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 | |
|---|---|---|---|---|---|---|---|
| 601 | GREENPORT CAPITAL ADVISORS, LLC | MARLBOROUGH | 205511 | $119.2M | 2 | 2026-06-30 | → |
| 602 | WASHINGTON FINANCIAL GROUP, INC. | OSTERVILLE | 132369 | $119.0M | 2 | 2026-06-30 | → |
| 603 | SOUTH SHORE INVESTMENT SERVICES LLC | NORWELL | 311450 | $117.9M | 5 | 2026-03-31 | → |
| 604 | COVALENT PARTNERS LLC | CONCORD | 140494 | $117.3M | 4 | 2026-03-31 | → |
| 605 | NEW SUMMIT INVESTMENTS LLC | MANCHESTER | 285219 | $117.0M | 10 | 2025-03-31 | → |
| 606 | RIP ROAD CAPITAL PARTNERS LP | BOSTON | 297998 | $116.8M | 4 | 2025-03-31 | → |
| 607 | RISK PARADIGM GROUP, LLC | BURLINGTON | 155870 | $115.6M | 7 | 2026-03-31 | → |
| 608 | BEYOND YOUR HAMMOCK LLC | BOSTON | 168738 | $115.4M | 3 | 2026-06-30 | → |
| 609 | DARDANELLES CAPITAL LP | BOSTON | 323067 | $114.2M | 3 | 2026-03-31 | → |
| 610 | SIGNAL RIDGE CAPITAL PARTNERS, LLC | FRAMINGHAM | 167576 | $113.6M | 4 | 2026-03-31 | → |
| 611 | CHARLES RIVER WEALTH MANAGEMENT, LLC | BURLINGTON | 288017 | $110.3M | 1 | 2026-04-30 | → |
| 612 | O.F.O. PARTNERS, LLC | HINGHAM | 297424 | $110.0M | 3 | 2026-04-30 | → |
| 613 | RENAISSANCE WEALTH ADVISORS, LLC | NEWTON | 300007 | $109.9M | 2 | 2026-04-30 | → |
| 614 | QUABBIN ADVISORS, LLC | AMHERST | 160019 | $109.8M | 1 | 2026-06-30 | → |
| 615 | BUTTERWORTH FINANCIAL LLC | DANVERS | 325026 | $103.3M | 1 | 2026-01-31 | → |
| 616 | ROCKY HILL ADVISORS INC. | PEABODY | 123242 | $102.4M | 2 | 2026-05-31 | → |
| 617 | NEEDHAM R B ADVISORY CORP | NORTH ANDOVER | 105378 | $102.4M | 5 | 2026-03-31 | → |
| 618 | SEQUENTIS CAPITAL LLC | BOSTON | 298533 | $101.5M | 4 | 2026-05-31 | → |
| 619 | TIA WEALTH MANAGEMENT LLC | NEWBURYPORT | 327402 | $101.5M | 3 | 2026-05-31 | → |
| 620 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 621 | GARRETT NAGLE & CO., INC. | WOBURN | 7071 | $98.4M | 4 | 2026-03-31 | → |
| 622 | EASTWARD CAPITAL PARTNERS, LLC | WEST NEWTON | 161422 | $96.0M | 12 | 2026-03-31 | → |
| 623 | FAMILY PARTNERS CAPITAL, LLC | HAMILTON | 304176 | $92.3M | 2 | 2026-03-31 | → |
| 624 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 625 | WINTHROP CAPITAL ADVISORS, LLC | BOSTON | 289487 | $82.4M | 30 | 2026-03-31 | → |
| 626 | WHITNEY PEAK CAPITAL, LP | BOSTON | 300269 | $80.2M | 1 | 2025-03-31 | → |
| 627 | EMERY PARTNERS, LLC | BOSTON | 336787 | $78.4M | 4 | 2026-03-31 | → |
| 628 | USA MUTUALS ADVISORS, INC. | CONCORD | 131750 | $73.7M | 2 | 2026-02-28 | → |
| 629 | ABRY PARTNERS, LLC | BOSTON | 161153 | $69.3M | 3 | 2026-03-31 | → |
| 630 | RNC RIA LLC | BRAINTREE | 336740 | $50.6M | 15 | 2026-06-30 | → |
| 631 | ENTREPRENEURSHARES LLC | BOSTON | 153615 | $50.4M | 5 | 2026-03-31 | → |
| 632 | SEAPORT GLOBAL ADVISORS, LLC | BOSTON | 154287 | $46.3M | 5 | 2026-03-31 | → |
| 633 | SAVVI FINANCIAL LLC | WALTHAM | 169196 | $44.7M | 22 | 2026-02-28 | → |
| 634 | DISCIPLINED ALPHA LLC | BOSTON | 167254 | $36.9M | 3 | 2026-03-31 | → |
| 635 | MAP FUNDS MANAGEMENT, LLC | MARBLEHEAD | 165979 | $25.8M | 4 | 2026-05-31 | → |
| 636 | KUAHIWI MANAGEMENT LLC | BOSTON | 334146 | $21.4M | 5 | 2025-01-31 | → |
| 637 | HOUSE HANOVER LLC | NORTH ANDOVER | 284838 | $19.7M | 2 | 2026-03-31 | → |
| 638 | STACKWELL CAPITAL ADVISERS, LLC | BOSTON | 316298 | $2.3M | 17 | 2026-03-31 | → |
| 639 | ADAPTIVE ADVISERS, LLC | BOSTON | 318716 | $450,000 | 3 | 2026-02-28 | → |
| 640 | VINEYARD WEALTH GROUP, LLC | WEST TISBURY | 330619 | $441,010 | 1 | 2025-03-31 | → |
| 641 | XD FUND ADVISOR LLC | EAST LONGMEADOW | 328236 | $414,767 | 2 | 2026-06-30 | → |
| 642 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
| 643 | BORABOND, LLC | FRAMINGHAM | 336456 | $83,085 | 3 | 2026-01-31 | → |
| 644 | TE ADVISORS LLC | QUINCY | 336139 | $10,715 | 5 | 2026-03-31 | → |
| 645 | TAPP ENGINE ADVISORS LLC | QUINCY | 311303 | $15 | 3 | 2025-03-31 | → |
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