# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Massachusetts
- firms_listed: 110
- rows: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 2, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 3, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 4, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 5, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 6, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 7, crd: 109420, firm: Grimes & Company, city: Westborough, state: MA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109420/; rank: 8, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, state: MA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155733/; rank: 9, crd: 286243, firm: Crestwood Advisors, city: Boston, state: MA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286243/; rank: 10, crd: 288178, firm: Winthrop Wealth, city: Boston, state: MA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288178/; rank: 11, crd: 105012, firm: Wingate Wealth Advisors, Inc., city: Lexington, state: MA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105012/; rank: 12, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, state: MA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133790/; rank: 12, crd: 163986, firm: Montis Financial, LLC, city: Waltham, state: MA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163986/; rank: 12, crd: 172470, firm: The Patriot Financial Group, LLC, city: Walpole, state: MA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172470/; rank: 15, crd: 105062, firm: TFC Financial Management Inc, city: Boston, state: MA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105062/; rank: 15, crd: 152583, firm: Bay Colony Advisors, city: Concord, state: MA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152583/; rank: 15, crd: 163793, firm: Single Point Partners, city: Boston, state: MA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163793/; rank: 15, crd: 289725, firm: Stage Harbor Financial, city: Westwood, state: MA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289725/; rank: 15, crd: 336725, firm: Napier Financial, city: Braintree, state: MA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336725/; rank: 20, crd: 105051, firm: Northeast Investment Management Inc, city: Boston, state: MA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105051/; rank: 20, crd: 160294, firm: Claro Advisors Inc., city: Boston, state: MA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160294/; rank: 20, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, state: MA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174697/; rank: 20, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, state: MA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310327/; rank: 24, crd: 107768, firm: Msa Financial, city: Braintree, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107768/; rank: 24, crd: 108030, firm: White Lighthouse Investment Management, Inc., city: Bedford, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108030/; rank: 24, crd: 110559, firm: Peak Financial Management Inc, city: Wellesley, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110559/; rank: 24, crd: 129212, firm: Financial Foundations, Inc., city: Southborough, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129212/; rank: 24, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 24, crd: 281045, firm: Great Oak Capital Partners, LLC, city: South Easton, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281045/; rank: 24, crd: 318662, firm: Armstrong Advisory Group Inc., city: Needham, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318662/; rank: 24, crd: 322925, firm: Beaumont Financial Partners, city: Needham, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322925/; rank: 24, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 33, crd: 137342, firm: Reynders, McVeigh Capital Management, LLC, city: Boston, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137342/; rank: 33, crd: 140522, firm: Twin Focus Capital Partners, LLC, city: Boston, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140522/; rank: 33, crd: 143750, firm: Birch Hill Investment Advisors LLC, city: Boston, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143750/; rank: 33, crd: 154311, firm: McNamara Financial Services, Inc., city: Marshfield, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154311/; rank: 33, crd: 164646, firm: Aaf Wealth Management, LLC, city: Westborough, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164646/; rank: 33, crd: 317321, firm: Carr Financial Group, city: Worcester, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317321/; rank: 33, crd: 328503, firm: Stablepoint Partners, LLC, city: Braintree, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328503/; rank: 33, crd: 338225, firm: Arborstone Financial, LLC, city: Andover, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338225/; rank: 33, crd: 338797, firm: Canby Financial Advisors, city: Framingham, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338797/; rank: 33, crd: 342680, firm: Bartholomew & Company Wealth Management, LLC, city: Worcester, state: MA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342680/; rank: 43, crd: 105343, firm: Baldwin Wealth Partners, LLC, city: Marion, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105343/; rank: 43, crd: 105365, firm: Pinney & Scofield, Inc., city: Cambridge, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105365/; rank: 43, crd: 119696, firm: Colman Knight Advisory Group, LLC, city: Acton, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119696/; rank: 43, crd: 140967, firm: Cornerstone Financial Management LLC, city: Burlington, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140967/; rank: 43, crd: 144955, firm: Barry Investment Advisors, LLC, city: New Bedford, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144955/; rank: 43, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147082/; rank: 43, crd: 148216, firm: Peddock Capital Advisors, LLC, city: Braintree, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148216/; rank: 43, crd: 154732, firm: Sound View Financial Advisors, city: Walpole, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154732/; rank: 43, crd: 155080, firm: Cadence Wealth Management LLC, city: Westborough, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155080/; rank: 43, crd: 168779, firm: Assetgrade, LLC, city: Boston, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168779/; rank: 43, crd: 169093, firm: Shepherd Financial Partners, LLC, city: Winchester, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169093/; rank: 43, crd: 175277, firm: Flagship Private Wealth, city: Woburn, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175277/; rank: 43, crd: 285637, firm: Goodman Advisory Group, LLC, city: Needham, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285637/; rank: 43, crd: 285673, firm: Keenan Financial, city: Boston, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285673/; rank: 43, crd: 310716, firm: Impact Advisors Group, city: Duxbury, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310716/; rank: 43, crd: 316612, firm: Alliance Private Wealth, LLC, city: North Reading, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316612/; rank: 43, crd: 319355, firm: Tableaux Wealth, city: Great Barrington, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319355/; rank: 43, crd: 321026, firm: J.R. Prunier Capital Management LLC, city: Holden, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321026/; rank: 43, crd: 321881, firm: Fox Hill Wealth Management, city: Dedham, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321881/; rank: 43, crd: 327286, firm: Wood Wealth Group, LLC, city: Charlestown, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327286/; rank: 43, crd: 332076, firm: May Hill Capital, LLC, city: Cohasset, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332076/; rank: 43, crd: 343208, firm: Liberty Forge LLC, city: Boston, state: MA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343208/; rank: 65, crd: 104726, firm: Howland Capital Management LLC, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104726/; rank: 65, crd: 105679, firm: Darrow Wealth Management, city: Needham, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105679/; rank: 65, crd: 106109, firm: Choate Investment Advisors, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106109/; rank: 65, crd: 107327, firm: Cabot Wealth Management, city: Beverly, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107327/; rank: 65, crd: 107643, firm: Boston Research and Management, Inc., city: Manchester, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107643/; rank: 65, crd: 115119, firm: Welch & Forbes LLC, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115119/; rank: 65, crd: 117633, firm: Whitman Financial Services, LLC., city: North Reading, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117633/; rank: 65, crd: 119679, firm: Meridian Financial Advisors, LLC, city: Holliston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119679/; rank: 65, crd: 122021, firm: Proctor Financial, city: Sherborn, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122021/; rank: 65, crd: 125209, firm: TSW Wealth Management, city: Framingham, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125209/; rank: 65, crd: 128014, firm: Compass Planning Associates, Inc., city: Greenfield, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128014/; rank: 65, crd: 128547, firm: Gray Private Wealth, LLC, city: Canton, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128547/; rank: 65, crd: 128579, firm: Kaizerman & Associates, LLC, city: Natick, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128579/; rank: 65, crd: 128600, firm: Perennial Advisors Group, LLC, city: Westford, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128600/; rank: 65, crd: 128866, firm: Stonehearth Capital Management, city: Danvers, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128866/; rank: 65, crd: 129552, firm: New England Schooner, Inc., city: Peabody, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129552/; rank: 65, crd: 129996, firm: Beauport Financial Services, LLC, city: Gloucester, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129996/; rank: 65, crd: 130397, firm: Financial Solutions Associates, city: Dedham, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130397/; rank: 65, crd: 130601, firm: The Practical Planner, city: Groton, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130601/; rank: 65, crd: 141727, firm: Advanced Portfolio Design, LLC, city: Westford, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141727/; rank: 65, crd: 145200, firm: Global Vision Advisors, city: Norwell, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145200/; rank: 65, crd: 149180, firm: FG&G Financial Services, LLC, city: Danvers, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149180/; rank: 65, crd: 152952, firm: Delphinus Financial Advisors, LLC, city: Mansfield, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152952/; rank: 65, crd: 155528, firm: New Harbor Financial Group, LLC, city: Worcester, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155528/; rank: 65, crd: 156452, firm: Boston Standard Wealth Management, LLC, city: Winchester, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156452/; rank: 65, crd: 157424, firm: Balanced Rock Investment Advisors, city: Roslindale, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157424/; rank: 65, crd: 158388, firm: Genesis Wealth Advisors, LLC, city: Braintree, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158388/; rank: 65, crd: 165125, firm: Insight Financial Strategists, city: Newton, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165125/; rank: 65, crd: 168353, firm: Greenway Financial Advisors LLC, city: Burlington, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168353/; rank: 65, crd: 172369, firm: The Sher Wealth Management Group, city: Needham, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172369/; rank: 65, crd: 175118, firm: Woodside Wealth Management, city: Sudbury, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175118/; rank: 65, crd: 175372, firm: Beacon Financial Planning, Inc, city: Hyannis, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175372/; rank: 65, crd: 282041, firm: Prosperitea Planning, city: Greenfield, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282041/; rank: 65, crd: 282611, firm: Beck Bode LLC, city: Dedham, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282611/; rank: 65, crd: 282764, firm: Triple Summit Advisors, LLC, city: Newton, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282764/; rank: 65, crd: 282979, firm: TQM Wealth Partners, city: Marblehead, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282979/; rank: 65, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293675/; rank: 65, crd: 299060, firm: Boston Family Advisors LLC, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299060/; rank: 65, crd: 299335, firm: Catalyst Financial Partners, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299335/; rank: 65, crd: 308877, firm: Theory Planning Partners, city: Marblehead, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308877/; rank: 65, crd: 315798, firm: Wincap Financial LLC, city: Boston, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315798/; rank: 65, crd: 318908, firm: The Family Financial Group, city: Newton Centre, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318908/; rank: 65, crd: 321059, firm: Copper Beech Wealth Management, city: Mansfield, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321059/; rank: 65, crd: 325148, firm: Smarter Bear Financial Advisory, city: Swampscott, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325148/; rank: 65, crd: 330145, firm: Bristol Wealth Group, city: Taunton, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330145/; rank: 65, crd: 336573, firm: Park State Asset Management LLC, city: Beverly, state: MA, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336573/

## 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

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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/most-cfp-professionals/massachusetts/

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