Top 10 Financial Companies in Boston 2024 – Ranking & Update

Financial companies in BostonFinancial companies in Boston

Financial companies in Boston

Explore the latest rankings and updates on the Top 10 Financial Companies in Boston 2024. Find trusted financial services providers, investment firms, and advisors in the heart of Massachusetts’ financial hub.

Top 10 Financial Companies in Boston 2024

1.Kessler Financial Services LP

The Kessler Group specializes in developing and executing strategies that help our clients and their partners solve their most complex challenges.

We develop more effective partnerships, optimize the value of credit card portfolios, fund risk-based marketing campaigns, and develop and execute marketing strategies. The proven result for our clients and partners is stronger growth, greater profits, and long-term, lasting business value.

The Kessler Group has proactively helped shape and transform businesses for more than four decades. And while we help our clients adapt to remain relevant and successful, we also continuously transform ourselves to remain at the leading edge of innovation and performance.


Strategic Partnerships

Portfolio Advisory & Investments

Marketing Investment Programs

Multi-Channel Marketing

Contact no:+1 617-262-7500

Address:855 Boylston St, Boston, MA 02116, United States


2.Boston Financial Management

Boston Financial Management, Inc. was established in 1976 by Richard H. Morse to answer the unique challenges that come with wealth.  The firm has grown into an investment management and wealth advisory firm, serving the needs of individuals, families, and institutions.

We remain committed to our clients’ best interests and pride ourselves in helping them meet their investment objectives and financial goals.  We look forward to providing deep wealth management expertise and investment perspective well into the future.


Wealth Management

Estate & Financial Planning

Trust & Fiduciary Services

Family Office Services

Endowments, Nonprofits & Institutional Funds

Contact no:+1 617-338-8108

Address:255 State St, Boston, MA 02109, United States


3.Boston Trust Walden Company

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.


Institutional Investment Management

Private Wealth

Impact Investing

Mutual Funds

Contact no:+1 617-726-7250

Address:1 Beacon St, Boston, MA 02108, United States


4.Trillium Asset Management


Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.

Equity Strategies

Fossil Fuel Free Core FFF

ESG Global Equity FFF

Sustainable Opportunities FFF

All Cap Core

Large Cap Core

Small/Mid Cap Core

Growth and Income

Contact no: +1 617-423-6655

Address: 60 South St, Boston, MA 02111, United States


5.UBS Financial Services Inc.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We’ll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Contact no:+1 617-439-8000

Address:1 Post Office Square, Boston, MA 02109, United States


6.Fiduciary Trust Company

We understand wealth is more than the accumulation of assets.  It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.

Four points that distinguish Fiduciary Trust include:


A private firm focused on the best interests of our clients

135-year history of integrity and financial stability

No proprietary investment products

No incentives from third-party investment managers for directing investments to their funds

Free from misaligned public company pressures


A proactive approach customized to your needs

Clients have long-term relationships with senior professionals

20+ years’ average officer industry experience

Right-sized, well-resourced, nimble firm with over $18 billion in assets under supervision and over 125 employees

98% annual client retention rate

Contact no: +1 617-482-5270

Address:53 State St, Boston, MA 02109, United States


7.Baystate Financial Services Daroff Herbert

From the beginning, a Baystate Financial representative becomes your personal guide and resource.  In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position. From there, we help identify a broad range of financial products and services to complement your personalized approach.

Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.


Comprehensive Financial Services

Personal Financial View

Baystate Brokerage

Contact no:: +1 617-585-4502

Address:200 Clarendon St, Boston, MA 02116, United States


8.RINET Company, LLC

Founded in 1974, RINET is one of the first true fee-only firms in the area to provide objective guidance. We don’t push proprietary investment products at you because we don’t sell them. We also don’t receive sales commissions for any recommended investments. This independence allows us to be truly unbiased and to focus on what fits your life and brings you the greatest benefit.

We’re personally committed to your success. RINET is independently owned by the leadership team, giving you direct access to the firm’s most senior-level members.


Wealth Planning Services

Investment Management

Trust & Partnership Administration

Trust and Private Foundation Administrative Services

Personal Trustee Services

Partnership & LLC Services

Contact no:+1 617-488-2700

Address: 101 Federal St #14, Boston, MA 02110, United States


9.Commonwealth Financial

Commonwealth Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), was established in 1857 with the commitment of providing extraordinary financial services to individuals, families, business owners, and companies. Over 160 years later, the agency’s original mission is still observed. What has changed is the continuously expanding national footprint. We look forward to the ongoing empowerment of current and future clients to take the steps towards achieving financial confidence.


Affiliated Strategic Partners

Who We Serve

Personal Planning

Business Planning

Professional Associates

Contact no:+1 617-642-5388

Address:125 Summer St, Boston, MA 02110, United States


10.Kensington Investment Company

Kensington Investment Company, Inc. (KIC), founded in 1983, is the family office of the Lewis family and a Boston-based investment firm with an international focus. KIC’s primary areas of investment include real estate, direct investments in private companies, and investments in alternative investment vehicles, such as private equity and venture capital funds.



Available Leasing

Contact no:1 617-790-3900

Address:347 Congress St, Boston, MA 02210, United States


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