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Fidelon
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Market Standing · 2026

The most transparent firms in Boston-Cambridge-Newton.

1599 scored firmsTop 10 recognizedfidelon.com/markets/boston-cambridge-newton-ma-nh
#1IA-only$50.6M92.4ARecognized · #1 Firm
2IA-only$79.5M92.2ARecognized · Top 10
3
Slb Advisors
CRD 322809
IA-only—92Arank within Top 10; below the 80 standard
4IA-only$145M91.8ARecognized · Top 10
5IA-only$290M91.7ARecognized · Top 10
6
Coinshares Gp I
CRD 318322
IA-only—91.5Arank within Top 10; below the 80 standard
7IA-only—91.5Arank within Top 10; below the 80 standard
8IA-only—91.4Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only$7.1M91ARecognized · Top 10
11IA-only—91A—
12IA-only$8M91A—
13IA-only—91A—
14IA-only$5.6M91A—
15IA-only—91A—
16IA-only$113M91A—
17
Focus Financial
CRD 142652
IA-only—91A—
18IA-only—91A—
19IA-only$49.4M91A—
20IA-only$34.7M91A—
21IA-only$70.3M91A—
22IA-only—91A—
23IA-only—91A—
24IA-only—91A—
25IA-only—91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Boston-Cambridge-Newton

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    DAVID BONTECOU WRAY JR
    CATALYST FINANCIAL PARTNERS · Boston, MA
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  2. 2
    LOWELL SHUMWAY THOMAS III
    SOUTH SHORE CAPITAL ADVISORS, LLC · Boston, MA
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  3. 3
    PATRICK P MCGINN
    RETIREMENT RESOURCES INVESTMENT CORPORATION · Andover, MA
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  4. 4
    GREGORY TODD CLINTON
    KRAEMATON INVESTMENT ADVISORS, INC. · Wellesley, MA
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  5. 5
    PAUL ROBERT MATHERWIEZ
    SIHARUM ADVISORS, LLC · Boston, MA
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  6. 6
    JEFFREY ROBERT CROTEAU
    TIDE CYCLE RESOURCES LLC · Portsmouth, NH
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  7. 7
    IWONA CHOLEWA
    POWERHOUSE ASSETS LLC · Lincoln, MA
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  8. 8
    BALAMURUGAN CUMARESAN
    SIHARUM ADVISORS, LLC · Boston, MA
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  9. 9
    FRANK CHARLES SABIN
    BLUELINE ADVISORS · Exeter, NH
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  10. 10
    MICHELLE ELISE WELLS
    DARROW WEALTH MANAGEMENT · Needham, MA
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