Finding the right investment advisor is crucial for managing your assets and reaching your financial goals. As a major finance hub, Boston area is home to many reputable investment advisory firms that provide wealth management and financial planning services. In this article, we will introduce 5 top-rated investment advisors in Boston area for your consideration when looking for professional help on investing matters.
Loring Wolcott & Coolidge is a full-service wealth management firm
Founded in 1898, Loring Wolcott & Coolidge is one of the oldest investment advisory firms in Boston. With over 120 years of experience in serving high net worth individuals and institutions, LW&C takes a goal-based approach in crafting customized investment strategies and solutions for clients. Its professionals are equipped with expertise across a wide range of asset classes to help preserve and grow client capital.
Adviser Investments specializes in managing Fidelity mutual funds
Operating since 1994, Adviser Investments focuses exclusively on managing portfolios of Fidelity mutual funds for individual investors and trusts. It follows a disciplined, long-term oriented investing approach aimed to maximize returns and control risks. With over $6 billion in assets under management, Adviser Investments delivers personalized services backed by institutional-grade wealth management capabilities.
Congress Wealth Management adopts a holistic planning methodology
Founded in 1991, Congress Wealth Management provides fully integrated advisory services including investment management, retirement planning, estate planning, tax strategy and more. Its advisors utilize a holistic planning methodology to understand each client’s complete financial pictures and define plans that align the probabilities for success with their priorities.
Modera Wealth Management constructs globally diversified portfolios
Modera Wealth Management is a Boston-based, SEC-registered investment advisory firm that provides portfolio management, financial planning and family office services. It constructs globally diversified portfolios using ETFs and mutual funds to optimize risk-adjusted returns. Modera also specializes in socially responsible investing strategies for clients interested in aligning investments with ethical considerations.
SVB Private Bank focuses on serving private technology and life science companies
As part of SVB Financial Group, SVB Private Bank leverages the group’s expertise in technology sector to provide tailored banking and wealth advisory solutions for private technology and life science companies, executives and investors. Its advisors take a goals-based approach in designing investment, trust, lending and banking strategies customized for each client’s situation.
In summary, Loring Wolcott & Coolidge, Adviser Investments, Congress Wealth Management, Modera Wealth Management and SVB Private Bank are 5 leading investment advisory firms in Boston area recognized for their professional financial planning and wealth management expertise. Choosing an advisor that aligns with your investment objectives and planning needs is key to effective portfolio management.