# Investment advisers in Massachusetts: 806 firms, page 2

Updated November 10, 2026.

Largest advisers by AUM, 301 to 600 of 806, in the same order as page 1.

## The full lists

This record is a row of these lists. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email.

- [Investment advisers in Massachusetts](https://specstream.ai/data/investment-advisers/state/massachusetts): 806 rows, the SEC's Form ADV file of November 2, 2026, $40.30, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/massachusetts
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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.

## Largest advisers by AUM, page 2

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Constitution Capital PM, L. P.](https://specstream.ai/data/investment-advisers/firm/constitution-capital-pm-l-p-319678) | Andover | $910.8 million | 1 | 67 | Not listed | (978) 749-9600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319678) |
| [93 Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/93-financial-group-llc-144235) | Woburn | $899.7 million | 2,466 | 8 | Not listed | (781) 938-6361 | 93fg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144235) |
| [Eagleclaw Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/eagleclaw-capital-management-llc-134045) | Boston | $896.2 million | 321 | 5 | Not listed | (617) 314-0213 | eagleclawcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/134045) |
| [Pearson Financial Services](https://specstream.ai/data/investment-advisers/firm/pearson-financial-services-130143) | Dennis | $885 million | 1,921 | 8 | Not listed | (508) 385-7925 | spearsonfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130143) |
| [New World Advisors LLC](https://specstream.ai/data/investment-advisers/firm/new-world-advisors-llc-296798) | Hingham | $884.9 million | 498 | 5 | Not listed | (781) 749-6922 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/296798) |
| [Moody Aldrich Partners, LLC](https://specstream.ai/data/investment-advisers/firm/moody-aldrich-partners-llc-106920) | Marblehead | $864.3 million | 376 | 14 | 3 | (781) 639-2750 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106920) |
| [Pinney & Scofield, Inc.](https://specstream.ai/data/investment-advisers/firm/pinney-scofield-inc-105365) | Cambridge | $858.7 million | 1,256 | 4 | Not listed | (617) 492-6223 | pinneyandscofield.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105365) |
| [Barry Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/barry-investment-advisors-llc-144955) | New Bedford | $846.8 million | 1,517 | 12 | Not listed | (888) 992-8601 | barryinvestmentadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144955) |
| [New Harbor Financial Group, LLC](https://specstream.ai/data/investment-advisers/firm/new-harbor-financial-group-llc-155528) | Worcester | $845.7 million | 2,293 | 9 | Not listed | (978) 537-7701 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155528) |
| [Openview Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/openview-advisors-llc-316766) | Boston | $839 million | 9 | 15 | 9 | (617) 478-7500 | openviewpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316766) |
| [Peddock Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/peddock-capital-advisors-llc-148216) | Braintree | $836.2 million | 500 | 6 | Not listed | (781) 848-0288 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/148216) |
| [Carr Financial Group](https://specstream.ai/data/investment-advisers/firm/carr-financial-group-317321) | Worcester | $835.9 million | 1,675 | 9 | Not listed | (508) 795-0264 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317321) |
| [Denali Growth Partners](https://specstream.ai/data/investment-advisers/firm/denali-growth-partners-312887) | Boston | $830.6 million | 7 | 11 | 7 | (617) 758-8673 | denaligrowth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312887) |
| [New Heritage Capital, LLC](https://specstream.ai/data/investment-advisers/firm/new-heritage-capital-llc-160083) | Boston | $830 million | 10 | 15 | 10 | (617) 439-0688 | newheritagecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160083) |
| [Aequitas Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/aequitas-investment-advisors-llc-127625) | Hingham | $826.1 million | 1,238 | 8 | Not listed | (781) 740-1199 | aequitas-inv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127625) |
| [J.P. Marvel Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/j-p-marvel-wealth-management-inc-144364) | Boston | $820.7 million | 135 | 8 | Not listed | (617) 342-5600 | jpmarvel.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144364) |
| [Clear Brook Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/clear-brook-advisors-inc-132045) | Boston | $817.8 million | 27 | 6 | Not listed | (617) 315-8979 | clearbrookadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132045) |
| [Polen Capital Clo Management, LLC](https://specstream.ai/data/investment-advisers/firm/polen-capital-clo-management-llc-330470) | Waltham | $808.4 million | 2 | 46 | 2 | (781) 283-8500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330470) |
| [Northstar Asset Management, Inc](https://specstream.ai/data/investment-advisers/firm/northstar-asset-management-inc-107138) | Boston | $805.9 million | 517 | 15 | Not listed | (617) 522-2635 | northstarasset.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107138) |
| [Clarus Ventures, LLC](https://specstream.ai/data/investment-advisers/firm/clarus-ventures-llc-160980) | Cambridge | $805.6 million | 9 | 31 | 9 | (617) 949-2200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160980) |
| [Opaleye Management Inc.](https://specstream.ai/data/investment-advisers/firm/opaleye-management-inc-124513) | Boston | $802.8 million | 2 | 4 | 1 | (617) 229-5085 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124513) |
| [McNamara Financial Services, Inc.](https://specstream.ai/data/investment-advisers/firm/mcnamara-financial-services-inc-154311) | Marshfield | $797.9 million | 2,672 | 11 | Not listed | (781) 834-2010 | mcnamaraofthemerrimack.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/154311) |
| [Astira Capital Partners LP](https://specstream.ai/data/investment-advisers/firm/astira-capital-partners-lp-327034) | Boston | $777.3 million | 2 | 14 | 2 | (617) 238-6010 | astiracp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/327034) |
| [Tremont Realty Capital LLC](https://specstream.ai/data/investment-advisers/firm/tremont-realty-capital-llc-283569) | Newton | $763.3 million | 2 | 22 | Not listed | (617) 867-0700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283569) |
| [Flagship Wealth Advisors, LLC.](https://specstream.ai/data/investment-advisers/firm/flagship-wealth-advisors-llc-131962) | Wakefield | $748.6 million | 765 | 7 | Not listed | (800) 631-9997 | flagshipwealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131962) |
| [Stride Consumer](https://specstream.ai/data/investment-advisers/firm/stride-consumer-311501) | Boston | $740.3 million | 5 | 17 | 5 | (781) 208-7375 | strideconsumer.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311501) |
| [Centerpoint Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/centerpoint-advisors-llc-156698) | Needham | $731.9 million | 1,055 | 12 | Not listed | (781) 400-1748 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156698) |
| [Bayhawk Capital LP](https://specstream.ai/data/investment-advisers/firm/bayhawk-capital-lp-328829) | Boston | $730.8 million | 5 | 12 | 5 | (202) 494-2362 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/328829) |
| [Ipswich Investment Management Company, Inc](https://specstream.ai/data/investment-advisers/firm/ipswich-investment-management-company-inc-106625) | Beverly | $730.2 million | 549 | 11 | Not listed | (978) 356-6333 | ipswichinvestment.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106625) |
| [Canby Financial Advisors](https://specstream.ai/data/investment-advisers/firm/canby-financial-advisors-338797) | Framingham | $729.4 million | 390 | 11 | Not listed | (508) 598-1082 | canbyfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338797) |
| [Aaf Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/aaf-wealth-management-llc-164646) | Westborough | $727.6 million | 897 | 10 | Not listed | (508) 366-9100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164646) |
| [Renaissance Investment Group, LLC](https://specstream.ai/data/investment-advisers/firm/renaissance-investment-group-llc-153679) | Lenox | $726.1 million | 595 | 9 | Not listed | (413) 445-2481 | rigllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153679) |
| [Great Point Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/great-point-wealth-advisors-llc-147082) | Boston | $725.8 million | 1,218 | 5 | 1 | (617) 585-0050 | greatpointwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147082) |
| [Essex Investment Management Company, LLC](https://specstream.ai/data/investment-advisers/firm/essex-investment-management-company-llc-109962) | Boston | $712.7 million | 117 | 13 | Not listed | (617) 342-3200 | essexinvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109962) |
| [Excalibur Management Corp](https://specstream.ai/data/investment-advisers/firm/excalibur-management-corp-110836) | Waltham | $712.1 million | 872 | 12 | Not listed | (617) 916-9669 | excalmgmt.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110836) |
| [Redwood Investments, LLC](https://specstream.ai/data/investment-advisers/firm/redwood-investments-llc-133028) | Boston | $710.1 million | 85 | 6 | Not listed | (617) 467-3000 | redwoodinv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/133028) |
| [Lincoln Peak Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/lincoln-peak-capital-management-llc-292864) | Boston | $706.5 million | 5 | 12 | 5 | (617) 765-4770 | lincolnpeakcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292864) |
| [Kaleidoscope Capital](https://specstream.ai/data/investment-advisers/firm/kaleidoscope-capital-282159) | Boston | $706.2 million | 9 | 9 | 3 | (617) 765-2064 | kldscap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282159) |
| [Contravisory Investment Management, Inc.](https://specstream.ai/data/investment-advisers/firm/contravisory-investment-management-inc-109767) | Norwell | $701.7 million | 655 | 7 | 2 | (781) 740-1786 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109767) |
| [RPG Family Wealth Advisory, LLC](https://specstream.ai/data/investment-advisers/firm/rpg-family-wealth-advisory-llc-158528) | Burlington | $700.7 million | 600 | 21 | Not listed | (888) 285-8600 | rpgfamilywealthadvisory.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158528) |
| [Compass Capital Corporation](https://specstream.ai/data/investment-advisers/firm/compass-capital-corporation-112323) | Braintree | $695.5 million | 1,318 | 13 | Not listed | (781) 535-6083 | compassfinancialservicesgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112323) |
| [West Branch Capital LLC](https://specstream.ai/data/investment-advisers/firm/west-branch-capital-llc-133813) | Amherst | $690.1 million | 1,255 | 9 | Not listed | 833-888-0534; 413-256-1225 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/133813) |
| [Siharum Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/siharum-advisors-llc-147957) | Boston | $687.5 million | 353 | 9 | Not listed | (617) 428-7500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/147957) |
| [Arjuna Capital, LLC](https://specstream.ai/data/investment-advisers/firm/arjuna-capital-llc-283713) | Manchester | $679.7 million | 554 | 14 | 7 | (978) 704-0112 | arjuna-capital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/283713) |
| [Monument Group Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/monument-group-wealth-advisors-llc-111908) | Concord | $678.9 million | 702 | 7 | Not listed | (978) 369-7705 | monumentgroupcompanies.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111908) |
| [Boston Research and Management, Inc.](https://specstream.ai/data/investment-advisers/firm/boston-research-and-management-inc-107643) | Manchester | $676.2 million | 501 | 8 | Not listed | (978) 526-9700 | bostonrm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107643) |
| [Little House Capital, LLC](https://specstream.ai/data/investment-advisers/firm/little-house-capital-llc-290070) | Braintree | $675.2 million | 722 | 7 | Not listed | (617) 545-5600 | littlehousecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290070) |
| [Beck Bode LLC](https://specstream.ai/data/investment-advisers/firm/beck-bode-llc-282611) | Dedham | $666.4 million | 2,511 | 16 | Not listed | (617) 209-2224 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282611) |
| [Alta Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/alta-wealth-advisors-llc-293675) | Woburn | $664.6 million | 1,665 | 15 | Not listed | (781) 404-6909 | altawealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/293675) |
| [Asset Strategy Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/asset-strategy-advisors-llc-139879) | Wayland | $649.3 million | 504 | 10 | Not listed | (781) 235-4426 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/139879) |
| [Boston Standard Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/boston-standard-wealth-management-llc-156452) | Winchester | $647.6 million | 1,620 | 6 | Not listed | (781) 721-0072 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156452) |
| [Single Point Partners](https://specstream.ai/data/investment-advisers/firm/single-point-partners-163793) | Boston | $641.3 million | 1,096 | 16 | Not listed | (617) 600-0510 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163793) |
| [Timber Creek Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/timber-creek-capital-management-llc-146220) | Boston | $636.8 million | 235 | 4 | Not listed | (617) 722-0855 | timbercreek-capital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146220) |
| [Rose Park Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/rose-park-advisors-llc-162017) | Boston | $629.9 million | 10 | 13 | 7 | (617) 849-9239 | roseparkadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/162017) |
| [Capshift Advisors](https://specstream.ai/data/investment-advisers/firm/capshift-advisors-309860) | West Newton | $628 million | 120 | 16 | Not listed | (617) 865-5096 | capshift.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309860) |
| [Sandia Investment Management LP](https://specstream.ai/data/investment-advisers/firm/sandia-investment-management-lp-311098) | Boston | $625.4 million | 10 | 6 | Not listed | (516) 946-8207 | sandialp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311098) |
| [Riverview Capital Advisers LLC](https://specstream.ai/data/investment-advisers/firm/riverview-capital-advisers-llc-140377) | Boston | $624.1 million | 590 | 8 | Not listed | (617) 423-0080 | riverviewcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/140377) |
| [Kelly Financial Services LLC](https://specstream.ai/data/investment-advisers/firm/kelly-financial-services-llc-291996) | Braintree | $623.6 million | 3,094 | 10 | Not listed | (781) 849-3090 | kellyfinancial.org | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/291996) |
| [Turas Capital Management](https://specstream.ai/data/investment-advisers/firm/turas-capital-management-336516) | Boston | $613.5 million | 2 | 2 | 1 | (781) 691-9982 | turascap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336516) |
| [Hoopoe Advisors](https://specstream.ai/data/investment-advisers/firm/hoopoe-advisors-282573) | Boston | $610 million | 626 | 11 | Not listed | (617) 708-0639 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282573) |
| [Callodine Credit Management](https://specstream.ai/data/investment-advisers/firm/callodine-credit-management-313165) | Boston | $603 million | 3 | 11 | 2 | (617) 880-7494 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313165) |
| [Napier Financial](https://specstream.ai/data/investment-advisers/firm/napier-financial-336725) | Braintree | $587.9 million | 993 | 14 | Not listed | (781) 884-2300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336725) |
| [Tensor Edge Capital, LLC](https://specstream.ai/data/investment-advisers/firm/tensor-edge-capital-llc-335633) | Boston | $584.8 million | 3 | 9 | 1 | (617) 468-6054 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335633) |
| [424 Capital, LLC](https://specstream.ai/data/investment-advisers/firm/424-capital-llc-167462) | Wakefield | $584.5 million | 9 | 20 | 9 | (781) 295-4000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167462) |
| [Wave Equity Partners](https://specstream.ai/data/investment-advisers/firm/wave-equity-partners-170642) | Boston | $563.8 million | 17 | 9 | 17 | (617) 350-9808 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170642) |
| [Empirical Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/empirical-asset-management-llc-155436) | Wellesley | $560 million | 1,399 | 14 | 1 | (781) 431-2223 | empiricalam.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155436) |
| [O'Rourke & Company, Incorporated](https://specstream.ai/data/investment-advisers/firm/o-rourke-company-incorporated-132481) | Boston | $555.1 million | 738 | 4 | Not listed | (617) 482-4200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/132481) |
| [May Hill Capital, LLC](https://specstream.ai/data/investment-advisers/firm/may-hill-capital-llc-332076) | Cohasset | $548.6 million | 563 | 3 | Not listed | (781) 454-6641 | mayhillwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332076) |
| [Range Rock Capital](https://specstream.ai/data/investment-advisers/firm/range-rock-capital-334203) | Wellesley | $548.3 million | 3 | 3 | Not listed | (617) 431-3030 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334203) |
| [Byrne Financial Freedom, LLC](https://specstream.ai/data/investment-advisers/firm/byrne-financial-freedom-llc-167893) | Franklin | $546.4 million | 1,676 | 11 | Not listed | (508) 528-9366 | byrnefinancialfreedom.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167893) |
| [Gray Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/gray-private-wealth-llc-128547) | Canton | $540.7 million | 296 | 8 | Not listed | (781) 232-2020 | grayprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128547) |
| [Harbourvest Registered Advisers](https://specstream.ai/data/investment-advisers/firm/harbourvest-registered-advisers-332106) | Boston | $538.7 million | 1 | 1,204 | Not listed | (617) 348-3707 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332106) |
| [Bright Rock Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/bright-rock-capital-management-llc-152820) | Hanover | $536 million | 2 | 5 | Not listed | (781) 982-6792 | brightrockcap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152820) |
| [Peak Financial Management Inc](https://specstream.ai/data/investment-advisers/firm/peak-financial-management-inc-110559) | Wellesley | $534.4 million | 1,696 | 9 | Not listed | (781) 487-9500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110559) |
| [Argonautica Private Wealth Management, Inc](https://specstream.ai/data/investment-advisers/firm/argonautica-private-wealth-management-inc-316736) | Wellesley | $532.9 million | 515 | 6 | Not listed | (781) 591-0200 | argonauticapwm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316736) |
| [Pension & Wealth Management Advisors](https://specstream.ai/data/investment-advisers/firm/pension-wealth-management-advisors-309546) | Waltham | $529.8 million | 525 | 13 | Not listed | (781) 810-0800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309546) |
| [Bostonpremier Wealth](https://specstream.ai/data/investment-advisers/firm/bostonpremier-wealth-282268) | Hingham | $525.2 million | 1,604 | 8 | Not listed | (617) 934-1100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282268) |
| [Fort Point Capital](https://specstream.ai/data/investment-advisers/firm/fort-point-capital-164067) | Boston | $522.6 million | 5 | 18 | 5 | (617) 303-2123 | fortpointcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164067) |
| [Florek Financial, LLC](https://specstream.ai/data/investment-advisers/firm/florek-financial-llc-152235) | Duxbury | $511 million | 530 | 2 | Not listed | (781) 934-9400 | florekfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/152235) |
| [Carl P. Sherr & Co., LLC](https://specstream.ai/data/investment-advisers/firm/carl-p-sherr-co-llc-3394) | Worcester | $505.4 million | 831 | 5 | Not listed | (508) 791-7126 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/3394) |
| [Hastings Equity Partners, LLC](https://specstream.ai/data/investment-advisers/firm/hastings-equity-partners-llc-167499) | Boston | $498.5 million | 6 | 13 | 6 | (781) 314-9596 | hastingsequity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167499) |
| [Tyler Street Capital](https://specstream.ai/data/investment-advisers/firm/tyler-street-capital-340011) | Plymouth | $491.5 million | 65 | 1 | Not listed | (508) 648-4684 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/340011) |
| [Wincove](https://specstream.ai/data/investment-advisers/firm/wincove-295192) | Boston | $488.8 million | 13 | 11 | 13 | (603) 770-9785 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/295192) |
| [Great Oak Capital Partners, LLC](https://specstream.ai/data/investment-advisers/firm/great-oak-capital-partners-llc-281045) | South Easton | $477.9 million | 1,871 | 7 | Not listed | (508) 230-7100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281045) |
| [Arborstone Financial, LLC](https://specstream.ai/data/investment-advisers/firm/arborstone-financial-llc-338225) | Andover | $476 million | 1,645 | 5 | Not listed | (978) 269-6344 | arborstonefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338225) |
| [Wealth Effects](https://specstream.ai/data/investment-advisers/firm/wealth-effects-315244) | Boston | $472 million | 988 | 17 | Not listed | (617) 465-2560 | w-effects.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315244) |
| [Main Capital Partners North America LLC](https://specstream.ai/data/investment-advisers/firm/main-capital-partners-north-america-llc-329886) | Boston | $471.6 million | 14 | 9 | Not listed | (617) 207-4175 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329886) |
| [Alliance Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/alliance-private-wealth-llc-316612) | North Reading | $466.2 million | 587 | 11 | Not listed | (978) 276-1300 | allianceprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316612) |
| [Palladin Consumer Partners, LLC](https://specstream.ai/data/investment-advisers/firm/palladin-consumer-partners-llc-164689) | Boston | $457.3 million | 16 | 9 | 16 | (617) 585-3800 | palladincapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164689) |
| [Square Circle IA LP](https://specstream.ai/data/investment-advisers/firm/square-circle-ia-lp-312718) | Boston | $448.9 million | 2 | 3 | 2 | (617) 918-7057 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/312718) |
| [Cadence Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/cadence-wealth-management-llc-155080) | Westborough | $448 million | 3,272 | 7 | Not listed | (508) 898-0400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155080) |
| [Flagship Private Wealth](https://specstream.ai/data/investment-advisers/firm/flagship-private-wealth-175277) | Woburn | $447.2 million | 1,050 | 4 | Not listed | (781) 756-0090 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175277) |
| [Beaton Management Co Inc](https://specstream.ai/data/investment-advisers/firm/beaton-management-co-inc-104728) | Haverhill | $445.7 million | 156 | 3 | Not listed | (978) 372-3008 | beatonmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/104728) |
| [East Bridge Capital Management LP](https://specstream.ai/data/investment-advisers/firm/east-bridge-capital-management-lp-167207) | Boston | $442.3 million | 4 | 5 | 2 | (617) 449-5992 | eastbridgecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/167207) |
| [Artemis Capital Partners](https://specstream.ai/data/investment-advisers/firm/artemis-capital-partners-285607) | Boston | $441.5 million | 3 | 16 | 3 | (857) 327-5606 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285607) |
| [Cohere Capital](https://specstream.ai/data/investment-advisers/firm/cohere-capital-305806) | Boston | $440.6 million | 2 | 7 | 2 | (617) 245-4020 | coherecapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305806) |
| [Barca Capital, LLC](https://specstream.ai/data/investment-advisers/firm/barca-capital-llc-263786) | West Newton | $439 million | 2 | 3 | 1 | (415) 992-6334 | barcacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/263786) |
| [Shawspring Partners, LLC](https://specstream.ai/data/investment-advisers/firm/shawspring-partners-llc-172766) | Boston | $438.7 million | 7 | 7 | 1 | (857) 310-5010 | shawspring.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172766) |
| [Cutler Capital Management](https://specstream.ai/data/investment-advisers/firm/cutler-capital-management-107463) | Worcester | $430.8 million | 348 | 9 | 2 | (508) 757-4455 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107463) |
| [McCarter Private Wealth Services LLC](https://specstream.ai/data/investment-advisers/firm/mccarter-private-wealth-services-llc-108191) | Boston | $427.7 million | 199 | 6 | Not listed | (617) 449-6500 | mccarterpws.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108191) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).