Eaton Vance Management

Eaton Vance Management (CRD# 104859) is a financial advisory firm headquartered in Boston, MA. They manage $84,236,109,156 in 18,416 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    84,236
    MILLION
  • Total Number of Accounts
    18,416
    ACCOUNTS
  • Average Account Value
    $4,574,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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 Eaton Vance Management
Showing 1 - 10 of 161 top financial advisors.
1
Robert H. Bortnick
CRD#: 1335428
Two International Place, Boston, MA 02110
96
Wealthminder
score

Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 29 years of experience in the finance industry.

2
Suzanne Hingel
CRD#: 2809903
Two International Place, Boston, MA 02110
96
Wealthminder
score

Suzanne Hingel (CRD# 2809903) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 21 years of experience in the finance industry. Suzanne Hingel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James R. Allen
CRD#: 4345251
Two International Place, Boston, MA 02110
93
Wealthminder
score

James Allen (CRD# 4345251) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 16 years of experience in the finance industry.

4
Brian P. Arcara
CRD#: 2291124
Two International Place, Boston, MA 02110
93
Wealthminder
score

Brian Arcara (CRD# 2291124) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 23 years of experience in the finance industry.

5
Christopher W. Arthur
CRD#: 4727003
Two International Place, Boston, MA 02110
93
Wealthminder
score

Christopher Arthur (CRD# 4727003) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 13 years of experience in the finance industry.

6
James B. Austin
CRD#: 4487759
Two International Place, Boston, MA 02110
93
Wealthminder
score

James Austin (CRD# 4487759) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 15 years of experience in the finance industry.

7
Sean S. Bakhtiari
CRD#: 5810201
Two International Place, Boston, MA 02110
93
Wealthminder
score

Sean Bakhtiari (CRD# 5810201) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 7 years of experience in the finance industry.

8
Michelle A. Baran
CRD#: 4555957
Two International Place, Boston, MA 02110
93
Wealthminder
score

Michelle Baran (CRD# 4555957) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 15 years of experience in the finance industry.

9
Tristan W. Benoit
CRD#: 5034436
Two International Place, Boston, MA 02110
93
Wealthminder
score

Tristan Benoit (CRD# 5034436) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 12 years of experience in the finance industry.

10
James W. Birkins
CRD#: 5856316
Two International Place, Boston, MA 02110
93
Wealthminder
score

James Birkins (CRD# 5856316) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 6 years of experience in the finance industry.

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