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BOSTON PORTFOLIO ADVISERS

BOSTON, MA · CRD 172374 · IAPD ↗ · 617-227-7807

$121.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — BOSTON PORTFOLIO ADVISERS (BOSTON, MA) is newly SEC-registered with $121.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.