City
Wealth management firms in Boston, Massachusetts
As of October 2, 2026, 116 wealth management firms, including broker-dealer firms, with their main office in Boston, Massachusetts reported $235.9 billion in regulatory assets under management; the largest by assets was SCS Capital Management LLC, with $48.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 116
- Regulatory assets under management
- $235.9 billion
- Average per firm
- $2.0 billion
- SEC-registered, of those listed
- 77 of 100 (77.0%)
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 | Moors & Cabot, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.0 billion | 5,596 |
| 15 | Castle Rock Advisors LLC | SEC | $3.9 billion | 46 |
| 16 | Howland Capital Management LLC | SEC | $3.7 billion | 2,010 |
| 17 | Flagship Harbor Advisors, LLC | SEC | $3.4 billion | 12,815 |
| 18 | Northeast Investment Management Inc | SEC | $3.3 billion | 1,651 |
| 19 | Santander Securities Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.1 billion | 11,152 |
| 20 | Winthrop Wealth | SEC | $3.1 billion | 4,369 |
| 21 | SVB Wealth Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.1 billion | 2,623 |
| 22 | Birch Hill Investment Advisors LLC | SEC | $2.9 billion | 1,388 |
| 23 | S & Co., Inc. | SEC | $2.5 billion | 383 |
| 24 | Nichols & Pratt Advisers LLP | SEC | $2.4 billion | 642 |
| 25 | Moody, Lynn, Lieberson & Walker, LLC | SEC | $2.4 billion | 1,056 |
| 26 | John Hancock Personal Financial Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.2 billion | 35,589 |
| 27 | Minot Deblois Advisors LLC | SEC | $2.0 billion | 621 |
| 28 | Boston Family Office LLC | SEC | $2.0 billion | 816 |
| 29 | TFC Financial Management Inc | SEC | $1.8 billion | 1,619 |
| 30 | Catalyst Financial Partners | SEC | $1.7 billion | 1,373 |
| 31 | J.M. Forbes & Co. LLP | SEC | $1.7 billion | 1,076 |
| 32 | Penobscot Investment Management Company, Inc. | SEC | $1.6 billion | 845 |
| 33 | Claro Advisors Inc. | SEC | $1.4 billion | 3,161 |
| 34 | Marble Harbor Investment Counsel, LLC | SEC | $1.3 billion | 543 |
| 35 | Woodstock Corporation | SEC | $1.3 billion | 577 |
| 36 | Middleton & Company Inc. | SEC | $1.2 billion | 613 |
| 37 | Wilkins Investment Counsel, Inc | SEC | $1.1 billion | 212 |
| 38 | Zevin Asset Management, LLC | SEC | $1.0 billion | 769 |
| 39 | Eagleclaw Capital Management LLC | SEC | $896.2 million | 321 |
| 40 | J.P. Marvel Wealth Management, Inc. | SEC | $820.7 million | 135 |
| 41 | Clear Brook Advisors, Inc. | SEC | $817.8 million | 27 |
| 42 | Northstar Asset Management, Inc | SEC | $805.9 million | 517 |
| 43 | Great Point Wealth Advisors, LLC | SEC | $725.8 million | 1,218 |
| 44 | Siharum Advisors, LLC | SEC | $687.5 million | 353 |
| 45 | Single Point Partners | SEC | $641.3 million | 1,096 |
| 46 | Timber Creek Capital Management, LLC | SEC | $636.8 million | 235 |
| 47 | Riverview Capital Advisers LLC | SEC | $624.1 million | 590 |
| 48 | Hoopoe Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $610.0 million | 626 |
| 49 | O'Rourke & Company, Incorporated | SEC | $555.1 million | 738 |
| 50 | Wealth Effects | SEC | $472.0 million | 988 |
| 51 | McCarter Private Wealth Services LLC | SEC | $427.7 million | 199 |
| 52 | Mad River Investors | SEC | $403.5 million | 140 |
| 53 | Clarendon Private LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $352.1 million | 231 |
| 54 | Assetgrade, LLC | SEC | $337.7 million | 739 |
| 55 | Boston Family Advisors LLC | SEC | $329.7 million | 198 |
| 56 | Purefi Wealth, LLC | SEC | $326.4 million | 98 |
| 57 | Sawyer & Co Inc | SEC | $320.1 million | 232 |
| 58 | Marathon Financial Group | SEC | $307.8 million | 656 |
| 59 | Ironwood Investment Management, LLC | SEC | $278.2 million | 289 |
| 60 | South Shore Capital Advisors, LLC | SEC | $272.8 million | 250 |
| 61 | Liberty Forge LLC | SEC | $250.8 million | 358 |
| 62 | Atwater Wealth Management, Inc. | SEC | $248.2 million | 322 |
| 63 | Wincap Financial LLC | SEC | $223.1 million | 624 |
| 64 | Colrain Capital LLC | SEC | $222.2 million | 87 |
| 65 | Mason Capital Partners | SEC | $210.6 million | 300 |
| 66 | Osbon Capital Management, LLC | SEC | $205.3 million | 240 |
| 67 | Keenan Financial | SEC | $202.5 million | 1,924 |
| 68 | Sippican Capital Advisors | SEC | $175.0 million | 150 |
| 69 | Levatus LLC | SEC | $173.9 million | 235 |
| 70 | Broadwater Capital Management LLC | SEC | $161.0 million | 94 |
| 71 | Radius Wealth Management, Inc. | SEC | $158.7 million | 300 |
| 72 | Boston Portfolio Advisers | SEC | $121.5 million | 383 |
| 73 | Beyond Your Hammock LLC | SEC | $115.4 million | 369 |
| 74 | Sequentis Capital LLC | SEC | $101.5 million | 226 |
| 75 | Timbuktu Capital Management, LLC | SEC | $98.6 million | 344 |
| 76 | L.F. Howard Associates Inc | State | $96.9 million | 30 |
| 77 | Nathanael R. Brayton, CFA | State | $96.8 million | 19 |
| 78 | Bounty Management Corp | State | $89.5 million | 99 |
| 79 | Downey Capital Management, Inc. | State | $86.9 million | 28 |
| 80 | Wakely Investment Management | State | $86.7 million | 130 |
| 81 | Heritage House Asset Management | State | $72.9 million | 55 |
| 82 | Epogee Capital Management, LLC | SEC | $71.8 million | 4 |
| 83 | Evergreen Wealth Management | State | $62.5 million | 124 |
| 84 | Arcvest, LLC | State | $56.0 million | 78 |
| 85 | Sterling Oak Advisors | State | $47.5 million | 36 |
| 86 | Brave Boat Capital Advisors | State | $47.0 million | 81 |
| 87 | Lighthouse Capital, LLC | State | $44.5 million | 128 |
| 88 | Panos Financial Partners, LLC | State | $42.0 million | 134 |
| 89 | Woodland Investment Consulting LLC | State | $34.7 million | 44 |
| 90 | MFT Wealth Management | SEC | $30.6 million | 29 |
| 91 | Cranston Capital Management, LLC | State | $27.5 million | 77 |
| 92 | Jadim Wealth Management, LLC | State | $25.9 million | 87 |
| 93 | Lebed Asset Management LLC | State | $24.2 million | 13 |
| 94 | Bowditch Advisory Services, LP | State | $22.0 million | 6 |
| 95 | Gilbert Investment Management | State | $17.9 million | 54 |
| 96 | Convergent Capital Partners, LLC | State | $17.1 million | 18 |
| 97 | Marcus Capital Management, Inc. | State | $9.9 million | 2 |
| 98 | Cherrywood Private Capital, LLC | State | $7.1 million | 14 |
| 99 | Spotlight Investment LLC | State | $7.0 million | 22 |
| 100 | Oshima & Associates | State | $5.5 million | 15 |
Showing the 100 largest of 116 firms. Search by name to find another.
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.