IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Massachusetts

Fastest-growing wealth firms over one year, including broker-dealer firms in Massachusetts

As of October 2, 2026, J.R. Prunier Capital Management LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 222.5%, from a base of $126.2 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 J.R. Prunier Capital Management LLC Holden 222.5% $126.2 million
2 Bluedoor Private Wealth, LLC Beverly 218.4% $105.9 million
3 GC Wealth Management RIA, LLC Cambridge 170.9% $2.2 billion
4 Castle Rock Advisors LLC Boston 141.9% $1.6 billion
5 Apex Investment Group Hudson 107.8% $101.6 million
6 New England Private Wealth Advisors, LLC Wellesley 69.7% $3.0 billion
7 Mindoro Capital Partners LLC Concord 68.6% $134.3 million
8 Catalyst Financial Partners Boston 68.5% $1.0 billion
9 Colrain Capital LLC Boston 67.3% $132.8 million
10 CW Advisors, LLC Boston 63.7% $9.3 billion
11 Integrated Wealth Concepts LLC Waltham 55.4% $15.2 billion
12 Bostonpremier Wealth Hingham 49.6% $351.1 million
13 Tableaux Wealth Great Barrington 48.9% $154.3 million
14 Righthand Capital, LLC West Newton 47.0% $124.0 million
15 Cadence Wealth Management LLC Westborough 46.7% $305.4 million
16 Wincap Financial LLC Boston 45.6% $153.3 million
17 Mayport Wealth Management Newton 44.3% $481.5 million
18 May Hill Capital, LLC Cohasset 44.1% $380.7 million
19 New Harbor Financial Group, LLC Worcester 42.3% $576.9 million
20 Cambridge Associates Limited, LLC Boston 42.2% $5.8 billion
21 Keenan Financial Boston 36.8% $148.0 million
22 Pallas Capital Advisors, LLC Braintree 34.9% $3.2 billion
23 Eagleclaw Capital Management LLC Boston 34.6% $665.6 million
24 Alta Wealth Advisors LLC Woburn 34.1% $495.5 million
25 White Lighthouse Investment Management, Inc. Bedford 33.3% $689.3 million
26 Abbot Financial Management, Inc Andover 31.1% $273.9 million
27 Moors & Cabot, Inc Broker-dealer affiliated Boston 30.3% $3.1 billion
28 Heritage Wealth Management Woburn 29.5% $118.3 million
29 Carr Financial Group Worcester 28.9% $648.4 million
30 MML Investors Services, LLC Broker-dealer affiliated Springfield 28.5% $90.0 billion
31 SHP Wealth Management, LLC Plymouth 28.3% $1.5 billion
32 Ballentine Partners Waltham 27.6% $12.0 billion
33 Darrow Wealth Management Needham 27.4% $308.1 million
34 Cutler Capital Management Worcester 26.7% $339.9 million
35 New England Schooner, Inc. Peabody 26.3% $130.8 million
36 F L Putnam Investment Management Co. Lynnfield 26.2% $7.7 billion
37 Byrne Financial Freedom, LLC Franklin 25.4% $435.7 million
38 Ironwood Investment Management, LLC Boston 25.4% $221.9 million
39 Commons Capital, LLC Needham 24.9% $246.1 million
40 Traub Capital Management Needham 24.8% $168.9 million
41 Purefi Wealth, LLC Boston 24.4% $262.5 million
42 Montis Financial, LLC Waltham 24.3% $1.0 billion
43 Ouellette Wealth Advisory LLC Lexington 24.3% $220.7 million
44 Family Fiduciary Services, Inc. Beverly 24.1% $204.8 million
45 Balanced Rock Investment Advisors Roslindale 23.8% $156.1 million
46 Timmons Wealth Management Attleboro 23.7% $144.9 million
47 Cornerstone Financial Management LLC Burlington 23.5% $135.2 million
48 Flagship Wealth Advisors, LLC. Wakefield 23.2% $607.5 million
49 1620 Investment Advisors, Inc. Plymouth 23.2% $196.1 million
50 Kelly Financial Services LLC Braintree 23.1% $506.5 million
51 Santander Securities Broker-dealer affiliated Boston 23.0% $2.6 billion
52 Perennial Advisors Group, LLC Westford 22.6% $324.0 million
53 Finer Wealth Management, Inc. Salem 22.5% $249.7 million
54 Great Oak Capital Partners, LLC South Easton 22.4% $390.3 million
55 New World Advisors LLC Hingham 22.4% $722.8 million
56 Harbor Island Capital LLC Topsfield 22.4% $226.9 million
57 St. Germain Investment Management Springfield 22.3% $3.1 billion
58 Martha's Vineyard Investment Advisors, LLC West Tisbury 22.2% $280.7 million
59 Polaris Investment Advisors, LLC Framingham 21.7% $178.4 million
60 The Clifford Group LLC Wayland 21.6% $204.2 million
61 Battery Global Advisors, LLC Boston 21.4% $6.9 billion
62 Fiduciary Trust International, LLC Broker-dealer affiliated Lincoln 21.3% $6.3 billion
63 Shepherd Financial Partners, LLC Winchester 21.2% $1.1 billion
64 Innovative Advisory Group Lexington 20.9% $160.5 million
65 J.P. Marvel Wealth Management, Inc. Boston 20.7% $680.2 million
66 South Shore Capital Advisors, LLC Boston 20.6% $226.1 million
67 Richardson Financial Services Broker-dealer affiliated Medway 20.3% $212.9 million
68 Msa Financial Braintree 20.2% $1.2 billion
69 Mwa Asset Management Danvers 20.2% $254.2 million
70 Cambridge Cape Cod Advisors, LLC Sandwich 20.1% $162.2 million
71 Vincent Wealth Advisors LLC Norwell 20.1% $127.3 million
72 Empirical Asset Management, LLC Wellesley 19.9% $467.0 million
73 Assetgrade, LLC Boston 19.8% $281.8 million
74 Massachusetts Wealth Management, LLC North Andover 19.8% $251.6 million
75 Aaf Wealth Management, LLC Westborough 19.8% $607.3 million
76 Constant Guidance Financial, LLC North Attleboro 19.8% $165.2 million
77 Washington Trust Advisors Broker-dealer affiliated Wellesley 19.7% $2.0 billion
78 Finivi Inc. Westborough 19.4% $258.2 million
79 Mad River Investors Boston 19.3% $338.3 million
80 Winthrop Wealth Boston 19.2% $2.6 billion
81 Barry Investment Advisors, LLC New Bedford 18.8% $712.6 million
82 RPG Family Wealth Advisory, LLC Burlington 18.7% $590.3 million
83 Delphinus Financial Advisors, LLC Mansfield 18.4% $132.6 million
84 Florek Financial, LLC Duxbury 18.3% $432.0 million
85 Bolton Global Asset Management Broker-dealer affiliated Bolton 18.1% $7.0 billion
86 Peak Financial Management Inc Wellesley 18.0% $452.7 million
87 Woodside Wealth Management Sudbury 18.0% $226.0 million
88 Boston Standard Wealth Management, LLC Winchester 17.8% $549.5 million
89 Sandy Cove Advisors, LLC Hingham 17.7% $581.7 million
90 Compass Capital Corporation Braintree 17.7% $590.7 million
91 Penobscot Investment Management Company, Inc. Boston 17.6% $1.4 billion
92 Kastel Capital Advisors, LLC Wellesley 17.4% $164.6 million
93 Harbor Asset Planning, Inc. Belmont 17.4% $159.5 million
94 McNamara Financial Services, Inc. Marshfield 17.3% $680.1 million
95 Monument Group Wealth Advisors, LLC Concord 17.3% $578.8 million
96 Pension & Wealth Management Advisors Waltham 17.2% $452.2 million
97 RF&L Wealth Management, LLC Acton 17.1% $325.4 million
98 J.M. Forbes & Co. LLP Boston 17.1% $1.4 billion
99 Livelife Capital Partners LLC Southborough 16.7% $318.7 million
100 Flagship Private Wealth Woburn 16.7% $383.3 million

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

More rankings

Fastest growing 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.