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 | |
|---|---|---|---|---|---|---|---|
| 401 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | BOSTON | 329886 | $471.6M | 9 | 2026-03-31 | → |
| 402 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | WEST BARNSTABLE | 141001 | $470.6M | 5 | 2025-03-31 | → |
| 403 | ALLIANCE PRIVATE WEALTH, LLC | NORTH READING | 316612 | $466.2M | 11 | 2026-03-31 | → |
| 404 | FSA WEALTH MANAGEMENT, LLC | NEEDHAM | 288525 | $459.3M | 6 | 2025-03-31 | → |
| 405 | PALLADIN CONSUMER RETAIL PARTNERS, LLC | BOSTON | 164689 | $457.3M | 9 | 2026-05-31 | → |
| 406 | SQUARE CIRCLE IA LP | BOSTON | 312718 | $448.9M | 3 | 2026-03-31 | → |
| 407 | CADENCE WEALTH MANAGEMENT LLC | WESTBOROUGH | 155080 | $448.0M | 7 | 2026-03-31 | → |
| 408 | FLAGSHIP PRIVATE WEALTH, LLC | WOBURN | 175277 | $447.2M | 4 | 2026-06-30 | → |
| 409 | BEATON MANAGEMENT CO INC | HAVERHILL | 104728 | $445.7M | 3 | 2026-03-31 | → |
| 410 | EAST BRIDGE CAPITAL MANAGEMENT LP | BOSTON | 167207 | $442.3M | 5 | 2026-02-28 | → |
| 411 | ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC | BOSTON | 285607 | $441.5M | 16 | 2026-03-31 | → |
| 412 | COHERE CAPITAL PARTNERS, LP | BOSTON | 305806 | $440.6M | 7 | 2026-03-31 | → |
| 413 | BARCA CAPITAL, LLC | WEST NEWTON | 263786 | $439.0M | 3 | 2026-03-31 | → |
| 414 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 415 | CUTLER CAPITAL MANAGEMENT LLC | WORCESTER | 107463 | $430.8M | 9 | 2026-03-31 | → |
| 416 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 417 | STONEHEARTH CAPITAL MANAGEMENT LLC | DANVERS | 128866 | $425.4M | 8 | 2026-03-31 | → |
| 418 | SPRING LANE MANAGEMENT, LLC | BOSTON | 290181 | $424.7M | 16 | 2026-03-31 | → |
| 419 | EMBLEM GROUP, L.P. | BOSTON | 329533 | $419.4M | 16 | 2026-03-31 | → |
| 420 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. | BOSTON | 153195 | $419.0M | 9 | 2026-03-31 | → |
| 421 | GOODMAN ADVISORY GROUP, LLC | NEEDHAM | 285637 | $415.5M | 8 | 2026-03-31 | → |
| 422 | HLM MANAGEMENT CO., LLC | WALTHAM | 162337 | $411.4M | 14 | 2026-03-31 | → |
| 423 | J.R. PRUNIER CAPITAL MANAGEMENT LLC | HOLDEN | 321026 | $407.0M | 3 | 2026-06-30 | → |
| 424 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 425 | PERENNIAL ADVISORS GROUP, LLC | WESTFORD | 128600 | $397.4M | 4 | 2026-03-31 | → |
| 426 | BEACON FINANCIAL PLANNING, INC | HYANNIS | 175372 | $397.1M | 9 | 2026-03-31 | → |
| 427 | THE DARROW COMPANY, INC. | NEEDHAM | 105679 | $392.4M | 5 | 2026-03-31 | → |
| 428 | PROCTOR FINANCIAL, INC. | SHERBORN | 122021 | $382.3M | 5 | 2026-03-31 | → |
| 429 | RF&L WEALTH MANAGEMENT, LLC | ACTON | 140210 | $381.1M | 3 | 2026-03-31 | → |
| 430 | EXCHANGE PLACE ADVISORS, LLC | SUDBURY | 125240 | $379.7M | 3 | 2026-03-31 | → |
| 431 | CENTURY EQUITY PARTNERS LLC | BOSTON | 281939 | $378.3M | 3 | 2026-04-30 | → |
| 432 | AUOUR INVESTMENTS LLC | WOBURN | 173392 | $378.0M | 7 | 2026-03-31 | → |
| 433 | LIVELIFE CAPITAL PARTNERS LLC | SOUTHBOROUGH | 290008 | $372.1M | 9 | 2026-06-30 | → |
| 434 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 435 | COX CAPITAL MANAGEMENT LLC | ANDOVER | 117593 | $361.0M | 4 | 2026-02-28 | → |
| 436 | U. S. BOSTON CAPITAL CORPORATION | LINCOLN | 5251 | $359.8M | 5 | 2026-02-28 | → |
| 437 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 438 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 439 | 10TALENTS INVESTORS, LLC | FOXBOROUGH | 262786 | $353.0M | 6 | 2026-03-31 | → |
| 440 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 441 | MELFA WEALTH MANAGEMENT, INC. | WESTBOROUGH | 315131 | $348.8M | 6 | 2026-03-31 | → |
| 442 | ARCTARIS IMPACT INVESTORS, LLC | WELLESLEY | 306898 | $347.3M | 24 | 2026-03-31 | → |
| 443 | MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC | WEST TISBURY | 291599 | $342.9M | 6 | 2026-03-31 | → |
| 444 | M3 ADVISORY GROUP, LLC | NEEDHAM HEIGHTS | 156208 | $342.0M | 6 | 2026-04-30 | → |
| 445 | DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. | NORWELL | 171813 | $338.8M | 5 | 2026-03-31 | → |
| 446 | NOVO HOLDINGS US INVESTMENT ADVISOR, INC. | BOSTON | 334495 | $338.6M | 25 | 2026-06-30 | → |
| 447 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 448 | LENK LADNER INVESTMENT SOLUTIONS LLC | OSTERVILLE | 109927 | $337.3M | 3 | 2026-03-31 | → |
| 449 | BLUEDOOR PRIVATE WEALTH, LLC | BEVERLY | 301907 | $337.3M | 6 | 2026-06-30 | → |
| 450 | LOON LAKE CAPITAL MANAGEMENT LP | BOSTON | 339830 | $336.0M | 6 | 2026-04-30 | → |
| 451 | NORTH RUN CAPITAL, LP | BOSTON | 157922 | $334.5M | 4 | 2026-06-30 | → |
| 452 | COTTAGE STREET ADVISORS, LLC | MARION | 173487 | $333.8M | 4 | 2026-03-31 | → |
| 453 | GOOD HARBOR ADVISORS, INC. | GLOUCESTER | 143492 | $333.7M | 4 | 2026-06-30 | → |
| 454 | FAIRFIELD FINANCIAL ADVISORS LTD | WELLESLEY | 106408 | $333.2M | 4 | 2026-03-31 | → |
| 455 | ESSEX PRIVATE WEALTH MANAGEMENT LLC | TOPSFIELD | 149991 | $330.5M | 6 | 2026-06-30 | → |
| 456 | BOSTON FAMILY ADVISORS LLC | BOSTON | 299060 | $329.7M | 10 | 2026-03-31 | → |
| 457 | GAME CREEK CAPITAL, LP | BOSTON | 158973 | $329.0M | 10 | 2026-04-30 | → |
| 458 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 459 | FINANCIALLY IN TUNE, LLC | STONEHAM | 156200 | $326.2M | 4 | 2026-02-28 | → |
| 460 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 461 | KANAME CAPITAL, L.P. | BOSTON | 300565 | $319.7M | 5 | 2026-04-30 | → |
| 462 | ADVAITA CAPITAL LLC | BOSTON | 325205 | $315.7M | 3 | 2026-06-30 | → |
| 463 | FINANCIAL PLANNING SOLUTIONS, LLC | AUBURNDALE | 168211 | $312.4M | 8 | 2025-12-31 | → |
| 464 | PROSPECT HILL GROWTH PARTNERS, L.P. | WALTHAM | 171462 | $310.6M | 8 | 2026-03-31 | → |
| 465 | FINIVI INC. | WESTBOROUGH | 292329 | $308.4M | 10 | 2026-06-30 | → |
| 466 | MARATHON WEALTH ADVISORS, LLC | BOSTON | 338006 | $307.8M | 6 | 2026-03-31 | → |
| 467 | COMMONS CAPITAL, LLC | NEEDHAM | 165738 | $307.4M | 6 | 2026-04-30 | → |
| 468 | FINER WEALTH MANAGEMENT, INC. | SALEM | 129987 | $305.8M | 7 | 2026-03-31 | → |
| 469 | MORTON WEALTH ADVISORS | DANVERS | 142912 | $305.5M | 2 | 2026-03-31 | → |
| 470 | ABBOT FINANCIAL MANAGEMENT, INC | ANDOVER | 111040 | $303.0M | 4 | 2025-09-30 | → |
| 471 | MASSACHUSETTS WEALTH MANAGEMENT, LLC | NORTH ANDOVER | 160235 | $301.5M | 3 | 2026-03-31 | → |
| 472 | SEMPOLINSKI, WILLIAM JOHN | EASTON | 338120 | $292.0M | 3 | 2026-01-31 | → |
| 473 | FOX HILL WEALTH MANAGEMENT | DEDHAM | 321881 | $290.2M | 8 | 2026-03-31 | → |
| 474 | FAYERWEATHER MANAGEMENT, LLC | CAMBRIDGE | 187517 | $289.6M | 3 | 2026-02-28 | → |
| 475 | MERIDIAN FINANCIAL, LLC | HOLLISTON | 119679 | $283.9M | 5 | 2026-05-31 | → |
| 476 | ROCKINGSTONE ADVISORS LLC | GREAT BARRINGTON | 149592 | $280.1M | 3 | 2026-03-31 | → |
| 477 | WELLS FINANCIAL ADVISORS, INC. | FRAMINGHAM | 125209 | $279.3M | 5 | 2026-03-31 | → |
| 478 | IRONWOOD INVESTMENT MANAGEMENT, LLC | BOSTON | 108467 | $278.2M | 8 | 2026-03-31 | → |
| 479 | HERITAGE HOLDING MANAGEMENT, LP | BOSTON | 331677 | $277.7M | 17 | 2026-03-31 | → |
| 480 | HARBOR ISLAND CAPITAL LLC | TOPSFIELD | 107457 | $277.6M | 2 | 2026-06-30 | → |
| 481 | HART & PATTERSON FINANCIAL GROUP, LLC | AMHERST | 310639 | $275.6M | 4 | 2025-03-31 | → |
| 482 | OUELLETTE WEALTH ADVISORY LLC | LEXINGTON | 289242 | $274.4M | 7 | 2026-06-30 | → |
| 483 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 484 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 485 | WOODSIDE WEALTH MANAGEMENT LLC | FRAMINGHAM | 175118 | $266.6M | 4 | 2026-03-31 | → |
| 486 | TRITON FINANCIAL GROUP, INC. | MARLBOROUGH | 153048 | $261.3M | 4 | 2025-02-28 | → |
| 487 | RICHARDSON FINANCIAL SERVICES INC. | MEDWAY | 130715 | $256.1M | 6 | 2026-04-30 | → |
| 488 | FAMILY FIDUCIARY SERVICES, INC. | BEVERLY | 146339 | $254.2M | 5 | 2026-03-31 | → |
| 489 | THE CLIFFORD GROUP LLC | WAYLAND | 318897 | $248.3M | 6 | 2026-04-30 | → |
| 490 | ATWATER WEALTH MANAGEMENT, INC. | BOSTON | 172749 | $248.2M | 3 | 2026-03-31 | → |
| 491 | JULEX CAPITAL MANAGEMENT, LLC | NATICK | 166053 | $246.7M | 3 | 2026-02-28 | → |
| 492 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC | BURLINGTON | 105254 | $246.1M | 6 | 2026-03-31 | → |
| 493 | ALTERNATIVE FUND ADVISORS, LLC | BOSTON | 313109 | $245.6M | 6 | 2026-03-31 | → |
| 494 | LITTLE HARBOR ADVISORS, LLC | MARBLEHEAD | 168700 | $242.6M | 13 | 2026-03-31 | → |
| 495 | BAIN CAPITAL PUBLIC EQUITY, LP | BOSTON | 145650 | $242.2M | 26 | 2026-03-31 | → |
| 496 | 1620 INVESTMENT ADVISORS, INC. | PLYMOUTH | 119262 | $241.6M | 5 | 2026-06-30 | → |
| 497 | CASTANEA PARTNERS INC. | NEWTON | 160229 | $239.0M | 6 | 2026-03-31 | → |
| 498 | NINTH ETERNITY ASSET MANAGEMENT LLC | CAMBRIDGE | 306985 | $238.6M | 5 | 2026-06-30 | → |
| 499 | OT MANAGEMENT, LLC | BOSTON | 284192 | $232.4M | 4 | 2026-04-30 | → |
| 500 | TABLEAUX LLC | GREAT BARRINGTON | 319355 | $229.7M | 6 | 2026-03-31 | → |
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