City
Wealth management firms in Brookline, Massachusetts
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Brookline, Massachusetts reported $70.9 million in regulatory assets under management; the largest by assets was Mendoza Wealth Management, with $28.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $70.9 million
- Average per firm
- $8.9 million
- SEC-registered, of those listed
- 0 of 8 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mendoza Wealth Management | State | $28.8 million | 41 |
| 2 | Collaborative Financial Solutions LLC | State | $14.0 million | 90 |
| 3 | Nubian Square Investment Advisors, LLC | State | $13.0 million | 34 |
| 4 | Simansky Investments, LLC | State | $7.1 million | 10 |
| 5 | White Pine Advisory LLC | State | $5.9 million | 29 |
| 6 | Vesta Investment Advisors, LLC | State | $1.7 million | 3 |
| 7 | Beyond Borders Investment Strategies, LLC | State | $482,568 | 4 |
| 8 | Stein Financial Advisory | 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.