| Great Point Wealth Advisors, LLC |
One International Pl 45th Floor, Boston, MA 02110 |
|
61758xxxx0 |
bra*@g***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CW Advisors |
155 Seaport Blvd, Boston, MA 02210 |
|
61742xxxx0 |
com*******@c*************.com |
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Welch & Forbes LLC |
45 School St, Boston, MA 02108 |
|
61752xxxx5 |
aca*****@w**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
100 Federal St 17th Floor, Boston, MA 02110 |
|
61794xxxx0 |
bro*********@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bessemer Trust Private Wealth Management Boston MA |
Two International Place, International Pl 22nd floor, Boston, MA 02110 |
|
61727xxxx0 |
bes********************@a*********.email |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Financial Management |
255 State St, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
5 |
1 |
|
|
|
|
86 |
46 |
114 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Darrow Wealth Management |
22 Boston Wharf Rd 7th floor, Boston, MA 02210 |
|
61733xxxx0 |
adi@d*********************.com |
|
|
|
|
|
|
|
|
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Veritas Boston Wealth Management |
1050 Hingham St, Rockland, MA 02370 |
|
61724xxxx3 |
inf*@v************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BRIDGE Wealth Management |
60 State St Floor 21, Boston, MA 02109 |
|
61791xxxx6 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mayflower Advisors LLC |
265 Franklin St #4, Boston, MA 02110 |
|
61725xxxx7 |
ali*********@m****************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stevenson J Dominique - Northwestern Mutual |
1 Beacon St fl 21, Boston, MA 02108 |
|
71859xxxx3 |
a.-***********@n*****************.com |
|
|
|
|
|
|
|
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Massachusetts Housing Investment |
21 Custom House St 8th floor, Boston, MA 02110 |
|
61785xxxx0 |
als***@m***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bernstein Private Wealth Management |
53 State St, Boston, MA 02109 |
|
61778xxxx0 |
aak********@b********.com |
|
|
|
|
|
|
6900 |
240 |
7029 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dunn Rush & Co. LLC |
75 Federal St 21st Floor, Boston, MA 02110 |
|
61745xxxx1 |
ana******@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Impact Private Wealth Group |
53 State St Suite 3600, Boston, MA 02109 |
|
61772xxxx2 |
gab**************@r**.com |
|
|
|
|
|
|
2 |
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Churchill Management Group - Boston |
101 Federal St #1900, Boston, MA 02110 |
|
91790xxxx1 |
ach*@c******************.com |
|
|
|
|
|
|
|
|
222 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sentry Hill Financial Advisors |
1 Beacon St Ste 25B, Boston, MA 02108 |
|
61753xxxx4 |
acc******@n*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Bank Of New York Mellon |
1 Boston Pl Ste 2200, Boston, MA 02108 |
|
61772xxxx0 |
ada********@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Darrow Wealth Management |
22 Boston Wharf Rd, Boston, MA 02210 |
|
61733xxxx0 |
aid**@d*********************.com |
|
|
|
|
|
|
|
|
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| GW&K Investment Management |
222 Berkeley St #15, Boston, MA 02116 |
|
61723xxxx0 |
aa@a************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The MPD Boston Harbor Wealth Management Group - Morgan Stanley |
28 State St 27th Fl, Boston, MA 02109 |
|
61758xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Artemis Financial Advisors |
115 Newbury St Ste 302, Boston, MA 02116 |
|
61754xxxx0 |
agu******@a**************.com |
5 |
3 |
|
|
|
|
144 |
|
152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trillium Asset Management |
1 Congress St, Boston, MA 02114 |
|
61742xxxx5 |
ajo*******@t*************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Onex Falcon |
21 Custom House St, Boston, MA 02110 |
|
61741xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Portfolio Advisers, LLC |
6 Beacon St #725, Boston, MA 02108 |
|
61722xxxx7 |
inf*@b**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fiduciary Wealth Partners |
177 Huntington Ave 20th floor, Boston, MA 02115 |
|
61760xxxx0 |
bmc******@b****************.com |
|
|
|
|
|
|
46 |
3 |
45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Capital Wealth Management of Raymond James |
225 Franklin St, Boston, MA 02110 |
|
61789xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pension & Wealth Management Advisors |
800 South St Suite 160, Waltham, MA 02453 |
|
78181xxxx0 |
acc*******@b***********.com |
5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LEVATUS Wealth Services |
115 Newbury St Suite 503, Boston, MA 02116 |
|
61750xxxx0 |
lev****@l************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Wealth Management |
286 Boston Post Rd, Wayland, MA 01778 |
|
50827xxxx8 |
asp*****@b**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Private Wealth Management |
1 Post Office Square, Boston, MA 02110 |
|
61724xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AEW Capital Management |
2 Seaport Ln, Boston, MA 02210 |
|
61726xxxx0 |
aa@a**.com |
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BNY Wealth Boston MA |
201 Washington St, Boston, MA 02108 |
|
61742xxxx8 |
jes************@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RhumbLine Advisers Limited Partnership |
265 Franklin St 21st floor, Boston, MA 02110 |
|
61734xxxx4 |
dad@i********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Family Advisors, LLC |
118 Newbury St, Boston, MA 02116 |
|
61796xxxx4 |
cam****@b*******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Munroe Morrow Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx8 |
bri*****@m*****************.com |
4.7 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Standard Wealth Management |
31 Church St Suite 3, Winchester, MA 01890 |
|
78172xxxx0 |
aar************@l**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Partners Wealth Management, LLC |
301 Edgewater Pl #116, Wakefield, MA 01880 |
|
78158xxxx0 |
bro*****@b*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concierge Wealth Management |
346 Commercial Street, Boston, MA 02109 |
|
61760xxxx6 |
jb@c**********.com |
5 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steward Partners |
1 International Pl Ste 3210, Boston, MA 02110 |
|
61737xxxx2 |
a@s**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prio Wealth, LP |
265 Franklin St Suite 2001, Boston, MA 02110 |
|
61722xxxx0 |
ake***@p*********.com |
5 |
1 |
|
|
|
|
5 |
|
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bessemer Trust Private Wealth Management Boston MA |
2 International Pl 22nd Fl, Boston, MA 02110 |
|
61727xxxx0 |
Leg**@B*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Keene Advisors |
745 Atlantic Ave, Boston, MA 02111 |
|
61776xxxx4 |
adr*******@k************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Darrow Wealth Management |
200 Reservoir St, Needham, MA 02494 |
|
97836xxxx4 |
aid**@d*********************.com |
|
|
|
|
|
|
|
|
53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wainwright Investment Counsel, LLC |
201 Washington St #41, Boston, MA 02108 |
|
61753xxxx0 |
agu***@w**********.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Effects |
265 Franklin St #1702, Boston, MA 02110 |
|
61746xxxx0 |
inf*@w********.com |
|
|
|
|
|
|
29 |
|
34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chestnut Hill Wealth Management Group |
1 Beacon St 15th floor, Boston, MA 02108 |
|
61784xxxx1 |
dav*********@c****.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Radius Wealth Management & Financial Advisor in Duxbury |
1 Washington Mall #1095, Boston, MA 02108 |
|
61776xxxx0 |
adm**@r***********.com |
5 |
5 |
|
|
|
|
7 |
|
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CIBC Private Wealth |
100 Federal St 37th floor, Boston, MA 02110 |
|
61735xxxx0 |
alb***********@c***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Wealth Strategies |
250 1st Ave Suite 102, Needham, MA 02494 |
|
78144xxxx0 |
awa**@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J.P. Morgan Securities |
50 Rowes Wharf Ste 420, Boston, MA 02110 |
|
80033xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Financial Management |
255 State Street, 6th Floor, Boston, MA 02109 |
|
61733xxxx8 |
abb**@b********.com |
|
|
|
|
|
|
83 |
46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Enhancement Group |
10 Post Office Square Suite 1200 South, Boston, MA 02109 |
|
61769xxxx0 |
aba****@w****************.com |
|
|
|
|
|
|
2714 |
|
3000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Harbor Wealth Advisors |
1400 Computer Dr Suite 201, Westborough, MA 01581 |
|
97876xxxx7 |
d@b*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Westfield Capital Management Company, L.P. |
1 Financial Center, Boston, MA 02111 |
|
61742xxxx0 |
aa@a************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boston Common Asset Management |
200 State St 7th Floor, Boston, MA 02109 |
|
61772xxxx7 |
ado*****@b****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Winthrop Wealth |
321 Columbus Ave 3rd Floor, Boston, MA 02116 |
|
61753xxxx0 |
ala***********@w*************.com |
3 |
2 |
|
|
|
|
234 |
15 |
268 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Modera Wealth Management - Financial Advisors & Financial Planners - Boston, MA |
535 Boylston St #300, Boston, MA 02116 |
|
61724xxxx8 |
aar********@m***********.com |
|
|
|
|
|
|
100 |
|
125 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
