Benchmarks · Investments · 26–29 · Boston · Finance

Investments for Finance professionals aged 26–29 in Boston

Everything invested in markets — brokerage, retirement accounts and employer plans combined.

Modeled estimate · federal survey data
Household-level figures: the underlying survey (Fed SCF) measures households, grouped by the reference person's age — combined for a couple, and they read high for a single person. Why, and how this changes as live data grows.
Median
$51K
Upper quarter
$143K
Top 10%
$332K

Half of Finance professionals aged 26–29 in Boston have a total invested above $51,212. Reaching the upper quarter takes about $143,393, and the top 10% starts at $332,432 — roughly 6.5× the median. The lower quarter sits below $8,813, and the bottom 10% is under $852.

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The full distribution

PercentileInvestmentsWhat it means
Bottom 10%$8529 in 10 are above this
Lower quarter$8,81325th percentile
Median$51,212half above, half below
Upper quarter$143,39375th percentile
Top 10%$332,432only 1 in 10 is above this
Average (mean)$64,015pulled up by the top end — the median is the better "typical"

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Investments by age in Boston

AgeLower quarterMedian investmentsUpper quarterTop 10%
22–25 →$1,166$9,440$34K$80K
26–29$5,828$33K$90K$197K
30–33 →$14K$65K$156K$321K
34–37 →$26K$112K$264K$518K
38–41 →$41K$171K$395K$753K
42–45 →$58K$230K$515K$987K
46–50 →$82K$307K$671K$1.2M
50 and over →$111K$413K$863K$1.6M

More for Finance professionals aged 26–29 in Boston

Net worth →Income →Retirement savings →Savings rate →Monthly spending →
Monthly update · Finance professionals aged 26–29 in Boston

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Common questions

What is the median total invested for Finance professionals aged 26–29 in Boston?
The median total invested for Finance professionals aged 26–29 in Boston is $51,212. Half of this group is above that figure and half below.
What total invested puts you in the top 10% of Finance professionals aged 26–29 in Boston?
About $332,432. The 90th percentile is the level only one in ten people in this group exceeds — roughly 6.5× the median.
Where do these numbers come from?
They are modeled percentile distributions fitted to this cohort from federal survey microdata — the Federal Reserve's Survey of Consumer Finances, the BLS Consumer Expenditure Survey, Census ACS and BLS wage data — and they blend toward anonymized, aggregated data from Keeping Up members as each cohort grows. Full methodology at keepingup.com/methodology.

How this is built. Percentiles are modeled for this cohort from federal survey microdata — Federal Reserve Survey of Consumer Finances, BLS Consumer Expenditure Survey, Census American Community Survey and BLS Occupational Employment & Wage Statistics — with metro cost-of-living and wage adjustments. As Keeping Up members in this cohort grow, the band blends toward anonymized, aggregated live data (minimum cohort sizes apply; no individual is ever identifiable). Seeded figures are household-level, as in the SCF; live cohorts are individual-level. Amounts are in current dollars. Read the full methodology.

Last updated June 2026. Cohort: Finance professionals aged 26–29 in Boston. Model sample basis: 40.