Here is a Top 10 list of Financial Advisors in the Boston Metro Area. There are thousands of world class FAs in Chicago, but we can only highlight ten.
However, for a complete list of the 6,754 FAs in Boston, check out Dakota FAs. We have priced access to Dakota FAs at $995/yr/user, making it affordable for everyone.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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.
See their full advisor profile inside Dakota FAs.
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