City
Wealth management firms in Dedham, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Dedham, Massachusetts reported $1.3 billion in regulatory assets under management; the largest by assets was Beck Bode LLC, with $666.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $269.6 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Beck Bode LLC | SEC | $666.4 million | 2,511 |
| 2 | Fox Hill Wealth Management | SEC | $290.2 million | 1,244 |
| 3 | Financial Solutions Associates | SEC | $171.9 million | 570 |
| 4 | Financial Solutions Associates | SEC | $152.9 million | 174 |
| 5 | Gregory M Doherty, CPA | State | $66.7 million | 126 |
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.