Research Report · 2026-06-30
Largest Registered Investment Advisers in Massachusetts
Massachusetts SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
645
Total AUM
$20.23T
Median AUM
$826.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | RFG - BRISTOL WEALTH ADVISORS, LLC | TAUNTON | 330145 | $985.6M | 10 | 2026-06-30 | → |
| 302 | TAC PARTNERS, INC. | BOSTON | 158249 | $983.4M | 18 | 2026-04-30 | → |
| 303 | BROOKWOOD ADVISORS, LLC | BEVERLY | 338550 | $964.5M | 5 | 2026-05-31 | → |
| 304 | FOLIUM CAPITAL LP | BURLINGTON | 284801 | $960.3M | 10 | 2026-03-31 | → |
| 305 | THORNTREE CAPITAL PARTNERS LP | BOSTON | 283643 | $955.3M | 9 | 2026-03-31 | → |
| 306 | SIRIOS CAPITAL MANAGEMENT, L.P. | BOSTON | 160580 | $937.5M | 15 | 2026-03-31 | → |
| 307 | STABLEPOINT PARTNERS, LLC | BRAINTREE | 328503 | $930.0M | 11 | 2026-03-31 | → |
| 308 | MIRI CAPITAL MANAGEMENT LLC | BOSTON | 311308 | $929.7M | 10 | 2026-03-31 | → |
| 309 | UNION PARK CAPITAL MANAGEMENT, L.P. | BOSTON | 169842 | $928.5M | 10 | 2026-04-30 | → |
| 310 | RIVERSIDE PARTNERS, LLC | BOSTON | 160754 | $923.7M | 16 | 2026-04-30 | → |
| 311 | LONG WHARF CAPITAL LLC | BOSTON | 158038 | $919.1M | 24 | 2026-04-30 | → |
| 312 | CONSTITUTION CAPITAL PM, L. P. | ANDOVER | 319678 | $910.8M | 67 | 2026-03-31 | → |
| 313 | 93 FINANCIAL GROUP, LLC | WOBURN | 144235 | $899.7M | 8 | 2026-03-31 | → |
| 314 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | WALTHAM | 120766 | $885.4M | 20 | 2025-05-31 | → |
| 315 | NEW WORLD ADVISORS LLC | HINGHAM | 296798 | $884.9M | 5 | 2026-04-30 | → |
| 316 | MOODY ALDRICH PARTNERS, LLC | MARBLEHEAD | 106920 | $864.3M | 14 | 2026-05-31 | → |
| 317 | PINNEY & SCOFIELD, INC. | CAMBRIDGE | 105365 | $858.7M | 4 | 2026-03-31 | → |
| 318 | BARRY INVESTMENT ADVISORS, LLC | NEW BEDFORD | 144955 | $846.8M | 12 | 2026-03-31 | → |
| 319 | OPENVIEW ADVISORS, LLC | BOSTON | 316766 | $839.0M | 15 | 2026-03-31 | → |
| 320 | PEDDOCK CAPITAL ADVISORS, LLC | BRAINTREE | 148216 | $836.2M | 6 | 2026-06-30 | → |
| 321 | DINALE MANAGEMENT, LLC | BOSTON | 312887 | $830.6M | 11 | 2026-05-31 | → |
| 322 | NEW HERITAGE CAPITAL, LLC | BOSTON | 160083 | $830.0M | 15 | 2026-03-31 | → |
| 323 | AEQUITAS INVESTMENT ADVISORS, LLC | HINGHAM | 127625 | $826.1M | 8 | 2026-03-31 | → |
| 324 | NEW HARBOR FINANCIAL GROUP, LLC | WORCESTER | 155528 | $820.9M | 9 | 2026-04-30 | → |
| 325 | J.P. MARVEL INVESTMENT ADVISORS, INC. | BOSTON | 144364 | $820.7M | 8 | 2026-03-31 | → |
| 326 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 327 | POLEN CAPITAL CLO MANAGEMENT, LLC | WALTHAM | 330470 | $808.4M | 46 | 2026-03-31 | → |
| 328 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 329 | CLARUS VENTURES, LLC | CAMBRIDGE | 160980 | $805.6M | 31 | 2026-03-31 | → |
| 330 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 331 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 332 | SHOREPOINT CAPITAL PARTNERS LLC | NORWOOD | 152087 | $800.5M | 10 | 2025-03-31 | → |
| 333 | MCNAMARA FINANCIAL SERVICES, INC. | MARSHFIELD | 154311 | $797.9M | 11 | 2026-02-28 | → |
| 334 | ASTIRA CAPITAL PARTNERS LP | BOSTON | 327034 | $777.3M | 14 | 2026-03-31 | → |
| 335 | TREMONT REALTY CAPITAL LLC | NEWTON | 283569 | $763.3M | 22 | 2025-12-31 | → |
| 336 | FLAGSHIP WEALTH ADVISORS, LLC. | WAKEFIELD | 131962 | $748.6M | 7 | 2026-04-30 | → |
| 337 | CARR FINANCIAL GROUP CORPORATION | WORCESTER | 317321 | $744.2M | 9 | 2026-05-31 | → |
| 338 | STRIDE CONSUMER PARTNERS LLC | BOSTON | 311501 | $740.3M | 17 | 2026-03-31 | → |
| 339 | CENTERPOINT ADVISORS, LLC | NEEDHAM | 156698 | $731.9M | 12 | 2026-03-31 | → |
| 340 | BAYHAWK CAPITAL LP | BOSTON | 328829 | $730.8M | 12 | 2026-03-31 | → |
| 341 | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. | BEVERLY | 106625 | $730.2M | 11 | 2026-03-31 | → |
| 342 | CANBY FINANCIAL ADVISORS, LLC | FRAMINGHAM | 338797 | $729.4M | 11 | 2026-06-30 | → |
| 343 | AAF WEALTH MANAGEMENT, LLC | WESTBOROUGH | 164646 | $727.6M | 10 | 2026-03-31 | → |
| 344 | RENAISSANCE INVESTMENT GROUP, LLC | LENOX | 153679 | $726.1M | 9 | 2026-03-31 | → |
| 345 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 346 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | BOSTON | 109962 | $712.7M | 13 | 2026-03-31 | → |
| 347 | EXCALIBUR MANAGEMENT CORP | WALTHAM | 110836 | $712.1M | 12 | 2026-03-31 | → |
| 348 | REDWOOD INVESTMENTS, LLC | BOSTON | 133028 | $710.1M | 6 | 2026-05-31 | → |
| 349 | LINCOLN PEAK CAPITAL MANAGEMENT, LLC | BOSTON | 292864 | $706.5M | 12 | 2026-03-31 | → |
| 350 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 351 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | NORWELL | 109767 | $701.7M | 7 | 2026-05-31 | → |
| 352 | RPG FAMILY WEALTH ADVISORY, LLC | BURLINGTON | 158528 | $700.7M | 21 | 2026-04-30 | → |
| 353 | WEST BRANCH CAPITAL LLC | AMHERST | 133813 | $690.1M | 9 | 2026-02-28 | → |
| 354 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 355 | SANDY COVE ADVISORS, LLC | HINGHAM | 152482 | $684.9M | 8 | 2026-03-31 | → |
| 356 | MONUMENT GROUP WEALTH ADVISORS, LLC | CONCORD | 111908 | $678.9M | 7 | 2026-05-31 | → |
| 357 | BOSTON RESEARCH AND MANAGEMENT, INC. | MANCHESTER | 107643 | $676.2M | 8 | 2026-03-31 | → |
| 358 | LITTLE HOUSE CAPITAL, LLC | BRAINTREE | 290070 | $675.2M | 7 | 2026-03-31 | → |
| 359 | BECK BODE LLC | DEDHAM | 282611 | $666.4M | 16 | 2026-03-31 | → |
| 360 | ALTA WEALTH ADVISORS LLC | WOBURN | 293675 | $664.6M | 15 | 2026-06-30 | → |
| 361 | COMPASS CAPITAL CORPORATION | BRAINTREE | 112323 | $663.6M | 14 | 2025-09-30 | → |
| 362 | ASSET STRATEGY ADVISORS, LLC | WAYLAND | 139879 | $649.3M | 10 | 2026-03-31 | → |
| 363 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | WINCHESTER | 156452 | $647.6M | 5 | 2026-02-28 | → |
| 364 | ARJUNA CAPITAL, LLC | MANCHESTER | 283713 | $642.4M | 14 | 2026-03-31 | → |
| 365 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 366 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | BOSTON | 146220 | $636.8M | 4 | 2026-04-30 | → |
| 367 | ROSE PARK ADVISORS, LLC | BOSTON | 162017 | $629.9M | 13 | 2026-04-30 | → |
| 368 | CAPSHIFT ADVISORS, LLC | WEST NEWTON | 309860 | $628.0M | 16 | 2026-03-31 | → |
| 369 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 370 | RIVERVIEW CAPITAL ADVISERS LLC | BOSTON | 140377 | $624.1M | 8 | 2026-04-30 | → |
| 371 | KELLY FINANCIAL SERVICES LLC | BRAINTREE | 291996 | $623.6M | 10 | 2026-03-31 | → |
| 372 | TURAS CAPITAL MANAGEMENT LP | BOSTON | 336516 | $613.5M | 2 | 2026-01-31 | → |
| 373 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 374 | CALLODINE CREDIT MANAGEMENT, LLC | BOSTON | 313165 | $603.0M | 11 | 2026-03-31 | → |
| 375 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 376 | 424 CAPITAL, LLC | WAKEFIELD | 167462 | $584.5M | 20 | 2026-04-30 | → |
| 377 | WAVE EQUITY PARTNERS LLC | BOSTON | 170642 | $563.8M | 9 | 2026-03-31 | → |
| 378 | EMPIRICAL ASSET MANAGEMENT, LLC | WELLESLEY | 155436 | $560.0M | 14 | 2026-03-31 | → |
| 379 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 380 | NAPIER FINANCIAL, LLC | BRAINTREE | 336725 | $550.1M | 13 | 2026-02-28 | → |
| 381 | MAY HILL CAPITAL, LLC | COHASSET | 332076 | $548.6M | 3 | 2026-02-28 | → |
| 382 | RANGE ROCK CAPITAL LLC | WELLESLEY | 334203 | $548.3M | 3 | 2026-03-31 | → |
| 383 | BYRNE FINANCIAL FREEDOM, LLC | FRANKLIN | 167893 | $546.4M | 11 | 2026-06-30 | → |
| 384 | GRAY PRIVATE WEALTH, LLC | CANTON | 128547 | $540.7M | 8 | 2026-03-31 | → |
| 385 | HARBOURVEST REGISTERED ADVISERS L.P. | BOSTON | 332106 | $538.7M | 1,204 | 2026-04-30 | → |
| 386 | BRIGHT ROCK CAPITAL MANAGEMENT LLC | HANOVER | 152820 | $536.0M | 5 | 2026-03-31 | → |
| 387 | PEAK FINANCIAL MANAGEMENT INC | WELLESLEY | 110559 | $534.4M | 9 | 2026-06-30 | → |
| 388 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | WELLESLEY | 316736 | $532.9M | 6 | 2026-04-30 | → |
| 389 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | WALTHAM | 309546 | $529.8M | 13 | 2026-05-31 | → |
| 390 | LINCHRIS CAPITAL MANAGEMENT, LLC | PLYMOUTH | 291898 | $528.3M | 21 | 2025-03-31 | → |
| 391 | BOSTONPREMIER WEALTH, LLC | HINGHAM | 282268 | $525.2M | 8 | 2026-04-30 | → |
| 392 | FORT POINT CAPITAL, LLC | BOSTON | 164067 | $522.6M | 18 | 2026-03-31 | → |
| 393 | FLOREK FINANCIAL, LLC | DUXBURY | 152235 | $511.0M | 2 | 2026-02-28 | → |
| 394 | CARL P. SHERR & CO., LLC | WORCESTER | 3394 | $505.4M | 5 | 2026-03-31 | → |
| 395 | HASTINGS EQUITY PARTNERS, LLC | BOSTON | 167499 | $498.5M | 13 | 2026-03-31 | → |
| 396 | TYLER STREET CAPITAL | PLYMOUTH | 340011 | $491.5M | 1 | 2026-06-30 | → |
| 397 | WPH GP, LLC | BOSTON | 295192 | $488.8M | 11 | 2026-05-31 | → |
| 398 | GREAT OAK CAPITAL PARTNERS, LLC | SOUTH EASTON | 281045 | $477.9M | 7 | 2026-04-30 | → |
| 399 | ARBORSTONE FINANCIAL, LLC | ANDOVER | 338225 | $476.0M | 5 | 2026-05-31 | → |
| 400 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
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