Boston Advisors, LLC

Boston Advisors, LLC (CRD# 140059) is a financial advisory firm headquartered in Boston, MA. They manage $4,790,175,561 in 1,014 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,790
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $4,724,039
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Boston Advisors, LLC
Showing 1 - 10 of 18 top financial advisors.
1
James W. Gaul
CRD#: 2915784
One Federal Street, Boston, MA 02110
96
Wealthminder
score

James Gaul (CRD# 2915784) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry.

2
Lawrence C. Manning
CRD#: 1394158
One Federal Street, Boston, MA 02110
96
Wealthminder
score

Lawrence Manning (CRD# 1394158) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 32 years of experience in the finance industry.

3
Douglas A. Riley
CRD#: 2056395
One Federal Street, Boston, MA 02110
96
Wealthminder
score

Douglas Riley (CRD# 2056395) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 27 years of experience in the finance industry.

4
Michael J. Vogelzang
CRD#: 2186136
One Federal Street, Boston, MA 02110
96
Wealthminder
score

Michael Vogelzang (CRD# 2186136) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 25 years of experience in the finance industry.

5
Peter D. Anderson
CRD#: 3117256
One Federal Street, Boston, MA 02110
93
Wealthminder
score

Peter Anderson (CRD# 3117256) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 8 years of experience in the finance industry.

6
Steven M. Esielonis
CRD#: 856778
One Liberty Square, Boston, MA 02109
93
Wealthminder
score

Steven Esielonis (CRD# 856778) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry.

7
Keith E. Faulkner
CRD#: 2605166
One Federal Street, Boston, MA 02110
93
Wealthminder
score

Keith Faulkner (CRD# 2605166) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 22 years of experience in the finance industry.

8
Donald D. Fox
CRD#: 1908815
One Federal Street, Boston, MA 02110
93
Wealthminder
score

Donald Fox (CRD# 1908815) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 28 years of experience in the finance industry.

9
David A. Hanna
CRD#: 2105488
One Liberty Square, Boston, MA 02109
93
Wealthminder
score

David Hanna (CRD# 2105488) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 22 years of experience in the finance industry.

10
Tanya A. Kerrigan
CRD#: 4266832
One Federal Street, Boston, MA 02110
93
Wealthminder
score

Tanya Kerrigan (CRD# 4266832) is an Investment Advisor Representative working at Boston Advisors, LLC in Boston, MA and has over 16 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.