Data / Investment advisers / Massachusetts / Needham
Investment advisers in Needham, MA: 16 firms, $23.3 billion in AUM
16 investment advisers have their main office in Needham, Massachusetts: 14 SEC registered and 2 exempt reporting. The registered advisers report $23.3 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Ascensus Investment Advisors, LLC with $13 billion.
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.
- 16Advisers
- 14SEC registered
- 2Exempt reporting
- $23.3 billionTotal AUM
- 13Advisers over $100 million
- 3Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Ascensus Investment Advisors, LLC | Needham | $12.97 billion | 10 | 48 | Not listed | (617) 454-6400 | adviserinfo.sec.gov | |
| Beaumont Financial Partners | Needham | $3.76 billion | 4,286 | 24 | Not listed | (781) 400-2800 | adviserinfo.sec.gov | |
| Pinnacle Pension Consultants LLC | Needham | $2.17 billion | 66 | 3 | Not listed | (857) 302-4105 | pinnaclepensionconsultants.com | adviserinfo.sec.gov |
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | 4,071 | 22 | Not listed | (781) 433-0001 | adviserinfo.sec.gov | |
| Centerpoint Advisors, LLC | Needham | $731.9 million | 1,055 | 12 | Not listed | (781) 400-1748 | adviserinfo.sec.gov | |
| Goodman Advisory Group, LLC | Needham | $415.5 million | 746 | 8 | Not listed | (781) 559-0320 | adviserinfo.sec.gov | |
| Darrow Wealth Management | Needham | $392.4 million | 408 | 6 | Not listed | (978) 369-5144 | adviserinfo.sec.gov | |
| Commons Capital, LLC | Needham | $307.4 million | 728 | 6 | Not listed | (617) 431-7200 | adviserinfo.sec.gov | |
| Worldly Partners Management, LLC | Needham | $226.8 million | 1 | 5 | 1 | (917) 818-0035 | adviserinfo.sec.gov | |
| Traub Capital Management | Needham | $210.8 million | 131 | 4 | Not listed | (781) 453-3929 | traubcapital.com | adviserinfo.sec.gov |
| Forness Financial LLC | Needham | $202.8 million | 680 | 3 | Not listed | (781) 400-2604 | fornessfinancial.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 |
| Breakwater Financial, LLC | Needham | $127.9 million | 281 | 1 | Not listed | (617) 849-8019 | adviserinfo.sec.gov | |
| Mars General Partner, Inc. | Needham | Not listed | Not listed | Not listed | 1 | (781) 449-4095 | inflection.fund | adviserinfo.sec.gov |
| Waterville Investment Partners, LLC | Needham | Not listed | Not listed | Not listed | 1 | (860) 690-7806 | adviserinfo.sec.gov | |
| Nightingale Wealth Solutions | Needham | Not listed | 0 | 5 | Not listed | (617) 340-3322 | adviserinfo.sec.gov |
Advisers in Needham that manage private funds
3 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Worldly Partners Management, LLC | Needham | MA | 1 | 1 | Not listed | Not listed | Not listed | $226.8 million | $226.8 million | adviserinfo.sec.gov |
| Mars General Partner, Inc. | Needham | MA | 1 | Not listed | Not listed | 1 | Not listed | $5 million | Not listed | adviserinfo.sec.gov |
| Waterville Investment Partners, LLC | Needham | MA | 1 | Not listed | 1 | Not listed | Not listed | $35.2 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Needham
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Nightingale Wealth Solutions | Needham | MA | October 20, 2026 | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.