Data / Investment advisers / Serving charitable organizations / Massachusetts

Investment advisers in Massachusetts serving charitable organizations: 236 firms

Name: Investment advisers in Massachusetts serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

236 SEC registered investment advisers with a main office in Massachusetts report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $471 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Cambridge Associates, LLC.

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.

Get charitable organizations advisers in Massachusetts Watch new advisers in Massachusetts

236Advisers
$471 billionAUM from this client type
234Advisers over $100 million
November 2, 2026File date

Advisers in Massachusetts serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Cambridge Associates, LLC	Boston	306	$185.98 billion	$326.70 billion	adviserinfo.sec.gov
Marsh Investments US LLC	Boston	1,034	$62.56 billion	$226.04 billion	adviserinfo.sec.gov
Strategic Advisers LLC	Boston	12	$49.77 billion	$1.37 trillion	adviserinfo.sec.gov
Income Research + Management	Boston	165	$25.84 billion	$130.65 billion	adviserinfo.sec.gov
Partners Capital Investment Group, LLP	Boston	147	$21.03 billion	$50.51 billion	adviserinfo.sec.gov
Wellington Management Company LLP	Boston	74	$18.61 billion	$1.43 trillion	adviserinfo.sec.gov
Nepc, LLC	Boston	84	$14.77 billion	$152.72 billion	adviserinfo.sec.gov
Breckinridge Capital Advisors Inc	Boston	975	$9.54 billion	$54.28 billion	adviserinfo.sec.gov
Rhumbline Advisers	Boston	149	$8.48 billion	$136.48 billion	adviserinfo.sec.gov
TIAA Kaspick, LLC	Boston	139	$8.25 billion	$8.74 billion	adviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLC	Boston	16	$7.62 billion	$80.97 billion	adviserinfo.sec.gov
Acadian Asset Management	Boston	27	$7.24 billion	$177.46 billion	adviserinfo.sec.gov
Aureus Asset Management, LLC	Boston	17	$6.20 billion	$8.40 billion	adviserinfo.sec.gov
Cambridge Associates Limited, LLC	Boston	12	$3.95 billion	$8.20 billion	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	43	$3.31 billion	$23.44 billion	adviserinfo.sec.gov
Loomis, Sayles & Company, L.P.	Boston	293	$2.22 billion	$386.88 billion	adviserinfo.sec.gov
Wgi DM, LLC	Boston	Fewer than 5	$2.08 billion	$7.78 billion	adviserinfo.sec.gov
New England Private Wealth Advisors, LLC	Wellesley	58	$1.87 billion	$5.09 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	116	$1.85 billion	$113.59 billion	adviserinfo.sec.gov
F L Putnam Investment Management Co.	Lynnfield	203	$1.75 billion	$9.72 billion	adviserinfo.sec.gov
Westfield Capital Management Company, L.P.	Boston	138	$1.44 billion	$29.81 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	72	$1.30 billion	$502.40 billion	adviserinfo.sec.gov
Eaton Vance Management	Boston	27	$1.11 billion	$97.02 billion	adviserinfo.sec.gov
Commonwealth Financial Network	Waltham	405	$1.08 billion	$212.66 billion	adviserinfo.sec.gov
Arrowstreet Capital, Limited Partnership	Boston	2	$927.7 million	$351.32 billion	adviserinfo.sec.gov
Congress Asset Management Company, LLP	Boston	94	$920.9 million	$14.20 billion	adviserinfo.sec.gov
SCS Capital Management LLC	Boston	14	$882.6 million	$48.65 billion	adviserinfo.sec.gov
Trillium Asset Management	Boston	222	$824.6 million	$4.31 billion	adviserinfo.sec.gov
Stockbridge Investors	Boston	Fewer than 5	$792.1 million	$5.41 billion	adviserinfo.sec.gov
Manulife Investment Management (US) LLC	Boston	762	$760.9 million	$228.04 billion	adviserinfo.sec.gov
Rwa Wealth Partners	Boston	33	$673.4 million	$19.80 billion	adviserinfo.sec.gov
Boston Partners	Boston	27	$642.8 million	$116.17 billion	adviserinfo.sec.gov
Boston Common Asset Management, LLC	Boston	73	$598.4 million	$4.17 billion	adviserinfo.sec.gov
Natixis Advisors, LLC	Boston	219	$566.8 million	$108.65 billion	adviserinfo.sec.gov
Capshift Advisors	West Newton	14	$560 million	$628 million	adviserinfo.sec.gov
Choate Investment Advisors	Boston	36	$544 million	$10.05 billion	adviserinfo.sec.gov
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Boston	53	$458.3 million	$12.84 billion	adviserinfo.sec.gov
Monashee Investment Management, LLC	Boston	Fewer than 5	$439.8 million	$1.86 billion	adviserinfo.sec.gov
Clough Capital Partners, LP	Boston	1	$423.5 million	$1.51 billion	adviserinfo.sec.gov
Polen Capital Credit, LLC	Waltham	3	$401.9 million	$6.13 billion	adviserinfo.sec.gov
Newton Investment Management North America	Boston	5	$389.1 million	$59.16 billion	adviserinfo.sec.gov
Zevin Asset Management, LLC	Boston	66	$376 million	$1.02 billion	adviserinfo.sec.gov
Highvista Private Capital Management LLC	Boston	Fewer than 5	$375.7 million	$6.48 billion	adviserinfo.sec.gov
Howland Capital Management LLC	Boston	27	$375.3 million	$3.74 billion	adviserinfo.sec.gov
Geode Capital Management, LLC	Boston	Fewer than 5	$352.5 million	$1.74 trillion	adviserinfo.sec.gov
MML Investors Services, LLC	Springfield	733	$306.7 million	$115.64 billion	adviserinfo.sec.gov
Minot Deblois Advisors LLC	Boston	15	$306.3 million	$2.04 billion	adviserinfo.sec.gov
P/E Global LLC	Boston	Fewer than 5	$300 million	$1.71 billion	adviserinfo.sec.gov
Granahan Investment Management LLC	Waltham	9	$294.7 million	$2.36 billion	adviserinfo.sec.gov
Meketa Investment Group Inc	Westwood	32	$279 million	$9.99 billion	adviserinfo.sec.gov
American Investment Services Inc	Great Barrington	13	$272.8 million	$1.07 billion	adviserinfo.sec.gov
Moors & Cabot, Inc	Boston	75	$262.4 million	$4.03 billion	adviserinfo.sec.gov
Ajovista	Boston	1	$251.8 million	$269 million	adviserinfo.sec.gov
Promethos Capital, LLC	Boston	14	$242 million	$1.27 billion	adviserinfo.sec.gov
Windrose Advisors LLC	Waltham	12	$229.4 million	$2.67 billion	adviserinfo.sec.gov
Panagora Asset Management Inc	Boston	3	$226 million	$44.13 billion	adviserinfo.sec.gov
Fiduciary Wealth Partners, LLC	Newton Lower Falls	7	$222.5 million	$1.54 billion	adviserinfo.sec.gov
LMCG Investments, LLC	Boston	37	$220.7 million	$6.83 billion	adviserinfo.sec.gov
Solum Partners	Boston	Fewer than 5	$218.3 million	$1.75 billion	adviserinfo.sec.gov
SVB Wealth	Boston	13	$212.5 million	$3.10 billion	adviserinfo.sec.gov
Birch Hill Investment Advisors LLC	Boston	13	$205.8 million	$2.95 billion	adviserinfo.sec.gov
Anchor Capital Advisors LLC	Boston	14	$199.6 million	$2.37 billion	adviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLC	Boston	22	$183.5 million	$10.88 billion	adviserinfo.sec.gov
S & Co., Inc.	Boston	17	$170 million	$2.46 billion	adviserinfo.sec.gov
Eventide Asset Management, LLC	Boston	11	$163.7 million	$7.38 billion	adviserinfo.sec.gov
Wainwright Investment Counsel LLC	Boston	12	$161.4 million	$5.52 billion	adviserinfo.sec.gov
Northstar Asset Management, Inc	Boston	23	$159.2 million	$805.9 million	adviserinfo.sec.gov
Welch & Forbes LLC	Boston	26	$157.3 million	$9.90 billion	adviserinfo.sec.gov
Leeward Investments	Boston	4	$152.4 million	$2.87 billion	adviserinfo.sec.gov
The Putnam Advisory Company, LLC	Boston	Fewer than 5	$142.7 million	$33.19 billion	adviserinfo.sec.gov
Catalyst Financial Partners	Boston	8	$142.3 million	$1.72 billion	adviserinfo.sec.gov
St. Germain Investment Management	Springfield	113	$142.1 million	$3.79 billion	adviserinfo.sec.gov
Weatherbie Capital, LLC	Boston	4	$139.2 million	$1.34 billion	adviserinfo.sec.gov
Moody, Lynn, Lieberson & Walker, LLC	Boston	33	$126.9 million	$2.41 billion	adviserinfo.sec.gov
Rose Grove Capital Management, LLC	Wellesley	1	$124 million	$1.94 billion	adviserinfo.sec.gov
Baldwin Wealth Partners, LLC	Marion	42	$121.5 million	$2.33 billion	adviserinfo.sec.gov
Grimes & Company	Westborough	26	$120.2 million	$6.30 billion	adviserinfo.sec.gov
Capital Advisors Group, Inc	Boston	3	$119.6 million	$23.03 billion	adviserinfo.sec.gov
Aequitas Investment Advisors, LLC	Hingham	9	$116.6 million	$826.1 million	adviserinfo.sec.gov
J.M. Forbes & Co. LLP	Boston	21	$114.4 million	$1.67 billion	adviserinfo.sec.gov
Integrated Wealth Concepts LLC	Waltham	67	$111.4 million	$23.58 billion	adviserinfo.sec.gov
Bolton Global Asset Management	Bolton	28	$110.6 million	$8.28 billion	adviserinfo.sec.gov
Portolan Capital Management, LLC	Boston	Fewer than 5	$110 million	$2.02 billion	adviserinfo.sec.gov
Boston Family Office LLC	Boston	10	$107.7 million	$2.02 billion	adviserinfo.sec.gov
Shawspring Partners, LLC	Boston	5	$104.5 million	$438.7 million	adviserinfo.sec.gov
Fidelity Diversifying Solutions LLC	Boston	Fewer than 5	$102.3 million	$18.88 billion	adviserinfo.sec.gov
Felis Advantage, LP	Boston	Fewer than 5	$100 million	$150 million	adviserinfo.sec.gov
Frontier Capital Management Co LLC	Boston	Fewer than 5	$99 million	$9.60 billion	adviserinfo.sec.gov
Beaton Management Co Inc	Haverhill	26	$96.9 million	$445.7 million	adviserinfo.sec.gov
Washington Trust Advisors	Wellesley	17	$94.4 million	$2.39 billion	adviserinfo.sec.gov
Middleton & Company Inc.	Boston	17	$93.9 million	$1.23 billion	adviserinfo.sec.gov
Castle Rock Advisors LLC	Boston	3	$91.3 million	$3.86 billion	adviserinfo.sec.gov
SLC Management	Wellesley Hills	5	$84.2 million	$76.41 billion	adviserinfo.sec.gov
Ipswich Investment Management Company, Inc	Beverly	10	$82.3 million	$730.2 million	adviserinfo.sec.gov
Essex Investment Management Company, LLC	Boston	14	$79.1 million	$712.7 million	adviserinfo.sec.gov
Appleton Partners, Inc.	Boston	11	$78.9 million	$12.55 billion	adviserinfo.sec.gov
Northeast Investment Management Inc	Boston	12	$75.8 million	$3.27 billion	adviserinfo.sec.gov
Reynders, McVeigh Capital Management, LLC	Boston	10	$75.7 million	$4.23 billion	adviserinfo.sec.gov
Schwerin Boyle Capital Management, Inc	Springfield	Fewer than 5	$70.9 million	$1.21 billion	adviserinfo.sec.gov
Wilkins Investment Counsel, Inc	Boston	15	$68.3 million	$1.12 billion	adviserinfo.sec.gov
Aaf Wealth Management, LLC	Westborough	12	$62.3 million	$727.6 million	adviserinfo.sec.gov
Eagleclaw Capital Management LLC	Boston	8	$60.2 million	$896.2 million	adviserinfo.sec.gov
Foster Dykema Cabot & Partners, LLC	Waltham	15	$57.2 million	$2.22 billion	adviserinfo.sec.gov
Putnam Investment Management, LLC	Boston	21	$55.6 million	$117.24 billion	adviserinfo.sec.gov
Martha's Vineyard Investment Advisors, LLC	West Tisbury	21	$54.9 million	$342.9 million	adviserinfo.sec.gov
Penobscot Investment Management Company, Inc.	Boston	6	$51.9 million	$1.64 billion	adviserinfo.sec.gov
Catholic Investment Services, Inc.	Boston	Fewer than 5	$51.7 million	$1.52 billion	adviserinfo.sec.gov
The de Burlo Group, Inc.	Boston	17	$51.3 million	$1.13 billion	adviserinfo.sec.gov
MFS Investment Management	Boston	1	$51.1 million	$514.05 billion	adviserinfo.sec.gov
Polaris Capital Management, LLC	Boston	1	$49 million	$5.45 billion	adviserinfo.sec.gov
Goodman Advisory Group, LLC	Needham	2	$45.9 million	$415.5 million	adviserinfo.sec.gov
Renaissance Investment Group, LLC	Lenox	11	$43.6 million	$726.1 million	adviserinfo.sec.gov
Bristol Wealth Group	Taunton	11	$43.2 million	$985.6 million	adviserinfo.sec.gov
Kastel Capital Advisors, LLC	Wellesley	Fewer than 5	$42.9 million	$193.3 million	adviserinfo.sec.gov
CW Advisors, LLC	Boston	24	$41.5 million	$15.22 billion	adviserinfo.sec.gov
AEW Capital Management LP	Boston	Fewer than 5	$40.3 million	$3.02 billion	adviserinfo.sec.gov
Ballentine Partners	Waltham	3	$40.1 million	$15.32 billion	adviserinfo.sec.gov
71 West Capital Partners	Boston	2	$39.1 million	$5.51 billion	adviserinfo.sec.gov
Aristotle Capital Boston, LLC	Boston	6	$38.8 million	$1.83 billion	adviserinfo.sec.gov
McCarter Private Wealth Services LLC	Boston	8	$38.6 million	$427.7 million	adviserinfo.sec.gov
Sippican Capital Advisors	Boston	Fewer than 5	$37.5 million	$175 million	adviserinfo.sec.gov
Beaumont Financial Partners	Needham	6	$37 million	$3.76 billion	adviserinfo.sec.gov
Clarendon Private LLC	Boston	10	$36.2 million	$352.1 million	adviserinfo.sec.gov
Little House Capital, LLC	Braintree	5	$35.8 million	$675.2 million	adviserinfo.sec.gov
Wingate Wealth Advisors, Inc.	Lexington	7	$34.3 million	$1.42 billion	adviserinfo.sec.gov
O.F.O. Partners, LLC	Hingham	Fewer than 5	$33.9 million	$110 million	adviserinfo.sec.gov
Woodstock Corporation	Boston	8	$30.3 million	$1.29 billion	adviserinfo.sec.gov
Moody Aldrich Partners, LLC	Marblehead	4	$28.8 million	$864.3 million	adviserinfo.sec.gov
Applied Fundamental Research, LLC	Cambridge	3	$27.7 million	$142.9 million	adviserinfo.sec.gov
Wernau Asset Management	Gloucester	2	$27.1 million	$202.6 million	adviserinfo.sec.gov
Arjuna Capital, LLC	Manchester	11	$26.4 million	$679.7 million	adviserinfo.sec.gov
Cabot Wealth Management	Beverly	14	$26.1 million	$1.22 billion	adviserinfo.sec.gov
GC Wealth Management RIA, LLC	Cambridge	Fewer than 5	$24.9 million	$5.83 billion	adviserinfo.sec.gov
Hoopoe Advisors	Boston	26	$24.1 million	$610 million	adviserinfo.sec.gov
Winthrop Wealth	Boston	19	$23.9 million	$3.10 billion	adviserinfo.sec.gov
Mayflower Advisors	Boston	21	$23.5 million	$5.82 billion	adviserinfo.sec.gov
Cox Capital Management LLC	Andover	10	$22.3 million	$361 million	adviserinfo.sec.gov
Redwood Investments, LLC	Boston	2	$16.8 million	$710.1 million	adviserinfo.sec.gov
Excalibur Management Corp	Waltham	Fewer than 5	$16.7 million	$712.1 million	adviserinfo.sec.gov
Contravisory Investment Management, Inc.	Norwell	5	$16.6 million	$701.7 million	adviserinfo.sec.gov
Cutler Capital Management	Worcester	3	$16.4 million	$430.8 million	adviserinfo.sec.gov
Broadwater Capital Management LLC	Boston	Fewer than 5	$16.1 million	$161 million	adviserinfo.sec.gov
Purefi Wealth, LLC	Boston	1	$15.6 million	$326.4 million	adviserinfo.sec.gov
East Coast Asset Management, LLC	Essex	Fewer than 5	$13.1 million	$1.01 billion	adviserinfo.sec.gov
Bluebird Wealth Management LLC	Medfield	Fewer than 5	$13 million	$154 million	adviserinfo.sec.gov
Flagship Harbor Advisors, LLC	Boston	27	$12.7 million	$3.42 billion	adviserinfo.sec.gov
Marble Harbor Investment Counsel, LLC	Boston	10	$12.3 million	$1.32 billion	adviserinfo.sec.gov
Claro Advisors Inc.	Boston	7	$11.8 million	$1.41 billion	adviserinfo.sec.gov
Needham Advisory Corporation	North Andover	2	$11.4 million	$102.4 million	adviserinfo.sec.gov
Massachusetts Wealth Management, LLC	North Andover	Fewer than 5	$10.5 million	$301.5 million	adviserinfo.sec.gov
Abbot Financial Management, Inc	Andover	Fewer than 5	$10.1 million	$358.9 million	adviserinfo.sec.gov
Auour Investments LLC	Woburn	3	$10.1 million	$378 million	adviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLC	Boston	16	$10 million	$25.95 billion	adviserinfo.sec.gov
Shepherd Financial Partners, LLC	Winchester	14	$9.6 million	$1.38 billion	adviserinfo.sec.gov
Argonautica Private Wealth Management, Inc	Wellesley	6	$8.9 million	$532.9 million	adviserinfo.sec.gov
High Pines Wealth Management LLC	Duxbury	Fewer than 5	$8.4 million	$184 million	adviserinfo.sec.gov
Livelife Capital Partners LLC	Southborough	Fewer than 5	$8.3 million	$372.1 million	adviserinfo.sec.gov
Radius Wealth Management, Inc.	Boston	Fewer than 5	$8.1 million	$158.7 million	adviserinfo.sec.gov
Crestwood Advisors	Boston	3	$7.9 million	$8.02 billion	adviserinfo.sec.gov
New Harbor Financial Group, LLC	Worcester	3	$7.6 million	$845.7 million	adviserinfo.sec.gov
Seamans Capital Management, LLC	Waltham	2	$7.5 million	$170.7 million	adviserinfo.sec.gov
Signal Ridge Capital Partners, LLC	Framingham	1	$7.4 million	$113.6 million	adviserinfo.sec.gov
Epg Incorporated	Framingham	3	$7.3 million	$3.20 billion	adviserinfo.sec.gov
South Shore Capital Advisors, LLC	Boston	Fewer than 5	$7.2 million	$272.8 million	adviserinfo.sec.gov
Wolfstich Capital, LLC	Medfield	1	$7.2 million	$162.1 million	adviserinfo.sec.gov
Assabet Advisors, LLC	Holden	Fewer than 5	$6.9 million	$171.4 million	adviserinfo.sec.gov
Twelve Points Wealth Management	Concord	9	$6.2 million	$2.24 billion	adviserinfo.sec.gov
The Patriot Financial Group, LLC	Walpole	11	$6.1 million	$2.64 billion	adviserinfo.sec.gov
RF&L Wealth Management, LLC	Acton	1	$6 million	$381.1 million	adviserinfo.sec.gov
Nobscot Investment Management LLC	Wellesley	Fewer than 5	$5.8 million	$164.2 million	adviserinfo.sec.gov
Carl P. Sherr & Co., LLC	Worcester	5	$5.7 million	$505.4 million	adviserinfo.sec.gov
Pension & Wealth Management Advisors	Waltham	Fewer than 5	$5.5 million	$529.8 million	adviserinfo.sec.gov
MG Financial LLC	Braintree	1	$5.2 million	$1.13 billion	adviserinfo.sec.gov
Barry Investment Advisors, LLC	New Bedford	5	$4.7 million	$846.8 million	adviserinfo.sec.gov
Park State Asset Management LLC	Beverly	1	$4.6 million	$192.4 million	adviserinfo.sec.gov
Cape Ann Capital, Inc.	Concord	3	$4.4 million	$193 million	adviserinfo.sec.gov
West Branch Capital LLC	Amherst	Fewer than 5	$4.4 million	$690.1 million	adviserinfo.sec.gov
1620 Investment Advisors, Inc.	Plymouth	3	$4.3 million	$241.6 million	adviserinfo.sec.gov
Empirical Asset Management, LLC	Wellesley	Fewer than 5	$4.3 million	$560 million	adviserinfo.sec.gov
Finer Wealth Management, Inc.	Salem	7	$4.2 million	$305.8 million	adviserinfo.sec.gov
Carr Financial Group	Worcester	Fewer than 5	$4.2 million	$835.9 million	adviserinfo.sec.gov
Apex Investment Group	Hudson	Fewer than 5	$4.2 million	$211.1 million	adviserinfo.sec.gov
McNamara Financial Services, Inc.	Marshfield	Fewer than 5	$3.9 million	$797.9 million	adviserinfo.sec.gov
Bartholomew & Company Wealth Management, LLC	Worcester	2	$3.8 million	$1.92 billion	adviserinfo.sec.gov
Bluedoor Private Wealth, LLC	Beverly	2	$3.8 million	$337.3 million	adviserinfo.sec.gov
Boyd Financial Strategies, Inc.	Auburn	Fewer than 5	$3.7 million	$139.6 million	adviserinfo.sec.gov
Beck Bode LLC	Dedham	Fewer than 5	$3.2 million	$666.4 million	adviserinfo.sec.gov
Centerpoint Advisors, LLC	Needham	1	$2.9 million	$731.9 million	adviserinfo.sec.gov
Genesis Wealth Advisors, LLC	Braintree	Fewer than 5	$2.7 million	$200.1 million	adviserinfo.sec.gov
Pallas Capital Advisors, LLC	Braintree	Fewer than 5	$2.7 million	$4.31 billion	adviserinfo.sec.gov
Family Fiduciary Services, Inc.	Beverly	6	$2.5 million	$254.2 million	adviserinfo.sec.gov
Colman Knight Advisory Group, LLC	Acton	1	$2.5 million	$187.7 million	adviserinfo.sec.gov
Stance Capital LLC	Boston	2	$2.3 million	$354.2 million	adviserinfo.sec.gov
Innovative Advisory Group	Lexington	2	$2.2 million	$194 million	adviserinfo.sec.gov
Charlesbridge Advisors	Dedham	Fewer than 5	$2.1 million	$108.5 million	adviserinfo.sec.gov
Cottage Street Advisors	Marion	Fewer than 5	$2 million	$333.8 million	adviserinfo.sec.gov
Wealth Effects	Boston	6	$2 million	$472 million	adviserinfo.sec.gov
Ouellette Wealth Advisory LLC	Lexington	Fewer than 5	$2 million	$274.4 million	adviserinfo.sec.gov
Armstrong Advisory Group Inc.	Needham	2	$1.7 million	$1.67 billion	adviserinfo.sec.gov
Timbuktu Capital Management, LLC	Boston	1	$1.7 million	$98.6 million	adviserinfo.sec.gov
Polaris Investment Advisors, LLC	Framingham	Fewer than 5	$1.7 million	$217.1 million	adviserinfo.sec.gov
SHP Wealth Management, LLC	Plymouth	1	$1.6 million	$1.92 billion	adviserinfo.sec.gov
Berkshire Money Management, Inc.	Dalton	15	$1.4 million	$1.23 billion	adviserinfo.sec.gov
Cornerstone Financial Management LLC	Burlington	7	$1.4 million	$167 million	adviserinfo.sec.gov
Factor Investing Group	Westborough	Fewer than 5	$1.4 million	$348.8 million	adviserinfo.sec.gov
Byrne Financial Freedom, LLC	Franklin	Fewer than 5	$1.4 million	$546.4 million	adviserinfo.sec.gov
Essex Private Wealth Management LLC	Topsfield	Fewer than 5	$1.3 million	$330.5 million	adviserinfo.sec.gov
Gray Private Wealth, LLC	Canton	1	$1.3 million	$540.7 million	adviserinfo.sec.gov
Lenk Ladner Investment Solutions LLC	Osterville	3	$1.2 million	$337.3 million	adviserinfo.sec.gov
Heritage Wealth Management	Woburn	2	$1.2 million	$153.2 million	adviserinfo.sec.gov
Perennial Advisors Group, LLC	Westford	Fewer than 5	$1.1 million	$397.4 million	adviserinfo.sec.gov
New World Advisors LLC	Hingham	Fewer than 5	$1.1 million	$884.9 million	adviserinfo.sec.gov
Boston Research and Management, Inc.	Manchester	Fewer than 5	$1 million	$676.2 million	adviserinfo.sec.gov
Santander Securities	Boston	2	$1 million	$3.14 billion	adviserinfo.sec.gov
Charles River Wealth Management, LLC	Burlington	Fewer than 5	$895,780	$110.3 million	adviserinfo.sec.gov
Monument Group Wealth Advisors, LLC	Concord	1	$892,445	$678.9 million	adviserinfo.sec.gov
Proctor Financial	Sherborn	1	$778,469	$382.3 million	adviserinfo.sec.gov
Beacon Financial Planning, Inc	Hyannis	Fewer than 5	$778,020	$397.1 million	adviserinfo.sec.gov
Icapital, LLC	Boston	1	$719,726	$1.45 billion	adviserinfo.sec.gov
Good Harbor Advisors, Inc.	Gloucester	1	$697,860	$333.7 million	adviserinfo.sec.gov
Flagship Private Wealth	Woburn	3	$642,197	$447.2 million	adviserinfo.sec.gov
Condon Wealth Management, Inc.	Plymouth	Fewer than 5	$563,161	$122.1 million	adviserinfo.sec.gov
Peddock Capital Advisors, LLC	Braintree	Fewer than 5	$482,248	$836.2 million	adviserinfo.sec.gov
Twin Gryphon Advisors LLC	Marshfield	Fewer than 5	$440,427	$126.5 million	adviserinfo.sec.gov
LTG Capital LLC	Framingham	1	$158,765	$142.2 million	adviserinfo.sec.gov
The Sher Wealth Management Group	Needham	Fewer than 5	$103,348	$145.6 million	adviserinfo.sec.gov
Tableaux Wealth	Great Barrington	Fewer than 5	$91,840	$229.7 million	adviserinfo.sec.gov
Rheeco, Inc.	Natick	Fewer than 5	$80,000	$119.2 million	adviserinfo.sec.gov
Assetgrade, LLC	Boston	1	$76,713	$337.7 million	adviserinfo.sec.gov
Retirement Resources Investment Corporation	Andover	Fewer than 5	$54,432	$2.44 billion	adviserinfo.sec.gov
Cutter Financial Group LLC	Falmouth	1	$45,826	$216.9 million	adviserinfo.sec.gov
TSW Wealth Management	Framingham	Fewer than 5	$44,125	$279.3 million	adviserinfo.sec.gov
Savvi Financial LLC	Waltham	1	$24,000	$44.7 million	adviserinfo.sec.gov
Rothwell Investment Advisors	Salem	1	$7,769	$187.7 million	adviserinfo.sec.gov
Fidelity Institutional Wealth Adviser LLC	Boston	5	Not listed	$9.38 billion	adviserinfo.sec.gov
Advent Global Opportunities Management LLC	Boston	1	Not listed	$2.02 billion	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.