City
Wealth management firms in Acton, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Acton, Massachusetts reported $968.4 million in regulatory assets under management; the largest by assets was RF&L Wealth Management, LLC, with $381.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $968.4 million
- Average per firm
- $193.7 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RF&L Wealth Management, LLC | SEC | $381.1 million | 463 |
| 2 | Sechrest Financial Services | SEC | $199.2 million | 344 |
| 3 | Colman Knight Advisory Group, LLC | SEC | $187.7 million | 441 |
| 4 | Foxglove Financial | State | $125.0 million | 15 |
| 5 | Bon Investments, LLC | State | $75.5 million | 92 |
Wealth management firms in Massachusetts, including every city.
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.