Data / Investment advisers / Serving high net worth individuals / Massachusetts

Investment advisers in Massachusetts serving high net worth individuals: 342 firms

Name: Investment advisers in Massachusetts serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

342 SEC registered investment advisers with a main office in Massachusetts report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $1.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Strategic Advisers LLC.

The request: Every investment adviser in Massachusetts that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

Get high net worth individuals advisers in Massachusetts Watch new advisers in Massachusetts

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.

342Advisers
$1.1 trillionAUM from this client type
335Advisers over $100 million
November 2, 2026File date

Advisers in Massachusetts serving high net worth individuals

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. The first 300 of 342 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Strategic Advisers LLC	Boston	736,141	$396.75 billion	$1.37 trillion	adviserinfo.sec.gov
Commonwealth Financial Network	Waltham	41,874	$108.69 billion	$212.66 billion	adviserinfo.sec.gov
Cambridge Associates, LLC	Boston	213	$87.14 billion	$326.70 billion	adviserinfo.sec.gov
Natixis Advisors, LLC	Boston	54,818	$72.56 billion	$108.65 billion	adviserinfo.sec.gov
GW&K Investment Management, LLC	Boston	47,749	$40.39 billion	$52.78 billion	adviserinfo.sec.gov
SCS Capital Management LLC	Boston	491	$30.39 billion	$48.65 billion	adviserinfo.sec.gov
Breckinridge Capital Advisors Inc	Boston	7,705	$29.46 billion	$54.28 billion	adviserinfo.sec.gov
Fidelity Management & Research Company LLC	Boston	29,432	$24.27 billion	$5.69 trillion	adviserinfo.sec.gov
Rwa Wealth Partners	Boston	3,545	$17.32 billion	$19.80 billion	adviserinfo.sec.gov
Integrated Wealth Concepts LLC	Waltham	10,429	$16.02 billion	$23.58 billion	adviserinfo.sec.gov
Ballentine Partners	Waltham	342	$14.85 billion	$15.32 billion	adviserinfo.sec.gov
CW Advisors, LLC	Boston	3,257	$12.97 billion	$15.22 billion	adviserinfo.sec.gov
Loomis, Sayles & Company, L.P.	Boston	22,662	$12.82 billion	$386.88 billion	adviserinfo.sec.gov
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Boston	3,214	$12.13 billion	$12.84 billion	adviserinfo.sec.gov
Choate Investment Advisors	Boston	519	$9.37 billion	$10.05 billion	adviserinfo.sec.gov
Welch & Forbes LLC	Boston	478	$8.01 billion	$9.90 billion	adviserinfo.sec.gov
Crestwood Advisors	Boston	870	$7.62 billion	$8.02 billion	adviserinfo.sec.gov
Proficio Capital Partners LLC	Newton	143	$7.18 billion	$8.17 billion	adviserinfo.sec.gov
F L Putnam Investment Management Co.	Lynnfield	1,488	$7.04 billion	$9.72 billion	adviserinfo.sec.gov
Partners Capital Investment Group, LLP	Boston	521	$6.21 billion	$50.51 billion	adviserinfo.sec.gov
MML Investors Services, LLC	Springfield	885	$6.16 billion	$115.64 billion	adviserinfo.sec.gov
Fiduciary Trust International, LLC	Lincoln	62	$6.02 billion	$7.67 billion	adviserinfo.sec.gov
GC Wealth Management RIA, LLC	Cambridge	215	$5.80 billion	$5.83 billion	adviserinfo.sec.gov
71 West Capital Partners	Boston	167	$5.47 billion	$5.51 billion	adviserinfo.sec.gov
The Bollard Group LLC	Boston	14	$5.32 billion	$6.72 billion	adviserinfo.sec.gov
Battery Global Advisors, LLC	Boston	65	$5.14 billion	$8.37 billion	adviserinfo.sec.gov
Income Research + Management	Boston	454	$5.08 billion	$130.65 billion	adviserinfo.sec.gov
Grimes & Company	Westborough	1,783	$4.90 billion	$6.30 billion	adviserinfo.sec.gov
Twin Focus Capital Partners, LLC	Boston	74	$4.51 billion	$4.58 billion	adviserinfo.sec.gov
Congress Asset Management Company, LLP	Boston	1,611	$4.40 billion	$14.20 billion	adviserinfo.sec.gov
Cambridge Associates Limited, LLC	Boston	20	$4.26 billion	$8.20 billion	adviserinfo.sec.gov
Fidelity Institutional Wealth Adviser LLC	Boston	4,169	$4.23 billion	$9.38 billion	adviserinfo.sec.gov
Pallas Capital Advisors, LLC	Braintree	474	$3.64 billion	$4.31 billion	adviserinfo.sec.gov
Nepc, LLC	Boston	35	$3.34 billion	$152.72 billion	adviserinfo.sec.gov
New England Private Wealth Advisors, LLC	Wellesley	338	$3.05 billion	$5.09 billion	adviserinfo.sec.gov
Reynders, McVeigh Capital Management, LLC	Boston	545	$2.88 billion	$4.23 billion	adviserinfo.sec.gov
Northeast Investment Management Inc	Boston	549	$2.82 billion	$3.27 billion	adviserinfo.sec.gov
Castle Rock Advisors LLC	Boston	37	$2.72 billion	$3.86 billion	adviserinfo.sec.gov
Moors & Cabot, Inc	Boston	1,889	$2.69 billion	$4.03 billion	adviserinfo.sec.gov
Birch Hill Investment Advisors LLC	Boston	169	$2.67 billion	$2.95 billion	adviserinfo.sec.gov
Bolton Global Asset Management	Bolton	1,698	$2.64 billion	$8.28 billion	adviserinfo.sec.gov
Flagship Harbor Advisors, LLC	Boston	2,556	$2.52 billion	$3.42 billion	adviserinfo.sec.gov
Winthrop Wealth	Boston	743	$2.49 billion	$3.10 billion	adviserinfo.sec.gov
LMCG Investments, LLC	Boston	725	$2.46 billion	$6.83 billion	adviserinfo.sec.gov
St. Germain Investment Management	Springfield	1,909	$2.27 billion	$3.79 billion	adviserinfo.sec.gov
SVB Wealth	Boston	530	$2.24 billion	$3.10 billion	adviserinfo.sec.gov
Nichols & Pratt Advisers LLP	Boston	85	$2.18 billion	$2.43 billion	adviserinfo.sec.gov
Moody, Lynn, Lieberson & Walker, LLC	Boston	503	$2.15 billion	$2.41 billion	adviserinfo.sec.gov
Aureus Asset Management, LLC	Boston	278	$2.13 billion	$8.40 billion	adviserinfo.sec.gov
Baldwin Wealth Partners, LLC	Marion	366	$1.99 billion	$2.33 billion	adviserinfo.sec.gov
Howland Capital Management LLC	Boston	145	$1.92 billion	$3.74 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	495	$1.89 billion	$502.40 billion	adviserinfo.sec.gov
Boston Family Office LLC	Boston	245	$1.87 billion	$2.02 billion	adviserinfo.sec.gov
Foster Dykema Cabot & Partners, LLC	Waltham	718	$1.87 billion	$2.22 billion	adviserinfo.sec.gov
Appleton Partners, Inc.	Boston	443	$1.84 billion	$12.55 billion	adviserinfo.sec.gov
Washington Trust Advisors	Wellesley	400	$1.84 billion	$2.39 billion	adviserinfo.sec.gov
Safford Nicholas H & Co Inc	Rockport	136	$1.79 billion	$1.80 billion	adviserinfo.sec.gov
TFC Financial Management Inc	Boston	302	$1.72 billion	$1.78 billion	adviserinfo.sec.gov
Wainwright Investment Counsel LLC	Boston	108	$1.69 billion	$5.52 billion	adviserinfo.sec.gov
Catalyst Financial Partners	Boston	347	$1.58 billion	$1.72 billion	adviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLC	Boston	83	$1.57 billion	$10.88 billion	adviserinfo.sec.gov
Beaumont Financial Partners	Needham	345	$1.48 billion	$3.76 billion	adviserinfo.sec.gov
Windrose Advisors LLC	Waltham	70	$1.46 billion	$2.67 billion	adviserinfo.sec.gov
S & Co., Inc.	Boston	302	$1.45 billion	$2.46 billion	adviserinfo.sec.gov
Bartholomew & Company Wealth Management, LLC	Worcester	432	$1.45 billion	$1.92 billion	adviserinfo.sec.gov
Armstrong Advisory Group Inc.	Needham	741	$1.41 billion	$1.67 billion	adviserinfo.sec.gov
Penobscot Investment Management Company, Inc.	Boston	317	$1.37 billion	$1.64 billion	adviserinfo.sec.gov
Westfield Capital Management Company, L.P.	Boston	512	$1.34 billion	$29.81 billion	adviserinfo.sec.gov
Fiduciary Wealth Partners, LLC	Newton Lower Falls	109	$1.32 billion	$1.54 billion	adviserinfo.sec.gov
J.M. Forbes & Co. LLP	Boston	356	$1.31 billion	$1.67 billion	adviserinfo.sec.gov
Wingate Wealth Advisors, Inc.	Lexington	355	$1.26 billion	$1.42 billion	adviserinfo.sec.gov
Marble Harbor Investment Counsel, LLC	Boston	143	$1.26 billion	$1.32 billion	adviserinfo.sec.gov
Cabot Wealth Management	Beverly	636	$1.19 billion	$1.22 billion	adviserinfo.sec.gov
Woodstock Corporation	Boston	140	$1.17 billion	$1.29 billion	adviserinfo.sec.gov
Montis Financial, LLC	Waltham	303	$1.15 billion	$1.26 billion	adviserinfo.sec.gov
Mayflower Advisors	Boston	333	$1.15 billion	$5.82 billion	adviserinfo.sec.gov
SHP Wealth Management, LLC	Plymouth	483	$1.14 billion	$1.92 billion	adviserinfo.sec.gov
Shepherd Financial Partners, LLC	Winchester	344	$1.14 billion	$1.38 billion	adviserinfo.sec.gov
Minot Deblois Advisors LLC	Boston	120	$1.11 billion	$2.04 billion	adviserinfo.sec.gov
Msa Financial	Braintree	474	$1.08 billion	$1.41 billion	adviserinfo.sec.gov
Stage Harbor Financial	Westwood	221	$1.04 billion	$1.10 billion	adviserinfo.sec.gov
MG Financial LLC	Braintree	86	$1.02 billion	$1.13 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	407	$1.02 billion	$113.59 billion	adviserinfo.sec.gov
Anchor Capital Advisors LLC	Boston	299	$1.02 billion	$2.37 billion	adviserinfo.sec.gov
Middleton & Company Inc.	Boston	238	$1.02 billion	$1.23 billion	adviserinfo.sec.gov
Wilkins Investment Counsel, Inc	Boston	177	$1.00 billion	$1.12 billion	adviserinfo.sec.gov
Berkshire Money Management, Inc.	Dalton	335	$965.2 million	$1.23 billion	adviserinfo.sec.gov
Claro Advisors Inc.	Boston	362	$941.2 million	$1.41 billion	adviserinfo.sec.gov
The Patriot Financial Group, LLC	Walpole	371	$885.6 million	$2.64 billion	adviserinfo.sec.gov
New World Advisors LLC	Hingham	105	$877 million	$884.9 million	adviserinfo.sec.gov
Bay Colony Advisors	Concord	864	$849.5 million	$1.43 billion	adviserinfo.sec.gov
Pinney & Scofield, Inc.	Cambridge	221	$822.7 million	$858.7 million	adviserinfo.sec.gov
J.P. Marvel Wealth Management, Inc.	Boston	47	$814.3 million	$820.7 million	adviserinfo.sec.gov
Sentinel Pension Advisors, LLC.	Wakefield	273	$801 million	$11.94 billion	adviserinfo.sec.gov
Stablepoint Partners, LLC	Braintree	263	$797.8 million	$930 million	adviserinfo.sec.gov
Trillium Asset Management	Boston	600	$760.9 million	$4.31 billion	adviserinfo.sec.gov
Eagleclaw Capital Management LLC	Boston	258	$759.9 million	$896.2 million	adviserinfo.sec.gov
Barry Investment Advisors, LLC	New Bedford	182	$753.4 million	$846.8 million	adviserinfo.sec.gov
Peddock Capital Advisors, LLC	Braintree	99	$742.1 million	$836.2 million	adviserinfo.sec.gov
Pearson Financial Services	Dennis	275	$700 million	$885 million	adviserinfo.sec.gov
Aequitas Investment Advisors, LLC	Hingham	147	$690.4 million	$826.1 million	adviserinfo.sec.gov
Carr Financial Group	Worcester	192	$674.7 million	$835.9 million	adviserinfo.sec.gov
Flagship Wealth Advisors, LLC.	Wakefield	217	$668.7 million	$748.6 million	adviserinfo.sec.gov
Monument Group Wealth Advisors, LLC	Concord	149	$668.3 million	$678.9 million	adviserinfo.sec.gov
Centerpoint Advisors, LLC	Needham	201	$663.4 million	$731.9 million	adviserinfo.sec.gov
Boston Research and Management, Inc.	Manchester	88	$655 million	$676.2 million	adviserinfo.sec.gov
Boston Common Asset Management, LLC	Boston	245	$635.2 million	$4.17 billion	adviserinfo.sec.gov
Timber Creek Capital Management, LLC	Boston	36	$633.5 million	$636.8 million	adviserinfo.sec.gov
Northstar Asset Management, Inc	Boston	108	$618.7 million	$805.9 million	adviserinfo.sec.gov
Schwerin Boyle Capital Management, Inc	Springfield	136	$616.2 million	$1.21 billion	adviserinfo.sec.gov
Single Point Partners	Boston	136	$608.8 million	$641.3 million	adviserinfo.sec.gov
Putnam Investment Management, LLC	Boston	19	$604.8 million	$117.24 billion	adviserinfo.sec.gov
Siharum Advisors, LLC	Boston	83	$602.8 million	$687.5 million	adviserinfo.sec.gov
West Branch Capital LLC	Amherst	171	$593.5 million	$690.1 million	adviserinfo.sec.gov
New Harbor Financial Group, LLC	Worcester	298	$591.9 million	$845.7 million	adviserinfo.sec.gov
Great Point Wealth Advisors, LLC	Boston	245	$580.4 million	$725.8 million	adviserinfo.sec.gov
McNamara Financial Services, Inc.	Marshfield	298	$574.3 million	$797.9 million	adviserinfo.sec.gov
American Investment Services Inc	Great Barrington	157	$572.7 million	$1.07 billion	adviserinfo.sec.gov
Riverview Capital Advisers LLC	Boston	117	$565.6 million	$624.1 million	adviserinfo.sec.gov
Zevin Asset Management, LLC	Boston	451	$561.8 million	$1.02 billion	adviserinfo.sec.gov
Canby Financial Advisors	Framingham	184	$559.7 million	$729.4 million	adviserinfo.sec.gov
Boston Standard Wealth Management, LLC	Winchester	177	$553.5 million	$647.6 million	adviserinfo.sec.gov
Excalibur Management Corp	Waltham	131	$553.1 million	$712.1 million	adviserinfo.sec.gov
Renaissance Investment Group, LLC	Lenox	131	$547.9 million	$726.1 million	adviserinfo.sec.gov
Hoopoe Advisors	Boston	236	$531.1 million	$610 million	adviserinfo.sec.gov
Clear Brook Advisors, Inc.	Boston	20	$520 million	$817.8 million	adviserinfo.sec.gov
RPG Family Wealth Advisory, LLC	Burlington	133	$519.8 million	$700.7 million	adviserinfo.sec.gov
93 Financial Group, LLC	Woburn	302	$518.9 million	$899.7 million	adviserinfo.sec.gov
Little House Capital, LLC	Braintree	144	$518 million	$675.2 million	adviserinfo.sec.gov
Alta Wealth Advisors LLC	Woburn	233	$506.4 million	$664.6 million	adviserinfo.sec.gov
Florek Financial, LLC	Duxbury	80	$500 million	$511 million	adviserinfo.sec.gov
Aaf Wealth Management, LLC	Westborough	140	$491.4 million	$727.6 million	adviserinfo.sec.gov
Boston Partners	Boston	101	$490.6 million	$116.17 billion	adviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLC	Boston	253	$486.4 million	$25.95 billion	adviserinfo.sec.gov
Bristol Wealth Group	Taunton	104	$484.8 million	$985.6 million	adviserinfo.sec.gov
Compass Capital Corporation	Braintree	143	$473.2 million	$695.5 million	adviserinfo.sec.gov
Carl P. Sherr & Co., LLC	Worcester	187	$472.9 million	$505.4 million	adviserinfo.sec.gov
Arjuna Capital, LLC	Manchester	98	$471.3 million	$679.7 million	adviserinfo.sec.gov
Peak Financial Management Inc	Wellesley	161	$461.5 million	$534.4 million	adviserinfo.sec.gov
Tyler Street Capital	Plymouth	7	$457.1 million	$491.5 million	adviserinfo.sec.gov
May Hill Capital, LLC	Cohasset	79	$457.1 million	$548.6 million	adviserinfo.sec.gov
O'Rourke & Company, Incorporated	Boston	494	$456 million	$555.1 million	adviserinfo.sec.gov
Napier Financial	Braintree	120	$452.9 million	$587.9 million	adviserinfo.sec.gov
Alliance Private Wealth, LLC	North Reading	100	$438.5 million	$466.2 million	adviserinfo.sec.gov
Contravisory Investment Management, Inc.	Norwell	88	$428.8 million	$701.7 million	adviserinfo.sec.gov
Empirical Asset Management, LLC	Wellesley	267	$422.7 million	$560 million	adviserinfo.sec.gov
Byrne Financial Freedom, LLC	Franklin	378	$421.5 million	$546.4 million	adviserinfo.sec.gov
Beck Bode LLC	Dedham	174	$419.6 million	$666.4 million	adviserinfo.sec.gov
Gray Private Wealth, LLC	Canton	152	$418.4 million	$540.7 million	adviserinfo.sec.gov
Argonautica Private Wealth Management, Inc	Wellesley	58	$414.7 million	$532.9 million	adviserinfo.sec.gov
John Hancock Personal Financial Services, LLC	Boston	342	$411.4 million	$2.20 billion	adviserinfo.sec.gov
J.R. Prunier Capital Management LLC	Holden	27	$377.8 million	$407 million	adviserinfo.sec.gov
Darrow Wealth Management	Needham	83	$369.8 million	$392.4 million	adviserinfo.sec.gov
McCarter Private Wealth Services LLC	Boston	83	$363.1 million	$427.7 million	adviserinfo.sec.gov
Pension & Wealth Management Advisors	Waltham	105	$362.9 million	$529.8 million	adviserinfo.sec.gov
East Coast Asset Management, LLC	Essex	131	$362.5 million	$1.01 billion	adviserinfo.sec.gov
Perennial Advisors Group, LLC	Westford	105	$357 million	$397.4 million	adviserinfo.sec.gov
Flagship Private Wealth	Woburn	269	$350.3 million	$447.2 million	adviserinfo.sec.gov
RF&L Wealth Management, LLC	Acton	77	$341.2 million	$381.1 million	adviserinfo.sec.gov
Twelve Points Wealth Management	Concord	83	$337.8 million	$2.24 billion	adviserinfo.sec.gov
Exchange Place Advisors, LLC	Sudbury	92	$333.8 million	$379.7 million	adviserinfo.sec.gov
Proctor Financial	Sherborn	90	$330.7 million	$382.3 million	adviserinfo.sec.gov
Ipswich Investment Management Company, Inc	Beverly	42	$329.7 million	$730.2 million	adviserinfo.sec.gov
Goodman Advisory Group, LLC	Needham	212	$327.1 million	$415.5 million	adviserinfo.sec.gov
Boston Family Advisors LLC	Boston	38	$321.8 million	$329.7 million	adviserinfo.sec.gov
Great Oak Capital Partners, LLC	South Easton	144	$316.2 million	$477.9 million	adviserinfo.sec.gov
Arborstone Financial, LLC	Andover	153	$311 million	$476 million	adviserinfo.sec.gov
Abbot Financial Management, Inc	Andover	94	$309.2 million	$358.9 million	adviserinfo.sec.gov
Beacon Financial Planning, Inc	Hyannis	131	$307.3 million	$397.1 million	adviserinfo.sec.gov
Kelly Financial Services LLC	Braintree	205	$306.2 million	$623.6 million	adviserinfo.sec.gov
Bostonpremier Wealth	Hingham	147	$304.9 million	$525.2 million	adviserinfo.sec.gov
Bluedoor Private Wealth, LLC	Beverly	68	$301.2 million	$337.3 million	adviserinfo.sec.gov
Cottage Street Advisors	Marion	51	$300.1 million	$333.8 million	adviserinfo.sec.gov
Essex Private Wealth Management LLC	Topsfield	96	$299.8 million	$330.5 million	adviserinfo.sec.gov
Livelife Capital Partners LLC	Southborough	89	$298.3 million	$372.1 million	adviserinfo.sec.gov
Assetgrade, LLC	Boston	93	$297.5 million	$337.7 million	adviserinfo.sec.gov
Lenk Ladner Investment Solutions LLC	Osterville	111	$293.6 million	$337.3 million	adviserinfo.sec.gov
Commons Capital, LLC	Needham	160	$292.1 million	$307.4 million	adviserinfo.sec.gov
Cox Capital Management LLC	Andover	93	$291.4 million	$361 million	adviserinfo.sec.gov
Diversified Financial Management	Norwell	65	$290.3 million	$338.8 million	adviserinfo.sec.gov
Marathon Financial Group	Boston	86	$288.9 million	$307.8 million	adviserinfo.sec.gov
Purefi Wealth, LLC	Boston	65	$287.8 million	$326.4 million	adviserinfo.sec.gov
Factor Investing Group	Westborough	103	$286 million	$348.8 million	adviserinfo.sec.gov
Fairfield Financial Advisors	Wellesley	70	$283.5 million	$333.2 million	adviserinfo.sec.gov
Moody Aldrich Partners, LLC	Marblehead	94	$281.5 million	$864.3 million	adviserinfo.sec.gov
U. S. Boston Capital Corporation	Lincoln	30	$279 million	$359.8 million	adviserinfo.sec.gov
Ironwood Investment Management, LLC	Boston	288	$278.1 million	$278.2 million	adviserinfo.sec.gov
Rockingstone Advisors	Great Barrington	54	$278 million	$280.1 million	adviserinfo.sec.gov
Cutler Capital Management	Worcester	102	$275.2 million	$430.8 million	adviserinfo.sec.gov
Manulife Investment Management (US) LLC	Boston	151	$270.3 million	$228.04 billion	adviserinfo.sec.gov
Mad River Investors	Boston	68	$269.2 million	$403.5 million	adviserinfo.sec.gov
Mwa Asset Management	Danvers	93	$267.9 million	$305.5 million	adviserinfo.sec.gov
Portolan Capital Management, LLC	Boston	14	$267.1 million	$2.02 billion	adviserinfo.sec.gov
Sawyer & Co Inc	Boston	129	$266.1 million	$320.1 million	adviserinfo.sec.gov
Stonehearth Capital Management	Danvers	131	$262.7 million	$425.4 million	adviserinfo.sec.gov
Woodside Wealth Management	Sudbury	88	$259.8 million	$266.6 million	adviserinfo.sec.gov
Good Harbor Advisors, Inc.	Gloucester	88	$257.7 million	$333.7 million	adviserinfo.sec.gov
Harbor Island Capital LLC	Topsfield	13	$257 million	$277.6 million	adviserinfo.sec.gov
South Shore Capital Advisors, LLC	Boston	65	$255.8 million	$272.8 million	adviserinfo.sec.gov
Meridian Financial Advisors, LLC	Holliston	86	$252.9 million	$308.6 million	adviserinfo.sec.gov
TSW Wealth Management	Framingham	75	$248.4 million	$279.3 million	adviserinfo.sec.gov
Finer Wealth Management, Inc.	Salem	78	$243.1 million	$305.8 million	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	15	$240.3 million	$23.44 billion	adviserinfo.sec.gov
Liberty Forge LLC	Boston	146	$238.3 million	$250.8 million	adviserinfo.sec.gov
Auour Investments LLC	Woburn	67	$236.4 million	$378 million	adviserinfo.sec.gov
Atwater Wealth Management, Inc.	Boston	62	$234.8 million	$248.2 million	adviserinfo.sec.gov
Ouellette Wealth Advisory LLC	Lexington	98	$231.7 million	$274.4 million	adviserinfo.sec.gov
Five Corners Financial Services	Easton	95	$220 million	$292 million	adviserinfo.sec.gov
Etre LLC	Cambridge	60	$216.8 million	$216.8 million	adviserinfo.sec.gov
Martha's Vineyard Investment Advisors, LLC	West Tisbury	113	$208.1 million	$342.9 million	adviserinfo.sec.gov
Nefpg	Burlington	76	$207.4 million	$246.1 million	adviserinfo.sec.gov
Cadence Wealth Management LLC	Westborough	111	$206 million	$448 million	adviserinfo.sec.gov
Massachusetts Wealth Management, LLC	North Andover	94	$204.7 million	$301.5 million	adviserinfo.sec.gov
Fox Hill Wealth Management	Dedham	79	$203.2 million	$290.2 million	adviserinfo.sec.gov
The Putnam Advisory Company, LLC	Boston	5	$201.7 million	$33.19 billion	adviserinfo.sec.gov
Family Fiduciary Services, Inc.	Beverly	39	$201.7 million	$254.2 million	adviserinfo.sec.gov
Osbon Capital Management, LLC	Boston	55	$201.4 million	$205.3 million	adviserinfo.sec.gov
Icapital, LLC	Boston	60	$199.1 million	$1.45 billion	adviserinfo.sec.gov
Sechrest Financial Services	Acton	36	$196.8 million	$199.2 million	adviserinfo.sec.gov
Richardson Financial Services	Medway	106	$193.3 million	$256.1 million	adviserinfo.sec.gov
Asset Strategy Advisors, LLC	Wayland	290	$193.1 million	$649.3 million	adviserinfo.sec.gov
Traub Capital Management	Needham	70	$192.4 million	$210.8 million	adviserinfo.sec.gov
Clarendon Private LLC	Boston	39	$188.3 million	$352.1 million	adviserinfo.sec.gov
Righthand Capital, LLC	West Newton	88	$178.7 million	$182.3 million	adviserinfo.sec.gov
Kraematon Investment Advisors, Inc.	Braintree	83	$175.7 million	$201.5 million	adviserinfo.sec.gov
The de Burlo Group, Inc.	Boston	51	$172.3 million	$1.13 billion	adviserinfo.sec.gov
Levatus LLC	Boston	35	$169.4 million	$173.9 million	adviserinfo.sec.gov
The Clifford Group LLC	Wayland	61	$168.2 million	$248.3 million	adviserinfo.sec.gov
Wernau Asset Management	Gloucester	72	$165.4 million	$202.6 million	adviserinfo.sec.gov
Finarc Investments, Inc.	Norwood	52	$164.3 million	$187.6 million	adviserinfo.sec.gov
Titanium Advisors, LLC	Franklin	40	$163.7 million	$169.7 million	adviserinfo.sec.gov
Tableaux Wealth	Great Barrington	61	$163.2 million	$229.7 million	adviserinfo.sec.gov
Flying Point Financial, Inc.	North Andover	79	$162.1 million	$206.7 million	adviserinfo.sec.gov
Colman Knight Advisory Group, LLC	Acton	51	$160.7 million	$187.7 million	adviserinfo.sec.gov
High Pines Wealth Management LLC	Duxbury	74	$159.5 million	$184 million	adviserinfo.sec.gov
Strategic Planning Group, Inc.	Wellesley	78	$157 million	$218.6 million	adviserinfo.sec.gov
Nobscot Investment Management LLC	Wellesley	10	$154.7 million	$164.2 million	adviserinfo.sec.gov
Concordia Wealth Management, LLC	Concord	40	$152.5 million	$197.1 million	adviserinfo.sec.gov
Wincap Financial LLC	Boston	73	$150.7 million	$223.1 million	adviserinfo.sec.gov
Wealth Effects	Boston	100	$150 million	$472 million	adviserinfo.sec.gov
WH Cornerstone Investments Inc.	Duxbury	48	$147.7 million	$200 million	adviserinfo.sec.gov
Prosperitea Planning	Greenfield	63	$147.1 million	$176.9 million	adviserinfo.sec.gov
Assabet Advisors, LLC	Holden	45	$146.8 million	$171.4 million	adviserinfo.sec.gov
Delphinus Financial Advisors, LLC	Mansfield	64	$145.1 million	$157.1 million	adviserinfo.sec.gov
Park State Asset Management LLC	Beverly	32	$145.1 million	$192.4 million	adviserinfo.sec.gov
Cornerstone Financial Management LLC	Burlington	49	$139.9 million	$167 million	adviserinfo.sec.gov
Forness Financial LLC	Needham	77	$138.8 million	$202.8 million	adviserinfo.sec.gov
Beaton Management Co Inc	Haverhill	14	$138.6 million	$445.7 million	adviserinfo.sec.gov
Kastel Capital Advisors, LLC	Wellesley	54	$138.5 million	$193.3 million	adviserinfo.sec.gov
Colrain Capital LLC	Boston	12	$138.4 million	$222.2 million	adviserinfo.sec.gov
Timmons Wealth Management	Attleboro	60	$138.2 million	$179.2 million	adviserinfo.sec.gov
Successful Money Strategies Inc	Fall River	72	$137.9 million	$227.1 million	adviserinfo.sec.gov
Vincent Wealth Advisors LLC	Norwell	35	$137.6 million	$152.9 million	adviserinfo.sec.gov
Sippican Capital Advisors	Boston	150	$137.5 million	$175 million	adviserinfo.sec.gov
Wolfstich Capital, LLC	Medfield	55	$137.4 million	$162.1 million	adviserinfo.sec.gov
Constant Guidance Financial, LLC	North Attleboro	75	$137 million	$198 million	adviserinfo.sec.gov
Finivi Inc.	Westborough	73	$136.6 million	$308.4 million	adviserinfo.sec.gov
Polaris Investment Advisors, LLC	Framingham	49	$136 million	$217.1 million	adviserinfo.sec.gov
Balanced Rock Investment Advisors	Roslindale	80	$134.4 million	$193.2 million	adviserinfo.sec.gov
The Practical Planner	Groton	54	$133.4 million	$145.3 million	adviserinfo.sec.gov
Financial Solutions Associates	Dedham	80	$131.5 million	$171.9 million	adviserinfo.sec.gov
Retirement Resources Investment Corporation	Andover	48	$131.3 million	$2.44 billion	adviserinfo.sec.gov
Fma Wealth Management, LLC	Duxbury	52	$131 million	$174 million	adviserinfo.sec.gov
Genesis Wealth Advisors, LLC	Braintree	57	$130.4 million	$200.1 million	adviserinfo.sec.gov
Essex Investment Management Company, LLC	Boston	55	$130.4 million	$712.7 million	adviserinfo.sec.gov
Broadwater Capital Management LLC	Boston	18	$129.7 million	$161 million	adviserinfo.sec.gov
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Orleans	29	$129.6 million	$172 million	adviserinfo.sec.gov
1620 Investment Advisors, Inc.	Plymouth	47	$128.6 million	$241.6 million	adviserinfo.sec.gov
Mason Capital Partners	Boston	96	$122.3 million	$210.6 million	adviserinfo.sec.gov
LTG Capital LLC	Framingham	30	$121.3 million	$142.2 million	adviserinfo.sec.gov
The Sher Wealth Management Group	Needham	34	$119.9 million	$145.6 million	adviserinfo.sec.gov
Afg Fiduciary Services	Hingham	113	$117.1 million	$166.3 million	adviserinfo.sec.gov
Radius Wealth Management, Inc.	Boston	42	$116.1 million	$158.7 million	adviserinfo.sec.gov
Breakwater Financial, LLC	Needham	39	$115.8 million	$127.9 million	adviserinfo.sec.gov
Bluebird Wealth Management LLC	Medfield	52	$114.6 million	$154 million	adviserinfo.sec.gov
Financial Solutions Associates	Dedham	65	$114.4 million	$152.9 million	adviserinfo.sec.gov
Heritage Wealth Management	Woburn	82	$114 million	$153.2 million	adviserinfo.sec.gov
Betro Mileszko & Company	Foxboro	45	$112.4 million	$144.8 million	adviserinfo.sec.gov
TQM Wealth Partners	Marblehead	27	$112.1 million	$123.7 million	adviserinfo.sec.gov
Greenport Capital Advisors	Marlborough	31	$107.1 million	$119.2 million	adviserinfo.sec.gov
Boyd Financial Strategies, Inc.	Auburn	41	$106.7 million	$139.6 million	adviserinfo.sec.gov
Quabbin Advisors	Amherst	36	$104.7 million	$109.8 million	adviserinfo.sec.gov
Moore Financial Advisors, LTD.	Belmont	48	$102.4 million	$127.2 million	adviserinfo.sec.gov
Apex Investment Group	Hudson	56	$99.2 million	$211.1 million	adviserinfo.sec.gov
Boston Portfolio Advisers	Boston	69	$98.7 million	$121.5 million	adviserinfo.sec.gov
Ashwood Advisors	Medfield	20	$95.3 million	$126.9 million	adviserinfo.sec.gov
Charles River Wealth Management, LLC	Burlington	51	$94.3 million	$110.3 million	adviserinfo.sec.gov
Cape Ann Capital, Inc.	Concord	42	$92 million	$193 million	adviserinfo.sec.gov
Rothwell Investment Advisors	Salem	131	$91.9 million	$187.7 million	adviserinfo.sec.gov
Clarity Retirement & Wealth, LLC	New Bedford	98	$91.2 million	$139.5 million	adviserinfo.sec.gov
Renaissance Wealth Advisors, LLC	Newton	39	$90.6 million	$109.9 million	adviserinfo.sec.gov
Investment Management Trust, LLC	Fitchburg	42	$90.2 million	$123.5 million	adviserinfo.sec.gov
Family Partners Capital, LLC	Hamilton	160	$90.1 million	$92.3 million	adviserinfo.sec.gov
Garrett Nagle & Co., Inc.	Woburn	53	$86.2 million	$98.4 million	adviserinfo.sec.gov
Signal Ridge Capital Partners, LLC	Framingham	38	$85.2 million	$113.6 million	adviserinfo.sec.gov
Twin Gryphon Advisors LLC	Marshfield	27	$85.1 million	$126.5 million	adviserinfo.sec.gov
Leeward Investments	Boston	11	$85.1 million	$2.87 billion	adviserinfo.sec.gov
Granahan Investment Management LLC	Waltham	43	$84.3 million	$2.36 billion	adviserinfo.sec.gov
Martingale Asset Management	Boston	Fewer than 5	$83.1 million	$4.18 billion	adviserinfo.sec.gov
Condon Wealth Management, Inc.	Plymouth	73	$83 million	$122.1 million	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.