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AdvisorIQ

Ranking, Massachusetts

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

As of October 2, 2026, Pallas Capital Advisors, LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 43.0%, from a base of $720.1 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 five years between the SEC snapshots of October 4, 2021 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 Pallas Capital Advisors, LLC Braintree 43.0% $720.1 million
2 Mayport Wealth Management Newton 40.6% $126.6 million
3 Empirical Asset Management, LLC Wellesley 39.1% $107.5 million
4 CW Advisors, LLC Boston 38.0% $3.0 billion
5 Integrated Wealth Concepts LLC Waltham 36.3% $5.0 billion
6 Pension & Wealth Management Advisors Waltham 32.8% $128.1 million
7 Trevian Wealth Management, LLC Weston 31.2% $158.5 million
8 Battery Global Advisors, LLC Boston 27.5% $2.5 billion
9 Hoopoe Advisors Broker-dealer affiliated Boston 25.9% $192.5 million
10 SHP Wealth Management, LLC Plymouth 25.0% $629.7 million
11 Rwa Wealth Partners Boston 24.8% $6.5 billion
12 Little House Capital, LLC Braintree 24.5% $225.6 million
13 New Harbor Financial Group, LLC Worcester 24.4% $276.0 million
14 Flagship Wealth Advisors, LLC. Wakefield 24.2% $253.1 million
15 New World Advisors LLC Hingham 23.9% $303.6 million
16 Alta Wealth Advisors LLC Woburn 23.4% $232.0 million
17 Bay Colony Advisors Concord 21.8% $535.8 million
18 Ouellette Wealth Advisory LLC Lexington 21.6% $103.1 million
19 Great Oak Capital Partners, LLC South Easton 21.3% $182.0 million
20 F L Putnam Investment Management Co. Lynnfield 21.2% $3.7 billion
21 White Lighthouse Investment Management, Inc. Bedford 20.9% $355.1 million
22 The Patriot Financial Group, LLC Walpole 20.8% $1.0 billion
23 Bolton Global Asset Management Broker-dealer affiliated Bolton 20.2% $3.3 billion
24 Claro Advisors Inc. Boston 19.1% $588.3 million
25 M3 Advisory Group, LLC Dover 18.9% $144.0 million
26 MML Investors Services, LLC Broker-dealer affiliated Springfield 18.7% $49.0 billion
27 Finer Wealth Management, Inc. Salem 18.3% $132.0 million
28 Gray Private Wealth, LLC Canton 18.2% $234.1 million
29 Penobscot Investment Management Company, Inc. Boston 17.9% $716.7 million
30 Byrne Financial Freedom, LLC Franklin 17.6% $242.7 million
31 New England Private Wealth Advisors, LLC Wellesley 17.1% $2.3 billion
32 Family Fiduciary Services, Inc. Beverly 16.7% $117.3 million
33 Sandy Cove Advisors, LLC Hingham 16.6% $317.5 million
34 Martha's Vineyard Investment Advisors, LLC West Tisbury 16.5% $159.9 million
35 Commons Capital, LLC Needham 16.0% $146.5 million
36 Assetgrade, LLC Boston 15.9% $161.3 million
37 Massachusetts Wealth Management, LLC North Andover 15.7% $145.5 million
38 Boston Standard Wealth Management, LLC Winchester 15.7% $312.8 million
39 Flagship Private Wealth Woburn 15.6% $216.6 million
40 Peddock Capital Advisors, LLC Braintree 15.6% $405.4 million
41 RPG Family Wealth Advisory, LLC Burlington 15.6% $340.1 million
42 Livelife Capital Partners LLC Southborough 15.3% $182.4 million
43 Crestwood Advisors Boston 15.1% $4.0 billion
44 Shepherd Financial Partners, LLC Winchester 14.9% $687.5 million
45 Cambridge Associates Limited, LLC Boston 14.9% $4.1 billion
46 Winthrop Wealth Boston 14.8% $1.6 billion
47 Aaf Wealth Management, LLC Westborough 14.5% $369.0 million
48 Darrow Wealth Management Needham 14.4% $200.4 million
49 Beck Bode LLC Dedham 14.3% $342.2 million
50 Lenk Ladner Investment Solutions LLC Osterville 14.1% $174.2 million
51 Kelly Financial Services LLC Braintree 14.0% $323.2 million
52 St. Germain Investment Management Springfield 13.9% $2.0 billion
53 Beacon Financial Planning, Inc Hyannis 13.9% $207.5 million
54 Montis Financial, LLC Waltham 13.7% $661.4 million
55 Richardson Financial Services Broker-dealer affiliated Medway 13.5% $135.7 million
56 Cadence Wealth Management LLC Westborough 13.5% $237.8 million
57 Washington Trust Advisors Broker-dealer affiliated Wellesley 13.3% $1.3 billion
58 Good Harbor Advisors, Inc. Gloucester 13.0% $181.5 million
59 Santander Securities Broker-dealer affiliated Boston 12.9% $1.7 billion
60 Eagleclaw Capital Management LLC Boston 12.8% $491.1 million
61 Grimes & Company Westborough 12.7% $3.5 billion
62 Kastel Capital Advisors, LLC Wellesley 12.7% $106.3 million
63 RF&L Wealth Management, LLC Acton 12.7% $209.9 million
64 Cottage Street Advisors Marion 12.6% $184.3 million
65 Meridian Financial Advisors, LLC Holliston 12.6% $157.0 million
66 Monument Group Wealth Advisors, LLC Concord 12.4% $377.7 million
67 Diversified Financial Management Norwell 12.4% $188.8 million
68 J.P. Marvel Wealth Management, Inc. Boston 12.4% $457.9 million
69 Moors & Cabot, Inc Broker-dealer affiliated Boston 12.3% $2.3 billion
70 Baldwin Wealth Partners, LLC Marion 12.3% $1.3 billion
71 Berkshire Money Management, Inc. Dalton 12.1% $694.2 million
72 Ballentine Partners Waltham 12.0% $8.7 billion
73 Guidance Point Advisors, LLC Wellesley 12.0% $316.2 million
74 Msa Financial Braintree 12.0% $796.9 million
75 Mittelman Wealth Management Andover 11.9% $116.8 million
76 Choate Investment Advisors Boston 11.8% $5.7 billion
77 Wilkins Investment Counsel, Inc Boston 11.8% $640.4 million
78 Arjuna Capital, LLC Manchester 11.7% $369.6 million
79 Cutler Capital Management Worcester 11.6% $249.2 million
80 Powerhouse Assets LLC Lincoln 11.5% $124.4 million
81 Mwa Asset Management Danvers 11.5% $177.4 million
82 Centerpoint Advisors, LLC Needham 11.4% $425.8 million
83 Flagship Harbor Advisors, LLC Boston 11.4% $2.0 billion
84 Larson Financial Planning Inc. Winchester 11.2% $109.0 million
85 93 Financial Group, LLC Woburn 11.1% $531.5 million
86 Finivi Inc. Westborough 11.1% $182.5 million
87 SCS Capital Management LLC Boston 10.9% $29.0 billion
88 Atwater Wealth Management, Inc. Boston 10.9% $147.9 million
89 Harbor Island Capital LLC Topsfield 10.8% $166.1 million
90 Traub Capital Management Needham 10.8% $126.4 million
91 Single Point Partners Boston 10.4% $390.9 million
92 1620 Investment Advisors, Inc. Plymouth 10.4% $147.3 million
93 Beaton Management Co Inc Haverhill 10.2% $273.8 million
94 Stonehearth Capital Management Danvers 10.2% $262.1 million
95 Riverview Capital Advisers LLC Boston 10.2% $384.7 million
96 Zevin Asset Management, LLC Boston 10.1% $631.8 million
97 WH Cornerstone Investments Inc. Duxbury 9.9% $124.6 million
98 Renaissance Investment Group, LLC Broker-dealer affiliated Lenox 9.9% $452.7 million
99 J.M. Forbes & Co. LLP Boston 9.9% $1.0 billion
100 Commonwealth Financial Network Broker-dealer affiliated Waltham 9.8% $133.5 billion

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

More rankings

Fastest growing, 5 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.