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AdvisorIQ

Ranking, Massachusetts

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Massachusetts

As of October 2, 2026, MML Investors Services, LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $25.6 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 MML Investors Services, LLC Broker-dealer affiliated Springfield $25.6 billion
2 Integrated Wealth Concepts LLC Waltham $8.4 billion
3 CW Advisors, LLC Boston $5.9 billion
4 SCS Capital Management LLC Boston $5.5 billion
5 GC Wealth Management RIA, LLC Cambridge $3.7 billion
6 Ballentine Partners Waltham $3.3 billion
7 Commonwealth Financial Network Broker-dealer affiliated Waltham $2.9 billion
8 Rwa Wealth Partners Boston $2.5 billion
9 Cambridge Associates Limited, LLC Boston $2.4 billion
10 Castle Rock Advisors LLC Boston $2.3 billion
11 New England Private Wealth Advisors, LLC Wellesley $2.1 billion
12 F L Putnam Investment Management Co. Lynnfield $2.0 billion
13 Battery Global Advisors, LLC Boston $1.5 billion
14 Fiduciary Trust International, LLC Broker-dealer affiliated Lincoln $1.3 billion
15 Bolton Global Asset Management Broker-dealer affiliated Bolton $1.3 billion
16 Choate Investment Advisors Boston $1.2 billion
17 Pallas Capital Advisors, LLC Braintree $1.1 billion
18 Crestwood Advisors Boston $1.0 billion
19 Moors & Cabot, Inc Broker-dealer affiliated Boston $939.3 million
20 Welch & Forbes LLC Boston $739.8 million
21 Grimes & Company Westborough $706.2 million
22 Catalyst Financial Partners Boston $700.4 million
23 St. Germain Investment Management Springfield $692.1 million
24 Napier Financial Braintree $587.9 million
25 Santander Securities Broker-dealer affiliated Boston $587.7 million
26 Twin Focus Capital Partners, LLC Boston $536.4 million
27 Winthrop Wealth Boston $500.5 million
28 SHP Wealth Management, LLC Plymouth $423.1 million
29 Howland Capital Management LLC Boston $417.3 million
30 Flagship Harbor Advisors, LLC Boston $410.9 million
31 Washington Trust Advisors Broker-dealer affiliated Wellesley $393.3 million
32 Beaumont Financial Partners Needham $381.3 million
33 Alliance Private Wealth, LLC North Reading $363.9 million
34 Northeast Investment Management Inc Boston $336.3 million
35 Reynders, McVeigh Capital Management, LLC Boston $311.3 million
36 Birch Hill Investment Advisors LLC Boston $293.0 million
37 J.R. Prunier Capital Management LLC Holden $280.8 million
38 Montis Financial, LLC Waltham $246.5 million
39 Penobscot Investment Management Company, Inc. Boston $244.4 million
40 J.M. Forbes & Co. LLP Boston $244.4 million
41 New Harbor Financial Group, LLC Worcester $244.0 million
42 TFC Financial Management Inc Boston $243.3 million
43 Shepherd Financial Partners, LLC Winchester $240.9 million
44 Msa Financial Braintree $236.3 million
45 The Patriot Financial Group, LLC Walpole $234.0 million
46 Bluedoor Private Wealth, LLC Beverly $231.3 million
47 Eagleclaw Capital Management LLC Boston $230.6 million
48 Armstrong Advisory Group Inc. Needham $230.5 million
49 White Lighthouse Investment Management, Inc. Bedford $229.3 million
50 Foster Dykema Cabot & Partners, LLC Waltham $228.0 million
51 John Hancock Personal Financial Services, LLC Broker-dealer affiliated Boston $222.3 million
52 Moody, Lynn, Lieberson & Walker, LLC Boston $221.5 million
53 Mayport Wealth Management Newton $213.4 million
54 Minot Deblois Advisors LLC Boston $210.4 million
55 Rothwell Investment Advisors Salem $187.7 million
56 Carr Financial Group Worcester $187.5 million
57 Windrose Advisors LLC Waltham $181.4 million
58 S & Co., Inc. Boston $177.7 million
59 Bostonpremier Wealth Hingham $174.1 million
60 Bay Colony Advisors Concord $171.6 million
61 Alta Wealth Advisors LLC Woburn $169.2 million
62 May Hill Capital, LLC Cohasset $167.9 million
63 New World Advisors LLC Hingham $162.1 million
64 Cabot Wealth Management Beverly $157.4 million
65 Berkshire Money Management, Inc. Dalton $151.7 million
66 Boston Family Office LLC Boston $151.4 million
67 Fiduciary Wealth Partners, LLC Newton Lower Falls $148.1 million
68 Cadence Wealth Management LLC Westborough $142.6 million
69 Flagship Wealth Advisors, LLC. Wakefield $141.1 million
70 J.P. Marvel Wealth Management, Inc. Boston $140.5 million
71 Barry Investment Advisors, LLC New Bedford $134.2 million
72 Stablepoint Partners, LLC Braintree $132.3 million
73 Zevin Asset Management, LLC Boston $127.4 million
74 Stage Harbor Financial Westwood $124.3 million
75 Claro Advisors Inc. Boston $123.7 million
76 Aaf Wealth Management, LLC Westborough $120.3 million
77 93 Financial Group, LLC Woburn $119.3 million
78 McNamara Financial Services, Inc. Marshfield $117.8 million
79 Kelly Financial Services LLC Braintree $117.1 million
80 Byrne Financial Freedom, LLC Franklin $110.7 million
81 RPG Family Wealth Advisory, LLC Burlington $110.4 million
82 Pinney & Scofield, Inc. Cambridge $109.7 million
83 Apex Investment Group Hudson $109.5 million
84 Bristol Wealth Group Taunton $109.1 million
85 Nichols & Pratt Advisers LLP Boston $108.5 million
86 Woodstock Corporation Boston $106.3 million
87 Compass Capital Corporation Braintree $104.8 million
88 Peddock Capital Advisors, LLC Braintree $104.6 million
89 Sandy Cove Advisors, LLC Hingham $103.2 million
90 Monument Group Wealth Advisors, LLC Concord $100.1 million
91 Great Point Wealth Advisors, LLC Boston $98.2 million
92 Boston Standard Wealth Management, LLC Winchester $98.1 million
93 Siharum Advisors, LLC Boston $97.6 million
94 Empirical Asset Management, LLC Wellesley $93.0 million
95 Mindoro Capital Partners LLC Concord $92.1 million
96 Cutler Capital Management Worcester $90.9 million
97 Wingate Wealth Advisors, Inc. Lexington $90.3 million
98 Renaissance Investment Group, LLC Broker-dealer affiliated Lenox $90.0 million
99 Colrain Capital LLC Boston $89.3 million
100 Timber Creek Capital Management, LLC Boston $87.6 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.