Research Report · 2026-06-30
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
645
Total AUM
$20.23T
Median AUM
$826.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | SUCCESSFUL MONEY STRATEGIES INC | FALL RIVER | 109829 | $227.1M | 3 | 2026-03-31 | → |
| 502 | WORLDLY PARTNERS MANAGEMENT, LLC | NEEDHAM | 309792 | $226.8M | 5 | 2026-04-30 | → |
| 503 | NORTH BAY CAPITAL MANAGEMENT, LP | BOSTON | 162782 | $226.3M | — | 2024-12-31 | → |
| 504 | GLOBAL DELTA CAPITAL, LLC | SOMERVILLE | 324485 | $224.9M | 13 | 2026-04-30 | → |
| 505 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 506 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 507 | THE NEWCASTLE NETWORK LP | WELLESLEY | 316201 | $222.8M | 12 | 2026-06-30 | → |
| 508 | COLRAIN CAPITAL LLC | BOSTON | 118098 | $222.2M | 4 | 2026-03-31 | → |
| 509 | STRATEGIC PLANNING GROUP, INC. | WELLESLEY | 124855 | $218.6M | 3 | 2026-03-31 | → |
| 510 | POLARIS INVESTMENT ADVISORS, LLC | FRAMINGHAM | 324093 | $217.1M | 4 | 2026-01-31 | → |
| 511 | TUCKER'S FARM MANAGEMENT COMPANY I, L.P. | FRAMINGHAM | 333720 | $217.0M | 12 | 2026-05-31 | → |
| 512 | CUTTER FINANCIAL GROUP LLC | FALMOUTH | 290016 | $216.9M | 6 | 2026-03-31 | → |
| 513 | ETRE LLC | CAMBRIDGE | 121355 | $216.8M | 3 | 2026-03-31 | → |
| 514 | JMC MANAGEMENT, LLC | BOSTON | 169235 | $211.9M | 3 | 2026-03-31 | → |
| 515 | APEX INVESTMENT GROUP, LLC | HUDSON | 333593 | $211.1M | 6 | 2026-06-30 | → |
| 516 | TRAUB CAPITAL MANAGEMENT, LLC | NEEDHAM | 136851 | $210.8M | 4 | 2026-03-31 | → |
| 517 | ALBERT D MASON INC | BOSTON | 107412 | $210.6M | 7 | 2026-03-31 | → |
| 518 | FLYING POINT FINANCIAL, INC. | NORTH ANDOVER | 107915 | $206.7M | 4 | 2026-06-30 | → |
| 519 | ALAPOCAS INVESTMENT PARTNERS, INC. | BEVERLY | 300841 | $206.6M | 4 | 2025-08-31 | → |
| 520 | OSBON CAPITAL MANAGEMENT, LLC | BOSTON | 134731 | $205.3M | 3 | 2026-03-31 | → |
| 521 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 522 | FORNESS FINANCIAL LLC | NEEDHAM | 172473 | $202.8M | 3 | 2026-02-28 | → |
| 523 | WERNAU ASSET MANAGEMENT INC. | GLOUCESTER | 129473 | $202.6M | 2 | 2026-02-28 | → |
| 524 | KEENAN, LLC | BOSTON | 285673 | $202.5M | 27 | 2026-04-30 | → |
| 525 | KRAEMATON INVESTMENT ADVISORS, INC. | BRAINTREE | 126869 | $201.5M | 2 | 2026-02-28 | → |
| 526 | FULHAM & CO, INC. | WELLESLEY | 158374 | $200.2M | 11 | 2026-03-31 | → |
| 527 | GENESIS WEALTH ADVISORS, LLC | BRAINTREE | 158388 | $200.1M | 7 | 2026-02-28 | → |
| 528 | WH CORNERSTONE INVESTMENTS INC. | DUXBURY | 119725 | $200.0M | 6 | 2026-02-28 | → |
| 529 | SECHREST FINANCIAL SERVICES LLC | ACTON | 128688 | $199.2M | 4 | 2026-01-31 | → |
| 530 | TFJ MANAGEMENT, LLC | SOMERVILLE | 312132 | $198.4M | 2 | 2026-03-31 | → |
| 531 | CONSTANT GUIDANCE FINANCIAL, LLC | NORTH ATTLEBORO | 172612 | $198.0M | 1 | 2026-03-31 | → |
| 532 | CONCORDIA WEALTH MANAGEMENT, LLC | CONCORD | 164278 | $197.1M | 4 | 2026-03-31 | → |
| 533 | FENTON GREGORY COLEMAN | SANDWICH | 133301 | $194.8M | 2 | 2026-01-31 | → |
| 534 | INNOVATIVE ADVISORY GROUP, LLC | LEXINGTON | 146618 | $194.0M | 10 | 2026-02-28 | → |
| 535 | KASTEL CAPITAL ADVISORS, LLC | WELLESLEY | 226520 | $193.3M | 3 | 2026-06-30 | → |
| 536 | BALANCED ROCK INVESTMENT ADVISORS LLC | ROSLINDALE | 157424 | $193.2M | 5 | 2026-05-31 | → |
| 537 | CAPE ANN CAPITAL, INC. | CONCORD | 128942 | $193.0M | 2 | 2026-03-31 | → |
| 538 | ARCADIA FUNDS, LLC | BURLINGTON | 166087 | $192.8M | 9 | 2026-03-31 | → |
| 539 | PARK STATE ASSET MANAGEMENT LLC | BEVERLY | 336573 | $192.4M | 6 | 2026-04-30 | → |
| 540 | ORVIETO PARTNERS, L.P. | BOSTON | 313475 | $188.6M | 4 | 2026-05-31 | → |
| 541 | ROTHWELL INVESTMENT ADVISORS LLC | SALEM | 337504 | $187.7M | 5 | 2026-03-31 | → |
| 542 | COLMAN KNIGHT ADVISORY GROUP, LLC | ACTON | 119696 | $187.7M | 8 | 2026-06-30 | → |
| 543 | FINARC INVESTMENTS, INC. | NORWOOD | 166571 | $187.6M | 4 | 2026-03-31 | → |
| 544 | HIGH PINES WEALTH MANAGEMENT LLC | DUXBURY | 285191 | $184.0M | 5 | 2026-03-31 | → |
| 545 | RIGHTHAND CAPITAL, LLC | WEST NEWTON | 307517 | $182.3M | 3 | 2026-04-30 | → |
| 546 | EPILOG PARTNERS, LP. | BOSTON | 325368 | $181.6M | 3 | 2026-04-30 | → |
| 547 | TIMMONS WEALTH MANAGEMENT, LLC | ATTLEBORO | 165914 | $179.2M | 3 | 2026-04-30 | → |
| 548 | SPRING LAKE EQUITY GP LLC | BURLINGTON | 167613 | $179.2M | 3 | 2026-03-31 | → |
| 549 | WATERMILL MANAGEMENT COMPANY, LLC | BOSTON | 163370 | $178.1M | 13 | 2026-03-31 | → |
| 550 | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | GREENFIELD | 282041 | $176.9M | 4 | 2026-03-31 | → |
| 551 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 552 | FMA WEALTH MANAGEMENT, LLC | DUXBURY | 313049 | $174.0M | 2 | 2026-02-28 | → |
| 553 | LEVATUS LLC | BOSTON | 287811 | $173.9M | 4 | 2026-05-31 | → |
| 554 | SF ADVISORS, LLC | BOSTON | 316518 | $172.5M | 34 | 2026-03-31 | → |
| 555 | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. | ORLEANS | 105522 | $172.0M | 5 | 2026-03-31 | → |
| 556 | GOVERMAN FINANCIAL SOLUTIONS, LLC | DEDHAM | 130397 | $171.9M | 2 | 2026-04-30 | → |
| 557 | ASSABET ADVISORS, LLC | HOLDEN | 127795 | $171.4M | 3 | 2026-03-31 | → |
| 558 | SEAMANS CAPITAL MANAGEMENT, LLC | WALTHAM | 118404 | $170.7M | 9 | 2026-03-31 | → |
| 559 | TITANIUM ADVISORS, LLC | FRANKLIN | 153943 | $169.7M | 1 | 2026-02-28 | → |
| 560 | CORNERSTONE FINANCIAL MANAGEMENT LLC | BURLINGTON | 140967 | $167.0M | 7 | 2026-03-31 | → |
| 561 | WINTHROP SQUARE CAPITAL, L.P. | BOSTON | 321630 | $166.8M | 4 | 2026-02-28 | → |
| 562 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | HINGHAM | 309943 | $166.3M | 3 | 2026-03-31 | → |
| 563 | NEW ENGLAND SCHOONER, INC. | PEABODY | 129552 | $165.2M | 4 | 2026-03-31 | → |
| 564 | NOBSCOT INVESTMENT MANAGEMENT LLC | WELLESLEY | 283289 | $164.2M | 1 | 2026-01-31 | → |
| 565 | WOLFSTICH CAPITAL, LLC | MEDFIELD | 146026 | $162.1M | 1 | 2026-01-31 | → |
| 566 | BURRAGE CAPITAL MANAGEMENT LLC | BOSTON | 295382 | $161.1M | 7 | 2024-12-31 | → |
| 567 | BROADWATER CAPITAL MANAGEMENT LLC | BOSTON | 125509 | $161.0M | 1 | 2026-03-31 | → |
| 568 | BLUE MOON CAPITAL MANAGEMENT LLC | BOSTON | 311941 | $159.5M | 9 | 2026-03-31 | → |
| 569 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 570 | DELPHINUS FINANCIAL ADVISORS, LLC | MANSFIELD | 152952 | $157.1M | 2 | 2026-01-31 | → |
| 571 | BLUEBIRD WEALTH MANAGEMENT LLC | MEDFIELD | 293420 | $154.0M | 3 | 2026-06-30 | → |
| 572 | ALCION VENTURES, LIMITED PARTNERSHIP | BURLINGTON | 160505 | $153.8M | 6 | 2026-03-31 | → |
| 573 | HERITAGE WEALTH MANAGEMENT, INC. | MEDFORD | 159158 | $153.2M | 2 | 2026-03-31 | → |
| 574 | SUSTAINABLE INVESTMENT SOLUTIONS, LLC | DEDHAM | 111456 | $152.9M | 1 | 2026-03-31 | → |
| 575 | VINCENT WEALTH ADVISORS LLC | NORWELL | 332759 | $152.9M | 2 | 2026-03-31 | → |
| 576 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 577 | PROFICIENT WEALTH COUNSELORS, LLC | NORWOOD | 152640 | $146.9M | 1 | 2026-03-31 | → |
| 578 | THE SHER WEALTH MANAGEMENT GROUP, INC. | NEEDHAM | 172369 | $145.6M | 2 | 2026-01-31 | → |
| 579 | THE PRACTICAL PLANNER, LLC | GROTON | 130601 | $145.3M | 2 | 2026-02-28 | → |
| 580 | BETRO MILESZKO & COMPANY, LLC | FOXBORO | 145184 | $144.8M | 2 | 2026-03-31 | → |
| 581 | LANDON CAPITAL PARTNERS, LLC | BOSTON | 292398 | $144.8M | 5 | 2026-03-31 | → |
| 582 | BTS ASSET MANAGEMENT INC | LINCOLN | 105215 | $144.8M | 13 | 2026-03-31 | → |
| 583 | APPLIED FUNDAMENTAL RESEARCH, LLC | CAMBRIDGE | 167645 | $142.9M | 5 | 2026-04-30 | → |
| 584 | LTG CAPITAL LLC | FRAMINGHAM | 128216 | $142.2M | 5 | 2026-03-31 | → |
| 585 | SAVIOR LLC | WELLESLEY | 299178 | $140.2M | 3 | 2026-03-31 | → |
| 586 | BOYD FINANCIAL STRATEGIES, INC. | AUBURN | 107505 | $139.6M | 3 | 2026-03-31 | → |
| 587 | CLARITY RETIREMENT & WEALTH, LLC | NEW BEDFORD | 337718 | $139.5M | 2 | 2026-01-31 | → |
| 588 | INTEGRITY FINANCIAL ADVISORS, LLC | WOBURN | 313369 | $134.9M | 9 | 2026-06-30 | → |
| 589 | BREAKWATER FINANCIAL, LLC | NEEDHAM | 282401 | $127.9M | 1 | 2026-02-28 | → |
| 590 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 591 | MOORE FINANCIAL ADVISORS, LTD. | BELMONT | 130421 | $127.2M | 4 | 2026-04-30 | → |
| 592 | ASHWOOD ADVISORS, LLC | MEDFIELD | 128811 | $126.9M | 3 | 2026-06-30 | → |
| 593 | TWIN GRYPHON ADVISORS LLC | MARSHFIELD | 297264 | $126.5M | 4 | 2026-03-31 | → |
| 594 | HIGHER MOMENT CAPITAL LLC | CAMBRIDGE | 159775 | $125.0M | 4 | 2024-12-31 | → |
| 595 | TQM WEALTH PARTNERS, LLC | MARBLEHEAD | 282979 | $123.7M | 4 | 2026-05-31 | → |
| 596 | INVESTMENT MANAGEMENT TRUST, LLC | FITCHBURG | 129456 | $123.5M | 1 | 2026-03-31 | → |
| 597 | IBS CAPITAL LLC | MEDFIELD | 160585 | $123.0M | 4 | 2026-04-30 | → |
| 598 | CONDON WEALTH MANAGEMENT, INC. | PLYMOUTH | 128409 | $122.1M | 4 | 2026-05-31 | → |
| 599 | BOSTON PORTFOLIO ADVISERS, LLC | BOSTON | 172374 | $121.5M | 3 | 2026-04-30 | → |
| 600 | RHEECO, INC. | NATICK | 301106 | $119.2M | 4 | 2026-02-28 | → |
Related Lists
Sleeve645 firms · 2026-06-30