Boston Management and Research
Boston, MA·SEC-registered · CRD #104853
Boston Management and Research is an SEC-registered investment advisory firm in Boston, MA managing $155B across 72 client accounts, with 144 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$155B
Client accounts
72
Advisory staff
144
Fee model
Fee-only
How Boston Management and Research is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Boston Management and Research
How much does Boston Management and Research manage?
Per its most recent SEC Form ADV filing (03/29/2026), Boston Management and Research reports $155B in regulatory assets under management across roughly 72 client accounts.
How does Boston Management and Research charge?
Boston Management and Research is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Boston Management and Research a fiduciary?
Yes. Boston Management and Research is registered with the U.S. Securities and Exchange Commission (CRD #104853), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Boston Management and Research taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Boston Management and Research and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Boston Management and Research's public SEC Form ADV filing (CRD #104853, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Boston Management and Research. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Boston Management and Research? Claim this profile.