Data / Investment advisers / $100 million to $500 million in AUM / Massachusetts
Investment advisers in Massachusetts with $100 million to $500 million in AUM: 212 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
212 SEC registered investment advisers in Massachusetts report between $100 million and $500 million in regulatory assets under management, $53.5 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Hastings Equity Partners, LLC with $498 million.
The request: Every investment adviser in Massachusetts with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 212Advisers
- 212SEC registered
- $53.5 billionTotal AUM
- 212Advisers over $100 million
- 63Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Hastings Equity Partners, LLC | Boston | $498.5 million | 6 | 13 | 6 | (781) 314-9596 | hastingsequity.com | adviserinfo.sec.gov |
| Tyler Street Capital | Plymouth | $491.5 million | 65 | 1 | Not listed | (508) 648-4684 | adviserinfo.sec.gov | |
| Wincove | Boston | $488.8 million | 13 | 11 | 13 | (603) 770-9785 | adviserinfo.sec.gov | |
| Great Oak Capital Partners, LLC | South Easton | $477.9 million | 1,871 | 7 | Not listed | (508) 230-7100 | adviserinfo.sec.gov | |
| Arborstone Financial, LLC | Andover | $476 million | 1,645 | 5 | Not listed | (978) 269-6344 | arborstonefinancial.com | adviserinfo.sec.gov |
| Wealth Effects | Boston | $472 million | 988 | 17 | Not listed | (617) 465-2560 | w-effects.com | adviserinfo.sec.gov |
| Main Capital Partners North America LLC | Boston | $471.6 million | 14 | 9 | Not listed | (617) 207-4175 | adviserinfo.sec.gov | |
| Alliance Private Wealth, LLC | North Reading | $466.2 million | 587 | 11 | Not listed | (978) 276-1300 | allianceprivatewealth.com | adviserinfo.sec.gov |
| Palladin Consumer Partners, LLC | Boston | $457.3 million | 16 | 9 | 16 | (617) 585-3800 | palladincapital.com | adviserinfo.sec.gov |
| Square Circle IA LP | Boston | $448.9 million | 2 | 3 | 2 | (617) 918-7057 | adviserinfo.sec.gov | |
| Cadence Wealth Management LLC | Westborough | $448 million | 3,272 | 7 | Not listed | (508) 898-0400 | adviserinfo.sec.gov | |
| Flagship Private Wealth | Woburn | $447.2 million | 1,050 | 4 | Not listed | (781) 756-0090 | adviserinfo.sec.gov | |
| Beaton Management Co Inc | Haverhill | $445.7 million | 156 | 3 | Not listed | (978) 372-3008 | beatonmanagement.com | adviserinfo.sec.gov |
| East Bridge Capital Management LP | Boston | $442.3 million | 4 | 5 | 2 | (617) 449-5992 | eastbridgecapital.com | adviserinfo.sec.gov |
| Artemis Capital Partners | Boston | $441.5 million | 3 | 16 | 3 | (857) 327-5606 | adviserinfo.sec.gov | |
| Cohere Capital | Boston | $440.6 million | 2 | 7 | 2 | (617) 245-4020 | coherecapital.com | adviserinfo.sec.gov |
| Barca Capital, LLC | West Newton | $439 million | 2 | 3 | 1 | (415) 992-6334 | barcacapital.com | adviserinfo.sec.gov |
| Shawspring Partners, LLC | Boston | $438.7 million | 7 | 7 | 1 | (857) 310-5010 | shawspring.com | adviserinfo.sec.gov |
| Cutler Capital Management | Worcester | $430.8 million | 348 | 9 | 2 | (508) 757-4455 | adviserinfo.sec.gov | |
| McCarter Private Wealth Services LLC | Boston | $427.7 million | 199 | 6 | Not listed | (617) 449-6500 | mccarterpws.com | adviserinfo.sec.gov |
| Stonehearth Capital Management | Danvers | $425.4 million | 1,338 | 8 | Not listed | (978) 624-3000 | adviserinfo.sec.gov | |
| Spring Lane Capital | Boston | $424.7 million | 7 | 16 | 7 | (514) 585-7606 | springlanecapital.com | adviserinfo.sec.gov |
| Emblem Group, L.P. | Boston | $419.4 million | 5 | 16 | 5 | (781) 208-2409 | emblem.investments | adviserinfo.sec.gov |
| Summit Partners Credit Advisors, L.P. | Boston | $419 million | 11 | 9 | 8 | (617) 824-1000 | summitpartners.com | adviserinfo.sec.gov |
| Clean Energy Venture Management, LLC | Boston | $416.4 million | 2 | 23 | 2 | (617) 366-1382 | adviserinfo.sec.gov | |
| Goodman Advisory Group, LLC | Needham | $415.5 million | 746 | 8 | Not listed | (781) 559-0320 | adviserinfo.sec.gov | |
| HLM Management Co., LLC | Waltham | $411.4 million | 7 | 14 | 7 | (617) 266-0030 | hlminvestmentpartners.com | adviserinfo.sec.gov |
| J.R. Prunier Capital Management LLC | Holden | $407 million | 424 | 3 | Not listed | (508) 756-8080 | jrprunier.com | adviserinfo.sec.gov |
| Mad River Investors | Boston | $403.5 million | 140 | 6 | 2 | (617) 728-0333 | mriver.com | adviserinfo.sec.gov |
| Perennial Advisors Group, LLC | Westford | $397.4 million | 662 | 4 | Not listed | (978) 577-6025 | perennialadvisorsgroup.com | adviserinfo.sec.gov |
| Beacon Financial Planning, Inc | Hyannis | $397.1 million | 954 | 9 | Not listed | (508) 790-7039 | beaconfinancialplanning.com | adviserinfo.sec.gov |
| Darrow Wealth Management | Needham | $392.4 million | 408 | 6 | Not listed | (978) 369-5144 | adviserinfo.sec.gov | |
| Proctor Financial | Sherborn | $382.3 million | 839 | 5 | Not listed | (781) 235-0405 | proctorfinancial.com | adviserinfo.sec.gov |
| RF&L Wealth Management, LLC | Acton | $381.1 million | 463 | 3 | Not listed | (978) 263-3435 | adviserinfo.sec.gov | |
| Exchange Place Advisors, LLC | Sudbury | $379.7 million | 759 | 3 | Not listed | (978) 443-4405 | adviserinfo.sec.gov | |
| Century Equity Partners LLC | Boston | $378.3 million | 6 | 3 | 6 | (617) 863-2950 | cepfunds.com | adviserinfo.sec.gov |
| Auour Investments LLC | Woburn | $378 million | 833 | 7 | Not listed | (978) 338-4830 | auour.com | adviserinfo.sec.gov |
| Livelife Capital Partners LLC | Southborough | $372.1 million | 1,239 | 9 | Not listed | (978) 315-0230 | adviserinfo.sec.gov | |
| Donoghue Forlines LLC | Boston | $370.5 million | 20 | 7 | Not listed | (800) 642-4276 | adviserinfo.sec.gov | |
| Cox Capital Management LLC | Andover | $361 million | 579 | 4 | Not listed | (978) 475-3325 | adviserinfo.sec.gov | |
| U. S. Boston Capital Corporation | Lincoln | $359.8 million | 271 | 5 | Not listed | (781) 259-1144 | usboston.com | adviserinfo.sec.gov |
| Abbot Financial Management, Inc | Andover | $358.9 million | 534 | 4 | Not listed | (978) 688-9010 | abbotfm.com | adviserinfo.sec.gov |
| Crawford Fund Management, LLC | Boston | $356.1 million | 5 | 4 | 1 | (617) 274-5617 | crawfordfunds.com | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | $354.2 million | 102 | 5 | Not listed | (617) 875-1062 | adviserinfo.sec.gov | |
| 10talents Investors, LLC | Foxborough | $353 million | 23 | 6 | 23 | (508) 549-5799 | 10talentsinvestors.com | adviserinfo.sec.gov |
| Clarendon Private LLC | Boston | $352.1 million | 231 | 8 | Not listed | (617) 927-7999 | adviserinfo.sec.gov | |
| Factor Investing Group | Westborough | $348.8 million | 894 | 6 | Not listed | (508) 366-6040 | adviserinfo.sec.gov | |
| Arctaris Impact Investors | Wellesley | $347.3 million | 6 | 24 | 6 | (617) 735-6000 | arctaris.com | adviserinfo.sec.gov |
| Martha's Vineyard Investment Advisors, LLC | West Tisbury | $342.9 million | 371 | 6 | Not listed | (508) 693-8850 | mvinvestmentadvisors.com | adviserinfo.sec.gov |
| Diversified Financial Management | Norwell | $338.8 million | 478 | 5 | Not listed | (781) 792-0440 | dfmwealth.com | adviserinfo.sec.gov |
| Novo Holdings US Investment Advisor, Inc. | Boston | $338.6 million | 2 | 25 | 1 | (781) 307-2686 | adviserinfo.sec.gov | |
| Assetgrade, LLC | Boston | $337.7 million | 739 | 3 | Not listed | (617) 933-7257 | adviserinfo.sec.gov | |
| Lenk Ladner Investment Solutions LLC | Osterville | $337.3 million | 478 | 3 | Not listed | (508) 428-1645 | lenkladner.com | adviserinfo.sec.gov |
| Bluedoor Private Wealth, LLC | Beverly | $337.3 million | 432 | 6 | Not listed | (781) 810-4604 | bluedoorprivate.com | adviserinfo.sec.gov |
| Loon Lake Capital Management LP | Boston | $336 million | 3 | 6 | 1 | (857) 228-6012 | loonlakecapital.com | adviserinfo.sec.gov |
| North Run Capital, LP | Boston | $334.5 million | 4 | 4 | 4 | (617) 310-6130 | northruncapital.com | adviserinfo.sec.gov |
| Cottage Street Advisors | Marion | $333.8 million | 405 | 4 | Not listed | (508) 748-0709 | adviserinfo.sec.gov | |
| Good Harbor Advisors, Inc. | Gloucester | $333.7 million | 645 | 4 | Not listed | (978) 515-7119 | goodharboradvisors.com | adviserinfo.sec.gov |
| Fairfield Financial Advisors | Wellesley | $333.2 million | 550 | 4 | Not listed | (781) 431-1119 | fairfieldfinadvisors.com | adviserinfo.sec.gov |
| Essex Private Wealth Management LLC | Topsfield | $330.5 million | 797 | 6 | Not listed | (978) 887-5981 | huntwicke.com | adviserinfo.sec.gov |
| Boston Family Advisors LLC | Boston | $329.7 million | 198 | 10 | 1 | (617) 963-0904 | adviserinfo.sec.gov | |
| Game Creek Capital, LP | Boston | $329 million | 14 | 10 | 2 | (617) 849-6589 | gamecreekcapital.com | adviserinfo.sec.gov |
| Purefi Wealth, LLC | Boston | $326.4 million | 98 | 10 | Not listed | (617) 488-9320 | adviserinfo.sec.gov | |
| Sawyer & Co Inc | Boston | $320.1 million | 232 | 4 | Not listed | (617) 227-7033 | sawyer-company.com | adviserinfo.sec.gov |
| Kaname Capital, L.P. | Boston | $319.7 million | 2 | 5 | 1 | (617) 841-7705 | kanamecapital.com | adviserinfo.sec.gov |
| Advaita Capital LLC | Boston | $315.7 million | 13 | 3 | 13 | (978) 846-4458 | adviserinfo.sec.gov | |
| Prospect Hill Growth Partners, L.P. | Waltham | $310.6 million | 6 | 8 | 6 | (617) 753-1100 | adviserinfo.sec.gov | |
| Meridian Financial Advisors, LLC | Holliston | $308.6 million | 676 | 5 | Not listed | (508) 429-2600 | adviserinfo.sec.gov | |
| Finivi Inc. | Westborough | $308.4 million | 1,293 | 10 | Not listed | (508) 870-0440 | adviserinfo.sec.gov | |
| Marathon Financial Group | Boston | $307.8 million | 656 | 6 | Not listed | (857) 201-3420 | adviserinfo.sec.gov | |
| Commons Capital, LLC | Needham | $307.4 million | 728 | 6 | Not listed | (617) 431-7200 | adviserinfo.sec.gov | |
| Finer Wealth Management, Inc. | Salem | $305.8 million | 777 | 7 | Not listed | (978) 740-1011 | finer.com | adviserinfo.sec.gov |
| Mwa Asset Management | Danvers | $305.5 million | 433 | 2 | Not listed | (781) 263-1600 | mwa-am.com | adviserinfo.sec.gov |
| Massachusetts Wealth Management, LLC | North Andover | $301.5 million | 541 | 3 | Not listed | (978) 685-1050 | masswealth.com | adviserinfo.sec.gov |
| Five Corners Financial Services | Easton | $292 million | 750 | 3 | Not listed | 5cornersfinancial.com | adviserinfo.sec.gov | |
| Fox Hill Wealth Management | Dedham | $290.2 million | 1,244 | 8 | Not listed | (781) 613-2600 | adviserinfo.sec.gov | |
| Fayerweather Management, LLC | Cambridge | $289.6 million | 2 | 3 | 2 | (617) 714-3057 | adviserinfo.sec.gov | |
| Rockingstone Advisors | Great Barrington | $280.1 million | 283 | 3 | Not listed | (212) 430-2240 | rockingstoneadvisors.com | adviserinfo.sec.gov |
| TSW Wealth Management | Framingham | $279.3 million | 425 | 5 | Not listed | (508) 655-9303 | adviserinfo.sec.gov | |
| Ironwood Investment Management, LLC | Boston | $278.2 million | 289 | 8 | 1 | (617) 757-7600 | ironwoodinvestmentmanagement.com | adviserinfo.sec.gov |
| Heritage Holding | Boston | $277.7 million | 2 | 17 | 2 | (617) 938-3664 | adviserinfo.sec.gov | |
| Harbor Island Capital LLC | Topsfield | $277.6 million | 14 | 2 | Not listed | (978) 887-3174 | adviserinfo.sec.gov | |
| Ouellette Wealth Advisory LLC | Lexington | $274.4 million | 763 | 7 | Not listed | (781) 861-0766 | adviserinfo.sec.gov | |
| South Shore Capital Advisors, LLC | Boston | $272.8 million | 250 | 3 | Not listed | (781) 740-9310 | sscainvest.com | adviserinfo.sec.gov |
| Ajovista | Boston | $269 million | 5 | 13 | 4 | (413) 419-0828 | ajovista.com | adviserinfo.sec.gov |
| Woodside Wealth Management | Sudbury | $266.6 million | 401 | 4 | Not listed | (508) 655-0210 | woodsidewealth.com | adviserinfo.sec.gov |
| Richardson Financial Services | Medway | $256.1 million | 1,302 | 6 | Not listed | (508) 533-2335 | rfsria.com | adviserinfo.sec.gov |
| Family Fiduciary Services, Inc. | Beverly | $254.2 million | 369 | 5 | Not listed | (978) 922-0050 | familyfiduciary.net | adviserinfo.sec.gov |
| Liberty Forge LLC | Boston | $250.8 million | 358 | 9 | Not listed | (617) 239-9340 | civicfinancial.com | adviserinfo.sec.gov |
| The Clifford Group LLC | Wayland | $248.3 million | 921 | 6 | Not listed | (617) 600-2083 | thecliffordgrp.com | adviserinfo.sec.gov |
| Atwater Wealth Management, Inc. | Boston | $248.2 million | 322 | 3 | Not listed | (617) 723-1439 | atwaterwealth.com | adviserinfo.sec.gov |
| Julex Capital Management | Natick | $246.7 million | 1,716 | 3 | Not listed | (781) 707-8319 | julexcapital.com | adviserinfo.sec.gov |
| Nefpg | Burlington | $246.1 million | 709 | 6 | Not listed | (781) 272-2200 | nefpg.com | adviserinfo.sec.gov |
| Alternative Fund Advisors, LLC | Boston | $245.6 million | 1 | 6 | Not listed | (844) 850-5809 | adviserinfo.sec.gov | |
| Little Harbor Advisors, LLC | Marblehead | $242.6 million | 4 | 13 | 1 | (781) 639-3000 | littleharboradvisors.com | adviserinfo.sec.gov |
| Bain Capital Public Equity, LP | Boston | $242.2 million | 4 | 26 | 2 | (617) 516-2318 | adviserinfo.sec.gov | |
| 1620 Investment Advisors, Inc. | Plymouth | $241.6 million | 593 | 7 | Not listed | (508) 830-4778 | 1620ia.com | adviserinfo.sec.gov |
| Castanea Partners Inc. | Newton | $239 million | 5 | 6 | 5 | (617) 630-2400 | castaneapartners.com | adviserinfo.sec.gov |
| Callodine BDC Advisor, LLC | Boston | $238.7 million | 3 | 13 | 2 | (617) 588-3312 | adviserinfo.sec.gov | |
| Ot Management, LLC | Boston | $232.4 million | 40 | 4 | 40 | (617) 462-3524 | adviserinfo.sec.gov | |
| Tableaux Wealth | Great Barrington | $229.7 million | 617 | 7 | Not listed | (413) 264-2400 | adviserinfo.sec.gov | |
| Successful Money Strategies Inc | Fall River | $227.1 million | 791 | 3 | Not listed | (508) 730-2300 | adviserinfo.sec.gov | |
| Worldly Partners Management, LLC | Needham | $226.8 million | 1 | 5 | 1 | (917) 818-0035 | adviserinfo.sec.gov | |
| Global Delta Capital, LLC | Somerville | $224.9 million | 1 | 13 | 1 | (501) 952-9465 | globaldeltacapital.com | adviserinfo.sec.gov |
| Wincap Financial LLC | Boston | $223.1 million | 624 | 7 | Not listed | (617) 590-3250 | wincapfinancial.com | adviserinfo.sec.gov |
| The Newcastle Network LP | Wellesley | $222.8 million | 2 | 12 | 2 | (617) 640-7020 | thenewcastlenetwork.com | adviserinfo.sec.gov |
| Colrain Capital LLC | Boston | $222.2 million | 87 | 4 | Not listed | (617) 897-5800 | colraincapital.com | adviserinfo.sec.gov |
| Strategic Planning Group, Inc. | Wellesley | $218.6 million | 724 | 3 | Not listed | (781) 444-9010 | spgneedham.com | adviserinfo.sec.gov |
| Polaris Investment Advisors, LLC | Framingham | $217.1 million | 295 | 4 | Not listed | (508) 481-2299 | polarisadv.com | adviserinfo.sec.gov |
| Cutter Financial Group LLC | Falmouth | $216.9 million | 1,211 | 6 | Not listed | (508) 388-7175 | adviserinfo.sec.gov | |
| Etre LLC | Cambridge | $216.8 million | 222 | 3 | Not listed | (617) 945-9401 | adviserinfo.sec.gov | |
| JMC Management, LLC | Boston | $211.9 million | 6 | 3 | 6 | (617) 338-1144 | jmccp.com | adviserinfo.sec.gov |
| Apex Investment Group | Hudson | $211.1 million | 1,201 | 6 | Not listed | (774) 351-0805 | adviserinfo.sec.gov | |
| Traub Capital Management | Needham | $210.8 million | 131 | 4 | Not listed | (781) 453-3929 | traubcapital.com | adviserinfo.sec.gov |
| Mason Capital Partners | Boston | $210.6 million | 300 | 7 | 1 | (617) 228-5190 | adviserinfo.sec.gov | |
| Flying Point Financial, Inc. | North Andover | $206.7 million | 610 | 4 | Not listed | (978) 975-3000 | flyingpointfinancial.com | adviserinfo.sec.gov |
| Osbon Capital Management, LLC | Boston | $205.3 million | 240 | 3 | 2 | (617) 217-2772 | osboncapital.com | adviserinfo.sec.gov |
| Forness Financial LLC | Needham | $202.8 million | 680 | 3 | Not listed | (781) 400-2604 | fornessfinancial.com | adviserinfo.sec.gov |
| Wernau Asset Management | Gloucester | $202.6 million | 225 | 2 | Not listed | (617) 871-0029 | wernauassetmanagement.com | adviserinfo.sec.gov |
| Keenan Financial | Boston | $202.5 million | 1,924 | 27 | Not listed | (978) 270-1193 | adviserinfo.sec.gov | |
| Kraematon Investment Advisors, Inc. | Braintree | $201.5 million | 476 | 2 | Not listed | (781) 431-9425 | kraematon.com | adviserinfo.sec.gov |
| Fulham & Co | Wellesley | $200.2 million | 8 | 11 | 8 | (781) 235-2266 | fulhamco.com | adviserinfo.sec.gov |
| Genesis Wealth Advisors, LLC | Braintree | $200.1 million | 564 | 7 | Not listed | (781) 344-1023 | adviserinfo.sec.gov | |
| WH Cornerstone Investments Inc. | Duxbury | $200 million | 393 | 6 | Not listed | (888) 797-9009 | adviserinfo.sec.gov | |
| Sechrest Financial Services | Acton | $199.2 million | 344 | 4 | Not listed | (978) 795-1284 | yelp.com | adviserinfo.sec.gov |
| TFJ Management, LLC | Somerville | $198.4 million | 3 | 2 | 2 | (617) 877-7752 | adviserinfo.sec.gov | |
| Constant Guidance Financial, LLC | North Attleboro | $198 million | 631 | 1 | Not listed | (508) 207-8049 | adviserinfo.sec.gov | |
| Concordia Wealth Management, LLC | Concord | $197.1 million | 116 | 4 | Not listed | (978) 371-7044 | adviserinfo.sec.gov | |
| Cambridge Cape Cod Advisors, LLC | Sandwich | $194.8 million | 264 | 2 | Not listed | (508) 888-9300 | cambridgecape.com | adviserinfo.sec.gov |
| Innovative Advisory Group | Lexington | $194 million | 800 | 9 | Not listed | (781) 577-2782 | adviserinfo.sec.gov | |
| Kastel Capital Advisors, LLC | Wellesley | $193.3 million | 265 | 3 | Not listed | (888) 622-2285 | adviserinfo.sec.gov | |
| Balanced Rock Investment Advisors | Roslindale | $193.2 million | 834 | 5 | Not listed | (617) 971-8323 | yelp.com | adviserinfo.sec.gov |
| Cape Ann Capital, Inc. | Concord | $193 million | 549 | 2 | Not listed | (978) 254-5841 | adviserinfo.sec.gov | |
| Arcadia Funds | Burlington | $192.8 million | 5 | 9 | 2 | (781) 418-1049 | adviserinfo.sec.gov | |
| Park State Asset Management LLC | Beverly | $192.4 million | 133 | 6 | Not listed | (978) 529-2395 | park-state.com | adviserinfo.sec.gov |
| Orvieto Partners, L.P. | Boston | $188.6 million | 1 | 4 | 1 | (781) 733-4745 | adviserinfo.sec.gov | |
| Rothwell Investment Advisors | Salem | $187.7 million | 1,363 | 5 | Not listed | (978) 594-8828 | maitlandfinancialgroup.com | adviserinfo.sec.gov |
| Colman Knight Advisory Group, LLC | Acton | $187.7 million | 441 | 8 | Not listed | (978) 371-2015 | colmanknight.com | adviserinfo.sec.gov |
| Finarc Investments, Inc. | Norwood | $187.6 million | 377 | 4 | Not listed | (781) 762-8080 | adviserinfo.sec.gov | |
| High Pines Wealth Management LLC | Duxbury | $184 million | 464 | 5 | Not listed | (617) 580-3141 | adviserinfo.sec.gov | |
| Righthand Capital, LLC | West Newton | $182.3 million | 214 | 3 | Not listed | (617) 430-7770 | adviserinfo.sec.gov | |
| Epilog Partners, LP. | Boston | $181.6 million | 2 | 3 | 2 | (203) 263-1454 | adviserinfo.sec.gov | |
| Timmons Wealth Management | Attleboro | $179.2 million | 602 | 3 | Not listed | (774) 331-2172 | twealthmanagement.com | adviserinfo.sec.gov |
| Spring Lake Equity GP LLC | Burlington | $179.2 million | 4 | 3 | 4 | (617) 391-6341 | springlep.com | adviserinfo.sec.gov |
| The Watermill Group | Boston | $178.1 million | 18 | 13 | 18 | (781) 891-6660 | watermill.com | adviserinfo.sec.gov |
| Prosperitea Planning | Greenfield | $176.9 million | 579 | 4 | Not listed | (413) 829-4832 | prosperiteaplanning.com | adviserinfo.sec.gov |
| Sippican Capital Advisors | Boston | $175 million | 150 | 5 | Not listed | (857) 263-8101 | sippicancapital.com | adviserinfo.sec.gov |
| Fma Wealth Management, LLC | Duxbury | $174 million | 435 | 2 | Not listed | (781) 934-7880 | adviserinfo.sec.gov | |
| Levatus LLC | Boston | $173.9 million | 235 | 4 | Not listed | (617) 505-4710 | adviserinfo.sec.gov | |
| SF Advisers, LLC | Boston | $172.5 million | 6 | 34 | 4 | (617) 939-9900 | adviserinfo.sec.gov | |
| McIntyre, Freedman & Flynn Investment Advisers, Inc. | Orleans | $172 million | 116 | 5 | Not listed | (508) 255-1651 | mcintyreinvestments.net | adviserinfo.sec.gov |
| Financial Solutions Associates | Dedham | $171.9 million | 570 | 2 | Not listed | (781) 251-0505 | govermanfinancialsolutions.net | adviserinfo.sec.gov |
| Assabet Advisors, LLC | Holden | $171.4 million | 217 | 3 | Not listed | (508) 351-9666 | assabetadvisors.com | adviserinfo.sec.gov |
| Seamans Capital Management, LLC | Waltham | $170.7 million | 44 | 9 | 7 | (781) 890-5225 | seamansholdings.com | adviserinfo.sec.gov |
| Titanium Advisors, LLC | Franklin | $169.7 million | 242 | 1 | Not listed | (508) 528-3120 | titaniumadvisors.com | adviserinfo.sec.gov |
| Cornerstone Financial Management LLC | Burlington | $167 million | 444 | 7 | Not listed | (800) 527-1238 | cornerstonefm.com | adviserinfo.sec.gov |
| Winthrop Square Capital, L.P. | Boston | $166.8 million | 3 | 4 | 3 | (617) 340-7670 | winthropsquarecapital.com | adviserinfo.sec.gov |
| Afg Fiduciary Services | Hingham | $166.3 million | 323 | 3 | Not listed | (781) 741-2540 | afgfiduciary.com | adviserinfo.sec.gov |
| New England Schooner, Inc. | Peabody | $165.2 million | 534 | 4 | Not listed | (978) 977-4757 | neschooner.com | adviserinfo.sec.gov |
| Nobscot Investment Management LLC | Wellesley | $164.2 million | 38 | 1 | Not listed | (781) 237-2700 | nobscotinvestment.com | adviserinfo.sec.gov |
| Wolfstich Capital, LLC | Medfield | $162.1 million | 273 | 1 | Not listed | (781) 475-6157 | wolfstichcapital.com | adviserinfo.sec.gov |
| Broadwater Capital Management LLC | Boston | $161 million | 94 | 1 | Not listed | (617) 778-0095 | adviserinfo.sec.gov | |
| Blue Moon Capital Management LLC | Boston | $159.5 million | 1 | 9 | 1 | (617) 307-5961 | adviserinfo.sec.gov | |
| Radius Wealth Management, Inc. | Boston | $158.7 million | 300 | 4 | Not listed | (617) 765-2200 | radiuswealth.com | adviserinfo.sec.gov |
| Delphinus Financial Advisors, LLC | Mansfield | $157.1 million | 356 | 2 | Not listed | (781) 780-2439 | delphinusfa.com | adviserinfo.sec.gov |
| Bluebird Wealth Management LLC | Medfield | $154 million | 255 | 3 | Not listed | (508) 359-4349 | adviserinfo.sec.gov | |
| Heritage Wealth Management | Woburn | $153.2 million | 369 | 2 | Not listed | (800) 620-9330 | adviserinfo.sec.gov | |
| Financial Solutions Associates | Dedham | $152.9 million | 174 | 1 | Not listed | (781) 251-0505 | sustainableinvestmentsolutions.net | adviserinfo.sec.gov |
| Vincent Wealth Advisors LLC | Norwell | $152.9 million | 319 | 2 | Not listed | (781) 556-8623 | vincentwealth.com | adviserinfo.sec.gov |
| Felis Advantage, LP | Boston | $150 million | 4 | 5 | 1 | (617) 702-7450 | adviserinfo.sec.gov | |
| Proficient Wealth Counselors, LLC | Norwood | $146.9 million | 614 | 1 | Not listed | (781) 278-9488 | proficientwealth.com | adviserinfo.sec.gov |
| The Sher Wealth Management Group | Needham | $145.6 million | 146 | 2 | Not listed | (617) 928-3656 | sherwealth.com | adviserinfo.sec.gov |
| The Practical Planner | Groton | $145.3 million | 66 | 2 | Not listed | (978) 448-3403 | practicalplanner.com | adviserinfo.sec.gov |
| Betro Mileszko & Company | Foxboro | $144.8 million | 319 | 2 | Not listed | (508) 698-4949 | betromileszko.com | adviserinfo.sec.gov |
| Landon Capital Partners, LLC | Boston | $144.8 million | 14 | 5 | 14 | (617) 589-3652 | adviserinfo.sec.gov | |
| BTS Asset Management, Inc. | Lincoln | $144.8 million | 448 | 13 | Not listed | (781) 863-2545 | btsfunds.com | adviserinfo.sec.gov |
| Applied Fundamental Research, LLC | Cambridge | $142.9 million | 7 | 5 | 2 | (617) 360-7176 | appliedfr.com | adviserinfo.sec.gov |
| LTG Capital LLC | Framingham | $142.2 million | 353 | 5 | Not listed | (888) 445-0111 | ltgcapital.com | adviserinfo.sec.gov |
| Savior Wealth | Wellesley | $140.2 million | 303 | 3 | 12 | (888) 972-8467 | adviserinfo.sec.gov | |
| Boyd Financial Strategies, Inc. | Auburn | $139.6 million | 151 | 3 | Not listed | (508) 754-3226 | boydstrategy.com | adviserinfo.sec.gov |
| Clarity Retirement & Wealth, LLC | New Bedford | $139.5 million | 499 | 2 | Not listed | (774) 992-7444 | clarityrw.com | adviserinfo.sec.gov |
| Integrity Financial Advisors, LLC | Woburn | $134.9 million | 495 | 9 | Not listed | (978) 338-4830 | integrityfa.com | adviserinfo.sec.gov |
| Breakwater Financial, LLC | Needham | $127.9 million | 281 | 1 | Not listed | (617) 849-8019 | adviserinfo.sec.gov | |
| Moore Financial Advisors, LTD. | Belmont | $127.2 million | 350 | 4 | Not listed | (617) 393-9999 | mooreadvisors.com | adviserinfo.sec.gov |
| Ashwood Advisors | Medfield | $126.9 million | 195 | 3 | Not listed | (508) 359-9442 | geremiainvestments.com | adviserinfo.sec.gov |
| Twin Gryphon Advisors LLC | Marshfield | $126.5 million | 123 | 4 | 1 | (781) 319-0098 | adviserinfo.sec.gov | |
| TQM Wealth Partners | Marblehead | $123.7 million | 220 | 4 | Not listed | (781) 990-3599 | adviserinfo.sec.gov | |
| Investment Management Trust, LLC | Fitchburg | $123.5 million | 305 | 1 | Not listed | (978) 343-3344 | adviserinfo.sec.gov | |
| Ibs Capital LLC | Medfield | $123 million | 3 | 4 | 3 | (617) 261-5327 | ibscapital.com | adviserinfo.sec.gov |
| Condon Wealth Management, Inc. | Plymouth | $122.1 million | 494 | 4 | Not listed | (508) 746-7763 | adviserinfo.sec.gov | |
| Boston Portfolio Advisers | Boston | $121.5 million | 383 | 3 | Not listed | (617) 227-7807 | adviserinfo.sec.gov | |
| Weber Capital Management LLC | Newton | $120.2 million | 4 | 2 | 3 | (415) 317-1798 | webercapital.com | adviserinfo.sec.gov |
| Rheeco, Inc. | Natick | $119.2 million | 562 | 4 | Not listed | (508) 655-1185 | rhee.co | adviserinfo.sec.gov |
| Greenport Capital Advisors | Marlborough | $119.2 million | 68 | 2 | Not listed | (978) 393-3090 | greenportca.com | adviserinfo.sec.gov |
| Washington Financial Group, Inc. | Osterville | $119 million | 710 | 2 | Not listed | (508) 420-8341 | adviserinfo.sec.gov | |
| South Shore Investment Services LLC | Norwell | $117.9 million | 832 | 5 | Not listed | (781) 887-8978 | southshoreis.com | adviserinfo.sec.gov |
| Covalent Partners LLC | Concord | $117.3 million | 2 | 4 | 1 | (617) 658-5500 | covalentpartnersllc.com | adviserinfo.sec.gov |
| Risk Paradigm Group, LLC | Burlington | $115.6 million | 488 | 7 | Not listed | (866) 726-5150 | adviserinfo.sec.gov | |
| Beyond Your Hammock LLC | Boston | $115.4 million | 369 | 3 | Not listed | (617) 446-3841 | beyondyourhammock.com | adviserinfo.sec.gov |
| Dardanelles Capital LP | Boston | $114.2 million | 1 | 3 | 1 | (617) 921-0618 | adviserinfo.sec.gov | |
| Signal Ridge Capital Partners, LLC | Framingham | $113.6 million | 95 | 3 | Not listed | (617) 607-3222 | adviserinfo.sec.gov | |
| Charles River Wealth Management, LLC | Burlington | $110.3 million | 343 | 1 | Not listed | (781) 270-5400 | kenannacar.myhomehq.biz | adviserinfo.sec.gov |
| O.F.O. Partners, LLC | Hingham | $110 million | 61 | 3 | Not listed | (617) 829-8800 | adviserinfo.sec.gov | |
| Renaissance Wealth Advisors, LLC | Newton | $109.9 million | 459 | 2 | Not listed | (617) 663-5595 | adviserinfo.sec.gov | |
| Quabbin Advisors | Amherst | $109.8 million | 211 | 1 | Not listed | (413) 313-5037 | quabbinadvisors.com | adviserinfo.sec.gov |
| Charlesbridge Advisors | Dedham | $108.5 million | 7 | 4 | Not listed | (781) 682-3299 | adviserinfo.sec.gov | |
| Butterworth Financial LLC | Danvers | $103.3 million | 388 | 1 | Not listed | (617) 792-8492 | butterworthfinancial.net | adviserinfo.sec.gov |
| Rocky Hill Advisors Inc. | Peabody | $102.4 million | 152 | 2 | Not listed | (978) 531-5900 | rockyhilladvisors.com | adviserinfo.sec.gov |
| Needham Advisory Corporation | North Andover | $102.4 million | 244 | 5 | Not listed | (978) 681-8821 | adviserinfo.sec.gov | |
| Sequentis Capital LLC | Boston | $101.5 million | 226 | 4 | Not listed | (617) 419-7133 | sequentis-capital.com | adviserinfo.sec.gov |
| Tax & Investment Advisors | Newburyport | $101.5 million | 343 | 3 | Not listed | (978) 255-1128 | adviserinfo.sec.gov | |
| Hirst Financial Independence Planning, Inc. | Fall River | $101.2 million | 400 | 4 | Not listed | (508) 636-3595 | hirstfip.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.