BOSTON PORTFOLIO ADVISERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 172374
- Registered since
- April 9, 2026
- Website
- bostonportfolioadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.23%
- Individuals18.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Boston Portfolio Advisers is organized as a limited liability company and is registered with the SEC (registration listed in 2026). The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
Contacts
2 of 2BRADFORD WILLIAMS
PresidentCRD 4617841
JAY LEBED
PrincipalCRD 4659005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 6 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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