# Newest independent RIAs in Massachusetts

As of October 2, 2026, 71 West Capital Partners ranked #1 in Massachusetts in AdvisorIQ's ranking of newest independent RIAs, with $5.5 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Massachusetts
- firms_listed: 72
- rows: rank: 1, 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: 2, 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: 3, 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: 4, crd: 340011, firm: Tyler Street Capital, city: Plymouth, state: MA, value: 491523354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340011/; rank: 5, crd: 338225, firm: Arborstone Financial, LLC, city: Andover, state: MA, value: 476000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338225/; rank: 6, crd: 343208, firm: Liberty Forge LLC, city: Boston, state: MA, value: 250802244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343208/; rank: 7, crd: 342109, firm: 3D Advisor Group, Inc., city: Hopkinton, state: MA, value: 194318000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342109/; rank: 8, crd: 128811, firm: Ashwood Advisors, city: Medfield, state: MA, value: 126948136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128811/; rank: 9, crd: 282979, firm: TQM Wealth Partners, city: Marblehead, state: MA, value: 123716769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282979/; rank: 10, crd: 128409, firm: Condon Wealth Management, Inc., city: Plymouth, state: MA, value: 122106202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128409/; rank: 11, crd: 172374, firm: Boston Portfolio Advisers, city: Boston, state: MA, value: 121540818, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172374/; rank: 12, crd: 205511, firm: Greenport Capital Advisors, city: Marlborough, state: MA, value: 119177562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/205511/; rank: 13, crd: 132369, firm: Washington Financial Group, Inc., city: Osterville, state: MA, value: 119042191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132369/; rank: 14, crd: 311450, firm: South Shore Investment Services LLC, city: Norwell, state: MA, value: 117927211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311450/; rank: 15, crd: 168738, firm: Beyond Your Hammock LLC, city: Boston, state: MA, value: 115437648, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168738/; rank: 16, crd: 167576, firm: Signal Ridge Capital Partners, LLC, city: Framingham, state: MA, value: 113558122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167576/; rank: 17, crd: 288726, firm: Levenson Wealth LLC, city: Newtonville, state: MA, value: 111043500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288726/; rank: 18, crd: 297424, firm: O.F.O. Partners, LLC, city: Hingham, state: MA, value: 110005402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297424/; rank: 19, crd: 300007, firm: Renaissance Wealth Advisors, LLC, city: Newton, state: MA, value: 109897240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300007/; rank: 20, crd: 160019, firm: Quabbin Advisors, city: Amherst, state: MA, value: 109766450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160019/; rank: 21, crd: 282764, firm: Triple Summit Advisors, LLC, city: Newton, state: MA, value: 108473568, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282764/; rank: 22, crd: 339013, firm: Guided Wealth, LLC, city: Dartmouth, state: MA, value: 105320637, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339013/; rank: 23, crd: 325026, firm: Butterworth Financial LLC, city: Danvers, state: MA, value: 103300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325026/; rank: 24, crd: 298533, firm: Sequentis Capital LLC, city: Boston, state: MA, value: 101535976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298533/; rank: 25, crd: 327402, firm: Tax & Investment Advisors, city: Newburyport, state: MA, value: 101504000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327402/; rank: 26, crd: 336740, firm: Rise North Capital Investment Advisors, city: Braintree, state: MA, value: 50556312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336740/; rank: 27, crd: 339361, firm: MFT Wealth Management, city: Boston, state: MA, value: 30600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339361/; rank: 28, crd: 126621, firm: James D. Maxon Financial Advisors, LLC, city: Bedford, state: MA, value: 15096000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126621/; rank: 29, crd: 337833, firm: Hathaway Advisory, city: Arlington, state: MA, value: 10991750, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337833/; rank: 30, crd: 338718, firm: RMW Wealth Management, LLC, city: Westwood, state: MA, value: 9185857, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338718/; rank: 31, crd: 334325, firm: Standish Capital Management, LLC, city: Watertown, state: MA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334325/; rank: 32, crd: 318444, firm: Targeted Equity Consulting Group, city: Scituate, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318444/; rank: 32, crd: 322946, firm: Investegrity, city: Stoneham, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322946/; rank: 32, crd: 333388, firm: Pizarro Advisors, city: Taunton, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333388/; rank: 32, crd: 336794, firm: French and Skloff Investment Advisors, LLC, city: North Andover, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336794/; rank: 32, crd: 337958, firm: Dope CFO Wealth Management, city: Marshfield, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337958/; rank: 32, crd: 338248, firm: Value Financial Partners LLC, city: Dover, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338248/; rank: 32, crd: 338390, firm: Westmoor Wealth LLC, city: Boston, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338390/; rank: 32, crd: 338407, firm: LCW Planning and Investments, LLC, city: Lawrence, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338407/; rank: 32, crd: 338541, firm: First Step Financial, city: Boston, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338541/; rank: 32, crd: 338680, firm: Foster Strategic Wealth Partners, LLC, city: Rehoboth, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338680/; rank: 32, crd: 338692, firm: Shilla Advisory LLC, city: Marlborough, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338692/; rank: 32, crd: 338919, firm: Nexten FP, city: Hingham, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338919/; rank: 32, crd: 339061, firm: Eggz, city: Charlemont, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339061/; rank: 32, crd: 339523, firm: Forsman Financial Services, city: Rochdale, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339523/; rank: 32, crd: 339837, firm: Von Blucher Capital LLC, city: Arlington, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339837/; rank: 32, crd: 340187, firm: Eshel Bot, city: Burlington, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340187/; rank: 32, crd: 340360, firm: Base, city: West Newton, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340360/; rank: 32, crd: 340361, firm: Philosophe Financial, city: Wayland, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340361/; rank: 32, crd: 340438, firm: Rivermax Financial Planning LLC, city: Boston, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340438/; rank: 32, crd: 340459, firm: Rootson Capital LLC, city: North Andover, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340459/; rank: 32, crd: 340483, firm: R3I LLC, city: Cambridge, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340483/; rank: 32, crd: 340513, firm: JMD Financial Planning Inc., city: Somerset, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340513/; rank: 32, crd: 340514, firm: Takayoshi Wealth Management LLC, city: Newton, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340514/; rank: 32, crd: 340958, firm: Keystone Capital Advisors LLC, city: Auburn, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340958/; rank: 32, crd: 340995, firm: Lavoie Wealth Advisors LLC, city: Cambridge, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340995/; rank: 32, crd: 341058, firm: Faith and Family Wealth Management, city: Marlborough, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341058/; rank: 32, crd: 341437, firm: Augeo Wealth Management, city: Westwood, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341437/; rank: 32, crd: 341445, firm: Oltarion Capital LLC, city: Watertown, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341445/; rank: 32, crd: 341631, firm: Radius Capital Advisors, city: Concord, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341631/; rank: 32, crd: 342171, firm: Clearview Family Wealth, LLC, city: Peabody, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342171/; rank: 32, crd: 342207, firm: Reciprocal Wealth, LLC, city: Medfield, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342207/; rank: 32, crd: 342479, firm: Nashoba Valley Wealth Management, city: Stow, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342479/; rank: 32, crd: 342680, firm: Bartholomew & Company Wealth Management, LLC, city: Worcester, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342680/; rank: 32, crd: 342774, firm: Escalator Wealth Advisors, city: Cambridge, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342774/; rank: 32, crd: 342919, firm: Hirst Financial Independence Planning, Inc., city: Fall River, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342919/; rank: 32, crd: 343021, firm: Man Advisers LLC, city: Boston, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343021/; rank: 32, crd: 343055, firm: Vital Wealth Strategy, LLC, city: Princeton, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343055/; rank: 32, crd: 343128, firm: Harbor & Grow LLC, city: Boston, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343128/; rank: 32, crd: 343380, firm: Wright Financial, city: Rockland, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343380/; rank: 32, crd: 343945, firm: Kearing Capital LLC, city: Chatham, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343945/; rank: 32, crd: 344265, firm: Brookstone Wealth Management, Inc., city: Oxford, state: MA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344265/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/massachusetts/

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