City
Independent RIAs in Boston, Massachusetts
As of October 2, 2026, 110 independent wealth management RIAs with their main office in Boston, Massachusetts reported $222.5 billion in regulatory assets under management; the largest by assets was SCS Capital Management LLC, with $48.7 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 110
- Regulatory assets under management
- $222.5 billion
- Average per firm
- $2.0 billion
- SEC-registered, of those listed
- 72 of 100 (72.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | SCS Capital Management LLC | SEC | $48.7 billion | 713 |
| 2 | Rwa Wealth Partners | SEC | $19.8 billion | 19,649 |
| 3 | CW Advisors, LLC | SEC | $15.2 billion | 23,756 |
| 4 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | SEC | $12.8 billion | 3,293 |
| 5 | Choate Investment Advisors | SEC | $10.0 billion | 4,009 |
| 6 | Welch & Forbes LLC | SEC | $9.9 billion | 3,734 |
| 7 | Battery Global Advisors, LLC | SEC | $8.4 billion | 142 |
| 8 | Cambridge Associates Limited, LLC | SEC | $8.2 billion | 32 |
| 9 | Crestwood Advisors | SEC | $8.0 billion | 6,710 |
| 10 | The Bollard Group LLC | SEC | $6.7 billion | 490 |
| 11 | 71 West Capital Partners | SEC | $5.5 billion | 173 |
| 12 | Twin Focus Capital Partners, LLC | SEC | $4.6 billion | 77 |
| 13 | Reynders, McVeigh Capital Management, LLC | SEC | $4.2 billion | 749 |
| 14 | Castle Rock Advisors LLC | SEC | $3.9 billion | 46 |
| 15 | Howland Capital Management LLC | SEC | $3.7 billion | 2,010 |
| 16 | Flagship Harbor Advisors, LLC | SEC | $3.4 billion | 12,815 |
| 17 | Northeast Investment Management Inc | SEC | $3.3 billion | 1,651 |
| 18 | Winthrop Wealth | SEC | $3.1 billion | 4,369 |
| 19 | Birch Hill Investment Advisors LLC | SEC | $2.9 billion | 1,388 |
| 20 | S & Co., Inc. | SEC | $2.5 billion | 383 |
| 21 | Nichols & Pratt Advisers LLP | SEC | $2.4 billion | 642 |
| 22 | Moody, Lynn, Lieberson & Walker, LLC | SEC | $2.4 billion | 1,056 |
| 23 | Minot Deblois Advisors LLC | SEC | $2.0 billion | 621 |
| 24 | Boston Family Office LLC | SEC | $2.0 billion | 816 |
| 25 | TFC Financial Management Inc | SEC | $1.8 billion | 1,619 |
| 26 | Catalyst Financial Partners | SEC | $1.7 billion | 1,373 |
| 27 | J.M. Forbes & Co. LLP | SEC | $1.7 billion | 1,076 |
| 28 | Penobscot Investment Management Company, Inc. | SEC | $1.6 billion | 845 |
| 29 | Claro Advisors Inc. | SEC | $1.4 billion | 3,161 |
| 30 | Marble Harbor Investment Counsel, LLC | SEC | $1.3 billion | 543 |
| 31 | Woodstock Corporation | SEC | $1.3 billion | 577 |
| 32 | Middleton & Company Inc. | SEC | $1.2 billion | 613 |
| 33 | Wilkins Investment Counsel, Inc | SEC | $1.1 billion | 212 |
| 34 | Zevin Asset Management, LLC | SEC | $1.0 billion | 769 |
| 35 | Eagleclaw Capital Management LLC | SEC | $896.2 million | 321 |
| 36 | J.P. Marvel Wealth Management, Inc. | SEC | $820.7 million | 135 |
| 37 | Clear Brook Advisors, Inc. | SEC | $817.8 million | 27 |
| 38 | Northstar Asset Management, Inc | SEC | $805.9 million | 517 |
| 39 | Great Point Wealth Advisors, LLC | SEC | $725.8 million | 1,218 |
| 40 | Siharum Advisors, LLC | SEC | $687.5 million | 353 |
| 41 | Single Point Partners | SEC | $641.3 million | 1,096 |
| 42 | Timber Creek Capital Management, LLC | SEC | $636.8 million | 235 |
| 43 | Riverview Capital Advisers LLC | SEC | $624.1 million | 590 |
| 44 | O'Rourke & Company, Incorporated | SEC | $555.1 million | 738 |
| 45 | Wealth Effects | SEC | $472.0 million | 988 |
| 46 | McCarter Private Wealth Services LLC | SEC | $427.7 million | 199 |
| 47 | Mad River Investors | SEC | $403.5 million | 140 |
| 48 | Assetgrade, LLC | SEC | $337.7 million | 739 |
| 49 | Boston Family Advisors LLC | SEC | $329.7 million | 198 |
| 50 | Purefi Wealth, LLC | SEC | $326.4 million | 98 |
| 51 | Sawyer & Co Inc | SEC | $320.1 million | 232 |
| 52 | Marathon Financial Group | SEC | $307.8 million | 656 |
| 53 | Ironwood Investment Management, LLC | SEC | $278.2 million | 289 |
| 54 | South Shore Capital Advisors, LLC | SEC | $272.8 million | 250 |
| 55 | Liberty Forge LLC | SEC | $250.8 million | 358 |
| 56 | Atwater Wealth Management, Inc. | SEC | $248.2 million | 322 |
| 57 | Wincap Financial LLC | SEC | $223.1 million | 624 |
| 58 | Colrain Capital LLC | SEC | $222.2 million | 87 |
| 59 | Mason Capital Partners | SEC | $210.6 million | 300 |
| 60 | Osbon Capital Management, LLC | SEC | $205.3 million | 240 |
| 61 | Keenan Financial | SEC | $202.5 million | 1,924 |
| 62 | Sippican Capital Advisors | SEC | $175.0 million | 150 |
| 63 | Levatus LLC | SEC | $173.9 million | 235 |
| 64 | Broadwater Capital Management LLC | SEC | $161.0 million | 94 |
| 65 | Radius Wealth Management, Inc. | SEC | $158.7 million | 300 |
| 66 | Boston Portfolio Advisers | SEC | $121.5 million | 383 |
| 67 | Beyond Your Hammock LLC | SEC | $115.4 million | 369 |
| 68 | Sequentis Capital LLC | SEC | $101.5 million | 226 |
| 69 | Timbuktu Capital Management, LLC | SEC | $98.6 million | 344 |
| 70 | L.F. Howard Associates Inc | State | $96.9 million | 30 |
| 71 | Nathanael R. Brayton, CFA | State | $96.8 million | 19 |
| 72 | Bounty Management Corp | State | $89.5 million | 99 |
| 73 | Downey Capital Management, Inc. | State | $86.9 million | 28 |
| 74 | Wakely Investment Management | State | $86.7 million | 130 |
| 75 | Heritage House Asset Management | State | $72.9 million | 55 |
| 76 | Epogee Capital Management, LLC | SEC | $71.8 million | 4 |
| 77 | Evergreen Wealth Management | State | $62.5 million | 124 |
| 78 | Arcvest, LLC | State | $56.0 million | 78 |
| 79 | Sterling Oak Advisors | State | $47.5 million | 36 |
| 80 | Brave Boat Capital Advisors | State | $47.0 million | 81 |
| 81 | Lighthouse Capital, LLC | State | $44.5 million | 128 |
| 82 | Panos Financial Partners, LLC | State | $42.0 million | 134 |
| 83 | Woodland Investment Consulting LLC | State | $34.7 million | 44 |
| 84 | MFT Wealth Management | SEC | $30.6 million | 29 |
| 85 | Cranston Capital Management, LLC | State | $27.5 million | 77 |
| 86 | Jadim Wealth Management, LLC | State | $25.9 million | 87 |
| 87 | Lebed Asset Management LLC | State | $24.2 million | 13 |
| 88 | Bowditch Advisory Services, LP | State | $22.0 million | 6 |
| 89 | Gilbert Investment Management | State | $17.9 million | 54 |
| 90 | Convergent Capital Partners, LLC | State | $17.1 million | 18 |
| 91 | Marcus Capital Management, Inc. | State | $9.9 million | 2 |
| 92 | Cherrywood Private Capital, LLC | State | $7.1 million | 14 |
| 93 | Spotlight Investment LLC | State | $7.0 million | 22 |
| 94 | Oshima & Associates | State | $5.5 million | 15 |
| 95 | Barth Capital LLC | State | $3.6 million | 14 |
| 96 | Grail Capital LLC | State | $3.3 million | 3 |
| 97 | Marvin Capital | State | $2.7 million | 12 |
| 98 | Claritas Advisors, LLC | State | $2.3 million | 15 |
| 99 | Stackwell | SEC | $2.3 million | 3,924 |
| 100 | Fleetstar Financial | State | $1.1 million | 8 |
Showing the 100 largest of 110 firms. Search by name to find another.
Independent RIAs 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.