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AdvisorIQ

Ranking, Massachusetts

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Massachusetts

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

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

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 Washington Trust Advisors Broker-dealer affiliated Wellesley 55.9% 542
6 Stackwell Boston 51.6% 3,107
7 Apex Investment Group Hudson 42.8% 502
8 Pension & Wealth Management Advisors Waltham 40.6% 372
9 Alta Wealth Advisors LLC Woburn 35.5% 575
10 Great Point Wealth Advisors, LLC Boston 34.3% 344
11 Wincap Financial LLC Boston 32.4% 204
12 Polaris Financial, LLC Wellesley 30.4% 655
13 Mayport Wealth Management Newton 29.7% 118
14 Tableaux Wealth Great Barrington 28.8% 170
15 Bostonpremier Wealth Hingham 26.7% 595
16 Integrated Wealth Concepts LLC Waltham 26.1% 24,365
17 J.R. Prunier Capital Management LLC Holden 23.9% 109
18 Contravisory Investment Management, Inc. Norwell 21.4% 201
19 Mason Capital Partners Boston 20.9% 148
20 Sandy Cove Advisors, LLC Hingham 20.6% 233
21 Riverview Capital Advisers LLC Boston 20.1% 184
22 F L Putnam Investment Management Co. Lynnfield 19.8% 2,616
23 MG Financial LLC Braintree 19.1% 115
24 Winthrop Wealth Boston 16.9% 2,149
25 New England Private Wealth Advisors, LLC Wellesley 16.7% 372
26 Stablepoint Partners, LLC Braintree 16.6% 481
27 Carr Financial Group Worcester 16.2% 538
28 MML Investors Services, LLC Broker-dealer affiliated Springfield 15.8% 392,809
29 Fiduciary Wealth Partners, LLC Newton Lower Falls 14.5% 110
30 Peddock Capital Advisors, LLC Braintree 14.0% 172
31 White Lighthouse Investment Management, Inc. Bedford 13.7% 357
32 Claro Advisors Inc. Boston 13.4% 1,010
33 Cutler Capital Management Worcester 13.2% 129
34 Battery Global Advisors, LLC Boston 12.7% 126
35 Needham Advisory Corporation North Andover 12.4% 129
36 Moors & Cabot, Inc Broker-dealer affiliated Boston 12.4% 4,524
37 Heritage Wealth Management Woburn 11.8% 195
38 High Pines Wealth Management LLC Duxbury 11.6% 146
39 Aaf Wealth Management, LLC Westborough 11.6% 267
40 Hoopoe Advisors Broker-dealer affiliated Boston 10.8% 565
41 Eagleclaw Capital Management LLC Boston 10.7% 290
42 Righthand Capital, LLC West Newton 10.3% 107
43 Bluebird Wealth Management LLC Medfield 10.2% 118
44 Financial Solutions Associates Dedham 10.1% 158
45 Balanced Rock Investment Advisors Roslindale 10.1% 208
46 Diversified Financial Management Norwell 9.9% 131
47 Bay Colony Advisors Concord 9.7% 2,433
48 Fox Hill Wealth Management Dedham 9.6% 374
49 John Hancock Personal Financial Services, LLC Broker-dealer affiliated Boston 9.4% 32,545
50 Pallas Capital Advisors, LLC Braintree 9.2% 1,118
51 St. Germain Investment Management Springfield 9.1% 6,159
52 Beaumont Financial Partners Needham 9.1% 1,751
53 Lenk Ladner Investment Solutions LLC Osterville 8.7% 254
54 Bristol Wealth Group Taunton 8.5% 816
55 Successful Money Strategies Inc Fall River 8.3% 252
56 Howland Capital Management LLC Boston 8.3% 1,210
57 Catalyst Financial Partners Boston 8.2% 328
58 1620 Investment Advisors, Inc. Plymouth 8.0% 224
59 McCarter Private Wealth Services LLC Boston 7.7% 117
60 Good Harbor Advisors, Inc. Gloucester 7.7% 235
61 Assetgrade, LLC Boston 7.5% 159
62 Montis Financial, LLC Waltham 7.2% 541
63 SHP Wealth Management, LLC Plymouth 7.2% 2,209
64 Timmons Wealth Management Attleboro 7.1% 140
65 Santander Securities Broker-dealer affiliated Boston 7.0% 10,401
66 Savvi Financial LLC Waltham 6.9% 4,831
67 Livelife Capital Partners LLC Southborough 6.7% 255
68 New Harbor Financial Group, LLC Worcester 6.3% 959
69 Massachusetts Wealth Management, LLC North Andover 6.2% 305
70 RPG Family Wealth Advisory, LLC Burlington 6.2% 565
71 Gray Private Wealth, LLC Canton 6.1% 279
72 Empirical Asset Management, LLC Wellesley 6.0% 449
73 Cottage Street Advisors Marion 5.6% 143
74 Bolton Global Asset Management Broker-dealer affiliated Bolton 5.6% 6,977
75 Ballentine Partners Waltham 5.5% 344
76 Beaton Management Co Inc Haverhill 5.5% 145
77 Shepherd Financial Partners, LLC Winchester 5.4% 734
78 Abbot Financial Management, Inc Andover 5.4% 202
79 J.M. Forbes & Co. LLP Boston 5.4% 1,021
80 Harbor Asset Planning, Inc. Belmont 5.3% 188
81 Proficient Wealth Counselors, LLC Norwood 5.3% 189
82 Armstrong Advisory Group Inc. Needham 5.2% 1,420
83 Great Oak Capital Partners, LLC South Easton 5.2% 562
84 RF&L Wealth Management, LLC Acton 5.1% 136
85 Stage Harbor Financial Westwood 5.1% 331
86 Single Point Partners Boston 5.0% 199
87 Ouellette Wealth Advisory LLC Lexington 4.9% 203
88 Guidance Point Advisors, LLC Wellesley 4.9% 246
89 Berkshire Money Management, Inc. Dalton 4.9% 865
90 Foster Dykema Cabot & Partners, LLC Waltham 4.8% 812
91 Northeast Investment Management Inc Boston 4.7% 1,666
92 Wingate Wealth Advisors, Inc. Lexington 4.4% 634
93 The Clifford Group LLC Wayland 4.4% 250
94 Mwa Asset Management Danvers 4.0% 173
95 Larson Financial Planning Inc. Winchester 4.0% 126
96 Colman Knight Advisory Group, LLC Acton 3.9% 128
97 Ipswich Investment Management Company, Inc Beverly 3.9% 258
98 Financial Solutions Associates Dedham 3.8% 260
99 Finer Wealth Management, Inc. Salem 3.7% 267
100 Birch Hill Investment Advisors LLC Boston 3.7% 188

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.