutions, serving as a trusted advisor within the Boston financial community.
7. The Reiser Wealth Management Group JP Morgan Team
The Reiser Wealth Management Group is a J.P. Morgan team based in Boston, managing $452 million in assets and providing tailored guidance on retirement, estate planning, and broader life goals. The team has earned notable industry recognition, including placements on the Financial Times Top 400 and Barron’s Top 1200 Financial Advisors lists.
8. Boston Family Office Rockefeller Team
Boston Family Office is a Rockefeller team based in Boston, managing $1 billion in assets and serving business owners, private equity general partners, multigenerational families, and select nonprofits. The firm provides comprehensive wealth planning, asset allocation, and fiduciary advisory services, with a focus on tailored strategies and sustainability-driven investment solutions.
9. The Wellesley Group at Raymond James
The Wellesley Group at Raymond James is based in Wellesley, Massachusetts, and manages $500 million in assets while serving clients in the Boston metro area. The team takes a holistic, research-driven approach to deliver customized investment solutions focused on retirement planning, education savings, and small business needs.
10. Robyn Redfield – Morgan Stanley
Robyn S. Redfield is a Financial Advisor at Morgan Stanley based in Boston, serving clients as a generalist advisor. She holds CRD# 2801674 and continues in her role at the firm as of March 28, 2025.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Boston and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Boston and across the country, book a demo here!
