The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Boston and the surrounding Greater Boston market.
Editorial research pilot
Best for longstanding private wealth counsel
Welch & Forbes stands out among Boston wealth management companies for longstanding private wealth counsel, with its public firm information emphasizing investment management, trust services, estate planning.
45 School St, Boston, MA 02108Advisory services
Best for independent family investment management
J.M. Forbes & Company stands out among Boston wealth management companies for independent family investment management, with its public firm information emphasizing investment management, wealth planning, trust services.
121 Mount Vernon Street, Boston, MA 02108Advisory services
Best for trust and estate stewardship
Fiduciary Trust Company stands out among Boston wealth management companies for trust and estate stewardship, with its public firm information emphasizing trust services, investment management, estate planning.
53 State Street, Boston, MA 02109Advisory services
Best for responsible investment management
Boston Trust Walden stands out among Boston wealth management companies for responsible investment management, with its public firm information emphasizing investment management, sustainable investing, wealth planning.
1 Beacon Street, 34th Floor, Boston, MA 02108Advisory services
Best for integrated tax-aware planning
RWA Wealth Partners stands out among Boston wealth management companies for integrated tax-aware planning, with its public firm information emphasizing financial planning, investment management, tax planning.
RWA Family Office Prudential Tower, 800 Boylston Street, Floor 30, Boston, MA 02199Also serves Newton
Advisory services
Best for law-firm-integrated private wealth advice
Choate Investment Advisors stands out among Boston wealth management companies for law-firm-integrated private wealth advice, with its public firm information emphasizing investment management, trust services, estate planning.
Two International Place, Suite 3000, Boston, MA 02110Advisory services
Best for multi-generational trust services
Hemenway Trust Company stands out among Boston wealth management companies for multi-generational trust services, with its public firm information emphasizing trust services, investment management, estate administration.
23 Keewaydin Drive, Suite 400, Salem, MA 03079Advisory services
Best for broad financial planning resources
Baystate Financial stands out among Boston wealth management companies for broad financial planning resources, with its public firm information emphasizing financial planning, investment management, retirement planning.
20 Congress Street, Marshfield, MA 02050Also serves Needham
Advisory services
