Research Report · 2026-06-30
Institutional Registered Investment Advisers in Massachusetts
SEC-registered investment advisers in Massachusetts ranked by reported institutional client assets.
Firms
363
Total AUM
$18.32T
Median AUM
$1.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | WH CORNERSTONE INVESTMENTS INC. | DUXBURY | 119725 | $200.0M | 6 | 2026-02-28 | → |
| 302 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 303 | ARMSTRONG ADVISORY GROUP INC. | NEEDHAM | 318662 | $1.67B | 22 | 2026-03-31 | → |
| 304 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 305 | BOYD FINANCIAL STRATEGIES, INC. | AUBURN | 107505 | $139.6M | 3 | 2026-03-31 | → |
| 306 | FLAGSHIP WEALTH ADVISORS, LLC. | WAKEFIELD | 131962 | $748.6M | 7 | 2026-04-30 | → |
| 307 | 1620 INVESTMENT ADVISORS, INC. | PLYMOUTH | 119262 | $241.6M | 5 | 2026-06-30 | → |
| 308 | TRAUB CAPITAL MANAGEMENT, LLC | NEEDHAM | 136851 | $210.8M | 4 | 2026-03-31 | → |
| 309 | BLUEDOOR PRIVATE WEALTH, LLC | BEVERLY | 301907 | $337.3M | 6 | 2026-06-30 | → |
| 310 | FLYING POINT FINANCIAL, INC. | NORTH ANDOVER | 107915 | $206.7M | 4 | 2026-06-30 | → |
| 311 | FMA WEALTH MANAGEMENT, LLC | DUXBURY | 313049 | $174.0M | 2 | 2026-02-28 | → |
| 312 | THE FINANCIAL ADVISORS, LLC | ANDOVER | 146680 | $1.11B | 11 | 2025-12-31 | → |
| 313 | MONTIS FINANCIAL, LLC | WALTHAM | 163986 | $1.26B | 26 | 2026-03-31 | → |
| 314 | CONSTANT GUIDANCE FINANCIAL, LLC | NORTH ATTLEBORO | 172612 | $198.0M | 1 | 2026-03-31 | → |
| 315 | MORTON WEALTH ADVISORS | DANVERS | 142912 | $305.5M | 2 | 2026-03-31 | → |
| 316 | BTS ASSET MANAGEMENT INC | LINCOLN | 105215 | $144.8M | 13 | 2026-03-31 | → |
| 317 | CENTERPOINT ADVISORS, LLC | NEEDHAM | 156698 | $731.9M | 12 | 2026-03-31 | → |
| 318 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 319 | ROCKY HILL ADVISORS INC. | PEABODY | 123242 | $102.4M | 2 | 2026-05-31 | → |
| 320 | MELFA WEALTH MANAGEMENT, INC. | WESTBOROUGH | 315131 | $348.8M | 6 | 2026-03-31 | → |
| 321 | COLMAN KNIGHT ADVISORY GROUP, LLC | ACTON | 119696 | $187.7M | 8 | 2026-06-30 | → |
| 322 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | HINGHAM | 309943 | $166.3M | 3 | 2026-03-31 | → |
| 323 | BOSTON RESEARCH AND MANAGEMENT, INC. | MANCHESTER | 107643 | $676.2M | 8 | 2026-03-31 | → |
| 324 | COTTAGE STREET ADVISORS, LLC | MARION | 173487 | $333.8M | 4 | 2026-03-31 | → |
| 325 | INNOVATIVE ADVISORY GROUP, LLC | LEXINGTON | 146618 | $194.0M | 10 | 2026-02-28 | → |
| 326 | FAMILY PARTNERS CAPITAL, LLC | HAMILTON | 304176 | $92.3M | 2 | 2026-03-31 | → |
| 327 | BETRO MILESZKO & COMPANY, LLC | FOXBORO | 145184 | $144.8M | 2 | 2026-03-31 | → |
| 328 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 329 | VALENCE8 US LP | CAMBRIDGE | 317389 | $1.88B | 8 | 2026-03-31 | → |
| 330 | OUELLETTE WEALTH ADVISORY LLC | LEXINGTON | 289242 | $274.4M | 7 | 2026-06-30 | → |
| 331 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 332 | FOX HILL WEALTH MANAGEMENT | DEDHAM | 321881 | $290.2M | 8 | 2026-03-31 | → |
| 333 | LENK LADNER INVESTMENT SOLUTIONS LLC | OSTERVILLE | 109927 | $337.3M | 3 | 2026-03-31 | → |
| 334 | SANDY COVE ADVISORS, LLC | HINGHAM | 152482 | $684.9M | 8 | 2026-03-31 | → |
| 335 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 336 | RICHARDSON FINANCIAL SERVICES INC. | MEDWAY | 130715 | $256.1M | 6 | 2026-04-30 | → |
| 337 | GOOD HARBOR ADVISORS, INC. | GLOUCESTER | 143492 | $333.7M | 4 | 2026-06-30 | → |
| 338 | CORNERSTONE FINANCIAL MANAGEMENT LLC | BURLINGTON | 140967 | $167.0M | 7 | 2026-03-31 | → |
| 339 | HERITAGE WEALTH MANAGEMENT, INC. | MEDFORD | 159158 | $153.2M | 2 | 2026-03-31 | → |
| 340 | ESSEX PRIVATE WEALTH MANAGEMENT LLC | TOPSFIELD | 149991 | $330.5M | 6 | 2026-06-30 | → |
| 341 | ARBORSTONE FINANCIAL, LLC | ANDOVER | 338225 | $476.0M | 5 | 2026-05-31 | → |
| 342 | PERENNIAL ADVISORS GROUP, LLC | WESTFORD | 128600 | $397.4M | 4 | 2026-03-31 | → |
| 343 | ROTHWELL INVESTMENT ADVISORS LLC | SALEM | 337504 | $187.7M | 5 | 2026-03-31 | → |
| 344 | CONDON WEALTH MANAGEMENT, INC. | PLYMOUTH | 128409 | $122.1M | 4 | 2026-05-31 | → |
| 345 | CHARLES RIVER WEALTH MANAGEMENT, LLC | BURLINGTON | 288017 | $110.3M | 1 | 2026-04-30 | → |
| 346 | MONUMENT GROUP WEALTH ADVISORS, LLC | CONCORD | 111908 | $678.9M | 7 | 2026-05-31 | → |
| 347 | FINARC INVESTMENTS, INC. | NORWOOD | 166571 | $187.6M | 4 | 2026-03-31 | → |
| 348 | PROCTOR FINANCIAL, INC. | SHERBORN | 122021 | $382.3M | 5 | 2026-03-31 | → |
| 349 | BEACON FINANCIAL PLANNING, INC | HYANNIS | 175372 | $397.1M | 9 | 2026-03-31 | → |
| 350 | STAGE HARBOR FINANCIAL, LLC | WESTWOOD | 289725 | $1.10B | 11 | 2026-03-31 | → |
| 351 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 352 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 353 | EXCHANGE PLACE ADVISORS, LLC | SUDBURY | 125240 | $379.7M | 3 | 2026-03-31 | → |
| 354 | ALLIANCE PRIVATE WEALTH, LLC | NORTH READING | 316612 | $466.2M | 11 | 2026-03-31 | → |
| 355 | THE SHER WEALTH MANAGEMENT GROUP, INC. | NEEDHAM | 172369 | $145.6M | 2 | 2026-01-31 | → |
| 356 | LTG CAPITAL LLC | FRAMINGHAM | 128216 | $142.2M | 5 | 2026-03-31 | → |
| 357 | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | GREENFIELD | 282041 | $176.9M | 4 | 2026-03-31 | → |
| 358 | TABLEAUX LLC | GREAT BARRINGTON | 319355 | $229.7M | 6 | 2026-03-31 | → |
| 359 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
| 360 | CUTTER FINANCIAL GROUP LLC | FALMOUTH | 290016 | $216.9M | 6 | 2026-03-31 | → |
| 361 | WELLS FINANCIAL ADVISORS, INC. | FRAMINGHAM | 125209 | $279.3M | 5 | 2026-03-31 | → |
| 362 | SAVVI FINANCIAL LLC | WALTHAM | 169196 | $44.7M | 22 | 2026-02-28 | → |
| 363 | BALANCED ROCK INVESTMENT ADVISORS LLC | ROSLINDALE | 157424 | $193.2M | 5 | 2026-05-31 | → |
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