# Independent RIAs with the biggest asset gains over one year in Massachusetts

As of October 2, 2026, Integrated Wealth Concepts LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $8.4 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/massachusetts/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Massachusetts
- firms_listed: 100
- rows: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 8400950000, base_value: 15176000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 2, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 5922542419, base_value: 9301984860, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 3, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 5515528751, base_value: 43134668533, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 4, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 3679588547, base_value: 2153349029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 5, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 3311102528, base_value: 12005636010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 6, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 2540045542, base_value: 17255241142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 7, crd: 106003, firm: Cambridge Associates Limited, LLC, city: Boston, state: MA, value: 2433617936, base_value: 5769346194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106003/; rank: 8, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, state: MA, value: 2263388731, base_value: 1594841424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331429/; rank: 9, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, state: MA, value: 2088987322, base_value: 2999207083, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133790/; rank: 10, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 2019531119, base_value: 7695902054, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 11, crd: 158508, firm: Battery Global Advisors, LLC, city: Boston, state: MA, value: 1474800000, base_value: 6899500000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158508/; rank: 12, crd: 106109, firm: Choate Investment Advisors, city: Boston, state: MA, value: 1172364985, base_value: 8875554325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106109/; rank: 13, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, state: MA, value: 1116087690, base_value: 3195166308, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310327/; rank: 14, crd: 286243, firm: Crestwood Advisors, city: Boston, state: MA, value: 1005467028, base_value: 7015988190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286243/; rank: 15, crd: 115119, firm: Welch & Forbes LLC, city: Boston, state: MA, value: 739833793, base_value: 9163630959, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115119/; rank: 16, crd: 109420, firm: Grimes & Company, city: Westborough, state: MA, value: 706203472, base_value: 5592556041, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109420/; rank: 17, crd: 299335, firm: Catalyst Financial Partners, city: Boston, state: MA, value: 700388551, base_value: 1021909061, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299335/; rank: 18, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 692131300, base_value: 3099684697, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 19, crd: 336725, firm: Napier Financial, city: Braintree, state: MA, value: 587928017, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336725/; rank: 20, crd: 140522, firm: Twin Focus Capital Partners, LLC, city: Boston, state: MA, value: 536419767, base_value: 4048279609, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140522/; rank: 21, crd: 288178, firm: Winthrop Wealth, city: Boston, state: MA, value: 500475639, base_value: 2600886145, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288178/; rank: 22, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, state: MA, value: 423062224, base_value: 1496875252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174697/; rank: 23, crd: 104726, firm: Howland Capital Management LLC, city: Boston, state: MA, value: 417291444, base_value: 3322697821, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104726/; rank: 24, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, state: MA, value: 410922390, base_value: 3008478711, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155733/; rank: 25, crd: 322925, firm: Beaumont Financial Partners, city: Needham, state: MA, value: 381299246, base_value: 3377274255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322925/; rank: 26, crd: 316612, firm: Alliance Private Wealth, LLC, city: North Reading, state: MA, value: 363867492, base_value: 102292462, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316612/; rank: 27, crd: 105051, firm: Northeast Investment Management Inc, city: Boston, state: MA, value: 336296450, base_value: 2937702418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105051/; rank: 28, crd: 137342, firm: Reynders, McVeigh Capital Management, LLC, city: Boston, state: MA, value: 311271618, base_value: 3916569543, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137342/; rank: 29, crd: 143750, firm: Birch Hill Investment Advisors LLC, city: Boston, state: MA, value: 293009734, base_value: 2654299125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143750/; rank: 30, crd: 321026, firm: J.R. Prunier Capital Management LLC, city: Holden, state: MA, value: 280823411, base_value: 126186301, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321026/; rank: 31, crd: 163986, firm: Montis Financial, LLC, city: Waltham, state: MA, value: 246516940, base_value: 1012415189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163986/; rank: 32, crd: 105060, firm: Penobscot Investment Management Company, Inc., city: Boston, state: MA, value: 244425155, base_value: 1390600540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105060/; rank: 33, crd: 107422, firm: J.M. Forbes & Co. LLP, city: Boston, state: MA, value: 244389414, base_value: 1429917306, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107422/; rank: 34, crd: 155528, firm: New Harbor Financial Group, LLC, city: Worcester, state: MA, value: 244014239, base_value: 576915016, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155528/; rank: 35, crd: 105062, firm: TFC Financial Management Inc, city: Boston, state: MA, value: 243287557, base_value: 1537539892, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105062/; rank: 36, crd: 169093, firm: Shepherd Financial Partners, LLC, city: Winchester, state: MA, value: 240880676, base_value: 1138180837, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169093/; rank: 37, crd: 107768, firm: Msa Financial, city: Braintree, state: MA, value: 236332214, base_value: 1168995005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107768/; rank: 38, crd: 172470, firm: The Patriot Financial Group, LLC, city: Walpole, state: MA, value: 233975496, base_value: 2405488420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172470/; rank: 39, crd: 301907, firm: Bluedoor Private Wealth, LLC, city: Beverly, state: MA, value: 231337582, base_value: 105928806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301907/; rank: 40, crd: 134045, firm: Eagleclaw Capital Management LLC, city: Boston, state: MA, value: 230629124, base_value: 665602472, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134045/; rank: 41, crd: 318662, firm: Armstrong Advisory Group Inc., city: Needham, state: MA, value: 230476498, base_value: 1437702524, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318662/; rank: 42, crd: 108030, firm: White Lighthouse Investment Management, Inc., city: Bedford, state: MA, value: 229326000, base_value: 689316000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108030/; rank: 43, crd: 300282, firm: Foster Dykema Cabot & Partners, LLC, city: Waltham, state: MA, value: 227950954, base_value: 1995237359, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300282/; rank: 44, crd: 283549, firm: Moody, Lynn, Lieberson & Walker, LLC, city: Boston, state: MA, value: 221456393, base_value: 2189108008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283549/; rank: 45, crd: 288215, firm: Mayport Wealth Management, city: Newton, state: MA, value: 213373828, base_value: 481532920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288215/; rank: 46, crd: 140170, firm: Minot Deblois Advisors LLC, city: Boston, state: MA, value: 210444331, base_value: 1833671000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140170/; rank: 47, crd: 337504, firm: Rothwell Investment Advisors, city: Salem, state: MA, value: 187689302, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337504/; rank: 48, crd: 317321, firm: Carr Financial Group, city: Worcester, state: MA, value: 187496221, base_value: 648435946, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317321/; rank: 49, crd: 152145, firm: Windrose Advisors LLC, city: Waltham, state: MA, value: 181372654, base_value: 2487640162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152145/; rank: 50, crd: 110026, firm: S & Co., Inc., city: Boston, state: MA, value: 177679609, base_value: 2278333658, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110026/; rank: 51, crd: 282268, firm: Bostonpremier Wealth, city: Hingham, state: MA, value: 174087027, base_value: 351098560, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282268/; rank: 52, crd: 152583, firm: Bay Colony Advisors, city: Concord, state: MA, value: 171586403, base_value: 1263305046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152583/; rank: 53, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, state: MA, value: 169155836, base_value: 495478972, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293675/; rank: 54, crd: 332076, firm: May Hill Capital, LLC, city: Cohasset, state: MA, value: 167859903, base_value: 380741886, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332076/; rank: 55, crd: 296798, firm: New World Advisors LLC, city: Hingham, state: MA, value: 162124878, base_value: 722810796, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296798/; rank: 56, crd: 107327, firm: Cabot Wealth Management, city: Beverly, state: MA, value: 157434862, base_value: 1060164023, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107327/; rank: 57, crd: 124873, firm: Berkshire Money Management, Inc., city: Dalton, state: MA, value: 151664098, base_value: 1075414036, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124873/; rank: 58, crd: 107141, firm: Boston Family Office LLC, city: Boston, state: MA, value: 151400610, base_value: 1867764337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107141/; rank: 59, crd: 160696, firm: Fiduciary Wealth Partners, LLC, city: Newton Lower Falls, state: MA, value: 148123080, base_value: 1396302564, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160696/; rank: 60, crd: 155080, firm: Cadence Wealth Management LLC, city: Westborough, state: MA, value: 142590873, base_value: 305384127, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155080/; rank: 61, crd: 131962, firm: Flagship Wealth Advisors, LLC., city: Wakefield, state: MA, value: 141078226, base_value: 607544183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131962/; rank: 62, crd: 144364, firm: J.P. Marvel Wealth Management, Inc., city: Boston, state: MA, value: 140516643, base_value: 680228372, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144364/; rank: 63, crd: 144955, firm: Barry Investment Advisors, LLC, city: New Bedford, state: MA, value: 134192837, base_value: 712576826, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144955/; rank: 64, crd: 328503, firm: Stablepoint Partners, LLC, city: Braintree, state: MA, value: 132316554, base_value: 797651995, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328503/; rank: 65, crd: 165269, firm: Zevin Asset Management, LLC, city: Boston, state: MA, value: 127433180, base_value: 892943116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165269/; rank: 66, crd: 289725, firm: Stage Harbor Financial, city: Westwood, state: MA, value: 124282571, base_value: 972886954, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289725/; rank: 67, crd: 160294, firm: Claro Advisors Inc., city: Boston, state: MA, value: 123690725, base_value: 1283968973, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160294/; rank: 68, crd: 164646, firm: Aaf Wealth Management, LLC, city: Westborough, state: MA, value: 120312573, base_value: 607331627, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164646/; rank: 69, crd: 144235, firm: 93 Financial Group, LLC, city: Woburn, state: MA, value: 119318540, base_value: 780342669, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144235/; rank: 70, crd: 154311, firm: McNamara Financial Services, Inc., city: Marshfield, state: MA, value: 117763799, base_value: 680118220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154311/; rank: 71, crd: 291996, firm: Kelly Financial Services LLC, city: Braintree, state: MA, value: 117142526, base_value: 506455401, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291996/; rank: 72, crd: 167893, firm: Byrne Financial Freedom, LLC, city: Franklin, state: MA, value: 110694295, base_value: 435738200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167893/; rank: 73, crd: 158528, firm: RPG Family Wealth Advisory, LLC, city: Burlington, state: MA, value: 110424240, base_value: 590320074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158528/; rank: 74, crd: 105365, firm: Pinney & Scofield, Inc., city: Cambridge, state: MA, value: 109735134, base_value: 749004478, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105365/; rank: 75, crd: 333593, firm: Apex Investment Group, city: Hudson, state: MA, value: 109536180, base_value: 101572089, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333593/; rank: 76, crd: 330145, firm: Bristol Wealth Group, city: Taunton, state: MA, value: 109084281, base_value: 876498739, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330145/; rank: 77, crd: 107113, firm: Nichols & Pratt Advisers LLP, city: Boston, state: MA, value: 108510203, base_value: 2321889366, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107113/; rank: 78, crd: 110662, firm: Woodstock Corporation, city: Boston, state: MA, value: 106299554, base_value: 1185574906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110662/; rank: 79, crd: 112323, firm: Compass Capital Corporation, city: Braintree, state: MA, value: 104756264, base_value: 590724118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112323/; rank: 80, crd: 148216, firm: Peddock Capital Advisors, LLC, city: Braintree, state: MA, value: 104605852, base_value: 731548995, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148216/; rank: 81, crd: 152482, firm: Sandy Cove Advisors, LLC, city: Hingham, state: MA, value: 103236589, base_value: 581668473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152482/; rank: 82, crd: 111908, firm: Monument Group Wealth Advisors, LLC, city: Concord, state: MA, value: 100104014, base_value: 578785178, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111908/; rank: 83, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, state: MA, value: 98240289, base_value: 627528196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147082/; rank: 84, crd: 156452, firm: Boston Standard Wealth Management, LLC, city: Winchester, state: MA, value: 98075836, base_value: 549546666, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156452/; rank: 85, crd: 147957, firm: Siharum Advisors, LLC, city: Boston, state: MA, value: 97578707, base_value: 589886040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147957/; rank: 86, crd: 155436, firm: Empirical Asset Management, LLC, city: Wellesley, state: MA, value: 93017126, base_value: 467001856, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155436/; rank: 87, crd: 328488, firm: Mindoro Capital Partners LLC, city: Concord, state: MA, value: 92113584, base_value: 134326380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328488/; rank: 88, crd: 107463, firm: Cutler Capital Management, city: Worcester, state: MA, value: 90914778, base_value: 339913005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107463/; rank: 89, crd: 105012, firm: Wingate Wealth Advisors, Inc., city: Lexington, state: MA, value: 90344598, base_value: 1324958318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105012/; rank: 90, crd: 118098, firm: Colrain Capital LLC, city: Boston, state: MA, value: 89349890, base_value: 132809972, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118098/; rank: 91, crd: 146220, firm: Timber Creek Capital Management, LLC, city: Boston, state: MA, value: 87614169, base_value: 549213358, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146220/; rank: 92, crd: 281045, firm: Great Oak Capital Partners, LLC, city: South Easton, state: MA, value: 87600445, base_value: 390331995, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281045/; rank: 93, crd: 111040, firm: Abbot Financial Management, Inc, city: Andover, state: MA, value: 85062932, base_value: 273874914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111040/; rank: 94, crd: 105679, firm: Darrow Wealth Management, city: Needham, state: MA, value: 84298871, base_value: 308122093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105679/; rank: 95, crd: 110559, firm: Peak Financial Management Inc, city: Wellesley, state: MA, value: 81680626, base_value: 452743722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110559/; rank: 96, crd: 152235, firm: Florek Financial, LLC, city: Duxbury, state: MA, value: 78995000, base_value: 431998000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152235/; rank: 97, crd: 107138, firm: Northstar Asset Management, Inc, city: Boston, state: MA, value: 78610579, base_value: 727310290, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107138/; rank: 98, crd: 107649, firm: MG Financial LLC, city: Braintree, state: MA, value: 77826189, base_value: 1051145842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107649/; rank: 99, crd: 309546, firm: Pension & Wealth Management Advisors, city: Waltham, state: MA, value: 77589015, base_value: 452222623, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309546/; rank: 100, crd: 319355, firm: Tableaux Wealth, city: Great Barrington, state: MA, value: 75417923, base_value: 154325991, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319355/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Massachusetts](https://advisoriq.com/ria/states/massachusetts/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/massachusetts/

License: https://advisoriq.com/license/