City
Wealth management firms in Dover, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Dover, Massachusetts reported $486.1 million in regulatory assets under management; the largest by assets was M3 Advisory Group, LLC, with $342.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $486.1 million
- Average per firm
- $97.2 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | M3 Advisory Group, LLC | SEC | $342.0 million | 671 |
| 2 | Dover Investment Advisory Corporation | SEC | $135.4 million | 45 |
| 3 | Walk You to Wealth | State | $8.7 million | 80 |
| 4 | PNL Investments | State | $0 | 0 |
| 5 | Value Financial Partners 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.