# Independent RIAs with the most high net worth clients 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 high net worth clients, with 10,429.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.
- unit: count
- scope: Massachusetts
- firms_listed: 102
- rows: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, state: MA, value: 10429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284656/; rank: 2, crd: 156984, firm: Rwa Wealth Partners, city: Boston, state: MA, value: 3545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156984/; rank: 3, crd: 310873, firm: CW Advisors, LLC, city: Boston, state: MA, value: 3257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310873/; rank: 4, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, state: MA, value: 3214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107153/; rank: 5, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, state: MA, value: 2556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155733/; rank: 6, crd: 155186, firm: St. Germain Investment Management, city: Springfield, state: MA, value: 1909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155186/; rank: 7, crd: 109420, firm: Grimes & Company, city: Westborough, state: MA, value: 1783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109420/; rank: 8, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, state: MA, value: 1488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106223/; rank: 9, crd: 286243, firm: Crestwood Advisors, city: Boston, state: MA, value: 870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286243/; rank: 10, crd: 152583, firm: Bay Colony Advisors, city: Concord, state: MA, value: 864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152583/; rank: 11, crd: 288178, firm: Winthrop Wealth, city: Boston, state: MA, value: 743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288178/; rank: 12, crd: 318662, firm: Armstrong Advisory Group Inc., city: Needham, state: MA, value: 741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318662/; rank: 13, crd: 300282, firm: Foster Dykema Cabot & Partners, LLC, city: Waltham, state: MA, value: 718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300282/; rank: 14, crd: 107327, firm: Cabot Wealth Management, city: Beverly, state: MA, value: 636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107327/; rank: 15, crd: 105051, firm: Northeast Investment Management Inc, city: Boston, state: MA, value: 549, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105051/; rank: 16, crd: 137342, firm: Reynders, McVeigh Capital Management, LLC, city: Boston, state: MA, value: 545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137342/; rank: 17, crd: 106109, firm: Choate Investment Advisors, city: Boston, state: MA, value: 519, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106109/; rank: 18, crd: 283549, firm: Moody, Lynn, Lieberson & Walker, LLC, city: Boston, state: MA, value: 503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283549/; rank: 19, crd: 132481, firm: O'Rourke & Company, Incorporated, city: Boston, state: MA, value: 494, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132481/; rank: 20, crd: 122258, firm: SCS Capital Management LLC, city: Boston, state: MA, value: 491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122258/; rank: 21, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, state: MA, value: 483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174697/; rank: 22, crd: 115119, firm: Welch & Forbes LLC, city: Boston, state: MA, value: 478, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115119/; rank: 23, crd: 107768, firm: Msa Financial, city: Braintree, state: MA, value: 474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107768/; rank: 23, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, state: MA, value: 474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310327/; rank: 25, crd: 165269, firm: Zevin Asset Management, LLC, city: Boston, state: MA, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165269/; rank: 26, crd: 167893, firm: Byrne Financial Freedom, LLC, city: Franklin, state: MA, value: 378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167893/; rank: 27, crd: 172470, firm: The Patriot Financial Group, LLC, city: Walpole, state: MA, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172470/; rank: 28, crd: 105343, firm: Baldwin Wealth Partners, LLC, city: Marion, state: MA, value: 366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105343/; rank: 29, crd: 160294, firm: Claro Advisors Inc., city: Boston, state: MA, value: 362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160294/; rank: 30, crd: 107422, firm: J.M. Forbes & Co. LLP, city: Boston, state: MA, value: 356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107422/; rank: 31, crd: 105012, firm: Wingate Wealth Advisors, Inc., city: Lexington, state: MA, value: 355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105012/; rank: 32, crd: 299335, firm: Catalyst Financial Partners, city: Boston, state: MA, value: 347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299335/; rank: 33, crd: 322925, firm: Beaumont Financial Partners, city: Needham, state: MA, value: 345, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322925/; rank: 34, crd: 169093, firm: Shepherd Financial Partners, LLC, city: Winchester, state: MA, value: 344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169093/; rank: 35, crd: 152802, firm: Ballentine Partners, city: Waltham, state: MA, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152802/; rank: 36, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, state: MA, value: 338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133790/; rank: 37, crd: 124873, firm: Berkshire Money Management, Inc., city: Dalton, state: MA, value: 335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124873/; rank: 38, crd: 105060, firm: Penobscot Investment Management Company, Inc., city: Boston, state: MA, value: 317, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105060/; rank: 39, crd: 156208, firm: M3 Advisory Group, LLC, city: Dover, state: MA, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156208/; rank: 40, crd: 163986, firm: Montis Financial, LLC, city: Waltham, state: MA, value: 303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163986/; rank: 41, crd: 105062, firm: TFC Financial Management Inc, city: Boston, state: MA, value: 302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105062/; rank: 41, crd: 110026, firm: S & Co., Inc., city: Boston, state: MA, value: 302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110026/; rank: 41, crd: 144235, firm: 93 Financial Group, LLC, city: Woburn, state: MA, value: 302, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144235/; rank: 44, crd: 154311, firm: McNamara Financial Services, Inc., city: Marshfield, state: MA, value: 298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154311/; rank: 45, crd: 108467, firm: Ironwood Investment Management, LLC, city: Boston, state: MA, value: 288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108467/; rank: 46, crd: 155528, firm: New Harbor Financial Group, LLC, city: Worcester, state: MA, value: 282, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155528/; rank: 47, crd: 130143, firm: Pearson Financial Services, city: Dennis, state: MA, value: 275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130143/; rank: 48, crd: 175277, firm: Flagship Private Wealth, city: Woburn, state: MA, value: 269, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175277/; rank: 49, crd: 155436, firm: Empirical Asset Management, LLC, city: Wellesley, state: MA, value: 267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155436/; rank: 50, crd: 328503, firm: Stablepoint Partners, LLC, city: Braintree, state: MA, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328503/; rank: 51, crd: 134045, firm: Eagleclaw Capital Management LLC, city: Boston, state: MA, value: 258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134045/; rank: 52, crd: 107141, firm: Boston Family Office LLC, city: Boston, state: MA, value: 245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107141/; rank: 52, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, state: MA, value: 245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147082/; rank: 54, crd: 104549, firm: Middleton & Company Inc., city: Boston, state: MA, value: 238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104549/; rank: 55, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, state: MA, value: 233, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293675/; rank: 56, crd: 105365, firm: Pinney & Scofield, Inc., city: Cambridge, state: MA, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105365/; rank: 56, crd: 289725, firm: Stage Harbor Financial, city: Westwood, state: MA, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289725/; rank: 58, crd: 131962, firm: Flagship Wealth Advisors, LLC., city: Wakefield, state: MA, value: 217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131962/; rank: 59, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, state: MA, value: 215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327269/; rank: 60, crd: 285637, firm: Goodman Advisory Group, LLC, city: Needham, state: MA, value: 212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285637/; rank: 61, crd: 152482, firm: Sandy Cove Advisors, LLC, city: Hingham, state: MA, value: 205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152482/; rank: 61, crd: 291996, firm: Kelly Financial Services LLC, city: Braintree, state: MA, value: 205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291996/; rank: 63, crd: 156698, firm: Centerpoint Advisors, LLC, city: Needham, state: MA, value: 201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156698/; rank: 64, crd: 317321, firm: Carr Financial Group, city: Worcester, state: MA, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317321/; rank: 65, crd: 3394, firm: Carl P. Sherr & Co., LLC, city: Worcester, state: MA, value: 187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3394/; rank: 66, crd: 338797, firm: Canby Financial Advisors, city: Framingham, state: MA, value: 184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338797/; rank: 67, crd: 144955, firm: Barry Investment Advisors, LLC, city: New Bedford, state: MA, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144955/; rank: 68, crd: 104913, firm: Wilkins Investment Counsel, Inc, city: Boston, state: MA, value: 177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104913/; rank: 68, crd: 156452, firm: Boston Standard Wealth Management, LLC, city: Winchester, state: MA, value: 177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156452/; rank: 70, crd: 282611, firm: Beck Bode LLC, city: Dedham, state: MA, value: 174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282611/; rank: 71, crd: 299632, firm: Real World Financial Planning, LLC, city: Chestnut Hill, state: MA, value: 172, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299632/; rank: 72, crd: 133813, firm: West Branch Capital LLC, city: Amherst, state: MA, value: 171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133813/; rank: 73, crd: 108030, firm: White Lighthouse Investment Management, Inc., city: Bedford, state: MA, value: 170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108030/; rank: 74, crd: 143750, firm: Birch Hill Investment Advisors LLC, city: Boston, state: MA, value: 169, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143750/; rank: 75, crd: 338756, firm: 71 West Capital Partners, city: Boston, state: MA, value: 167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338756/; rank: 76, crd: 110559, firm: Peak Financial Management Inc, city: Wellesley, state: MA, value: 161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110559/; rank: 77, crd: 165738, firm: Commons Capital, LLC, city: Needham, state: MA, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165738/; rank: 77, crd: 304176, firm: Family Partners Capital, LLC, city: Hamilton, state: MA, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304176/; rank: 79, crd: 110043, firm: American Investment Services Inc, city: Great Barrington, state: MA, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110043/; rank: 80, crd: 338225, firm: Arborstone Financial, LLC, city: Andover, state: MA, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338225/; rank: 81, crd: 128547, firm: Gray Private Wealth, LLC, city: Canton, state: MA, value: 152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128547/; rank: 82, crd: 155188, firm: Sippican Capital Advisors, city: Boston, state: MA, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155188/; rank: 83, crd: 111908, firm: Monument Group Wealth Advisors, LLC, city: Concord, state: MA, value: 149, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111908/; rank: 84, crd: 127625, firm: Aequitas Investment Advisors, LLC, city: Hingham, state: MA, value: 147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127625/; rank: 84, crd: 282268, firm: Bostonpremier Wealth, city: Hingham, state: MA, value: 147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282268/; rank: 86, crd: 343208, firm: Liberty Forge LLC, city: Boston, state: MA, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343208/; rank: 87, crd: 104726, firm: Howland Capital Management LLC, city: Boston, state: MA, value: 145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104726/; rank: 88, crd: 281045, firm: Great Oak Capital Partners, LLC, city: South Easton, state: MA, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281045/; rank: 88, crd: 290070, firm: Little House Capital, LLC, city: Braintree, state: MA, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290070/; rank: 90, crd: 112323, firm: Compass Capital Corporation, city: Braintree, state: MA, value: 143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112323/; rank: 90, crd: 138538, firm: Marble Harbor Investment Counsel, LLC, city: Boston, state: MA, value: 143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138538/; rank: 92, crd: 110662, firm: Woodstock Corporation, city: Boston, state: MA, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110662/; rank: 92, crd: 164646, firm: Aaf Wealth Management, LLC, city: Westborough, state: MA, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164646/; rank: 94, crd: 104740, firm: Safford Nicholas H & Co Inc, city: Rockport, state: MA, value: 136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104740/; rank: 94, crd: 105004, firm: Schwerin Boyle Capital Management, Inc, city: Springfield, state: MA, value: 136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105004/; rank: 94, crd: 163793, firm: Single Point Partners, city: Boston, state: MA, value: 136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163793/; rank: 97, crd: 335792, firm: Strategic Wealth Management LLC, city: South Natick, state: MA, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335792/; rank: 98, crd: 158528, firm: RPG Family Wealth Advisory, LLC, city: Burlington, state: MA, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158528/; rank: 99, crd: 110836, firm: Excalibur Management Corp, city: Waltham, state: MA, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110836/; rank: 99, crd: 128866, firm: Stonehearth Capital Management, city: Danvers, state: MA, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128866/; rank: 99, crd: 175372, firm: Beacon Financial Planning, Inc, city: Hyannis, state: MA, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175372/; rank: 99, crd: 337504, firm: Rothwell Investment Advisors, city: Salem, state: MA, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337504/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/massachusetts/

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