City
Independent RIAs in Danvers, Massachusetts
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Danvers, Massachusetts reported $944.5 million in regulatory assets under management; the largest by assets was Stonehearth Capital Management, with $425.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $944.5 million
- Average per firm
- $134.9 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Stonehearth Capital Management | SEC | $425.4 million | 1,338 |
| 2 | Mwa Asset Management | SEC | $305.5 million | 433 |
| 3 | Butterworth Financial LLC | SEC | $103.3 million | 388 |
| 4 | Laurence Financial Planning LLC | State | $70.3 million | 118 |
| 5 | Paramount Financial | State | $24.4 million | 177 |
| 6 | FG&G Financial Services, LLC | State | $15.5 million | 31 |
| 7 | Sherr Financial Associates | 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.