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

For asset managers
AdvisorIQ

Ranking, Massachusetts

Independent RIAs with the most advisory staff in Massachusetts

As of October 2, 2026, Integrated Wealth Concepts LLC ranked #1 in Massachusetts in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 491.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 Integrated Wealth Concepts LLC Waltham 491
2 SCS Capital Management LLC Boston 99
3 F L Putnam Investment Management Co. Lynnfield 90
4 CW Advisors, LLC Boston 89
5 Ballentine Partners Waltham 87
6 Rwa Wealth Partners Boston 63
7 Flagship Harbor Advisors, LLC Boston 57
8 Crestwood Advisors Boston 56
9 Grimes & Company Westborough 36
10 GC Wealth Management RIA, LLC Cambridge 34
11 The Patriot Financial Group, LLC Walpole 33
12 SHP Wealth Management, LLC Plymouth 32
13 Bay Colony Advisors Concord 30
13 St. Germain Investment Management Springfield 30
15 Winthrop Wealth Boston 27
15 Castle Rock Advisors LLC Boston 27
17 Keenan Financial Boston 26
18 Pallas Capital Advisors, LLC Braintree 23
19 Choate Investment Advisors Boston 20
20 Twin Focus Capital Partners, LLC Boston 18
20 Claro Advisors Inc. Boston 18
22 Reynders, McVeigh Capital Management, LLC Boston 17
23 Montis Financial, LLC Waltham 16
23 Beck Bode LLC Dedham 16
25 Wingate Wealth Advisors, Inc. Lexington 15
25 Alta Wealth Advisors LLC Woburn 15
25 Beaumont Financial Partners Needham 15
28 Baldwin Wealth Partners, LLC Marion 14
28 Cambridge Associates Limited, LLC Boston 14
30 Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston 13
30 Compass Capital Corporation Braintree 13
32 TFC Financial Management Inc Boston 12
32 Welch & Forbes LLC Boston 12
32 The Bollard Group LLC Boston 12
32 Battery Global Advisors, LLC Boston 12
32 Single Point Partners Boston 12
37 Howland Capital Management LLC Boston 11
37 Northeast Investment Management Inc Boston 11
37 Rise North Capital Investment Advisors Braintree 11
40 Nichols & Pratt Advisers LLP Boston 10
40 Boston Family Office LLC Boston 10
40 New England Private Wealth Advisors, LLC Wellesley 10
40 Empirical Asset Management, LLC Wellesley 10
40 Armstrong Advisory Group Inc. Needham 10
45 Northstar Asset Management, Inc Boston 9
45 White Lighthouse Investment Management, Inc. Bedford 9
45 Birch Hill Investment Advisors LLC Boston 9
45 RPG Family Wealth Advisory, LLC Burlington 9
45 Zevin Asset Management, LLC Boston 9
45 Finivi Inc. Westborough 9
45 Pension & Wealth Management Advisors Waltham 9
45 Wealth Effects Boston 9
45 Napier Financial Braintree 9
54 Penobscot Investment Management Company, Inc. Boston 8
54 Cabot Wealth Management Beverly 8
54 Msa Financial Braintree 8
54 Woodstock Corporation Boston 8
54 Berkshire Money Management, Inc. Dalton 8
54 Barry Investment Advisors, LLC New Bedford 8
54 Innovative Advisory Group Lexington 8
54 Windrose Advisors LLC Waltham 8
54 Fiduciary Wealth Partners, LLC Newton Lower Falls 8
54 Moody, Lynn, Lieberson & Walker, LLC Boston 8
54 Stage Harbor Financial Westwood 8
54 Foster Dykema Cabot & Partners, LLC Waltham 8
54 Integrity Financial Advisors, LLC Woburn 8
54 Purefi Wealth, LLC Boston 8
54 71 West Capital Partners Boston 8
69 Middleton & Company Inc. Boston 7
69 Peak Financial Management Inc Wellesley 7
69 Excalibur Management Corp Waltham 7
69 Centerpoint Advisors, LLC Needham 7
69 Shepherd Financial Partners, LLC Winchester 7
69 Little House Capital, LLC Braintree 7
69 Carr Financial Group Worcester 7
69 Fox Hill Wealth Management Dedham 7
77 Wilkins Investment Counsel, Inc Boston 6
77 Ipswich Investment Management Company, Inc Beverly 6
77 Cutler Capital Management Worcester 6
77 Boston Research and Management, Inc. Manchester 6
77 Ironwood Investment Management, LLC Boston 6
77 S & Co., Inc. Boston 6
77 Marble Harbor Investment Counsel, LLC Boston 6
77 Riverview Capital Advisers LLC Boston 6
77 J.P. Marvel Wealth Management, Inc. Boston 6
77 Cadence Wealth Management LLC Westborough 6
77 New Harbor Financial Group, LLC Worcester 6
77 Genesis Wealth Advisors, LLC Braintree 6
77 Aaf Wealth Management, LLC Westborough 6
77 Commons Capital, LLC Needham 6
77 Byrne Financial Freedom, LLC Franklin 6
77 Savvi Financial LLC Waltham 6
77 Beacon Financial Planning, Inc Hyannis 6
77 Goodman Advisory Group, LLC Needham 6
77 Livelife Capital Partners LLC Southborough 6
77 Kelly Financial Services LLC Braintree 6
77 Boston Family Advisors LLC Boston 6
77 Catalyst Financial Partners Boston 6
77 Wincap Financial LLC Boston 6
77 Bristol Wealth Group Taunton 6

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

More rankings

Most advisory staff 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.