City
Wealth management firms in Cambridge, Massachusetts
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Cambridge, Massachusetts reported $7.5 billion in regulatory assets under management; the largest by assets was GC Wealth Management RIA, LLC, with $5.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $7.5 billion
- Average per firm
- $372.7 million
- SEC-registered, of those listed
- 4 of 20 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | GC Wealth Management RIA, LLC | SEC | $5.8 billion | 1,731 |
| 2 | Pinney & Scofield, Inc. | SEC | $858.7 million | 1,256 |
| 3 | Etre LLC | SEC | $216.8 million | 222 |
| 4 | Bradyco Financial | SEC | $176.7 million | 87 |
| 5 | Steven Ayers & Company | State | $88.6 million | 149 |
| 6 | East Horizon Investments | State | $63.5 million | 87 |
| 7 | Kendall Wealth LLC | State | $62.0 million | 94 |
| 8 | Davinci Capital Management 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. | State | $60.3 million | 102 |
| 9 | Ellisville Harbour Partners | State | $25.0 million | 17 |
| 10 | Tanin, Tunc | State | $15.6 million | 83 |
| 11 | Wealthmind Financial Planning | State | $15.5 million | 41 |
| 12 | Peabody River Asset Management, LLC | State | $12.9 million | 20 |
| 13 | Weiss Financial Advisors, LLC | State | $12.3 million | 11 |
| 14 | Centre Street Cambridge Corporation | State | $9.1 million | 7 |
| 15 | Cip Capital Management, LLC | State | $2.6 million | 8 |
| 16 | Viraj Capital, LLC | State | $845,679 | 8 |
| 17 | Escalator Wealth Advisors | State | $0 | 0 |
| 18 | Fisher Financial Strategies | State | $0 | 0 |
| 19 | Lavoie Wealth Advisors LLC | State | $0 | 0 |
| 20 | R3I 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.