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AdvisorIQ

Ranking, Massachusetts

Fastest-growing wealth firms over three years, including broker-dealer firms in Massachusetts

As of October 2, 2026, Mayport Wealth Management ranked #1 in Massachusetts in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 48.2%, from a base of $213.3 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Mayport Wealth Management Newton 48.2% $213.3 million
2 Integrated Wealth Concepts LLC Waltham 46.7% $7.5 billion
3 Catalyst Financial Partners Boston 46.5% $547.3 million
4 Rwa Wealth Partners Boston 45.6% $6.4 billion
5 Pension & Wealth Management Advisors Waltham 45.5% $172.1 million
6 CW Advisors, LLC Boston 43.6% $5.1 billion
7 Pallas Capital Advisors, LLC Braintree 41.0% $1.5 billion
8 Flagship Wealth Advisors, LLC. Wakefield 37.4% $288.7 million
9 Hoopoe Advisors Broker-dealer affiliated Boston 35.7% $244.0 million
10 Penobscot Investment Management Company, Inc. Boston 33.1% $693.2 million
11 Bolton Global Asset Management Broker-dealer affiliated Bolton 31.7% $3.6 billion
12 F L Putnam Investment Management Co. Lynnfield 31.2% $4.3 billion
13 White Lighthouse Investment Management, Inc. Bedford 29.7% $421.2 million
14 Boston Family Advisors LLC Boston 29.2% $152.8 million
15 New England Private Wealth Advisors, LLC Wellesley 29.2% $2.4 billion
16 Alta Wealth Advisors LLC Woburn 29.1% $308.7 million
17 SHP Wealth Management, LLC Plymouth 28.5% $905.7 million
18 The Clifford Group LLC Wayland 27.8% $119.0 million
19 Family Fiduciary Services, Inc. Beverly 27.2% $123.5 million
20 Montis Financial, LLC Waltham 26.6% $621.0 million
21 Commons Capital, LLC Needham 25.6% $155.0 million
22 Crestwood Advisors Boston 25.5% $4.1 billion
23 Martha's Vineyard Investment Advisors, LLC West Tisbury 25.4% $174.0 million
24 MML Investors Services, LLC Broker-dealer affiliated Springfield 25.3% $58.8 billion
25 Battery Global Advisors, LLC Boston 25.2% $4.3 billion
26 New Harbor Financial Group, LLC Worcester 25.1% $419.5 million
27 New World Advisors LLC Hingham 25.0% $453.2 million
28 Empirical Asset Management, LLC Wellesley 24.5% $290.2 million
29 Darrow Wealth Management Needham 24.4% $203.6 million
30 Choate Investment Advisors Boston 24.1% $5.3 billion
31 Wilkins Investment Counsel, Inc Boston 23.6% $591.8 million
32 Sandy Cove Advisors, LLC Hingham 23.6% $362.7 million
33 Aaf Wealth Management, LLC Westborough 23.6% $385.3 million
34 Byrne Financial Freedom, LLC Franklin 23.5% $290.4 million
35 Fox Hill Wealth Management Dedham 23.4% $154.6 million
36 Ouellette Wealth Advisory LLC Lexington 22.6% $148.7 million
37 Finer Wealth Management, Inc. Salem 22.5% $166.3 million
38 Kelly Financial Services LLC Braintree 21.7% $345.9 million
39 Carr Financial Group Worcester 21.4% $466.9 million
40 Claro Advisors Inc. Boston 21.4% $787.3 million
41 Great Oak Capital Partners, LLC South Easton 21.3% $268.0 million
42 Flagship Harbor Advisors, LLC Boston 21.0% $1.9 billion
43 Flagship Private Wealth Woburn 21.0% $252.3 million
44 Richardson Financial Services Broker-dealer affiliated Medway 20.8% $145.3 million
45 Boston Standard Wealth Management, LLC Winchester 20.7% $368.4 million
46 Cottage Street Advisors Marion 20.5% $190.6 million
47 Constant Guidance Financial, LLC North Attleboro 20.3% $113.8 million
48 Shepherd Financial Partners, LLC Winchester 20.0% $798.6 million
49 Arjuna Capital, LLC Manchester 19.7% $374.5 million
50 Cadence Wealth Management LLC Westborough 19.5% $262.7 million
51 High Pines Wealth Management LLC Duxbury 19.4% $108.2 million
52 Mad River Investors Boston 19.3% $237.5 million
53 Santander Securities Broker-dealer affiliated Boston 19.3% $1.8 billion
54 J.P. Marvel Wealth Management, Inc. Boston 19.3% $483.6 million
55 Kastel Capital Advisors, LLC Wellesley 19.2% $114.1 million
56 Winthrop Wealth Boston 19.2% $1.8 billion
57 Livelife Capital Partners LLC Southborough 19.1% $220.0 million
58 Little House Capital, LLC Braintree 19.1% $399.5 million
59 Peddock Capital Advisors, LLC Braintree 19.1% $495.5 million
60 SCS Capital Management LLC Boston 18.8% $29.0 billion
61 Harbor Island Capital LLC Topsfield 18.8% $165.7 million
62 RPG Family Wealth Advisory, LLC Burlington 18.6% $420.1 million
63 Gray Private Wealth, LLC Canton 18.5% $324.5 million
64 St. Germain Investment Management Springfield 18.4% $2.3 billion
65 Eagleclaw Capital Management LLC Boston 18.4% $540.1 million
66 Mwa Asset Management Danvers 18.3% $184.6 million
67 Ballentine Partners Waltham 18.1% $9.3 billion
68 Assetgrade, LLC Boston 18.0% $205.6 million
69 J.M. Forbes & Co. LLP Boston 17.9% $1.0 billion
70 Armstrong Advisory Group Inc. Needham 17.8% $1.0 billion
71 Guidance Point Advisors, LLC Wellesley 17.8% $341.9 million
72 Factor Investing Group Westborough 17.7% $213.7 million
73 Beacon Financial Planning, Inc Hyannis 17.6% $244.4 million
74 The Patriot Financial Group, LLC Walpole 17.4% $1.6 billion
75 Moors & Cabot, Inc Broker-dealer affiliated Boston 17.4% $2.5 billion
76 Balanced Rock Investment Advisors Roslindale 17.4% $119.4 million
77 Finivi Inc. Westborough 17.4% $190.6 million
78 Atwater Wealth Management, Inc. Boston 17.4% $153.5 million
79 Msa Financial Braintree 17.3% $870.4 million
80 Bay Colony Advisors Concord 17.1% $893.3 million
81 M3 Advisory Group, LLC Dover 17.1% $213.0 million
82 Goodman Advisory Group, LLC Needham 17.0% $259.1 million
83 Berkshire Money Management, Inc. Dalton 17.0% $765.6 million
84 93 Financial Group, LLC Woburn 16.9% $563.7 million
85 Larson Financial Planning Inc. Winchester 16.6% $117.0 million
86 West Branch Capital LLC Amherst 16.6% $435.8 million
87 Monument Group Wealth Advisors, LLC Concord 16.5% $429.4 million
88 RF&L Wealth Management, LLC Acton 16.4% $241.4 million
89 Wealth Effects Boston 16.3% $300.3 million
90 Innovative Advisory Group Lexington 16.1% $124.0 million
91 Great Point Wealth Advisors, LLC Boston 16.0% $464.4 million
92 WH Cornerstone Investments Inc. Duxbury 16.0% $128.0 million
93 Moody, Lynn, Lieberson & Walker, LLC Boston 16.0% $1.5 billion
94 Cambridge Associates Limited, LLC Boston 16.0% $5.3 billion
95 Woodside Wealth Management Sudbury 16.0% $170.9 million
96 Traub Capital Management Needham 15.5% $136.9 million
97 McNamara Financial Services, Inc. Marshfield 15.3% $521.2 million
98 Etre LLC Cambridge 15.2% $141.7 million
99 Clarendon Private LLC Broker-dealer affiliated Boston 15.2% $230.4 million
100 Northeast Investment Management Inc Boston 15.1% $2.1 billion

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

More rankings

Fastest growing, 3 years 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.