Research Report · 2026-06-30
Institutional Registered Investment Advisers in Massachusetts
SEC-registered investment advisers in Massachusetts ranked by reported institutional client assets.
Firms
363
Total AUM
$18.32T
Median AUM
$1.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | BERKSHIRE MONEY MANAGEMENT, INC. | DALTON | 124873 | $1.23B | 22 | 2026-03-31 | → |
| 202 | KASTEL CAPITAL ADVISORS, LLC | WELLESLEY | 226520 | $193.3M | 3 | 2026-06-30 | → |
| 203 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 204 | ARJUNA CAPITAL, LLC | MANCHESTER | 283713 | $642.4M | 14 | 2026-03-31 | → |
| 205 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 206 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 207 | BAY COLONY ADVISORY GROUP, INC. | CONCORD | 152583 | $1.43B | 36 | 2026-03-31 | → |
| 208 | NAPIER FINANCIAL, LLC | BRAINTREE | 336725 | $550.1M | 13 | 2026-02-28 | → |
| 209 | CONCORDIA WEALTH MANAGEMENT, LLC | CONCORD | 164278 | $197.1M | 4 | 2026-03-31 | → |
| 210 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 211 | POLARIS INVESTMENT ADVISORS, LLC | FRAMINGHAM | 324093 | $217.1M | 4 | 2026-01-31 | → |
| 212 | BALLENTINE PARTNERS, LLC | WALTHAM | 152802 | $15.32B | 125 | 2026-05-31 | → |
| 213 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 214 | MARINO, STRAM AND ASSOCIATES LLC | BRAINTREE | 107768 | $1.41B | 19 | 2026-06-30 | → |
| 215 | PARK STATE ASSET MANAGEMENT LLC | BEVERLY | 336573 | $192.4M | 6 | 2026-04-30 | → |
| 216 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 217 | FAMILY FIDUCIARY SERVICES, INC. | BEVERLY | 146339 | $254.2M | 5 | 2026-03-31 | → |
| 218 | M3 ADVISORY GROUP, LLC | NEEDHAM HEIGHTS | 156208 | $342.0M | 6 | 2026-04-30 | → |
| 219 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 220 | O.F.O. PARTNERS, LLC | HINGHAM | 297424 | $110.0M | 3 | 2026-04-30 | → |
| 221 | SHOREPOINT CAPITAL PARTNERS LLC | NORWOOD | 152087 | $800.5M | 10 | 2025-03-31 | → |
| 222 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 223 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 224 | O'BRIEN WEALTH PARTNERS LLC | WALTHAM | 105336 | $1.11B | 14 | 2025-07-31 | → |
| 225 | FINANCIAL PLANNING SOLUTIONS, LLC | AUBURNDALE | 168211 | $312.4M | 8 | 2025-12-31 | → |
| 226 | APPLIED FUNDAMENTAL RESEARCH, LLC | CAMBRIDGE | 167645 | $142.9M | 5 | 2026-04-30 | → |
| 227 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 228 | TWIN GRYPHON ADVISORS LLC | MARSHFIELD | 297264 | $126.5M | 4 | 2026-03-31 | → |
| 229 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 230 | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. | ORLEANS | 105522 | $172.0M | 5 | 2026-03-31 | → |
| 231 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | HINGHAM | 286635 | $1.09B | 7 | 2026-05-31 | → |
| 232 | WERNAU ASSET MANAGEMENT INC. | GLOUCESTER | 129473 | $202.6M | 2 | 2026-02-28 | → |
| 233 | CABOT WEALTH MANAGEMENT | BEVERLY | 107327 | $1.22B | 16 | 2026-06-30 | → |
| 234 | COX CAPITAL MANAGEMENT LLC | ANDOVER | 117593 | $361.0M | 4 | 2026-02-28 | → |
| 235 | FAIRFIELD FINANCIAL ADVISORS LTD | WELLESLEY | 106408 | $333.2M | 4 | 2026-03-31 | → |
| 236 | GC WEALTH MANAGEMENT RIA, LLC | CAMBRIDGE | 327269 | $5.83B | 44 | 2026-03-31 | → |
| 237 | TYLER STREET CAPITAL | PLYMOUTH | 340011 | $491.5M | 1 | 2026-06-30 | → |
| 238 | INTEGRITY FINANCIAL ADVISORS, LLC | WOBURN | 313369 | $134.9M | 9 | 2026-06-30 | → |
| 239 | BROADWATER CAPITAL MANAGEMENT LLC | BOSTON | 125509 | $161.0M | 1 | 2026-03-31 | → |
| 240 | BARRY INVESTMENT ADVISORS, LLC | NEW BEDFORD | 144955 | $846.8M | 12 | 2026-03-31 | → |
| 241 | PALLAS CAPITAL ADVISORS, LLC | BRAINTREE | 310327 | $4.31B | 28 | 2026-04-30 | → |
| 242 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 243 | AUOUR INVESTMENTS LLC | WOBURN | 173392 | $378.0M | 7 | 2026-03-31 | → |
| 244 | RF&L WEALTH MANAGEMENT, LLC | ACTON | 140210 | $381.1M | 3 | 2026-03-31 | → |
| 245 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 246 | ALTA WEALTH ADVISORS LLC | WOBURN | 293675 | $664.6M | 15 | 2026-06-30 | → |
| 247 | NEW HARBOR FINANCIAL GROUP, LLC | WORCESTER | 155528 | $820.9M | 9 | 2026-04-30 | → |
| 248 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 249 | MASSACHUSETTS WEALTH MANAGEMENT, LLC | NORTH ANDOVER | 160235 | $301.5M | 3 | 2026-03-31 | → |
| 250 | CAPE ANN CAPITAL, INC. | CONCORD | 128942 | $193.0M | 2 | 2026-03-31 | → |
| 251 | DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. | NORWELL | 171813 | $338.8M | 5 | 2026-03-31 | → |
| 252 | FSA WEALTH MANAGEMENT, LLC | NEEDHAM | 288525 | $459.3M | 6 | 2025-03-31 | → |
| 253 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 254 | BYRNE FINANCIAL FREEDOM, LLC | FRANKLIN | 167893 | $546.4M | 11 | 2026-06-30 | → |
| 255 | EAST COAST ASSET MANAGEMENT, LLC | ESSEX | 147910 | $1.01B | 9 | 2026-06-30 | → |
| 256 | BLUEBIRD WEALTH MANAGEMENT LLC | MEDFIELD | 293420 | $154.0M | 3 | 2026-06-30 | → |
| 257 | WEST BRANCH CAPITAL LLC | AMHERST | 133813 | $690.1M | 9 | 2026-02-28 | → |
| 258 | U. S. BOSTON CAPITAL CORPORATION | LINCOLN | 5251 | $359.8M | 5 | 2026-02-28 | → |
| 259 | FLAGSHIP PRIVATE WEALTH, LLC | WOBURN | 175277 | $447.2M | 4 | 2026-06-30 | → |
| 260 | FINER WEALTH MANAGEMENT, INC. | SALEM | 129987 | $305.8M | 7 | 2026-03-31 | → |
| 261 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 262 | BECK BODE LLC | DEDHAM | 282611 | $666.4M | 16 | 2026-03-31 | → |
| 263 | NEEDHAM R B ADVISORY CORP | NORTH ANDOVER | 105378 | $102.4M | 5 | 2026-03-31 | → |
| 264 | PROFICIENT WEALTH COUNSELORS, LLC | NORWOOD | 152640 | $146.9M | 1 | 2026-03-31 | → |
| 265 | GREAT OAK CAPITAL PARTNERS, LLC | SOUTH EASTON | 281045 | $477.9M | 7 | 2026-04-30 | → |
| 266 | ASSABET ADVISORS, LLC | HOLDEN | 127795 | $171.4M | 3 | 2026-03-31 | → |
| 267 | COMPASS CAPITAL CORPORATION | BRAINTREE | 112323 | $663.6M | 14 | 2025-09-30 | → |
| 268 | HART & PATTERSON FINANCIAL GROUP, LLC | AMHERST | 310639 | $275.6M | 4 | 2025-03-31 | → |
| 269 | LIVELIFE CAPITAL PARTNERS LLC | SOUTHBOROUGH | 290008 | $372.1M | 9 | 2026-06-30 | → |
| 270 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 271 | ALBERT D MASON INC | BOSTON | 107412 | $210.6M | 7 | 2026-03-31 | → |
| 272 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 273 | STABLEPOINT PARTNERS, LLC | BRAINTREE | 328503 | $930.0M | 11 | 2026-03-31 | → |
| 274 | ABBOT FINANCIAL MANAGEMENT, INC | ANDOVER | 111040 | $303.0M | 4 | 2025-09-30 | → |
| 275 | GRAY PRIVATE WEALTH, LLC | CANTON | 128547 | $540.7M | 8 | 2026-03-31 | → |
| 276 | RHEECO, INC. | NATICK | 301106 | $119.2M | 4 | 2026-02-28 | → |
| 277 | HIGH PINES WEALTH MANAGEMENT LLC | DUXBURY | 285191 | $184.0M | 5 | 2026-03-31 | → |
| 278 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 279 | NEW WORLD ADVISORS LLC | HINGHAM | 296798 | $884.9M | 5 | 2026-04-30 | → |
| 280 | SEAMANS CAPITAL MANAGEMENT, LLC | WALTHAM | 118404 | $170.7M | 9 | 2026-03-31 | → |
| 281 | TRITON FINANCIAL GROUP, INC. | MARLBOROUGH | 153048 | $261.3M | 4 | 2025-02-28 | → |
| 282 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 283 | SIGNAL RIDGE CAPITAL PARTNERS, LLC | FRAMINGHAM | 167576 | $113.6M | 4 | 2026-03-31 | → |
| 284 | APEX INVESTMENT GROUP, LLC | HUDSON | 333593 | $211.1M | 6 | 2026-06-30 | → |
| 285 | SAVIOR LLC | WELLESLEY | 299178 | $140.2M | 3 | 2026-03-31 | → |
| 286 | BOSTONPREMIER WEALTH, LLC | HINGHAM | 282268 | $525.2M | 8 | 2026-04-30 | → |
| 287 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 288 | WOLFSTICH CAPITAL, LLC | MEDFIELD | 146026 | $162.1M | 1 | 2026-01-31 | → |
| 289 | CARR FINANCIAL GROUP CORPORATION | WORCESTER | 317321 | $744.2M | 9 | 2026-05-31 | → |
| 290 | GARRETT NAGLE & CO., INC. | WOBURN | 7071 | $98.4M | 4 | 2026-03-31 | → |
| 291 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | WEST BARNSTABLE | 141001 | $470.6M | 5 | 2025-03-31 | → |
| 292 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | WALTHAM | 120766 | $885.4M | 20 | 2025-05-31 | → |
| 293 | NOBSCOT INVESTMENT MANAGEMENT LLC | WELLESLEY | 283289 | $164.2M | 1 | 2026-01-31 | → |
| 294 | CARL P. SHERR & CO., LLC | WORCESTER | 3394 | $505.4M | 5 | 2026-03-31 | → |
| 295 | PEAK FINANCIAL MANAGEMENT INC | WELLESLEY | 110559 | $534.4M | 9 | 2026-06-30 | → |
| 296 | BUTTERWORTH FINANCIAL LLC | DANVERS | 325026 | $103.3M | 1 | 2026-01-31 | → |
| 297 | MG FINANCIAL LLC | BRAINTREE | 107649 | $1.13B | 9 | 2026-03-31 | → |
| 298 | MCNAMARA FINANCIAL SERVICES, INC. | MARSHFIELD | 154311 | $797.9M | 11 | 2026-02-28 | → |
| 299 | GENESIS WEALTH ADVISORS, LLC | BRAINTREE | 158388 | $200.1M | 7 | 2026-02-28 | → |
| 300 | FLOREK FINANCIAL, LLC | DUXBURY | 152235 | $511.0M | 2 | 2026-02-28 | → |
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