BFM among top 150 Fee-Only RIAs in AUM

Boston Financial Management has been named an RIA leader of 2022 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 102 by assets under management. At the time of the ranking, the firm had $3.79 billion in assets under management.

The date for this recognition comes from SEC Form ADV filings as of July 2022, as analyzed by Financial Planning’s data collaborator, the compliance consulting firm RIA in a Box. Financial Planning had five-part criteria for the rankings:

  1. Firms must have zero registered representatives of a broker-dealer
  2. At least 50% of the firm’s clients must be individuals or high net worth individuals
  3. Firms must not list commissions as a compensation arrangement
  4. Firms must have more than zero financial planning clients
  5. Firms must not list commission-taking businesses in “other business activities”
  6. Firms cannot be affiliated under common ownership with commission-taking businesses 

Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. View the complete top 150 list.

Disclosure: Boston Financial Management did not pay a fee to be included in or market the ranking, however a fee of $1,950.00 was paid to use the Financial Planning RIA Leaders logo.