# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/massachusetts/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Massachusetts
- firms_listed: 100
- rows: rank: 1, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 0.990634441087613, base_value: 3310, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 2, crd: 165269, firm: Zevin Asset Management, LLC, city: Boston, state: MA, value: 0.891625615763547, base_value: 406, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165269/; rank: 3, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 0.715277777777778, base_value: 144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 4, crd: 301106, firm: Rheeco, Inc., city: Natick, state: MA, value: 0.673575129533679, base_value: 193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301106/; rank: 5, crd: 316298, firm: Stackwell, city: Boston, state: MA, value: 0.515609913099453, base_value: 3107, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316298/; rank: 6, crd: 333593, firm: Apex Investment Group, city: Hudson, state: MA, value: 0.428286852589641, base_value: 502, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333593/; rank: 7, crd: 309546, firm: Pension & Wealth Management Advisors, city: Waltham, state: MA, value: 0.405913978494624, base_value: 372, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309546/; rank: 8, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, state: MA, value: 0.354782608695652, base_value: 575, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293675/; rank: 9, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, state: MA, value: 0.343023255813953, base_value: 344, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147082/; rank: 10, crd: 315798, firm: Wincap Financial LLC, city: Boston, state: MA, value: 0.323529411764706, base_value: 204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315798/; rank: 11, crd: 281952, firm: Polaris Financial, LLC, city: Wellesley, state: MA, value: 0.30381679389313, base_value: 655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281952/; rank: 12, crd: 288215, firm: Mayport Wealth Management, city: Newton, state: MA, value: 0.296610169491526, base_value: 118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288215/; rank: 13, crd: 319355, firm: Tableaux Wealth, city: Great Barrington, state: MA, value: 0.288235294117647, base_value: 170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319355/; rank: 14, crd: 282268, firm: Bostonpremier Wealth, city: Hingham, state: MA, value: 0.267226890756302, base_value: 595, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282268/; rank: 15, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 0.260948081264108, base_value: 24365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 16, crd: 321026, firm: J.R. Prunier Capital Management LLC, city: Holden, state: MA, value: 0.238532110091743, base_value: 109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321026/; rank: 17, crd: 109767, firm: Contravisory Investment Management, Inc., city: Norwell, state: MA, value: 0.213930348258706, base_value: 201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109767/; rank: 18, crd: 107412, firm: Mason Capital Partners, city: Boston, state: MA, value: 0.209459459459459, base_value: 148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107412/; rank: 19, crd: 152482, firm: Sandy Cove Advisors, LLC, city: Hingham, state: MA, value: 0.206008583690987, base_value: 233, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152482/; rank: 20, crd: 140377, firm: Riverview Capital Advisers LLC, city: Boston, state: MA, value: 0.201086956521739, base_value: 184, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140377/; rank: 21, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 0.198394495412844, base_value: 2616, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 22, crd: 107649, firm: MG Financial LLC, city: Braintree, state: MA, value: 0.191304347826087, base_value: 115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107649/; rank: 23, crd: 288178, firm: Winthrop Wealth, city: Boston, state: MA, value: 0.169381107491857, base_value: 2149, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288178/; rank: 24, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, state: MA, value: 0.166666666666667, base_value: 372, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133790/; rank: 25, crd: 328503, firm: Stablepoint Partners, LLC, city: Braintree, state: MA, value: 0.166320166320166, base_value: 481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328503/; rank: 26, crd: 317321, firm: Carr Financial Group, city: Worcester, state: MA, value: 0.161710037174721, base_value: 538, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317321/; rank: 27, crd: 160696, firm: Fiduciary Wealth Partners, LLC, city: Newton Lower Falls, state: MA, value: 0.145454545454546, base_value: 110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160696/; rank: 28, crd: 148216, firm: Peddock Capital Advisors, LLC, city: Braintree, state: MA, value: 0.13953488372093, base_value: 172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148216/; rank: 29, crd: 108030, firm: White Lighthouse Investment Management, Inc., city: Bedford, state: MA, value: 0.137254901960784, base_value: 357, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108030/; rank: 30, crd: 160294, firm: Claro Advisors Inc., city: Boston, state: MA, value: 0.133663366336634, base_value: 1010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160294/; rank: 31, crd: 107463, firm: Cutler Capital Management, city: Worcester, state: MA, value: 0.131782945736434, base_value: 129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107463/; rank: 32, crd: 158508, firm: Battery Global Advisors, LLC, city: Boston, state: MA, value: 0.126984126984127, base_value: 126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158508/; rank: 33, crd: 105378, firm: Needham Advisory Corporation, city: North Andover, state: MA, value: 0.124031007751938, base_value: 129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105378/; rank: 34, crd: 159158, firm: Heritage Wealth Management, city: Woburn, state: MA, value: 0.117948717948718, base_value: 195, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159158/; rank: 35, crd: 285191, firm: High Pines Wealth Management LLC, city: Duxbury, state: MA, value: 0.116438356164384, base_value: 146, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285191/; rank: 36, crd: 164646, firm: Aaf Wealth Management, LLC, city: Westborough, state: MA, value: 0.116104868913858, base_value: 267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164646/; rank: 37, crd: 134045, firm: Eagleclaw Capital Management LLC, city: Boston, state: MA, value: 0.106896551724138, base_value: 290, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134045/; rank: 38, crd: 307517, firm: Righthand Capital, LLC, city: West Newton, state: MA, value: 0.102803738317757, base_value: 107, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307517/; rank: 39, crd: 293420, firm: Bluebird Wealth Management LLC, city: Medfield, state: MA, value: 0.101694915254237, base_value: 118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293420/; rank: 40, crd: 111456, firm: Financial Solutions Associates, city: Dedham, state: MA, value: 0.10126582278481, base_value: 158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111456/; rank: 41, crd: 157424, firm: Balanced Rock Investment Advisors, city: Roslindale, state: MA, value: 0.100961538461539, base_value: 208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157424/; rank: 42, crd: 171813, firm: Diversified Financial Management, city: Norwell, state: MA, value: 0.0992366412213741, base_value: 131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171813/; rank: 43, crd: 152583, firm: Bay Colony Advisors, city: Concord, state: MA, value: 0.0965885737772298, base_value: 2433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152583/; rank: 44, crd: 321881, firm: Fox Hill Wealth Management, city: Dedham, state: MA, value: 0.0962566844919786, base_value: 374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321881/; rank: 45, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, state: MA, value: 0.092128801431127, base_value: 1118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310327/; rank: 46, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 0.091410943334957, base_value: 6159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 47, crd: 322925, firm: Beaumont Financial Partners, city: Needham, state: MA, value: 0.0908052541404911, base_value: 1751, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322925/; rank: 48, crd: 109927, firm: Lenk Ladner Investment Solutions LLC, city: Osterville, state: MA, value: 0.0866141732283465, base_value: 254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109927/; rank: 49, crd: 330145, firm: Bristol Wealth Group, city: Taunton, state: MA, value: 0.0845588235294117, base_value: 816, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330145/; rank: 50, crd: 109829, firm: Successful Money Strategies Inc, city: Fall River, state: MA, value: 0.0833333333333333, base_value: 252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109829/; rank: 51, crd: 104726, firm: Howland Capital Management LLC, city: Boston, state: MA, value: 0.0826446280991735, base_value: 1210, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104726/; rank: 52, crd: 299335, firm: Catalyst Financial Partners, city: Boston, state: MA, value: 0.0823170731707317, base_value: 328, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299335/; rank: 53, crd: 119262, firm: 1620 Investment Advisors, Inc., city: Plymouth, state: MA, value: 0.0803571428571428, base_value: 224, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119262/; rank: 54, crd: 108191, firm: McCarter Private Wealth Services LLC, city: Boston, state: MA, value: 0.0769230769230769, base_value: 117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108191/; rank: 55, crd: 143492, firm: Good Harbor Advisors, Inc., city: Gloucester, state: MA, value: 0.0765957446808512, base_value: 235, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143492/; rank: 56, crd: 168779, firm: Assetgrade, LLC, city: Boston, state: MA, value: 0.0754716981132075, base_value: 159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168779/; rank: 57, crd: 163986, firm: Montis Financial, LLC, city: Waltham, state: MA, value: 0.0720887245841035, base_value: 541, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163986/; rank: 58, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, state: MA, value: 0.0719782707107288, base_value: 2209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174697/; rank: 59, crd: 165914, firm: Timmons Wealth Management, city: Attleboro, state: MA, value: 0.0714285714285714, base_value: 140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165914/; rank: 60, crd: 169196, firm: Savvi Financial LLC, city: Waltham, state: MA, value: 0.0693438211550403, base_value: 4831, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169196/; rank: 61, crd: 290008, firm: Livelife Capital Partners LLC, city: Southborough, state: MA, value: 0.0666666666666667, base_value: 255, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290008/; rank: 62, crd: 155528, firm: New Harbor Financial Group, LLC, city: Worcester, state: MA, value: 0.0625651720542231, base_value: 959, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155528/; rank: 63, crd: 160235, firm: Massachusetts Wealth Management, LLC, city: North Andover, state: MA, value: 0.062295081967213, base_value: 305, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160235/; rank: 64, crd: 158528, firm: RPG Family Wealth Advisory, LLC, city: Burlington, state: MA, value: 0.0619469026548674, base_value: 565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158528/; rank: 65, crd: 128547, firm: Gray Private Wealth, LLC, city: Canton, state: MA, value: 0.0609318996415771, base_value: 279, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128547/; rank: 66, crd: 155436, firm: Empirical Asset Management, LLC, city: Wellesley, state: MA, value: 0.0601336302895323, base_value: 449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155436/; rank: 67, crd: 173487, firm: Cottage Street Advisors, city: Marion, state: MA, value: 0.055944055944056, base_value: 143, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173487/; rank: 68, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 0.055232558139535, base_value: 344, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 69, crd: 104728, firm: Beaton Management Co Inc, city: Haverhill, state: MA, value: 0.0551724137931036, base_value: 145, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104728/; rank: 70, crd: 169093, firm: Shepherd Financial Partners, LLC, city: Winchester, state: MA, value: 0.0544959128065394, base_value: 734, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169093/; rank: 71, crd: 111040, firm: Abbot Financial Management, Inc, city: Andover, state: MA, value: 0.0544554455445545, base_value: 202, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111040/; rank: 72, crd: 107422, firm: J.M. Forbes & Co. LLP, city: Boston, state: MA, value: 0.0538687561214495, base_value: 1021, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107422/; rank: 73, crd: 144944, firm: Harbor Asset Planning, Inc., city: Belmont, state: MA, value: 0.053191489361702, base_value: 188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144944/; rank: 74, crd: 152640, firm: Proficient Wealth Counselors, LLC, city: Norwood, state: MA, value: 0.052910052910053, base_value: 189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152640/; rank: 75, crd: 318662, firm: Armstrong Advisory Group Inc., city: Needham, state: MA, value: 0.052112676056338, base_value: 1420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318662/; rank: 76, crd: 281045, firm: Great Oak Capital Partners, LLC, city: South Easton, state: MA, value: 0.0516014234875444, base_value: 562, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281045/; rank: 77, crd: 140210, firm: RF&L Wealth Management, LLC, city: Acton, state: MA, value: 0.0514705882352942, base_value: 136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140210/; rank: 78, crd: 289725, firm: Stage Harbor Financial, city: Westwood, state: MA, value: 0.0513595166163141, base_value: 331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289725/; rank: 79, crd: 163793, firm: Single Point Partners, city: Boston, state: MA, value: 0.050251256281407, base_value: 199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163793/; rank: 80, crd: 289242, firm: Ouellette Wealth Advisory LLC, city: Lexington, state: MA, value: 0.0492610837438423, base_value: 203, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289242/; rank: 81, crd: 148768, firm: Guidance Point Advisors, LLC, city: Wellesley, state: MA, value: 0.0487804878048781, base_value: 246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148768/; rank: 82, crd: 124873, firm: Berkshire Money Management, Inc., city: Dalton, state: MA, value: 0.0485549132947978, base_value: 865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124873/; rank: 83, crd: 300282, firm: Foster Dykema Cabot & Partners, LLC, city: Waltham, state: MA, value: 0.0480295566502462, base_value: 812, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300282/; rank: 84, crd: 105051, firm: Northeast Investment Management Inc, city: Boston, state: MA, value: 0.0474189675870349, base_value: 1666, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105051/; rank: 85, crd: 105012, firm: Wingate Wealth Advisors, Inc., city: Lexington, state: MA, value: 0.0441640378548895, base_value: 634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105012/; rank: 86, crd: 318897, firm: The Clifford Group LLC, city: Wayland, state: MA, value: 0.044, base_value: 250, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318897/; rank: 87, crd: 142912, firm: Mwa Asset Management, city: Danvers, state: MA, value: 0.0404624277456647, base_value: 173, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142912/; rank: 88, crd: 155671, firm: Larson Financial Planning Inc., city: Winchester, state: MA, value: 0.0396825396825398, base_value: 126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155671/; rank: 89, crd: 119696, firm: Colman Knight Advisory Group, LLC, city: Acton, state: MA, value: 0.0390625, base_value: 128, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119696/; rank: 90, crd: 106625, firm: Ipswich Investment Management Company, Inc, city: Beverly, state: MA, value: 0.0387596899224807, base_value: 258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106625/; rank: 91, crd: 130397, firm: Financial Solutions Associates, city: Dedham, state: MA, value: 0.0384615384615385, base_value: 260, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130397/; rank: 92, crd: 129987, firm: Finer Wealth Management, Inc., city: Salem, state: MA, value: 0.0374531835205993, base_value: 267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129987/; rank: 93, crd: 143750, firm: Birch Hill Investment Advisors LLC, city: Boston, state: MA, value: 0.0372340425531914, base_value: 188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143750/; rank: 94, crd: 128014, firm: Compass Planning Associates, Inc., city: Greenfield, state: MA, value: 0.036563071297989, base_value: 547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128014/; rank: 95, crd: 107768, firm: Msa Financial, city: Braintree, state: MA, value: 0.0363912054586808, base_value: 1319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107768/; rank: 96, crd: 313049, firm: Fma Wealth Management, LLC, city: Duxbury, state: MA, value: 0.0357142857142858, base_value: 140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313049/; rank: 97, crd: 110559, firm: Peak Financial Management Inc, city: Wellesley, state: MA, value: 0.0351906158357771, base_value: 341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110559/; rank: 98, crd: 108467, firm: Ironwood Investment Management, LLC, city: Boston, state: MA, value: 0.0350877192982457, base_value: 285, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108467/; rank: 98, crd: 119679, firm: Meridian Financial Advisors, LLC, city: Holliston, state: MA, value: 0.0350877192982457, base_value: 171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119679/; rank: 100, crd: 104913, firm: Wilkins Investment Counsel, Inc, city: Boston, state: MA, value: 0.0341463414634147, base_value: 205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104913/

## 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 fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [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/client-growth/massachusetts/

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