City
Wealth management firms in Duxbury, Massachusetts
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Duxbury, Massachusetts reported $1.2 billion in regulatory assets under management; the largest by assets was Florek Financial, LLC, with $511.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $147.2 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Florek Financial, LLC | SEC | $511.0 million | 530 |
| 2 | WH Cornerstone Investments Inc. | SEC | $200.0 million | 393 |
| 3 | High Pines Wealth Management LLC | SEC | $184.0 million | 464 |
| 4 | Fma Wealth Management, LLC | SEC | $174.0 million | 435 |
| 5 | Impact Advisors Group | State | $76.4 million | 98 |
| 6 | Alco Advisors, Inc. | State | $28.8 million | 44 |
| 7 | Fichter & Co. Investors | State | $3.1 million | 27 |
| 8 | Wealth Management Planning | State | $88,000 | 4 |
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.