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AdvisorIQ

Ranking, Massachusetts

Independent RIAs with the fastest client growth over one year in Massachusetts

As of October 2, 2026, CW Advisors, LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 99.1%, from a base of 3,310.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 CW Advisors, LLC Boston 99.1% 3,310
2 Zevin Asset Management, LLC Boston 89.2% 406
3 GC Wealth Management RIA, LLC Cambridge 71.5% 144
4 Rheeco, Inc. Natick 67.4% 193
5 Stackwell Boston 51.6% 3,107
6 Apex Investment Group Hudson 42.8% 502
7 Pension & Wealth Management Advisors Waltham 40.6% 372
8 Alta Wealth Advisors LLC Woburn 35.5% 575
9 Great Point Wealth Advisors, LLC Boston 34.3% 344
10 Wincap Financial LLC Boston 32.4% 204
11 Polaris Financial, LLC Wellesley 30.4% 655
12 Mayport Wealth Management Newton 29.7% 118
13 Tableaux Wealth Great Barrington 28.8% 170
14 Bostonpremier Wealth Hingham 26.7% 595
15 Integrated Wealth Concepts LLC Waltham 26.1% 24,365
16 J.R. Prunier Capital Management LLC Holden 23.9% 109
17 Contravisory Investment Management, Inc. Norwell 21.4% 201
18 Mason Capital Partners Boston 20.9% 148
19 Sandy Cove Advisors, LLC Hingham 20.6% 233
20 Riverview Capital Advisers LLC Boston 20.1% 184
21 F L Putnam Investment Management Co. Lynnfield 19.8% 2,616
22 MG Financial LLC Braintree 19.1% 115
23 Winthrop Wealth Boston 16.9% 2,149
24 New England Private Wealth Advisors, LLC Wellesley 16.7% 372
25 Stablepoint Partners, LLC Braintree 16.6% 481
26 Carr Financial Group Worcester 16.2% 538
27 Fiduciary Wealth Partners, LLC Newton Lower Falls 14.5% 110
28 Peddock Capital Advisors, LLC Braintree 14.0% 172
29 White Lighthouse Investment Management, Inc. Bedford 13.7% 357
30 Claro Advisors Inc. Boston 13.4% 1,010
31 Cutler Capital Management Worcester 13.2% 129
32 Battery Global Advisors, LLC Boston 12.7% 126
33 Needham Advisory Corporation North Andover 12.4% 129
34 Heritage Wealth Management Woburn 11.8% 195
35 High Pines Wealth Management LLC Duxbury 11.6% 146
36 Aaf Wealth Management, LLC Westborough 11.6% 267
37 Eagleclaw Capital Management LLC Boston 10.7% 290
38 Righthand Capital, LLC West Newton 10.3% 107
39 Bluebird Wealth Management LLC Medfield 10.2% 118
40 Financial Solutions Associates Dedham 10.1% 158
41 Balanced Rock Investment Advisors Roslindale 10.1% 208
42 Diversified Financial Management Norwell 9.9% 131
43 Bay Colony Advisors Concord 9.7% 2,433
44 Fox Hill Wealth Management Dedham 9.6% 374
45 Pallas Capital Advisors, LLC Braintree 9.2% 1,118
46 St. Germain Investment Management Springfield 9.1% 6,159
47 Beaumont Financial Partners Needham 9.1% 1,751
48 Lenk Ladner Investment Solutions LLC Osterville 8.7% 254
49 Bristol Wealth Group Taunton 8.5% 816
50 Successful Money Strategies Inc Fall River 8.3% 252
51 Howland Capital Management LLC Boston 8.3% 1,210
52 Catalyst Financial Partners Boston 8.2% 328
53 1620 Investment Advisors, Inc. Plymouth 8.0% 224
54 McCarter Private Wealth Services LLC Boston 7.7% 117
55 Good Harbor Advisors, Inc. Gloucester 7.7% 235
56 Assetgrade, LLC Boston 7.5% 159
57 Montis Financial, LLC Waltham 7.2% 541
58 SHP Wealth Management, LLC Plymouth 7.2% 2,209
59 Timmons Wealth Management Attleboro 7.1% 140
60 Savvi Financial LLC Waltham 6.9% 4,831
61 Livelife Capital Partners LLC Southborough 6.7% 255
62 New Harbor Financial Group, LLC Worcester 6.3% 959
63 Massachusetts Wealth Management, LLC North Andover 6.2% 305
64 RPG Family Wealth Advisory, LLC Burlington 6.2% 565
65 Gray Private Wealth, LLC Canton 6.1% 279
66 Empirical Asset Management, LLC Wellesley 6.0% 449
67 Cottage Street Advisors Marion 5.6% 143
68 Ballentine Partners Waltham 5.5% 344
69 Beaton Management Co Inc Haverhill 5.5% 145
70 Shepherd Financial Partners, LLC Winchester 5.4% 734
71 Abbot Financial Management, Inc Andover 5.4% 202
72 J.M. Forbes & Co. LLP Boston 5.4% 1,021
73 Harbor Asset Planning, Inc. Belmont 5.3% 188
74 Proficient Wealth Counselors, LLC Norwood 5.3% 189
75 Armstrong Advisory Group Inc. Needham 5.2% 1,420
76 Great Oak Capital Partners, LLC South Easton 5.2% 562
77 RF&L Wealth Management, LLC Acton 5.1% 136
78 Stage Harbor Financial Westwood 5.1% 331
79 Single Point Partners Boston 5.0% 199
80 Ouellette Wealth Advisory LLC Lexington 4.9% 203
81 Guidance Point Advisors, LLC Wellesley 4.9% 246
82 Berkshire Money Management, Inc. Dalton 4.9% 865
83 Foster Dykema Cabot & Partners, LLC Waltham 4.8% 812
84 Northeast Investment Management Inc Boston 4.7% 1,666
85 Wingate Wealth Advisors, Inc. Lexington 4.4% 634
86 The Clifford Group LLC Wayland 4.4% 250
87 Mwa Asset Management Danvers 4.0% 173
88 Larson Financial Planning Inc. Winchester 4.0% 126
89 Colman Knight Advisory Group, LLC Acton 3.9% 128
90 Ipswich Investment Management Company, Inc Beverly 3.9% 258
91 Financial Solutions Associates Dedham 3.8% 260
92 Finer Wealth Management, Inc. Salem 3.7% 267
93 Birch Hill Investment Advisors LLC Boston 3.7% 188
94 Compass Planning Associates, Inc. Greenfield 3.7% 547
95 Msa Financial Braintree 3.6% 1,319
96 Fma Wealth Management, LLC Duxbury 3.6% 140
97 Peak Financial Management Inc Wellesley 3.5% 341
98 Ironwood Investment Management, LLC Boston 3.5% 285
98 Meridian Financial Advisors, LLC Holliston 3.5% 171
100 Wilkins Investment Counsel, Inc Boston 3.4% 205

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

More rankings

Client growth 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.