City
Wealth management firms in Andover, Massachusetts
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Andover, Massachusetts reported $1.5 billion in regulatory assets under management; the largest by assets was Arborstone Financial, LLC, with $476.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $153.8 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Arborstone Financial, LLC | SEC | $476.0 million | 1,645 |
| 2 | Cox Capital Management LLC | SEC | $361.0 million | 579 |
| 3 | Abbot Financial Management, Inc | SEC | $358.9 million | 534 |
| 4 | Mittelman Wealth Management | SEC | $204.6 million | 93 |
| 5 | Launch Financial Planning | State | $49.8 million | 234 |
| 6 | Sentry Financial Planning, LLC | State | $49.4 million | 145 |
| 7 | Fair Weather Strategies LLC | State | $27.9 million | 51 |
| 8 | Garch Capital LLC | State | $7.8 million | 17 |
| 9 | DLC Wealth Management | State | $2.7 million | 26 |
| 10 | Bostonnorth Financial Services, Inc. | State | $0 | 0 |
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.