City
Wealth management firms in Concord, Massachusetts
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Concord, Massachusetts reported $3.2 billion in regulatory assets under management; the largest by assets was Bay Colony Advisors, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $201.0 million
- SEC-registered, of those listed
- 6 of 16 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bay Colony Advisors | SEC | $1.4 billion | 4,340 |
| 2 | Monument Group Wealth Advisors, LLC | SEC | $678.9 million | 702 |
| 3 | Mindoro Capital Partners LLC | SEC | $226.4 million | 93 |
| 4 | Concordia Wealth Management, LLC | SEC | $197.1 million | 116 |
| 5 | Cape Ann Capital, Inc. | SEC | $193.0 million | 549 |
| 6 | Concord Atlantic, Inc. | SEC | $145.0 million | 50 |
| 7 | Chilmark Wealth Management LLC | State | $88.7 million | 159 |
| 8 | Spencer Brook Asset Management, LLC | State | $88.0 million | 22 |
| 9 | Heritage Financial Network, Inc. | State | $85.0 million | 37 |
| 10 | Meeting House Capital, LLC | State | $30.3 million | 32 |
| 11 | Freya Financial Services | State | $25.1 million | 63 |
| 12 | Avk Partners | State | $11.3 million | 15 |
| 13 | Neumeier Capital Management, Inc | State | $6.7 million | 39 |
| 14 | Aspire Financial Advisors, Inc. | State | $4.9 million | 24 |
| 15 | Duffield Financial Group | State | $0 | 0 |
| 16 | Radius Capital Advisors | 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.