City
Independent RIAs in Braintree, Massachusetts
As of October 2, 2026, 17 independent wealth management RIAs with their main office in Braintree, Massachusetts reported $11.8 billion in regulatory assets under management; the largest by assets was Pallas Capital Advisors, LLC, with $4.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 17
- Regulatory assets under management
- $11.8 billion
- Average per firm
- $693.0 million
- SEC-registered, of those listed
- 12 of 17 (70.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pallas Capital Advisors, LLC | SEC | $4.3 billion | 4,210 |
| 2 | Msa Financial | SEC | $1.4 billion | 3,271 |
| 3 | MG Financial LLC | SEC | $1.1 billion | 137 |
| 4 | Stablepoint Partners, LLC | SEC | $930.0 million | 2,146 |
| 5 | Peddock Capital Advisors, LLC | SEC | $836.2 million | 500 |
| 6 | Compass Capital Corporation | SEC | $695.5 million | 1,318 |
| 7 | Little House Capital, LLC | SEC | $675.2 million | 722 |
| 8 | Kelly Financial Services LLC | SEC | $623.6 million | 3,094 |
| 9 | Napier Financial | SEC | $587.9 million | 993 |
| 10 | Kraematon Investment Advisors, Inc. | SEC | $201.5 million | 476 |
| 11 | Genesis Wealth Advisors, LLC | SEC | $200.1 million | 564 |
| 12 | Rise North Capital Investment Advisors | SEC | $50.6 million | 408 |
| 13 | Najarian Financial LLC | State | $48.4 million | 199 |
| 14 | Generations Retirement Group, LLC | State | $37.7 million | 194 |
| 15 | Tga Capital Management | State | $32.6 million | 125 |
| 16 | Dreamfield Planning Group, LLC | State | $9.7 million | 44 |
| 17 | Legacy Investment Advisors Inc. | State | $5.8 million | 10 |
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.