# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/massachusetts/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Massachusetts
- firms_listed: 100
- rows: rank: 1, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 48650197284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 2, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 23576950000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 3, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 19795286684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 4, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 15316738538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 5, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 15224527279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 6, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, state: MA, value: 12835550894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107153/; rank: 7, crd: 106109, firm: Choate Investment Advisors, city: Boston, state: MA, value: 10047919310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106109/; rank: 8, crd: 115119, firm: Welch & Forbes LLC, city: Boston, state: MA, value: 9903464752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115119/; rank: 9, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 9715433173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 10, crd: 158508, firm: Battery Global Advisors, LLC, city: Boston, state: MA, value: 8374300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158508/; rank: 11, crd: 106003, firm: Cambridge Associates Limited, LLC, city: Boston, state: MA, value: 8202964130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106003/; rank: 12, crd: 286243, firm: Crestwood Advisors, city: Boston, state: MA, value: 8021455218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286243/; rank: 13, crd: 155317, firm: The Bollard Group LLC, city: Boston, state: MA, value: 6724565893, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155317/; rank: 14, crd: 109420, firm: Grimes & Company, city: Westborough, state: MA, value: 6298759513, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109420/; rank: 15, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 5832937576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 16, crd: 338756, firm: 71 West Capital Partners, city: Boston, state: MA, value: 5505194061, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338756/; rank: 17, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, state: MA, value: 5088194405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133790/; rank: 18, crd: 140522, firm: Twin Focus Capital Partners, LLC, city: Boston, state: MA, value: 4584699376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140522/; rank: 19, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, state: MA, value: 4311253998, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310327/; rank: 20, crd: 137342, firm: Reynders, McVeigh Capital Management, LLC, city: Boston, state: MA, value: 4227841161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137342/; rank: 21, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, state: MA, value: 3858230155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331429/; rank: 22, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 3791815997, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 23, crd: 322925, firm: Beaumont Financial Partners, city: Needham, state: MA, value: 3758573501, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322925/; rank: 24, crd: 104726, firm: Howland Capital Management LLC, city: Boston, state: MA, value: 3739989265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104726/; rank: 25, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, state: MA, value: 3419401101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155733/; rank: 26, crd: 105051, firm: Northeast Investment Management Inc, city: Boston, state: MA, value: 3273998868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105051/; rank: 27, crd: 288178, firm: Winthrop Wealth, city: Boston, state: MA, value: 3101361784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288178/; rank: 28, crd: 143750, firm: Birch Hill Investment Advisors LLC, city: Boston, state: MA, value: 2947308859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143750/; rank: 29, crd: 152145, firm: Windrose Advisors LLC, city: Waltham, state: MA, value: 2669012816, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152145/; rank: 30, crd: 172470, firm: The Patriot Financial Group, LLC, city: Walpole, state: MA, value: 2639463916, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172470/; rank: 31, crd: 110026, firm: S & Co., Inc., city: Boston, state: MA, value: 2456013267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110026/; rank: 32, crd: 107113, firm: Nichols & Pratt Advisers LLP, city: Boston, state: MA, value: 2430399569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107113/; rank: 33, crd: 283549, firm: Moody, Lynn, Lieberson & Walker, LLC, city: Boston, state: MA, value: 2410564401, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283549/; rank: 34, crd: 105343, firm: Baldwin Wealth Partners, LLC, city: Marion, state: MA, value: 2334719354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105343/; rank: 35, crd: 300282, firm: Foster Dykema Cabot & Partners, LLC, city: Waltham, state: MA, value: 2223188313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300282/; rank: 36, crd: 140170, firm: Minot Deblois Advisors LLC, city: Boston, state: MA, value: 2044115331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140170/; rank: 37, crd: 107141, firm: Boston Family Office LLC, city: Boston, state: MA, value: 2019164947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107141/; rank: 38, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, state: MA, value: 1919937476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174697/; rank: 39, crd: 104740, firm: Safford Nicholas H & Co Inc, city: Rockport, state: MA, value: 1795604516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104740/; rank: 40, crd: 105062, firm: TFC Financial Management Inc, city: Boston, state: MA, value: 1780827449, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105062/; rank: 41, crd: 299335, firm: Catalyst Financial Partners, city: Boston, state: MA, value: 1722297612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299335/; rank: 42, crd: 107422, firm: J.M. Forbes & Co. LLP, city: Boston, state: MA, value: 1674306720, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107422/; rank: 43, crd: 318662, firm: Armstrong Advisory Group Inc., city: Needham, state: MA, value: 1668179022, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318662/; rank: 44, crd: 105060, firm: Penobscot Investment Management Company, Inc., city: Boston, state: MA, value: 1635025695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105060/; rank: 45, crd: 160696, firm: Fiduciary Wealth Partners, LLC, city: Newton Lower Falls, state: MA, value: 1544425644, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160696/; rank: 46, crd: 152583, firm: Bay Colony Advisors, city: Concord, state: MA, value: 1434891449, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152583/; rank: 47, crd: 105012, firm: Wingate Wealth Advisors, Inc., city: Lexington, state: MA, value: 1415302916, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105012/; rank: 48, crd: 160294, firm: Claro Advisors Inc., city: Boston, state: MA, value: 1407659698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160294/; rank: 49, crd: 107768, firm: Msa Financial, city: Braintree, state: MA, value: 1405327219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107768/; rank: 50, crd: 169093, firm: Shepherd Financial Partners, LLC, city: Winchester, state: MA, value: 1379061513, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169093/; rank: 51, crd: 138538, firm: Marble Harbor Investment Counsel, LLC, city: Boston, state: MA, value: 1320179700, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138538/; rank: 52, crd: 110662, firm: Woodstock Corporation, city: Boston, state: MA, value: 1291874460, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110662/; rank: 53, crd: 163986, firm: Montis Financial, LLC, city: Waltham, state: MA, value: 1258932129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163986/; rank: 54, crd: 104549, firm: Middleton & Company Inc., city: Boston, state: MA, value: 1234225339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104549/; rank: 55, crd: 124873, firm: Berkshire Money Management, Inc., city: Dalton, state: MA, value: 1227078134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124873/; rank: 56, crd: 107327, firm: Cabot Wealth Management, city: Beverly, state: MA, value: 1217598885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107327/; rank: 57, crd: 105004, firm: Schwerin Boyle Capital Management, Inc, city: Springfield, state: MA, value: 1209259520, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105004/; rank: 58, crd: 107649, firm: MG Financial LLC, city: Braintree, state: MA, value: 1128972031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107649/; rank: 59, crd: 104913, firm: Wilkins Investment Counsel, Inc, city: Boston, state: MA, value: 1117783829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104913/; rank: 60, crd: 289725, firm: Stage Harbor Financial, city: Westwood, state: MA, value: 1097169525, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289725/; rank: 61, crd: 110043, firm: American Investment Services Inc, city: Great Barrington, state: MA, value: 1072980569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110043/; rank: 62, crd: 165269, firm: Zevin Asset Management, LLC, city: Boston, state: MA, value: 1020376296, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165269/; rank: 63, crd: 330145, firm: Bristol Wealth Group, city: Taunton, state: MA, value: 985583020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330145/; rank: 64, crd: 328503, firm: Stablepoint Partners, LLC, city: Braintree, state: MA, value: 929968549, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328503/; rank: 65, crd: 108030, firm: White Lighthouse Investment Management, Inc., city: Bedford, state: MA, value: 918642000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108030/; rank: 66, crd: 144235, firm: 93 Financial Group, LLC, city: Woburn, state: MA, value: 899661209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144235/; rank: 67, crd: 134045, firm: Eagleclaw Capital Management LLC, city: Boston, state: MA, value: 896231596, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134045/; rank: 68, crd: 130143, firm: Pearson Financial Services, city: Dennis, state: MA, value: 885000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130143/; rank: 69, crd: 296798, firm: New World Advisors LLC, city: Hingham, state: MA, value: 884935674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296798/; rank: 70, crd: 105365, firm: Pinney & Scofield, Inc., city: Cambridge, state: MA, value: 858739612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105365/; rank: 71, crd: 144955, firm: Barry Investment Advisors, LLC, city: New Bedford, state: MA, value: 846769663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144955/; rank: 72, crd: 148216, firm: Peddock Capital Advisors, LLC, city: Braintree, state: MA, value: 836154847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148216/; rank: 73, crd: 317321, firm: Carr Financial Group, city: Worcester, state: MA, value: 835932167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317321/; rank: 74, crd: 127625, firm: Aequitas Investment Advisors, LLC, city: Hingham, state: MA, value: 826100169, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127625/; rank: 75, crd: 155528, firm: New Harbor Financial Group, LLC, city: Worcester, state: MA, value: 820929255, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155528/; rank: 76, crd: 144364, firm: J.P. Marvel Wealth Management, Inc., city: Boston, state: MA, value: 820745015, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144364/; rank: 77, crd: 132045, firm: Clear Brook Advisors, Inc., city: Boston, state: MA, value: 817800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132045/; rank: 78, crd: 107138, firm: Northstar Asset Management, Inc, city: Boston, state: MA, value: 805920869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107138/; rank: 79, crd: 154311, firm: McNamara Financial Services, Inc., city: Marshfield, state: MA, value: 797882019, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154311/; rank: 80, crd: 131962, firm: Flagship Wealth Advisors, LLC., city: Wakefield, state: MA, value: 748622409, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131962/; rank: 81, crd: 156698, firm: Centerpoint Advisors, LLC, city: Needham, state: MA, value: 731903710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156698/; rank: 82, crd: 106625, firm: Ipswich Investment Management Company, Inc, city: Beverly, state: MA, value: 730158575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106625/; rank: 83, crd: 338797, firm: Canby Financial Advisors, city: Framingham, state: MA, value: 729447855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338797/; rank: 84, crd: 164646, firm: Aaf Wealth Management, LLC, city: Westborough, state: MA, value: 727644200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164646/; rank: 85, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, state: MA, value: 725768485, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147082/; rank: 86, crd: 110836, firm: Excalibur Management Corp, city: Waltham, state: MA, value: 712076143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110836/; rank: 87, crd: 109767, firm: Contravisory Investment Management, Inc., city: Norwell, state: MA, value: 701722949, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109767/; rank: 88, crd: 158528, firm: RPG Family Wealth Advisory, LLC, city: Burlington, state: MA, value: 700744314, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158528/; rank: 89, crd: 112323, firm: Compass Capital Corporation, city: Braintree, state: MA, value: 695480382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112323/; rank: 90, crd: 288215, firm: Mayport Wealth Management, city: Newton, state: MA, value: 694906748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288215/; rank: 91, crd: 133813, firm: West Branch Capital LLC, city: Amherst, state: MA, value: 690090610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133813/; rank: 92, crd: 147957, firm: Siharum Advisors, LLC, city: Boston, state: MA, value: 687464747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147957/; rank: 93, crd: 152482, firm: Sandy Cove Advisors, LLC, city: Hingham, state: MA, value: 684905062, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152482/; rank: 94, crd: 111908, firm: Monument Group Wealth Advisors, LLC, city: Concord, state: MA, value: 678889192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111908/; rank: 95, crd: 107643, firm: Boston Research and Management, Inc., city: Manchester, state: MA, value: 676187250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107643/; rank: 96, crd: 290070, firm: Little House Capital, LLC, city: Braintree, state: MA, value: 675245909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290070/; rank: 97, crd: 282611, firm: Beck Bode LLC, city: Dedham, state: MA, value: 666352130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282611/; rank: 98, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, state: MA, value: 664634808, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293675/; rank: 99, crd: 156452, firm: Boston Standard Wealth Management, LLC, city: Winchester, state: MA, value: 647622502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156452/; rank: 100, crd: 283713, firm: Arjuna Capital, LLC, city: Manchester, state: MA, value: 642360277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283713/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Massachusetts](https://advisoriq.com/ria/states/massachusetts/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/massachusetts/

License: https://advisoriq.com/license/