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For asset managers
AdvisorIQ

Ranking, Massachusetts

Largest wealth firms by assets under management, including broker-dealer firms in Massachusetts

As of October 2, 2026, Commonwealth Financial Network ranked #1 in Massachusetts in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $212.7 billion.

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

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 Commonwealth Financial Network Broker-dealer affiliated Waltham $212.7 billion
2 MML Investors Services, LLC Broker-dealer affiliated Springfield $115.6 billion
3 SCS Capital Management LLC Boston $48.7 billion
4 Integrated Wealth Concepts LLC Waltham $23.6 billion
5 Rwa Wealth Partners Boston $19.8 billion
6 Ballentine Partners Waltham $15.3 billion
7 CW Advisors, LLC Boston $15.2 billion
8 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston $12.8 billion
9 Choate Investment Advisors Boston $10.0 billion
10 Welch & Forbes LLC Boston $9.9 billion
11 F L Putnam Investment Management Co. Lynnfield $9.7 billion
12 Battery Global Advisors, LLC Boston $8.4 billion
13 Bolton Global Asset Management Broker-dealer affiliated Bolton $8.3 billion
14 Cambridge Associates Limited, LLC Boston $8.2 billion
15 Crestwood Advisors Boston $8.0 billion
16 Fiduciary Trust International, LLC Broker-dealer affiliated Lincoln $7.7 billion
17 The Bollard Group LLC Boston $6.7 billion
18 Grimes & Company Westborough $6.3 billion
19 GC Wealth Management RIA, LLC Cambridge $5.8 billion
20 71 West Capital Partners Boston $5.5 billion
21 New England Private Wealth Advisors, LLC Wellesley $5.1 billion
22 Twin Focus Capital Partners, LLC Boston $4.6 billion
23 Pallas Capital Advisors, LLC Braintree $4.3 billion
24 Reynders, McVeigh Capital Management, LLC Boston $4.2 billion
25 Moors & Cabot, Inc Broker-dealer affiliated Boston $4.0 billion
26 Castle Rock Advisors LLC Boston $3.9 billion
27 St. Germain Investment Management Springfield $3.8 billion
28 Beaumont Financial Partners Needham $3.8 billion
29 Howland Capital Management LLC Boston $3.7 billion
30 Flagship Harbor Advisors, LLC Boston $3.4 billion
31 Northeast Investment Management Inc Boston $3.3 billion
32 Santander Securities Broker-dealer affiliated Boston $3.1 billion
33 Winthrop Wealth Boston $3.1 billion
34 SVB Wealth Broker-dealer affiliated Boston $3.1 billion
35 Birch Hill Investment Advisors LLC Boston $2.9 billion
36 Windrose Advisors LLC Waltham $2.7 billion
37 The Patriot Financial Group, LLC Walpole $2.6 billion
38 S & Co., Inc. Boston $2.5 billion
39 Nichols & Pratt Advisers LLP Boston $2.4 billion
40 Moody, Lynn, Lieberson & Walker, LLC Boston $2.4 billion
41 Washington Trust Advisors Broker-dealer affiliated Wellesley $2.4 billion
42 Baldwin Wealth Partners, LLC Marion $2.3 billion
43 Foster Dykema Cabot & Partners, LLC Waltham $2.2 billion
44 John Hancock Personal Financial Services, LLC Broker-dealer affiliated Boston $2.2 billion
45 Minot Deblois Advisors LLC Boston $2.0 billion
46 Boston Family Office LLC Boston $2.0 billion
47 SHP Wealth Management, LLC Plymouth $1.9 billion
48 Safford Nicholas H & Co Inc Rockport $1.8 billion
49 TFC Financial Management Inc Boston $1.8 billion
50 Catalyst Financial Partners Boston $1.7 billion
51 J.M. Forbes & Co. LLP Boston $1.7 billion
52 Armstrong Advisory Group Inc. Needham $1.7 billion
53 Penobscot Investment Management Company, Inc. Boston $1.6 billion
54 Fiduciary Wealth Partners, LLC Newton Lower Falls $1.5 billion
55 Bay Colony Advisors Concord $1.4 billion
56 Wingate Wealth Advisors, Inc. Lexington $1.4 billion
57 Claro Advisors Inc. Boston $1.4 billion
58 Msa Financial Braintree $1.4 billion
59 Shepherd Financial Partners, LLC Winchester $1.4 billion
60 Marble Harbor Investment Counsel, LLC Boston $1.3 billion
61 Woodstock Corporation Boston $1.3 billion
62 Montis Financial, LLC Waltham $1.3 billion
63 Middleton & Company Inc. Boston $1.2 billion
64 Berkshire Money Management, Inc. Dalton $1.2 billion
65 Cabot Wealth Management Beverly $1.2 billion
66 Schwerin Boyle Capital Management, Inc Springfield $1.2 billion
67 MG Financial LLC Braintree $1.1 billion
68 Wilkins Investment Counsel, Inc Boston $1.1 billion
69 Stage Harbor Financial Westwood $1.1 billion
70 American Investment Services Inc Great Barrington $1.1 billion
71 Zevin Asset Management, LLC Boston $1.0 billion
72 Bristol Wealth Group Taunton $985.6 million
73 Stablepoint Partners, LLC Braintree $930.0 million
74 White Lighthouse Investment Management, Inc. Bedford $918.6 million
75 93 Financial Group, LLC Woburn $899.7 million
76 Eagleclaw Capital Management LLC Boston $896.2 million
77 Pearson Financial Services Dennis $885.0 million
78 New World Advisors LLC Hingham $884.9 million
79 Pinney & Scofield, Inc. Cambridge $858.7 million
80 Barry Investment Advisors, LLC New Bedford $846.8 million
81 Peddock Capital Advisors, LLC Braintree $836.2 million
82 Carr Financial Group Worcester $835.9 million
83 Aequitas Investment Advisors, LLC Hingham $826.1 million
84 New Harbor Financial Group, LLC Worcester $820.9 million
85 J.P. Marvel Wealth Management, Inc. Boston $820.7 million
86 Clear Brook Advisors, Inc. Boston $817.8 million
87 Northstar Asset Management, Inc Boston $805.9 million
88 McNamara Financial Services, Inc. Marshfield $797.9 million
89 Flagship Wealth Advisors, LLC. Wakefield $748.6 million
90 Centerpoint Advisors, LLC Needham $731.9 million
91 Ipswich Investment Management Company, Inc Beverly $730.2 million
92 Canby Financial Advisors Framingham $729.4 million
93 Aaf Wealth Management, LLC Westborough $727.6 million
94 Renaissance Investment Group, LLC Broker-dealer affiliated Lenox $726.1 million
95 Great Point Wealth Advisors, LLC Boston $725.8 million
96 Excalibur Management Corp Waltham $712.1 million
97 Contravisory Investment Management, Inc. Norwell $701.7 million
98 RPG Family Wealth Advisory, LLC Burlington $700.7 million
99 Compass Capital Corporation Braintree $695.5 million
100 Mayport Wealth Management Newton $694.9 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.