Rinet Company, LLC

Rinet Company, LLC (CRD# 106979) is a financial advisory firm headquartered in Boston, MA. They manage $1,945,300,564 in 1,641 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,945
    MILLION
  • Total Number of Accounts
    1,641
    ACCOUNTS
  • Average Account Value
    $1,185,436
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CT, FL, MA, NH, NY, RI, TX

Financial Advisors at Rinet Company, LLC
Showing 1 - 10 of 15 top financial advisors.
1
David S. Beckwith
CRD#: 2285065
101 Federal Street, Boston, MA 02110

David Beckwith (CRD# 2285065) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 23 years of experience in the finance industry.

2
Kathaleen M. Carroll-Coelho
CRD#: 5329185
101 Federal Street, Boston, MA 02110

Kathaleen Carroll-Coelho (CRD# 5329185) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 13 years of experience in the finance industry.

3
Jason D. Edinger
CRD#: 4803689
101 Federal Street, Boston, MA 02110

Jason Edinger (CRD# 4803689) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 16 years of experience in the finance industry.

4
Matthew R. Freitag
CRD#: 6771138
101 Federal Street, Boston, MA 02110

Matthew Freitag (CRD# 6771138) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 3 years of experience in the finance industry.

5
Benjamin G. Goldman
CRD#: 4583654
101 Federal Street, Boston, MA 02110

Benjamin Goldman (CRD# 4583654) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 18 years of experience in the finance industry.

6
Joshua T. Hohlfelder
CRD#: 6746121
101 Federal Street, Boston, MA 02110

Joshua Hohlfelder (CRD# 6746121) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 3 years of experience in the finance industry. Joshua Hohlfelder 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.

7
Christopher F. Mahoney
CRD#: 4975733
101federal Street, Boston, MA 02110

Christopher Mahoney (CRD# 4975733) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 13 years of experience in the finance industry.

8
Kathleen M. O'brien
CRD#: 5756535
101 Federal Street, Boston, MA 02110

Kathleen O'brien (CRD# 5756535) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 10 years of experience in the finance industry.

9
Rebecca R. Pouliot
CRD#: 4750044
101 Federal Street, Boston, MA 02110

Rebecca Pouliot (CRD# 4750044) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has 1 year of experience in the finance industry. Rebecca Pouliot 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.

10
Elizabeth H. Raymond
CRD#: 1821071
101 Federal Street, Boston, MA 02110

Elizabeth Raymond (CRD# 1821071) is an Investment Advisor Representative working at Rinet Company, LLC in Boston, MA and has over 10 years of experience in the finance industry. Elizabeth Raymond 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.

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