City
Wealth management firms in Arlington, Massachusetts
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Arlington, Massachusetts reported $133.8 million in regulatory assets under management; the largest by assets was Neiman & Associates Financial Services, LLC, with $37.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $133.8 million
- Average per firm
- $19.1 million
- SEC-registered, of those listed
- 0 of 7 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Neiman & Associates Financial Services, LLC | State | $37.0 million | 92 |
| 2 | Black Diamond Financial Planning, LLC | State | $36.2 million | 10 |
| 3 | Arlington Investment Advisors | State | $24.0 million | 99 |
| 4 | Stardust Wealth Strategies | State | $23.1 million | 91 |
| 5 | Hathaway Advisory | State | $11.0 million | 1 |
| 6 | Aztec Capital LLC | State | $2.4 million | 20 |
| 7 | Von Blucher Capital LLC | 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.