City
Independent RIAs in Charlestown, Massachusetts
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Charlestown, Massachusetts reported $221.9 million in regulatory assets under management; the largest by assets was Belmont Financial, LLC, with $92.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $221.9 million
- Average per firm
- $37.0 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Belmont Financial, LLC | State | $92.6 million | 64 |
| 2 | Wood Wealth Group, LLC | State | $56.3 million | 373 |
| 3 | Vista Way Advisors | State | $49.7 million | 125 |
| 4 | Investor Resources Inc | State | $18.4 million | 20 |
| 5 | Onboard Financial Management, LLC | State | $4.9 million | 51 |
| 6 | Monument Asset Management, LLC | State | $0 | 0 |
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.