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For asset managers
AdvisorIQ

Ranking, Massachusetts

Largest independent RIAs by assets under management in Massachusetts

As of October 2, 2026, SCS Capital Management LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $48.7 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 SCS Capital Management LLC Boston $48.7 billion
2 Integrated Wealth Concepts LLC Waltham $23.6 billion
3 Rwa Wealth Partners Boston $19.8 billion
4 Ballentine Partners Waltham $15.3 billion
5 CW Advisors, LLC Boston $15.2 billion
6 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston $12.8 billion
7 Choate Investment Advisors Boston $10.0 billion
8 Welch & Forbes LLC Boston $9.9 billion
9 F L Putnam Investment Management Co. Lynnfield $9.7 billion
10 Battery Global Advisors, LLC Boston $8.4 billion
11 Cambridge Associates Limited, LLC Boston $8.2 billion
12 Crestwood Advisors Boston $8.0 billion
13 The Bollard Group LLC Boston $6.7 billion
14 Grimes & Company Westborough $6.3 billion
15 GC Wealth Management RIA, LLC Cambridge $5.8 billion
16 71 West Capital Partners Boston $5.5 billion
17 New England Private Wealth Advisors, LLC Wellesley $5.1 billion
18 Twin Focus Capital Partners, LLC Boston $4.6 billion
19 Pallas Capital Advisors, LLC Braintree $4.3 billion
20 Reynders, McVeigh Capital Management, LLC Boston $4.2 billion
21 Castle Rock Advisors LLC Boston $3.9 billion
22 St. Germain Investment Management Springfield $3.8 billion
23 Beaumont Financial Partners Needham $3.8 billion
24 Howland Capital Management LLC Boston $3.7 billion
25 Flagship Harbor Advisors, LLC Boston $3.4 billion
26 Northeast Investment Management Inc Boston $3.3 billion
27 Winthrop Wealth Boston $3.1 billion
28 Birch Hill Investment Advisors LLC Boston $2.9 billion
29 Windrose Advisors LLC Waltham $2.7 billion
30 The Patriot Financial Group, LLC Walpole $2.6 billion
31 S & Co., Inc. Boston $2.5 billion
32 Nichols & Pratt Advisers LLP Boston $2.4 billion
33 Moody, Lynn, Lieberson & Walker, LLC Boston $2.4 billion
34 Baldwin Wealth Partners, LLC Marion $2.3 billion
35 Foster Dykema Cabot & Partners, LLC Waltham $2.2 billion
36 Minot Deblois Advisors LLC Boston $2.0 billion
37 Boston Family Office LLC Boston $2.0 billion
38 SHP Wealth Management, LLC Plymouth $1.9 billion
39 Safford Nicholas H & Co Inc Rockport $1.8 billion
40 TFC Financial Management Inc Boston $1.8 billion
41 Catalyst Financial Partners Boston $1.7 billion
42 J.M. Forbes & Co. LLP Boston $1.7 billion
43 Armstrong Advisory Group Inc. Needham $1.7 billion
44 Penobscot Investment Management Company, Inc. Boston $1.6 billion
45 Fiduciary Wealth Partners, LLC Newton Lower Falls $1.5 billion
46 Bay Colony Advisors Concord $1.4 billion
47 Wingate Wealth Advisors, Inc. Lexington $1.4 billion
48 Claro Advisors Inc. Boston $1.4 billion
49 Msa Financial Braintree $1.4 billion
50 Shepherd Financial Partners, LLC Winchester $1.4 billion
51 Marble Harbor Investment Counsel, LLC Boston $1.3 billion
52 Woodstock Corporation Boston $1.3 billion
53 Montis Financial, LLC Waltham $1.3 billion
54 Middleton & Company Inc. Boston $1.2 billion
55 Berkshire Money Management, Inc. Dalton $1.2 billion
56 Cabot Wealth Management Beverly $1.2 billion
57 Schwerin Boyle Capital Management, Inc Springfield $1.2 billion
58 MG Financial LLC Braintree $1.1 billion
59 Wilkins Investment Counsel, Inc Boston $1.1 billion
60 Stage Harbor Financial Westwood $1.1 billion
61 American Investment Services Inc Great Barrington $1.1 billion
62 Zevin Asset Management, LLC Boston $1.0 billion
63 Bristol Wealth Group Taunton $985.6 million
64 Stablepoint Partners, LLC Braintree $930.0 million
65 White Lighthouse Investment Management, Inc. Bedford $918.6 million
66 93 Financial Group, LLC Woburn $899.7 million
67 Eagleclaw Capital Management LLC Boston $896.2 million
68 Pearson Financial Services Dennis $885.0 million
69 New World Advisors LLC Hingham $884.9 million
70 Pinney & Scofield, Inc. Cambridge $858.7 million
71 Barry Investment Advisors, LLC New Bedford $846.8 million
72 Peddock Capital Advisors, LLC Braintree $836.2 million
73 Carr Financial Group Worcester $835.9 million
74 Aequitas Investment Advisors, LLC Hingham $826.1 million
75 New Harbor Financial Group, LLC Worcester $820.9 million
76 J.P. Marvel Wealth Management, Inc. Boston $820.7 million
77 Clear Brook Advisors, Inc. Boston $817.8 million
78 Northstar Asset Management, Inc Boston $805.9 million
79 McNamara Financial Services, Inc. Marshfield $797.9 million
80 Flagship Wealth Advisors, LLC. Wakefield $748.6 million
81 Centerpoint Advisors, LLC Needham $731.9 million
82 Ipswich Investment Management Company, Inc Beverly $730.2 million
83 Canby Financial Advisors Framingham $729.4 million
84 Aaf Wealth Management, LLC Westborough $727.6 million
85 Great Point Wealth Advisors, LLC Boston $725.8 million
86 Excalibur Management Corp Waltham $712.1 million
87 Contravisory Investment Management, Inc. Norwell $701.7 million
88 RPG Family Wealth Advisory, LLC Burlington $700.7 million
89 Compass Capital Corporation Braintree $695.5 million
90 Mayport Wealth Management Newton $694.9 million
91 West Branch Capital LLC Amherst $690.1 million
92 Siharum Advisors, LLC Boston $687.5 million
93 Sandy Cove Advisors, LLC Hingham $684.9 million
94 Monument Group Wealth Advisors, LLC Concord $678.9 million
95 Boston Research and Management, Inc. Manchester $676.2 million
96 Little House Capital, LLC Braintree $675.2 million
97 Beck Bode LLC Dedham $666.4 million
98 Alta Wealth Advisors LLC Woburn $664.6 million
99 Boston Standard Wealth Management, LLC Winchester $647.6 million
100 Arjuna Capital, LLC Manchester $642.4 million

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

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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.