Financial advisors in Boston: list of 15 free CSV

How many financial advisors are in Boston?

OpenStreetMap lists 15 named advice firms and offices inside the Boston city boundary (246 km²), extract of 11 Nov 2026. 67% of the records list a website and 60% a phone number; 5 named financial advisors have no website on the public record.

Examples on the list: 1251 Capital Group, BNY Mellon, Brighton Jones.

Financial advisors in Boston at a glance: most are in Downtown (6), Back Bay (2), Bay Village (2); records were last edited between Feb 2019 and Oct 2026; chain names include Fidelity Investments; 1251 Capital Group and Brighton Jones list a business phone.

Edited on the map in the 90 days before the extract: 2 records, including Charles Schwab, Fidelity Investments.

15named advice firms and offices

67%list a website

5no website listed

7neighbourhoods

Download all 15 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

5 with no website1 non-chain, edited since 2022.Filter to them
11 non-chain4 chain branches set aside; the biggest brand is Fidelity Investments (3).Non-chain only
6 in DowntownPlan a territory by neighbourhood or postcode.Only Downtown

All 15 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in Boston, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
#
1251 Capital Groupnot edited since 2020	9 Newbury Street, Bay Village	1251capital.com	+1-617-273-9482
B
BNY Mellonnot edited since 2020	201 Washington Street, Downtown	bnymellonwealth.com
Brighton Jones	131 Dartmouth Street, 3rd Floor, South End	brightonjones.com	+1 617-941-5644
C
Charles Schwab	Downtown, no street on record
Civic Financial	20 Newbury Street, Bay Village	civicfinancial.nm.com	+1-617-404-9951
Colchester Partners LLC	53 State Street, Downtown	colchesterpartners.com	+1-617-542-4100
Credit Repair Boston	50 Milk Street, Downtown	creditrepairboston.info	+1-617-858-8071
D
Dutchess Private Equitiesnot edited since 2020	50 Commonwealth Avenue, Back Bay		+1-617-301-4700
F
Fidelity Investments	Downtown, no street on record
Fidelity Investments	801 Boylston Street, Back Bay	fidelity.com	+1-800-445-9448
Fidelity Investments	245 Summer Street, Leather District
M
Massachusetts Commercial Collections Agency	Jamaica Plain, no street on record	mrpcollects.com	+1 857-763-3448
N
NorthStar Asset Managementnot edited since 2019	2 Harris Avenue, Jamaica Plain	northstarasset.com	+1 617 522-2635
P
PrimeLendingnot edited since 2022	149 Meridian Street, East Boston	lo.primelending.com
Putnam Investments	Downtown, no street on record

Download the full CSV (15 rows)

Also as Excel file of the 15 financial advisors, GeoJSON file of the 15 financial advisors, KML file of the 15 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Boston with no website listed

1 of 11 named non-chain financial advisors.

Putnam InvestmentsDowntown

Show all of them Every kind of business in Boston without a website

Where they are

Map of the 15 financial advisors inside the Boston boundary; most sit around Downtown, Back Bay, Bay Village. — website listedno website, or social page only

By neighbourhood

Black: website listed.

Chains and non-chain businesses

27% of the records are branches of a chain or brand; 11 are not.

Fidelity Investments3

What the records hold

15 map records.
Field	Records	Share
Street address	11	73%
Website (own site)	10	67%
Phone on file	9	60%
Email on file (not shown)	5	33%
Opening hours	4	27%
Chain or brand branch	4	27%
Edited since January 2024	9	60%

Half the records were last edited in Jan 2024 or later.

Why other sites show a different number

Coverage. 15 mapped; Google Maps holds more.
Boundary. 246 km² (map); metro searches count more.
Names. 4 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.41 to $0.64 for 15 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in Boston, MA
2. financial advisors in Downtown, Boston, MA
Set Country: United States; US state: Massachusetts.
Set Maximum leads to 300.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Francisco	25	56%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%

Every city for financial advisors

More lists in Boston

All Boston lists

How Boston compares: the local digital gap in Boston, every kind of business with and without a website on the map.

Questions

How many financial advisors are there in Boston?

At least 15: that is how many OpenStreetMap has inside the Boston city boundary, 15 with a name (extract of 11 Nov 2026). 4 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Boston has the most financial advisors?

Downtown (6), then Back Bay (2) and Bay Village (2). 7 neighbourhoods have at least one.

How many financial advisors in Boston have no website?

5 of the 15 named financial advisors have no website on their map record; 1 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Boston?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Boston, MA" plus 1 neighbourhood searches such as "financial advisors in Downtown, Boston, MA". One run costs about $0.41 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 15 to 240 rows.

Sources

OpenStreetMap extract for Boston, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.