Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Boston, Massachusetts
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Boston, Massachusetts
Last Updated - June 24, 2025Boston has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 343 non-vetted advisors in your local area. These retirement advisors in Boston, Massachusetts have an average of 25 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Boston, Massachusetts
VERIFIEDSavant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJordan Cohne
RICP®
Clarity Wealth Advisors
Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDRobert Capone
Engineered Wealth Solutions
Qualifications
CRD# 5752506
Firm CRD# 8032
Series 7, 66
Minimum Assets Required
$150,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Boston, Massachusetts (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 245 Summer Street, Boston, MA, 02210 | $3,964,385,404,654 | 31349 | 1264 | A percentage of AUM, Fixed fees, Performance Based, Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D) |
| 2 | 280 Congress Street, Boston, MA, 02210 | $1,282,732,502,947 | 1559 | 2021 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 100 Summer Street, 12th Floor Boston, MA, 02110 | $1,062,795,395,069 | 172 | 161 | A percentage of AUM |
| 4 | 1 Iron Street, Boston, MA, 02210 | $1,014,331,002,469 | 246 | 243 | A percentage of AUM |
| 5 | 155 Seaport Blvd, Boston, MA, 02210-2698 | $824,740,096,815 | 1965880 | 269 | A percentage of AUM, Other (PERCENTAGE OF REVENUE FROM AFFILIATES) |
| 6 | 245 Summer Street, V2a, Boston, MA, 02210 | $818,776,100,963 | 1991043 | 15424 | A percentage of AUM, Fixed fees |
| 7 | One Boston Place, 201 Washington Street Boston, MA, 02108 | $674,158,830,515 | 502 | 146 | A percentage of AUM, Fixed fees, Other (SECURITIES LENDING) |
| 8 | 111 Huntington Avenue, Boston, MA, 02199-7618 | $454,325,314,664 | 344 | 1300 | A percentage of AUM, Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES) |
| 9 | 290 Congress Street, Boston, MA, 02210 | $427,057,574,198 | 5495 | 1008 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | One Financial Center, Boston, MA, 02111-2621 | $301,378,322,996 | 20445 | 722 | A percentage of AUM, Performance Based, Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE) |
| 11 | 115 Federal Street, Boston, MA, 02110-2112 | $281,965,202,879 | 556 | 1098 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (PERCENT OF ASSETS INVESTED) |
| 12 | 200 Clarendon Street, 30th Floor, Boston, MA, 02116 | $216,586,078,465 | 151 | 459 | A percentage of AUM, Performance Based |
| 13 | 200 Berkeley St., Boston, MA, 02116-5022 | $189,588,843,467 | 28802 | 403 | A percentage of AUM |
| 14 | 197 Clarendon St, Boston, MA, 02116 | $188,781,027,999 | 3809 | 246 | A percentage of AUM, Performance Based |
| 15 | One Financial Center, Boston, MA, 02111 | $151,348,655,160 | 281 | 1103 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Boston, Massachusetts
QualificationsFirm CRD# 108281
Assets Under Management $3,964,385,404,654
No. Of Clients31349
Clients Per Financial Advisor25
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $4T assets under management, the firm specializes in crafting personalized retirement planning solutions for 31349 clients. The team consists of 1264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (SEE MISCELLANEOUS SECTION IN SCHEDULE D)
QualificationsFirm CRD# 106595
Assets Under Management $1,282,732,502,947
No. Of Clients1559
Clients Per Financial Advisor1
WELLINGTON MANAGEMENT COMPANY LLP is a financial advisory firm situated in Boston, Massachusetts. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 1559 clients. The team consists of 2021 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 115504
Assets Under Management $1,062,795,395,069
No. Of Clients172
Clients Per Financial Advisor1
GEODE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 clients. The team consists of 161 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111242
Assets Under Management $1,014,331,002,469
No. Of Clients246
Clients Per Financial Advisor1
SSGA FUNDS MANAGEMENT, INC. is a financial advisory firm situated in Boston, Massachusetts. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 clients. The team consists of 243 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SSGA FUNDS MANAGEMENT, INC. PROVIDES ASSET ALLOCATION MODELS ON A NON-DISCRETIONARY BASIS.)
QualificationsFirm CRD# 104555
Assets Under Management $824,740,096,815
No. Of Clients1965880
Clients Per Financial Advisor7308
STRATEGIC ADVISERS LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $825B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1965880 clients. The team consists of 269 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PERCENTAGE OF REVENUE FROM AFFILIATES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PROVIDER OF MODEL PORTFOLIOS)
QualificationsFirm CRD# 288590
Assets Under Management $818,776,100,963
No. Of Clients1991043
Clients Per Financial Advisor129
FIDELITY PERSONAL AND WORKPLACE ADVISORS is a financial advisory firm situated in Boston, Massachusetts. With a nearly $819B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1991043 clients. The team consists of 15424 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 105764
Assets Under Management $674,158,830,515
No. Of Clients502
Clients Per Financial Advisor3
MELLON INVESTMENTS CORPORATION is a financial advisory firm situated in Boston, Massachusetts. With a nearly $674B assets under management, the firm specializes in crafting personalized retirement planning solutions for 502 clients. The team consists of 146 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SECURITIES LENDING)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110045
Assets Under Management $454,325,314,664
No. Of Clients344
Clients Per Financial Advisor0
MFS INVESTMENT MANAGEMENT is a financial advisory firm situated in Boston, Massachusetts. With a nearly $454B assets under management, the firm specializes in crafting personalized retirement planning solutions for 344 clients. The team consists of 1300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108257
Assets Under Management $427,057,574,198
No. Of Clients5495
Clients Per Financial Advisor5
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $427B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5495 clients. The team consists of 1008 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS)
QualificationsFirm CRD# 105377
Assets Under Management $301,378,322,996
No. Of Clients20445
Clients Per Financial Advisor28
LOOMIS, SAYLES & COMPANY, L.P. is a financial advisory firm situated in Boston, Massachusetts. With a nearly $301B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20445 clients. The team consists of 722 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (NON-DISCRETIONARY INVESTMENT ADVICE)
QualificationsFirm CRD# 104942
Assets Under Management $281,965,202,879
No. Of Clients556
Clients Per Financial Advisor1
CAMBRIDGE ASSOCIATES, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $282B assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 1098 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Performance Based
- Other (PERCENT OF ASSETS INVESTED)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 111298
Assets Under Management $216,586,078,465
No. Of Clients151
Clients Per Financial Advisor0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP is a financial advisory firm situated in Boston, Massachusetts. With a nearly $217B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 459 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105790
Assets Under Management $189,588,843,467
No. Of Clients28802
Clients Per Financial Advisor71
JOHN HANCOCK INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $190B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28802 clients. The team consists of 403 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
QualificationsFirm CRD# 106435
Assets Under Management $188,781,027,999
No. Of Clients3809
Clients Per Financial Advisor15
MANULIFE INVESTMENT MANAGEMENT (US) LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $189B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3809 clients. The team consists of 246 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109846
Assets Under Management $151,348,655,160
No. Of Clients281
Clients Per Financial Advisor0
HARBOURVEST PARTNERS, LLC is a financial advisory firm situated in Boston, Massachusetts. With a nearly $151B assets under management, the firm specializes in crafting personalized retirement planning solutions for 281 clients. The team consists of 1103 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Amesbury, Massachusetts
- Retirement Planners in Attleboro, Massachusetts
- Retirement Planners in Burlington, Massachusetts
- Retirement Planners in East Longmeadow, Massachusetts
- Retirement Planners in Gloucester, Massachusetts
- Retirement Planners in Norwood, Massachusetts
- Retirement Planners in Salem, Massachusetts
- Retirement Planners in South Easton, Massachusetts
- Retirement Planners in Westford, Massachusetts
Looking for more choices? Use our free match service to compare retirement planners serving your area.