Research Report · 2026-02-28
Largest Registered Investment Advisers in Massachusetts
Massachusetts SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
97
Total AUM
$1.19T
Median AUM
$427.7M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 2 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 3 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 4 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 5 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 6 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 7 | FIDUCIARY TRUST INTERNATIONAL, LLC | LINCOLN | 124062 | $7.67B | 50 | 2025-12-31 | → |
| 8 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 9 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 10 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-02-28 | → |
| 11 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 12 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 13 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 14 | PEAR TREE ADVISORS, INC. | LINCOLN | 104576 | $3.09B | 13 | 2025-09-30 | → |
| 15 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 16 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 17 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 18 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 19 | SHP WEALTH MANAGEMENT, LLC | PLYMOUTH | 174697 | $1.92B | 49 | 2026-02-28 | → |
| 20 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 21 | MARINO, STRAM AND ASSOCIATES LLC | BRAINTREE | 107768 | $1.41B | 19 | 2026-02-28 | → |
| 22 | FIRST NATIONAL ADVISORS LLC | ROCKLAND | 120859 | $1.37B | 10 | 2025-02-28 | → |
| 23 | GREEN CENTURY CAPITAL MANAGEMENT INC | BOSTON | 112442 | $1.26B | 16 | 2025-09-30 | → |
| 24 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.19B | 7 | 2026-01-31 | → |
| 25 | O'BRIEN WEALTH PARTNERS LLC | WALTHAM | 105336 | $1.11B | 14 | 2025-07-31 | → |
| 26 | THE FINANCIAL ADVISORS, LLC | ANDOVER | 146680 | $1.11B | 11 | 2025-12-31 | → |
| 27 | SACHETTA, LLC | LYNNFIELD | 145713 | $1.00B | 25 | 2026-02-28 | → |
| 28 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | WALTHAM | 120766 | $885.4M | 20 | 2025-05-31 | → |
| 29 | PEDDOCK CAPITAL ADVISORS, LLC | BRAINTREE | 148216 | $836.2M | 6 | 2026-02-28 | → |
| 30 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 31 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 32 | SHOREPOINT CAPITAL PARTNERS LLC | NORWOOD | 152087 | $800.5M | 10 | 2025-03-31 | → |
| 33 | MCNAMARA FINANCIAL SERVICES, INC. | MARSHFIELD | 154311 | $797.9M | 11 | 2026-02-28 | → |
| 34 | TREMONT REALTY CAPITAL LLC | NEWTON | 283569 | $763.3M | 22 | 2025-12-31 | → |
| 35 | WEST BRANCH CAPITAL LLC | AMHERST | 133813 | $690.1M | 9 | 2026-02-28 | → |
| 36 | COMPASS CAPITAL CORPORATION | BRAINTREE | 112323 | $663.6M | 14 | 2025-09-30 | → |
| 37 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | WINCHESTER | 156452 | $647.6M | 5 | 2026-02-28 | → |
| 38 | TURAS CAPITAL MANAGEMENT LP | BOSTON | 336516 | $613.5M | 2 | 2026-01-31 | → |
| 39 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 40 | NAPIER FINANCIAL, LLC | BRAINTREE | 336725 | $550.1M | 13 | 2026-02-28 | → |
| 41 | MAY HILL CAPITAL, LLC | COHASSET | 332076 | $548.6M | 3 | 2026-02-28 | → |
| 42 | LINCHRIS CAPITAL MANAGEMENT, LLC | PLYMOUTH | 291898 | $528.3M | 21 | 2025-03-31 | → |
| 43 | FLOREK FINANCIAL, LLC | DUXBURY | 152235 | $511.0M | 2 | 2026-02-28 | → |
| 44 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 45 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | WEST BARNSTABLE | 141001 | $470.6M | 5 | 2025-03-31 | → |
| 46 | FSA WEALTH MANAGEMENT, LLC | NEEDHAM | 288525 | $459.3M | 6 | 2025-03-31 | → |
| 47 | FLAGSHIP PRIVATE WEALTH, LLC | WOBURN | 175277 | $447.2M | 4 | 2026-01-31 | → |
| 48 | EAST BRIDGE CAPITAL MANAGEMENT LP | BOSTON | 167207 | $442.3M | 5 | 2026-02-28 | → |
| 49 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 50 | COX CAPITAL MANAGEMENT LLC | ANDOVER | 117593 | $361.0M | 4 | 2026-02-28 | → |
| 51 | U. S. BOSTON CAPITAL CORPORATION | LINCOLN | 5251 | $359.8M | 5 | 2026-02-28 | → |
| 52 | FINANCIALLY IN TUNE, LLC | STONEHAM | 156200 | $326.2M | 4 | 2026-02-28 | → |
| 53 | FINANCIAL PLANNING SOLUTIONS, LLC | AUBURNDALE | 168211 | $312.4M | 8 | 2025-12-31 | → |
| 54 | ABBOT FINANCIAL MANAGEMENT, INC | ANDOVER | 111040 | $303.0M | 4 | 2025-09-30 | → |
| 55 | SEMPOLINSKI, WILLIAM JOHN | EASTON | 338120 | $292.0M | 3 | 2026-01-31 | → |
| 56 | FAYERWEATHER MANAGEMENT, LLC | CAMBRIDGE | 187517 | $289.6M | 3 | 2026-02-28 | → |
| 57 | HART & PATTERSON FINANCIAL GROUP, LLC | AMHERST | 310639 | $275.6M | 4 | 2025-03-31 | → |
| 58 | OUELLETTE WEALTH ADVISORY LLC | LEXINGTON | 289242 | $274.4M | 7 | 2026-02-28 | → |
| 59 | TRITON FINANCIAL GROUP, INC. | MARLBOROUGH | 153048 | $261.3M | 4 | 2025-02-28 | → |
| 60 | JULEX CAPITAL MANAGEMENT, LLC | NATICK | 166053 | $246.7M | 3 | 2026-02-28 | → |
| 61 | POLARIS INVESTMENT ADVISORS, LLC | FRAMINGHAM | 324093 | $217.1M | 4 | 2026-01-31 | → |
| 62 | FLYING POINT FINANCIAL, INC. | NORTH ANDOVER | 107915 | $206.7M | 4 | 2026-02-28 | → |
| 63 | ALAPOCAS INVESTMENT PARTNERS, INC. | BEVERLY | 300841 | $206.6M | 4 | 2025-08-31 | → |
| 64 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 65 | FORNESS FINANCIAL LLC | NEEDHAM | 172473 | $202.8M | 3 | 2026-02-28 | → |
| 66 | WERNAU ASSET MANAGEMENT INC. | GLOUCESTER | 129473 | $202.6M | 2 | 2026-02-28 | → |
| 67 | KRAEMATON INVESTMENT ADVISORS, INC. | BRAINTREE | 126869 | $201.5M | 2 | 2026-02-28 | → |
| 68 | GENESIS WEALTH ADVISORS, LLC | BRAINTREE | 158388 | $200.1M | 7 | 2026-02-28 | → |
| 69 | WH CORNERSTONE INVESTMENTS INC. | DUXBURY | 119725 | $200.0M | 6 | 2026-02-28 | → |
| 70 | SECHREST FINANCIAL SERVICES LLC | ACTON | 128688 | $199.2M | 4 | 2026-01-31 | → |
| 71 | FENTON GREGORY COLEMAN | SANDWICH | 133301 | $194.8M | 2 | 2026-01-31 | → |
| 72 | INNOVATIVE ADVISORY GROUP, LLC | LEXINGTON | 146618 | $194.0M | 10 | 2026-02-28 | → |
| 73 | KASTEL CAPITAL ADVISORS, LLC | WELLESLEY | 226520 | $193.3M | 3 | 2026-02-28 | → |
| 74 | FMA WEALTH MANAGEMENT, LLC | DUXBURY | 313049 | $174.0M | 2 | 2026-02-28 | → |
| 75 | TITANIUM ADVISORS, LLC | FRANKLIN | 153943 | $169.7M | 1 | 2026-02-28 | → |
| 76 | WINTHROP SQUARE CAPITAL, L.P. | BOSTON | 321630 | $166.8M | 4 | 2026-02-28 | → |
| 77 | NOBSCOT INVESTMENT MANAGEMENT LLC | WELLESLEY | 283289 | $164.2M | 1 | 2026-01-31 | → |
| 78 | WOLFSTICH CAPITAL, LLC | MEDFIELD | 146026 | $162.1M | 1 | 2026-01-31 | → |
| 79 | DELPHINUS FINANCIAL ADVISORS, LLC | MANSFIELD | 152952 | $157.1M | 2 | 2026-01-31 | → |
| 80 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 81 | THE SHER WEALTH MANAGEMENT GROUP, INC. | NEEDHAM | 172369 | $145.6M | 2 | 2026-01-31 | → |
| 82 | THE PRACTICAL PLANNER, LLC | GROTON | 130601 | $145.3M | 2 | 2026-02-28 | → |
| 83 | CLARITY RETIREMENT & WEALTH, LLC | NEW BEDFORD | 337718 | $139.5M | 2 | 2026-01-31 | → |
| 84 | BREAKWATER FINANCIAL, LLC | NEEDHAM | 282401 | $127.9M | 1 | 2026-02-28 | → |
| 85 | RHEECO, INC. | NATICK | 301106 | $119.2M | 4 | 2026-02-28 | → |
| 86 | NEW SUMMIT INVESTMENTS LLC | MANCHESTER | 285219 | $117.0M | 10 | 2025-03-31 | → |
| 87 | RIP ROAD CAPITAL PARTNERS LP | BOSTON | 297998 | $116.8M | 4 | 2025-03-31 | → |
| 88 | BUTTERWORTH FINANCIAL LLC | DANVERS | 325026 | $103.3M | 1 | 2026-01-31 | → |
| 89 | WHITNEY PEAK CAPITAL, LP | BOSTON | 300269 | $80.2M | 1 | 2025-03-31 | → |
| 90 | USA MUTUALS ADVISORS, INC. | CONCORD | 131750 | $73.7M | 2 | 2026-02-28 | → |
| 91 | SAVVI FINANCIAL LLC | WALTHAM | 169196 | $44.7M | 22 | 2026-02-28 | → |
| 92 | KUAHIWI MANAGEMENT LLC | BOSTON | 334146 | $21.4M | 5 | 2025-01-31 | → |
| 93 | ADAPTIVE ADVISERS, LLC | BOSTON | 318716 | $450,000 | 3 | 2026-02-28 | → |
| 94 | VINEYARD WEALTH GROUP, LLC | WEST TISBURY | 330619 | $441,010 | 1 | 2025-03-31 | → |
| 95 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
| 96 | BORABOND, LLC | FRAMINGHAM | 336456 | $83,085 | 3 | 2026-01-31 | → |
| 97 | TAPP ENGINE ADVISORS LLC | QUINCY | 311303 | $15 | 3 | 2025-03-31 | → |
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