Ranking, Massachusetts

Independent RIAs with the most CFP professionals 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 CFP professionals, with 87.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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.

Independent RIAs with the most CFP professionals in Massachusetts
Rank	Firm	City	Most CFP professionals
1	Integrated Wealth Concepts LLC	Waltham	87
2	CW Advisors, LLC	Boston	51
3	Ballentine Partners	Waltham	39
4	F L Putnam Investment Management Co.	Lynnfield	35
5	Rwa Wealth Partners	Boston	33
6	SCS Capital Management LLC	Boston	25
7	Grimes & Company	Westborough	24
8	Flagship Harbor Advisors, LLC	Boston	17
9	Crestwood Advisors	Boston	16
10	Winthrop Wealth	Boston	12
11	Wingate Wealth Advisors, Inc.	Lexington	9
12	New England Private Wealth Advisors, LLC	Wellesley	8
12	Montis Financial, LLC	Waltham	8
12	The Patriot Financial Group, LLC	Walpole	8
15	TFC Financial Management Inc	Boston	7
15	Bay Colony Advisors	Concord	7
15	Single Point Partners	Boston	7
15	Stage Harbor Financial	Westwood	7
15	Napier Financial	Braintree	7
20	Northeast Investment Management Inc	Boston	6
20	Claro Advisors Inc.	Boston	6
20	SHP Wealth Management, LLC	Plymouth	6
20	Pallas Capital Advisors, LLC	Braintree	6
24	Msa Financial	Braintree	5
24	White Lighthouse Investment Management, Inc.	Bedford	5
24	Peak Financial Management Inc	Wellesley	5
24	Financial Foundations, Inc.	Southborough	5
24	St. Germain Investment Management	Springfield	5
24	Great Oak Capital Partners, LLC	South Easton	5
24	Armstrong Advisory Group Inc.	Needham	5
24	Beaumont Financial Partners	Needham	5
24	GC Wealth Management RIA, LLC	Cambridge	5
33	Reynders, McVeigh Capital Management, LLC	Boston	4
33	Twin Focus Capital Partners, LLC	Boston	4
33	Birch Hill Investment Advisors LLC	Boston	4
33	McNamara Financial Services, Inc.	Marshfield	4
33	Aaf Wealth Management, LLC	Westborough	4
33	Carr Financial Group	Worcester	4
33	Stablepoint Partners, LLC	Braintree	4
33	Arborstone Financial, LLC	Andover	4
33	Canby Financial Advisors	Framingham	4
33	Bartholomew & Company Wealth Management, LLC	Worcester	4
43	Baldwin Wealth Partners, LLC	Marion	3
43	Pinney & Scofield, Inc.	Cambridge	3
43	Colman Knight Advisory Group, LLC	Acton	3
43	Cornerstone Financial Management LLC	Burlington	3
43	Barry Investment Advisors, LLC	New Bedford	3
43	Great Point Wealth Advisors, LLC	Boston	3
43	Peddock Capital Advisors, LLC	Braintree	3
43	Sound View Financial Advisors	Walpole	3
43	Cadence Wealth Management LLC	Westborough	3
43	Assetgrade, LLC	Boston	3
43	Shepherd Financial Partners, LLC	Winchester	3
43	Flagship Private Wealth	Woburn	3
43	Goodman Advisory Group, LLC	Needham	3
43	Keenan Financial	Boston	3
43	Impact Advisors Group	Duxbury	3
43	Alliance Private Wealth, LLC	North Reading	3
43	Tableaux Wealth	Great Barrington	3
43	J.R. Prunier Capital Management LLC	Holden	3
43	Fox Hill Wealth Management	Dedham	3
43	Wood Wealth Group, LLC	Charlestown	3
43	May Hill Capital, LLC	Cohasset	3
43	Liberty Forge LLC	Boston	3
65	Howland Capital Management LLC	Boston	2
65	Darrow Wealth Management	Needham	2
65	Choate Investment Advisors	Boston	2
65	Cabot Wealth Management	Beverly	2
65	Boston Research and Management, Inc.	Manchester	2
65	Welch & Forbes LLC	Boston	2
65	Whitman Financial Services, LLC.	North Reading	2
65	Meridian Financial Advisors, LLC	Holliston	2
65	Proctor Financial	Sherborn	2
65	TSW Wealth Management	Framingham	2
65	Compass Planning Associates, Inc.	Greenfield	2
65	Gray Private Wealth, LLC	Canton	2
65	Kaizerman & Associates, LLC	Natick	2
65	Perennial Advisors Group, LLC	Westford	2
65	Stonehearth Capital Management	Danvers	2
65	New England Schooner, Inc.	Peabody	2
65	Beauport Financial Services, LLC	Gloucester	2
65	Financial Solutions Associates	Dedham	2
65	The Practical Planner	Groton	2
65	Advanced Portfolio Design, LLC	Westford	2
65	Global Vision Advisors	Norwell	2
65	FG&G Financial Services, LLC	Danvers	2
65	Delphinus Financial Advisors, LLC	Mansfield	2
65	New Harbor Financial Group, LLC	Worcester	2
65	Boston Standard Wealth Management, LLC	Winchester	2
65	Balanced Rock Investment Advisors	Roslindale	2
65	Genesis Wealth Advisors, LLC	Braintree	2
65	Insight Financial Strategists	Newton	2
65	Greenway Financial Advisors LLC	Burlington	2
65	The Sher Wealth Management Group	Needham	2
65	Woodside Wealth Management	Sudbury	2
65	Beacon Financial Planning, Inc	Hyannis	2
65	Prosperitea Planning	Greenfield	2
65	Beck Bode LLC	Dedham	2
65	Triple Summit Advisors, LLC	Newton	2
65	TQM Wealth Partners	Marblehead	2
65	Alta Wealth Advisors LLC	Woburn	2
65	Boston Family Advisors LLC	Boston	2
65	Catalyst Financial Partners	Boston	2
65	Theory Planning Partners	Marblehead	2
65	Wincap Financial LLC	Boston	2
65	The Family Financial Group	Newton Centre	2
65	Copper Beech Wealth Management	Mansfield	2
65	Smarter Bear Financial Advisory	Swampscott	2
65	Bristol Wealth Group	Taunton	2
65	Park State Asset Management LLC	Beverly	2

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

More rankings

Most CFP professionals 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.