Data / Investment advisers / Serving individuals / Massachusetts

Investment advisers in Massachusetts serving individuals: 309 firms

Name: Investment advisers in Massachusetts serving individuals: Form ADV data
Creator: SpecStream
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309 SEC registered investment advisers with a main office in Massachusetts report individuals among their clients in Form ADV item 5.D, and together they attribute $505 billion 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.

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.

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309Advisers
$505 billionAUM from this client type
298Advisers over $100 million
November 2, 2026File date

Advisers in Massachusetts serving 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 309 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Strategic Advisers LLC	Boston	1,654,834	$164.64 billion	$1.37 trillion	adviserinfo.sec.gov
MML Investors Services, LLC	Springfield	447,952	$105.77 billion	$115.64 billion	adviserinfo.sec.gov
Commonwealth Financial Network	Waltham	314,099	$93.62 billion	$212.66 billion	adviserinfo.sec.gov
Vestmark Advisory Solutions, Inc.	Wakefield	84,069	$49.85 billion	$49.85 billion	adviserinfo.sec.gov
Natixis Advisors, LLC	Boston	57,713	$24.82 billion	$108.65 billion	adviserinfo.sec.gov
Integrated Wealth Concepts LLC	Waltham	18,758	$6.80 billion	$23.58 billion	adviserinfo.sec.gov
Breckinridge Capital Advisors Inc	Boston	8,657	$4.99 billion	$54.28 billion	adviserinfo.sec.gov
Fidelity Management & Research Company LLC	Boston	6,596	$3.94 billion	$5.69 trillion	adviserinfo.sec.gov
Putnam Investment Management, LLC	Boston	16,168	$3.19 billion	$117.24 billion	adviserinfo.sec.gov
Santander Securities	Boston	10,832	$2.85 billion	$3.14 billion	adviserinfo.sec.gov
Congress Asset Management Company, LLP	Boston	6,408	$2.42 billion	$14.20 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	9,145	$2.18 billion	$113.59 billion	adviserinfo.sec.gov
John Hancock Personal Financial Services, LLC	Boston	35,247	$1.79 billion	$2.20 billion	adviserinfo.sec.gov
Bolton Global Asset Management	Bolton	3,868	$1.60 billion	$8.28 billion	adviserinfo.sec.gov
Trillium Asset Management	Boston	1,131	$1.53 billion	$4.31 billion	adviserinfo.sec.gov
CW Advisors, LLC	Boston	3,169	$1.43 billion	$15.22 billion	adviserinfo.sec.gov
Beaumont Financial Partners	Needham	1,553	$1.36 billion	$3.76 billion	adviserinfo.sec.gov
Howland Capital Management LLC	Boston	1,125	$1.35 billion	$3.74 billion	adviserinfo.sec.gov
St. Germain Investment Management	Springfield	4,552	$1.26 billion	$3.79 billion	adviserinfo.sec.gov
Manulife Investment Management (US) LLC	Boston	3,373	$1.13 billion	$228.04 billion	adviserinfo.sec.gov
Rwa Wealth Partners	Boston	2,406	$1.12 billion	$19.80 billion	adviserinfo.sec.gov
Moors & Cabot, Inc	Boston	3,032	$1.02 billion	$4.03 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	3,045	$1.01 billion	$502.40 billion	adviserinfo.sec.gov
Grimes & Company	Westborough	1,877	$877.9 million	$6.30 billion	adviserinfo.sec.gov
Flagship Harbor Advisors, LLC	Boston	4,724	$854.7 million	$3.42 billion	adviserinfo.sec.gov
Westfield Capital Management Company, L.P.	Boston	8,398	$698.8 million	$29.81 billion	adviserinfo.sec.gov
SHP Wealth Management, LLC	Plymouth	1,778	$661.8 million	$1.92 billion	adviserinfo.sec.gov
Pallas Capital Advisors, LLC	Braintree	747	$647.7 million	$4.31 billion	adviserinfo.sec.gov
Minot Deblois Advisors LLC	Boston	67	$625.3 million	$2.04 billion	adviserinfo.sec.gov
Bay Colony Advisors	Concord	1,786	$542 million	$1.43 billion	adviserinfo.sec.gov
The Patriot Financial Group, LLC	Walpole	1,990	$540.4 million	$2.64 billion	adviserinfo.sec.gov
F L Putnam Investment Management Co.	Lynnfield	1,335	$522.3 million	$9.72 billion	adviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLC	Boston	1,955	$504.9 million	$25.95 billion	adviserinfo.sec.gov
Winthrop Wealth	Boston	1,662	$440 million	$3.10 billion	adviserinfo.sec.gov
Bartholomew & Company Wealth Management, LLC	Worcester	1,065	$406.4 million	$1.92 billion	adviserinfo.sec.gov
93 Financial Group, LLC	Woburn	873	$380.7 million	$899.7 million	adviserinfo.sec.gov
Appleton Partners, Inc.	Boston	339	$358.2 million	$12.55 billion	adviserinfo.sec.gov
Sentinel Pension Advisors, LLC.	Wakefield	1,150	$329.2 million	$11.94 billion	adviserinfo.sec.gov
Fidelity Institutional Wealth Adviser LLC	Boston	59,902	$320.7 million	$9.38 billion	adviserinfo.sec.gov
Wealth Effects	Boston	496	$319 million	$472 million	adviserinfo.sec.gov
Kelly Financial Services LLC	Braintree	1,196	$317.4 million	$623.6 million	adviserinfo.sec.gov
Twelve Points Wealth Management	Concord	511	$316.4 million	$2.24 billion	adviserinfo.sec.gov
Northeast Investment Management Inc	Boston	1,077	$315.2 million	$3.27 billion	adviserinfo.sec.gov
Bristol Wealth Group	Taunton	732	$300.3 million	$985.6 million	adviserinfo.sec.gov
Ipswich Investment Management Company, Inc	Beverly	210	$297.5 million	$730.2 million	adviserinfo.sec.gov
Msa Financial	Braintree	850	$288.1 million	$1.41 billion	adviserinfo.sec.gov
Claro Advisors Inc.	Boston	730	$271.3 million	$1.41 billion	adviserinfo.sec.gov
Armstrong Advisory Group Inc.	Needham	748	$252.4 million	$1.67 billion	adviserinfo.sec.gov
Cadence Wealth Management LLC	Westborough	585	$242 million	$448 million	adviserinfo.sec.gov
New Harbor Financial Group, LLC	Worcester	740	$239.7 million	$845.7 million	adviserinfo.sec.gov
Beck Bode LLC	Dedham	794	$235 million	$666.4 million	adviserinfo.sec.gov
McNamara Financial Services, Inc.	Marshfield	630	$218.5 million	$797.9 million	adviserinfo.sec.gov
Berkshire Money Management, Inc.	Dalton	540	$214.1 million	$1.23 billion	adviserinfo.sec.gov
Bostonpremier Wealth	Hingham	602	$213.1 million	$525.2 million	adviserinfo.sec.gov
Compass Capital Corporation	Braintree	1,171	$211.2 million	$695.5 million	adviserinfo.sec.gov
Mayflower Advisors	Boston	593	$203.5 million	$5.82 billion	adviserinfo.sec.gov
Beaton Management Co Inc	Haverhill	113	$202.7 million	$445.7 million	adviserinfo.sec.gov
Pearson Financial Services	Dennis	225	$185 million	$885 million	adviserinfo.sec.gov
SVB Wealth	Boston	494	$184.2 million	$3.10 billion	adviserinfo.sec.gov
J.M. Forbes & Co. LLP	Boston	685	$183.9 million	$1.67 billion	adviserinfo.sec.gov
Finivi Inc.	Westborough	610	$171.8 million	$308.4 million	adviserinfo.sec.gov
Welch & Forbes LLC	Boston	165	$164.5 million	$9.90 billion	adviserinfo.sec.gov
Arborstone Financial, LLC	Andover	976	$163.9 million	$476 million	adviserinfo.sec.gov
Stonehearth Capital Management	Danvers	359	$162.7 million	$425.4 million	adviserinfo.sec.gov
Washington Trust Advisors	Wellesley	381	$159.3 million	$2.39 billion	adviserinfo.sec.gov
Great Oak Capital Partners, LLC	South Easton	447	$151.2 million	$477.9 million	adviserinfo.sec.gov
Carr Financial Group	Worcester	427	$150.1 million	$835.9 million	adviserinfo.sec.gov
Easterly Investment Partners LLC	Beverly	117	$145 million	$2.83 billion	adviserinfo.sec.gov
Alta Wealth Advisors LLC	Woburn	539	$142.8 million	$664.6 million	adviserinfo.sec.gov
Cutter Financial Group LLC	Falmouth	478	$136.9 million	$216.9 million	adviserinfo.sec.gov
Baldwin Wealth Partners, LLC	Marion	372	$130.8 million	$2.33 billion	adviserinfo.sec.gov
Cambridge Cape Cod Advisors, LLC	Sandwich	55	$126.6 million	$194.8 million	adviserinfo.sec.gov
Stablepoint Partners, LLC	Braintree	298	$123.2 million	$930 million	adviserinfo.sec.gov
Auour Investments LLC	Woburn	296	$122.8 million	$378 million	adviserinfo.sec.gov
Keenan Financial	Boston	708	$122.1 million	$202.5 million	adviserinfo.sec.gov
Anchor Capital Advisors LLC	Boston	175	$122.1 million	$2.37 billion	adviserinfo.sec.gov
Innovative Advisory Group	Lexington	270	$121.8 million	$194 million	adviserinfo.sec.gov
RPG Family Wealth Advisory, LLC	Burlington	404	$114.4 million	$700.7 million	adviserinfo.sec.gov
TIAA Kaspick, LLC	Boston	15	$113.6 million	$8.74 billion	adviserinfo.sec.gov
Byrne Financial Freedom, LLC	Franklin	578	$111.5 million	$546.4 million	adviserinfo.sec.gov
Montis Financial, LLC	Waltham	277	$108.9 million	$1.26 billion	adviserinfo.sec.gov
1620 Investment Advisors, Inc.	Plymouth	192	$108.7 million	$241.6 million	adviserinfo.sec.gov
Excalibur Management Corp	Waltham	176	$105.6 million	$712.1 million	adviserinfo.sec.gov
Apex Investment Group	Hudson	463	$104.5 million	$211.1 million	adviserinfo.sec.gov
Penobscot Investment Management Company, Inc.	Boston	231	$104.3 million	$1.64 billion	adviserinfo.sec.gov
Wingate Wealth Advisors, Inc.	Lexington	287	$103.4 million	$1.42 billion	adviserinfo.sec.gov
Renaissance Investment Group, LLC	Lenox	123	$101.9 million	$726.1 million	adviserinfo.sec.gov
Crestwood Advisors	Boston	236	$100.4 million	$8.02 billion	adviserinfo.sec.gov
Shepherd Financial Partners, LLC	Winchester	386	$99.7 million	$1.38 billion	adviserinfo.sec.gov
American Investment Services Inc	Great Barrington	202	$98.3 million	$1.07 billion	adviserinfo.sec.gov
Rothwell Investment Advisors	Salem	576	$94.8 million	$187.7 million	adviserinfo.sec.gov
Boston Standard Wealth Management, LLC	Winchester	216	$94.1 million	$647.6 million	adviserinfo.sec.gov
Pension & Wealth Management Advisors	Waltham	388	$92.2 million	$529.8 million	adviserinfo.sec.gov
New England Schooner, Inc.	Peabody	285	$90.9 million	$165.2 million	adviserinfo.sec.gov
Successful Money Strategies Inc	Fall River	201	$89.2 million	$227.1 million	adviserinfo.sec.gov
South Shore Investment Services LLC	Norwell	548	$89 million	$117.9 million	adviserinfo.sec.gov
Beacon Financial Planning, Inc	Hyannis	185	$89 million	$397.1 million	adviserinfo.sec.gov
Great Point Wealth Advisors, LLC	Boston	207	$87.2 million	$725.8 million	adviserinfo.sec.gov
Cape Ann Capital, Inc.	Concord	198	$86.6 million	$193 million	adviserinfo.sec.gov
Fox Hill Wealth Management	Dedham	326	$85 million	$290.2 million	adviserinfo.sec.gov
Flagship Private Wealth	Woburn	328	$84.5 million	$447.2 million	adviserinfo.sec.gov
Colrain Capital LLC	Boston	75	$83.8 million	$222.2 million	adviserinfo.sec.gov
West Branch Capital LLC	Amherst	201	$83.7 million	$690.1 million	adviserinfo.sec.gov
O'Rourke & Company, Incorporated	Boston	86	$83.4 million	$555.1 million	adviserinfo.sec.gov
Massachusetts Wealth Management, LLC	North Andover	230	$82.3 million	$301.5 million	adviserinfo.sec.gov
Rheeco, Inc.	Natick	288	$82 million	$119.2 million	adviserinfo.sec.gov
Napier Financial	Braintree	104	$80.5 million	$587.9 million	adviserinfo.sec.gov
The Clifford Group LLC	Wayland	200	$80.1 million	$248.3 million	adviserinfo.sec.gov
Essex Investment Management Company, LLC	Boston	35	$78.4 million	$712.7 million	adviserinfo.sec.gov
Contravisory Investment Management, Inc.	Norwell	139	$77.8 million	$701.7 million	adviserinfo.sec.gov
Integrity Financial Advisors, LLC	Woburn	208	$75.7 million	$134.9 million	adviserinfo.sec.gov
Flagship Wealth Advisors, LLC.	Wakefield	261	$75.5 million	$748.6 million	adviserinfo.sec.gov
Empirical Asset Management, LLC	Wellesley	190	$74.8 million	$560 million	adviserinfo.sec.gov
Eagleclaw Capital Management LLC	Boston	54	$74.6 million	$896.2 million	adviserinfo.sec.gov
Good Harbor Advisors, Inc.	Gloucester	157	$74.5 million	$333.7 million	adviserinfo.sec.gov
Barry Investment Advisors, LLC	New Bedford	209	$73.9 million	$846.8 million	adviserinfo.sec.gov
Reynders, McVeigh Capital Management, LLC	Boston	159	$72.5 million	$4.23 billion	adviserinfo.sec.gov
Five Corners Financial Services	Easton	195	$72 million	$292 million	adviserinfo.sec.gov
Wincap Financial LLC	Boston	197	$71.7 million	$223.1 million	adviserinfo.sec.gov
New Frontier Advisors, LLC	Boston	86	$69.9 million	$3.99 billion	adviserinfo.sec.gov
U. S. Boston Capital Corporation	Lincoln	62	$68 million	$359.8 million	adviserinfo.sec.gov
Peak Financial Management Inc	Wellesley	192	$67.3 million	$534.4 million	adviserinfo.sec.gov
Aaf Wealth Management, LLC	Westborough	131	$66.5 million	$727.6 million	adviserinfo.sec.gov
Tableaux Wealth	Great Barrington	148	$66.5 million	$229.7 million	adviserinfo.sec.gov
Centerpoint Advisors, LLC	Needham	297	$65.5 million	$731.9 million	adviserinfo.sec.gov
Genesis Wealth Advisors, LLC	Braintree	174	$64.6 million	$200.1 million	adviserinfo.sec.gov
Martha's Vineyard Investment Advisors, LLC	West Tisbury	223	$64.5 million	$342.9 million	adviserinfo.sec.gov
Forness Financial LLC	Needham	150	$63.9 million	$202.8 million	adviserinfo.sec.gov
Livelife Capital Partners LLC	Southborough	172	$63.9 million	$372.1 million	adviserinfo.sec.gov
Canby Financial Advisors	Framingham	190	$62.9 million	$729.4 million	adviserinfo.sec.gov
Strategic Planning Group, Inc.	Wellesley	187	$61.5 million	$218.6 million	adviserinfo.sec.gov
Proficient Wealth Counselors, LLC	Norwood	123	$61 million	$146.9 million	adviserinfo.sec.gov
Tax & Investment Advisors	Newburyport	312	$61 million	$101.5 million	adviserinfo.sec.gov
Factor Investing Group	Westborough	388	$59.9 million	$348.8 million	adviserinfo.sec.gov
Balanced Rock Investment Advisors	Roslindale	130	$58.8 million	$193.2 million	adviserinfo.sec.gov
Riverview Capital Advisers LLC	Boston	104	$58.5 million	$624.1 million	adviserinfo.sec.gov
LMCG Investments, LLC	Boston	168	$57.8 million	$6.83 billion	adviserinfo.sec.gov
Constant Guidance Financial, LLC	North Attleboro	164	$57.7 million	$198 million	adviserinfo.sec.gov
Meridian Financial Advisors, LLC	Holliston	92	$55.8 million	$308.6 million	adviserinfo.sec.gov
Gray Private Wealth, LLC	Canton	110	$54.3 million	$540.7 million	adviserinfo.sec.gov
Stage Harbor Financial	Westwood	127	$52.2 million	$1.10 billion	adviserinfo.sec.gov
Middleton & Company Inc.	Boston	108	$50.9 million	$1.23 billion	adviserinfo.sec.gov
Proctor Financial	Sherborn	120	$50.9 million	$382.3 million	adviserinfo.sec.gov
Finer Wealth Management, Inc.	Salem	135	$50.5 million	$305.8 million	adviserinfo.sec.gov
TFC Financial Management Inc	Boston	113	$49.7 million	$1.78 billion	adviserinfo.sec.gov
Clarity Retirement & Wealth, LLC	New Bedford	231	$48.3 million	$139.5 million	adviserinfo.sec.gov
WH Cornerstone Investments Inc.	Duxbury	97	$47.4 million	$200 million	adviserinfo.sec.gov
Hoopoe Advisors	Boston	349	$47.2 million	$610 million	adviserinfo.sec.gov
Afg Fiduciary Services	Hingham	46	$46.5 million	$166.3 million	adviserinfo.sec.gov
Woodstock Corporation	Boston	90	$46.3 million	$1.29 billion	adviserinfo.sec.gov
BTS Asset Management, Inc.	Lincoln	441	$45.7 million	$144.8 million	adviserinfo.sec.gov
Hirst Financial Independence Planning, Inc.	Fall River	156	$45.7 million	$101.2 million	adviserinfo.sec.gov
Choate Investment Advisors	Boston	95	$45.6 million	$10.05 billion	adviserinfo.sec.gov
Exchange Place Advisors, LLC	Sudbury	156	$45.4 million	$379.7 million	adviserinfo.sec.gov
Icapital, LLC	Boston	120	$45.2 million	$1.45 billion	adviserinfo.sec.gov
Cox Capital Management LLC	Andover	108	$44.1 million	$361 million	adviserinfo.sec.gov
Arjuna Capital, LLC	Manchester	51	$42.8 million	$679.7 million	adviserinfo.sec.gov
Wainwright Investment Counsel LLC	Boston	68	$42.3 million	$5.52 billion	adviserinfo.sec.gov
Lenk Ladner Investment Solutions LLC	Osterville	159	$42 million	$337.3 million	adviserinfo.sec.gov
Butterworth Financial LLC	Danvers	99	$41.3 million	$103.3 million	adviserinfo.sec.gov
Timmons Wealth Management	Attleboro	90	$41 million	$179.2 million	adviserinfo.sec.gov
Flying Point Financial, Inc.	North Andover	112	$40.9 million	$206.7 million	adviserinfo.sec.gov
Ouellette Wealth Advisory LLC	Lexington	115	$40.7 million	$274.4 million	adviserinfo.sec.gov
Financial Solutions Associates	Dedham	190	$40.4 million	$171.9 million	adviserinfo.sec.gov
Polaris Investment Advisors, LLC	Framingham	89	$40.3 million	$217.1 million	adviserinfo.sec.gov
Goodman Advisory Group, LLC	Needham	160	$40 million	$415.5 million	adviserinfo.sec.gov
Boston Family Office LLC	Boston	87	$39.6 million	$2.02 billion	adviserinfo.sec.gov
Abbot Financial Management, Inc	Andover	119	$39.6 million	$358.9 million	adviserinfo.sec.gov
Fma Wealth Management, LLC	Duxbury	92	$39.3 million	$174 million	adviserinfo.sec.gov
Perennial Advisors Group, LLC	Westford	86	$39.3 million	$397.4 million	adviserinfo.sec.gov
Nefpg	Burlington	120	$38.7 million	$246.1 million	adviserinfo.sec.gov
Beyond Your Hammock LLC	Boston	113	$38.7 million	$115.4 million	adviserinfo.sec.gov
Financial Solutions Associates	Dedham	109	$38.5 million	$152.9 million	adviserinfo.sec.gov
Washington Financial Group, Inc.	Osterville	152	$38.5 million	$119 million	adviserinfo.sec.gov
Condon Wealth Management, Inc.	Plymouth	155	$38.1 million	$122.1 million	adviserinfo.sec.gov
Heritage Wealth Management	Woburn	133	$37.8 million	$153.2 million	adviserinfo.sec.gov
Rise North Capital Investment Advisors	Braintree	389	$37.7 million	$50.6 million	adviserinfo.sec.gov
Asset Strategy Advisors, LLC	Wayland	191	$36.6 million	$649.3 million	adviserinfo.sec.gov
Aureus Asset Management, LLC	Boston	61	$36 million	$8.40 billion	adviserinfo.sec.gov
Pinney & Scofield, Inc.	Cambridge	74	$36 million	$858.7 million	adviserinfo.sec.gov
Radius Wealth Management, Inc.	Boston	90	$34.5 million	$158.7 million	adviserinfo.sec.gov
Mwa Asset Management	Danvers	87	$34.4 million	$305.5 million	adviserinfo.sec.gov
Diversified Financial Management	Norwell	74	$34.1 million	$338.8 million	adviserinfo.sec.gov
Investment Management Trust, LLC	Fitchburg	105	$33.2 million	$123.5 million	adviserinfo.sec.gov
Rocky Hill Advisors Inc.	Peabody	108	$33.1 million	$102.4 million	adviserinfo.sec.gov
Assetgrade, LLC	Boston	72	$32.6 million	$337.7 million	adviserinfo.sec.gov
Bluedoor Private Wealth, LLC	Beverly	67	$32.2 million	$337.3 million	adviserinfo.sec.gov
Ashwood Advisors	Medfield	90	$31.6 million	$126.9 million	adviserinfo.sec.gov
Cottage Street Advisors	Marion	84	$31.2 million	$333.8 million	adviserinfo.sec.gov
TSW Wealth Management	Framingham	57	$30.9 million	$279.3 million	adviserinfo.sec.gov
Single Point Partners	Boston	59	$30.7 million	$641.3 million	adviserinfo.sec.gov
Betro Mileszko & Company	Foxboro	70	$30.3 million	$144.8 million	adviserinfo.sec.gov
Prosperitea Planning	Greenfield	58	$29.6 million	$176.9 million	adviserinfo.sec.gov
Essex Private Wealth Management LLC	Topsfield	120	$29.5 million	$330.5 million	adviserinfo.sec.gov
J.R. Prunier Capital Management LLC	Holden	108	$29.2 million	$407 million	adviserinfo.sec.gov
Peddock Capital Advisors, LLC	Braintree	74	$28.4 million	$836.2 million	adviserinfo.sec.gov
Boyd Financial Strategies, Inc.	Auburn	108	$28.4 million	$139.6 million	adviserinfo.sec.gov
Retirement Resources Investment Corporation	Andover	73	$28.3 million	$2.44 billion	adviserinfo.sec.gov
Needham Advisory Corporation	North Andover	111	$27.8 million	$102.4 million	adviserinfo.sec.gov
Richardson Financial Services	Medway	86	$27.6 million	$256.1 million	adviserinfo.sec.gov
Aristotle Capital Boston, LLC	Boston	63	$27.6 million	$1.83 billion	adviserinfo.sec.gov
Alliance Private Wealth, LLC	North Reading	67	$27.3 million	$466.2 million	adviserinfo.sec.gov
Carl P. Sherr & Co., LLC	Worcester	100	$26.8 million	$505.4 million	adviserinfo.sec.gov
Bluebird Wealth Management LLC	Medfield	60	$26.4 million	$154 million	adviserinfo.sec.gov
Foster Dykema Cabot & Partners, LLC	Waltham	78	$26.2 million	$2.22 billion	adviserinfo.sec.gov
Marble Harbor Investment Counsel, LLC	Boston	54	$26.1 million	$1.32 billion	adviserinfo.sec.gov
Cornerstone Financial Management LLC	Burlington	52	$25.7 million	$167 million	adviserinfo.sec.gov
East Coast Asset Management, LLC	Essex	79	$25.6 million	$1.01 billion	adviserinfo.sec.gov
Zevin Asset Management, LLC	Boston	107	$25.4 million	$1.02 billion	adviserinfo.sec.gov
New England Private Wealth Advisors, LLC	Wellesley	38	$24.8 million	$5.09 billion	adviserinfo.sec.gov
Moore Financial Advisors, LTD.	Belmont	44	$24.8 million	$127.2 million	adviserinfo.sec.gov
Fairfield Financial Advisors	Wellesley	68	$24.3 million	$333.2 million	adviserinfo.sec.gov
Kraematon Investment Advisors, Inc.	Braintree	90	$24.2 million	$201.5 million	adviserinfo.sec.gov
Colman Knight Advisory Group, LLC	Acton	71	$24.1 million	$187.7 million	adviserinfo.sec.gov
RF&L Wealth Management, LLC	Acton	59	$23.9 million	$381.1 million	adviserinfo.sec.gov
Boston Portfolio Advisers	Boston	76	$22.8 million	$121.5 million	adviserinfo.sec.gov
Savvi Financial LLC	Waltham	123	$22.7 million	$44.7 million	adviserinfo.sec.gov
Darrow Wealth Management	Needham	39	$22.6 million	$392.4 million	adviserinfo.sec.gov
Finarc Investments, Inc.	Norwood	41	$22.4 million	$187.6 million	adviserinfo.sec.gov
Northstar Asset Management, Inc	Boston	61	$22.2 million	$805.9 million	adviserinfo.sec.gov
Nichols & Pratt Advisers LLP	Boston	21	$21.8 million	$2.43 billion	adviserinfo.sec.gov
Signal Ridge Capital Partners, LLC	Framingham	56	$21 million	$113.6 million	adviserinfo.sec.gov
McCarter Private Wealth Services LLC	Boston	34	$20.8 million	$427.7 million	adviserinfo.sec.gov
LTG Capital LLC	Framingham	61	$20.7 million	$142.2 million	adviserinfo.sec.gov
Sawyer & Co Inc	Boston	97	$20.7 million	$320.1 million	adviserinfo.sec.gov
Argonautica Private Wealth Management, Inc	Wellesley	51	$20.4 million	$532.9 million	adviserinfo.sec.gov
Sequentis Capital LLC	Boston	57	$20 million	$101.5 million	adviserinfo.sec.gov
Renaissance Wealth Advisors, LLC	Newton	54	$19.3 million	$109.9 million	adviserinfo.sec.gov
Aequitas Investment Advisors, LLC	Hingham	33	$19.2 million	$826.1 million	adviserinfo.sec.gov
Mason Capital Partners	Boston	81	$19.1 million	$210.6 million	adviserinfo.sec.gov
Marathon Financial Group	Boston	32	$18.9 million	$307.8 million	adviserinfo.sec.gov
Mad River Investors	Boston	21	$18.7 million	$403.5 million	adviserinfo.sec.gov
Boston Research and Management, Inc.	Manchester	36	$18.6 million	$676.2 million	adviserinfo.sec.gov
Savior Wealth	Wellesley	130	$18.3 million	$140.2 million	adviserinfo.sec.gov
Wolfstich Capital, LLC	Medfield	24	$17.5 million	$162.1 million	adviserinfo.sec.gov
High Pines Wealth Management LLC	Duxbury	89	$16.1 million	$184 million	adviserinfo.sec.gov
Family Fiduciary Services, Inc.	Beverly	64	$16 million	$254.2 million	adviserinfo.sec.gov
Weatherbie Capital, LLC	Boston	62	$16 million	$1.34 billion	adviserinfo.sec.gov
Timbuktu Capital Management, LLC	Boston	68	$15.6 million	$98.6 million	adviserinfo.sec.gov
Commons Capital, LLC	Needham	66	$15.3 million	$307.4 million	adviserinfo.sec.gov
S & Co., Inc.	Boston	58	$15.3 million	$2.46 billion	adviserinfo.sec.gov
Vincent Wealth Advisors LLC	Norwell	48	$15.2 million	$152.9 million	adviserinfo.sec.gov
Charles River Wealth Management, LLC	Burlington	52	$15.1 million	$110.3 million	adviserinfo.sec.gov
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Orleans	40	$14.7 million	$172 million	adviserinfo.sec.gov
Traub Capital Management	Needham	59	$14 million	$210.8 million	adviserinfo.sec.gov
Assabet Advisors, LLC	Holden	32	$14 million	$171.4 million	adviserinfo.sec.gov
Atwater Wealth Management, Inc.	Boston	36	$13.4 million	$248.2 million	adviserinfo.sec.gov
Moody Aldrich Partners, LLC	Marblehead	19	$12.6 million	$864.3 million	adviserinfo.sec.gov
Liberty Forge LLC	Boston	52	$12.5 million	$250.8 million	adviserinfo.sec.gov
Greenport Capital Advisors	Marlborough	37	$12.1 million	$119.2 million	adviserinfo.sec.gov
Breakwater Financial, LLC	Needham	23	$12 million	$127.9 million	adviserinfo.sec.gov
Delphinus Financial Advisors, LLC	Mansfield	26	$12 million	$157.1 million	adviserinfo.sec.gov
The de Burlo Group, Inc.	Boston	41	$11.9 million	$1.13 billion	adviserinfo.sec.gov
The Practical Planner	Groton	12	$11.9 million	$145.3 million	adviserinfo.sec.gov
Broadwater Capital Management LLC	Boston	18	$11.7 million	$161 million	adviserinfo.sec.gov
TQM Wealth Partners	Marblehead	38	$11.6 million	$123.7 million	adviserinfo.sec.gov
Wilkins Investment Counsel, Inc	Boston	19	$11.3 million	$1.12 billion	adviserinfo.sec.gov
GC Wealth Management RIA, LLC	Cambridge	32	$10.5 million	$5.83 billion	adviserinfo.sec.gov
Wernau Asset Management	Gloucester	29	$10.1 million	$202.6 million	adviserinfo.sec.gov
South Shore Capital Advisors, LLC	Boston	31	$9.8 million	$272.8 million	adviserinfo.sec.gov
Monument Group Wealth Advisors, LLC	Concord	20	$9.7 million	$678.9 million	adviserinfo.sec.gov
Tyler Street Capital	Plymouth	6	$9.4 million	$491.5 million	adviserinfo.sec.gov
Kastel Capital Advisors, LLC	Wellesley	13	$8.8 million	$193.3 million	adviserinfo.sec.gov
Park State Asset Management LLC	Beverly	18	$8.4 million	$192.4 million	adviserinfo.sec.gov
Little House Capital, LLC	Braintree	56	$8.3 million	$675.2 million	adviserinfo.sec.gov
Birch Hill Investment Advisors LLC	Boston	13	$7.7 million	$2.95 billion	adviserinfo.sec.gov
Safford Nicholas H & Co Inc	Rockport	19	$7.4 million	$1.80 billion	adviserinfo.sec.gov
May Hill Capital, LLC	Cohasset	34	$7.3 million	$548.6 million	adviserinfo.sec.gov
Woodside Wealth Management	Sudbury	22	$6.8 million	$266.6 million	adviserinfo.sec.gov
MG Financial LLC	Braintree	29	$6.6 million	$1.13 billion	adviserinfo.sec.gov
J.P. Marvel Wealth Management, Inc.	Boston	22	$6.4 million	$820.7 million	adviserinfo.sec.gov
Titanium Advisors, LLC	Franklin	8	$6 million	$169.7 million	adviserinfo.sec.gov
Garrett Nagle & Co., Inc.	Woburn	31	$6 million	$98.4 million	adviserinfo.sec.gov
Twin Gryphon Advisors LLC	Marshfield	17	$6 million	$126.5 million	adviserinfo.sec.gov
Florek Financial, LLC	Duxbury	14	$5.9 million	$511 million	adviserinfo.sec.gov
Purefi Wealth, LLC	Boston	27	$5.3 million	$326.4 million	adviserinfo.sec.gov
Quabbin Advisors	Amherst	11	$5 million	$109.8 million	adviserinfo.sec.gov
Cutler Capital Management	Worcester	22	$5 million	$430.8 million	adviserinfo.sec.gov
The Sher Wealth Management Group	Needham	13	$4.9 million	$145.6 million	adviserinfo.sec.gov
Levatus LLC	Boston	11	$4.4 million	$173.9 million	adviserinfo.sec.gov
Siharum Advisors, LLC	Boston	7	$4.4 million	$687.5 million	adviserinfo.sec.gov
Nobscot Investment Management LLC	Wellesley	Fewer than 5	$3.7 million	$164.2 million	adviserinfo.sec.gov
Concordia Wealth Management, LLC	Concord	7	$3.6 million	$197.1 million	adviserinfo.sec.gov
Righthand Capital, LLC	West Newton	30	$3.6 million	$182.3 million	adviserinfo.sec.gov
Timber Creek Capital Management, LLC	Boston	10	$3.3 million	$636.8 million	adviserinfo.sec.gov
Seamans Capital Management, LLC	Waltham	15	$2.9 million	$170.7 million	adviserinfo.sec.gov
Schwerin Boyle Capital Management, Inc	Springfield	12	$2.8 million	$1.21 billion	adviserinfo.sec.gov
Nutter Investment Advisors	Boston	5	$2.4 million	$2.96 billion	adviserinfo.sec.gov
Sechrest Financial Services	Acton	17	$2.4 million	$199.2 million	adviserinfo.sec.gov
Stackwell	Boston	3,924	$2.3 million	$2.3 million	adviserinfo.sec.gov
Clarendon Private LLC	Boston	7	$2.2 million	$352.1 million	adviserinfo.sec.gov
Stance Capital LLC	Boston	11	$2.2 million	$354.2 million	adviserinfo.sec.gov
Rockingstone Advisors	Great Barrington	7	$2.1 million	$280.1 million	adviserinfo.sec.gov
Algorithmic Investment Models	Boston	6	$1.8 million	$90.9 million	adviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLC	Boston	6	$1.8 million	$10.88 billion	adviserinfo.sec.gov
Julex Capital Management	Natick	18	$1.5 million	$246.7 million	adviserinfo.sec.gov
AEW Capital Management LP	Boston	Fewer than 5	$1.1 million	$3.02 billion	adviserinfo.sec.gov
Donoghue Forlines LLC	Boston	5	$999,915	$370.5 million	adviserinfo.sec.gov
O.F.O. Partners, LLC	Hingham	Fewer than 5	$832,825	$110 million	adviserinfo.sec.gov
71 West Capital Partners	Boston	4	$666,156	$5.51 billion	adviserinfo.sec.gov

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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.