# Independent RIAs in Massachusetts

As of October 2, 2026, 779 independent wealth management RIAs based in Massachusetts reported $406.3 billion in regulatory assets under management; the largest by assets was SCS Capital Management LLC, with $48.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/massachusetts/

## Facts

- state: Massachusetts
- code: MA
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 430871, firms: 779, median_raum: 76746388.5, raum: 406328652072, advisory_employees: 3179, avg_account: 943040.149074781, band_100m_250m: 118, band_100m_250m_raum: 19212026893, band_10b_plus: 7, band_10b_plus_raum: 145447169989, band_1b_5b: 45, band_1b_5b_raum: 97220393325, band_250m_500m: 55, band_250m_500m_raum: 19532824375, band_500m_1b: 56, band_500m_1b_raum: 39456291971, band_5b_10b: 10, band_5b_10b_raum: 73667268721, band_lt100m: 375, band_lt100m_raum: 11792676798, bd_affiliated_share: 0.0218228498074454, cfp_professionals: 890, clients: 201644, custody_share: 0.291399229781772, employees: 4866, fee_aum_pct_share: 0.89602053915276, fee_commissions_share: 0.0397946084724005, fee_fixed_share: 0.578947368421053, fee_hourly_share: 0.510911424903723, fee_other_share: 0.086007702182285, fee_performance_share: 0.0680359435173299, fee_subscription_share: 0.0102695763799743, financial_planning_share: 0.75609756097561, firms_with_raum: 666, iars: 3099, mean_raum: 610103081.189189, new_firms: 72, p25_raum: 18193101, p75_raum: 278024789.5, p90_raum: 890615798, raum_discretionary: 361042627137, top100_share: 0.850577615419447, top10_share: 0.426847496551306, independent_sec: accounts: 398066, firms: 300, median_raum: 338750827, raum: 393897593602, advisory_employees: 2593, avg_account: 989528.35359463, band_100m_250m: 108, band_100m_250m_raum: 18100427684, band_10b_plus: 7, band_10b_plus_raum: 145447169989, band_1b_5b: 45, band_1b_5b_raum: 97220393325, band_250m_500m: 55, band_250m_500m_raum: 19532824375, band_500m_1b: 56, band_500m_1b_raum: 39456291971, band_5b_10b: 10, band_5b_10b_raum: 73667268721, band_lt100m: 10, band_lt100m_raum: 473217537, bd_affiliated_share: 0.04, cfp_professionals: 719, clients: 178050, custody_share: 0.57, employees: 4163, fee_aum_pct_share: 0.966666666666667, fee_commissions_share: 0.0166666666666667, fee_fixed_share: 0.666666666666667, fee_hourly_share: 0.453333333333333, fee_other_share: 0.0766666666666667, fee_performance_share: 0.0766666666666667, fee_subscription_share: 0.00333333333333333, financial_planning_share: 0.803333333333333, firms_with_raum: 291, iars: 2482, mean_raum: 1353599978.01375, new_firms: 35, p25_raum: 183183067, p75_raum: 831016168, p90_raum: 2639463916, raum_discretionary: 350393659045, raum_growth_1y: 0.209255327408097, successions: 0, top100_share: 0.877421090074527, top10_share: 0.440318424715351, state: accounts: 32805, firms: 479, median_raum: 23986000, raum: 12431058470, advisory_employees: 586, avg_account: 378937.920134126, band_100m_250m: 10, band_100m_250m_raum: 1111599209, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 365, band_lt100m_raum: 11319459261, bd_affiliated_share: 0.0104384133611691, cfp_professionals: 171, clients: 23594, custody_share: 0.116910229645094, employees: 703, fee_aum_pct_share: 0.851774530271399, fee_commissions_share: 0.0542797494780793, fee_fixed_share: 0.524008350730689, fee_hourly_share: 0.546972860125261, fee_other_share: 0.0918580375782881, fee_performance_share: 0.0626304801670146, fee_subscription_share: 0.0146137787056367, financial_planning_share: 0.726513569937369, firms_with_raum: 375, iars: 617, mean_raum: 33149489.2533333, new_firms: 37, p25_raum: 9032053, p75_raum: 49689139.5, p90_raum: 85993564.8, raum_discretionary: 10648968092, top100_share: 0.614556199090905, top10_share: 0.089421123042952
- broker_dealer_affiliated_not_included: firms: 22, raum: 361919703636
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 235; as_of: 2019-10-01, value: 248; as_of: 2020-10-01, value: 255; as_of: 2021-10-04, value: 265; as_of: 2022-10-03, value: 267; as_of: 2023-10-05, value: 257; as_of: 2024-10-01, value: 250; as_of: 2025-09-02, value: 258; as_of: 2026-10-02, value: 300, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 213602406615; as_of: 2019-10-01, value: 222989742017; as_of: 2020-10-01, value: 275476464406; as_of: 2021-10-04, value: 273152179828; as_of: 2022-10-03, value: 321186039600; as_of: 2023-10-05, value: 267019538569; as_of: 2024-10-01, value: 292958769203; as_of: 2025-09-02, value: 325735669444; as_of: 2026-10-02, value: 393897593602, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 306457; as_of: 2019-10-01, value: 353868; as_of: 2020-10-01, value: 389219; as_of: 2021-10-04, value: 296327; as_of: 2022-10-03, value: 332079; as_of: 2023-10-05, value: 327936; as_of: 2024-10-01, value: 330925; as_of: 2025-09-02, value: 357237; as_of: 2026-10-02, value: 398066, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 312757624; as_of: 2019-10-01, value: 292667511; as_of: 2020-10-01, value: 343200612; as_of: 2021-10-04, value: 347882581.5; as_of: 2022-10-03, value: 377543432; as_of: 2023-10-05, value: 348435092.5; as_of: 2024-10-01, value: 347297340; as_of: 2025-09-02, value: 381412344; as_of: 2026-10-02, value: 338750827
- top_10: largest: rank: 1, crd: 122258, firm: SCS Capital Management LLC, city: Boston, value: 48650197284; rank: 2, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 23576950000; rank: 3, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 19795286684; rank: 4, crd: 152802, firm: Ballentine Partners, city: Waltham, value: 15316738538; rank: 5, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 15224527279; rank: 6, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, value: 12835550894; rank: 7, crd: 106109, firm: Choate Investment Advisors, city: Boston, value: 10047919310; rank: 8, crd: 115119, firm: Welch & Forbes LLC, city: Boston, value: 9903464752; rank: 9, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 9715433173; rank: 10, crd: 158508, firm: Battery Global Advisors, LLC, city: Boston, value: 8374300000, fastest-growing: rank: 1, crd: 321026, firm: J.R. Prunier Capital Management LLC, city: Holden, value: 2.22546670101694; rank: 2, crd: 301907, firm: Bluedoor Private Wealth, LLC, city: Beverly, value: 2.18389681462094; rank: 3, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, value: 1.70877479565344; rank: 4, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, value: 1.41919359313055; rank: 5, crd: 333593, firm: Apex Investment Group, city: Hudson, value: 1.07840826233278; rank: 6, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, value: 0.696513199718927; rank: 7, crd: 328488, firm: Mindoro Capital Partners LLC, city: Concord, value: 0.685744557398182; rank: 8, crd: 299335, firm: Catalyst Financial Partners, city: Boston, value: 0.685372679164453; rank: 9, crd: 118098, firm: Colrain Capital LLC, city: Boston, value: 0.672764918586083; rank: 10, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 0.636696630680175, fastest-growing-3-year: rank: 1, crd: 288215, firm: Mayport Wealth Management, city: Newton, value: 0.482443228122486; rank: 2, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 0.467125176997184; rank: 3, crd: 299335, firm: Catalyst Financial Partners, city: Boston, value: 0.465421542436838; rank: 4, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 0.455650884381892; rank: 5, crd: 309546, firm: Pension & Wealth Management Advisors, city: Waltham, value: 0.454617781233766; rank: 6, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 0.435709148998179; rank: 7, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, value: 0.409677152451726; rank: 8, crd: 131962, firm: Flagship Wealth Advisors, LLC., city: Wakefield, value: 0.373789770267519; rank: 9, crd: 105060, firm: Penobscot Investment Management Company, Inc., city: Boston, value: 0.331149174084543; rank: 10, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 0.31191893973288, fastest-growing-5-year: rank: 1, crd: 310327, firm: Pallas Capital Advisors, LLC, city: Braintree, value: 0.430359546314676; rank: 2, crd: 288215, firm: Mayport Wealth Management, city: Newton, value: 0.405631148076823; rank: 3, crd: 155436, firm: Empirical Asset Management, LLC, city: Wellesley, value: 0.391093422133938; rank: 4, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 0.380118144984168; rank: 5, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 0.363376124129245; rank: 6, crd: 309546, firm: Pension & Wealth Management Advisors, city: Waltham, value: 0.328451446221709; rank: 7, crd: 174412, firm: Trevian Wealth Management, LLC, city: Weston, value: 0.311765063865115; rank: 8, crd: 158508, firm: Battery Global Advisors, LLC, city: Boston, value: 0.27508285685329; rank: 9, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, value: 0.249790781125162; rank: 10, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 0.247898701341938, biggest-asset-gains: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 8400950000; rank: 2, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 5922542419; rank: 3, crd: 122258, firm: SCS Capital Management LLC, city: Boston, value: 5515528751; rank: 4, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, value: 3679588547; rank: 5, crd: 152802, firm: Ballentine Partners, city: Waltham, value: 3311102528; rank: 6, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 2540045542; rank: 7, crd: 106003, firm: Cambridge Associates Limited, LLC, city: Boston, value: 2433617936; rank: 8, crd: 331429, firm: Castle Rock Advisors LLC, city: Boston, value: 2263388731; rank: 9, crd: 133790, firm: New England Private Wealth Advisors, LLC, city: Wellesley, value: 2088987322; rank: 10, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 2019531119, most-clients: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 30723; rank: 2, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, value: 7395; rank: 3, crd: 155186, firm: St. Germain Investment Management, city: Springfield, value: 6722; rank: 4, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 6589; rank: 5, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 6042; rank: 6, crd: 169196, firm: Savvi Financial LLC, city: Waltham, value: 5166; rank: 7, crd: 316298, firm: Stackwell, city: Boston, value: 4709; rank: 8, crd: 109420, firm: Grimes & Company, city: Westborough, value: 3764; rank: 9, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, value: 3331; rank: 10, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 3135, client-growth: rank: 1, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 0.990634441087613; rank: 2, crd: 165269, firm: Zevin Asset Management, LLC, city: Boston, value: 0.891625615763547; rank: 3, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, value: 0.715277777777778; rank: 4, crd: 301106, firm: Rheeco, Inc., city: Natick, value: 0.673575129533679; rank: 5, crd: 316298, firm: Stackwell, city: Boston, value: 0.515609913099453; rank: 6, crd: 333593, firm: Apex Investment Group, city: Hudson, value: 0.428286852589641; rank: 7, crd: 309546, firm: Pension & Wealth Management Advisors, city: Waltham, value: 0.405913978494624; rank: 8, crd: 293675, firm: Alta Wealth Advisors LLC, city: Woburn, value: 0.354782608695652; rank: 9, crd: 147082, firm: Great Point Wealth Advisors, LLC, city: Boston, value: 0.343023255813953; rank: 10, crd: 315798, firm: Wincap Financial LLC, city: Boston, value: 0.323529411764706, most-accounts: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 65563; rank: 2, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 23756; rank: 3, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 19649; rank: 4, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, value: 12815; rank: 5, crd: 109420, firm: Grimes & Company, city: Westborough, value: 9842; rank: 6, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 7901; rank: 7, crd: 174697, firm: SHP Wealth Management, LLC, city: Plymouth, value: 7457; rank: 8, crd: 152802, firm: Ballentine Partners, city: Waltham, value: 7401; rank: 9, crd: 155186, firm: St. Germain Investment Management, city: Springfield, value: 6722; rank: 10, crd: 286243, firm: Crestwood Advisors, city: Boston, value: 6710, most-advisory-staff: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 491; rank: 2, crd: 122258, firm: SCS Capital Management LLC, city: Boston, value: 99; rank: 3, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 90; rank: 4, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 89; rank: 5, crd: 152802, firm: Ballentine Partners, city: Waltham, value: 87; rank: 6, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 63; rank: 7, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, value: 57; rank: 8, crd: 286243, firm: Crestwood Advisors, city: Boston, value: 56; rank: 9, crd: 109420, firm: Grimes & Company, city: Westborough, value: 36; rank: 10, crd: 327269, firm: GC Wealth Management RIA, LLC, city: Cambridge, value: 34, most-hnw-clients: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 10429; rank: 2, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 3545; rank: 3, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 3257; rank: 4, crd: 107153, firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, city: Boston, value: 3214; rank: 5, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, value: 2556; rank: 6, crd: 155186, firm: St. Germain Investment Management, city: Springfield, value: 1909; rank: 7, crd: 109420, firm: Grimes & Company, city: Westborough, value: 1783; rank: 8, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 1488; rank: 9, crd: 286243, firm: Crestwood Advisors, city: Boston, value: 870; rank: 10, crd: 152583, firm: Bay Colony Advisors, city: Concord, value: 864, most-cfp-professionals: rank: 1, crd: 284656, firm: Integrated Wealth Concepts LLC, city: Waltham, value: 87; rank: 2, crd: 310873, firm: CW Advisors, LLC, city: Boston, value: 51; rank: 3, crd: 152802, firm: Ballentine Partners, city: Waltham, value: 39; rank: 4, crd: 106223, firm: F L Putnam Investment Management Co., city: Lynnfield, value: 35; rank: 5, crd: 156984, firm: Rwa Wealth Partners, city: Boston, value: 33; rank: 6, crd: 122258, firm: SCS Capital Management LLC, city: Boston, value: 25; rank: 7, crd: 109420, firm: Grimes & Company, city: Westborough, value: 24; rank: 8, crd: 155733, firm: Flagship Harbor Advisors, LLC, city: Boston, value: 17; rank: 9, crd: 286243, firm: Crestwood Advisors, city: Boston, value: 16; rank: 10, crd: 288178, firm: Winthrop Wealth, city: Boston, value: 12, newest: rank: 1, crd: 338756, firm: 71 West Capital Partners, city: Boston, value: 5505194061; rank: 2, crd: 130143, firm: Pearson Financial Services, city: Dennis, value: 885000000; rank: 3, crd: 338797, firm: Canby Financial Advisors, city: Framingham, value: 729447855; rank: 4, crd: 340011, firm: Tyler Street Capital, city: Plymouth, value: 491523354; rank: 5, crd: 338225, firm: Arborstone Financial, LLC, city: Andover, value: 476000000; rank: 6, crd: 343208, firm: Liberty Forge LLC, city: Boston, value: 250802244; rank: 7, crd: 342109, firm: 3D Advisor Group, Inc., city: Hopkinton, value: 194318000; rank: 8, crd: 128811, firm: Ashwood Advisors, city: Medfield, value: 126948136; rank: 9, crd: 282979, firm: TQM Wealth Partners, city: Marblehead, value: 123716769; rank: 10, crd: 128409, firm: Condon Wealth Management, Inc., city: Plymouth, value: 122106202
- cities: name: Boston, independent_rias: 110, raum: 222505315921, url: https://advisoriq.com/ria/states/massachusetts/boston/; name: Waltham, independent_rias: 12, raum: 46350420429, url: https://advisoriq.com/ria/states/massachusetts/waltham/; name: Braintree, independent_rias: 17, raum: 11780338782, url: https://advisoriq.com/ria/states/massachusetts/braintree/; name: Lynnfield, independent_rias: 5, raum: 9824838622, url: https://advisoriq.com/ria/states/massachusetts/lynnfield/; name: Wellesley, independent_rias: 22, raum: 8761820531, url: https://advisoriq.com/ria/states/massachusetts/wellesley/; name: Needham, independent_rias: 21, raum: 8205032615, url: https://advisoriq.com/ria/states/massachusetts/needham/; name: Westborough, independent_rias: 6, raum: 8132856080, url: https://advisoriq.com/ria/states/massachusetts/westborough/; name: Cambridge, independent_rias: 19, raum: 7393223086, url: https://advisoriq.com/ria/states/massachusetts/cambridge/; name: Hingham, independent_rias: 10, raum: 3309457032, url: https://advisoriq.com/ria/states/massachusetts/hingham/; name: Concord, independent_rias: 16, raum: 3215437730, url: https://advisoriq.com/ria/states/massachusetts/concord/; name: Plymouth, independent_rias: 12, raum: 2992581409, url: https://advisoriq.com/ria/states/massachusetts/plymouth/; name: Beverly, independent_rias: 10, raum: 2875572711, url: https://advisoriq.com/ria/states/massachusetts/beverly/; name: Woburn, independent_rias: 10, raum: 2801097578, url: https://advisoriq.com/ria/states/massachusetts/woburn/; name: Walpole, independent_rias: 6, raum: 2780707561, url: https://advisoriq.com/ria/states/massachusetts/walpole/; name: Worcester, independent_rias: 6, raum: 2713321854, url: https://advisoriq.com/ria/states/massachusetts/worcester/; name: Winchester, independent_rias: 6, raum: 2325827080, url: https://advisoriq.com/ria/states/massachusetts/winchester/; name: Lexington, independent_rias: 10, raum: 2012372828, url: https://advisoriq.com/ria/states/massachusetts/lexington/; name: Framingham, independent_rias: 10, raum: 1548993847, url: https://advisoriq.com/ria/states/massachusetts/framingham/; name: Andover, independent_rias: 10, raum: 1538139701, url: https://advisoriq.com/ria/states/massachusetts/andover/; name: Norwell, independent_rias: 10, raum: 1381334547, url: https://advisoriq.com/ria/states/massachusetts/norwell/; name: Burlington, independent_rias: 9, raum: 1366810388, url: https://advisoriq.com/ria/states/massachusetts/burlington/; name: Dedham, independent_rias: 5, raum: 1348067089, url: https://advisoriq.com/ria/states/massachusetts/dedham/; name: Newton, independent_rias: 15, raum: 1333696998, url: https://advisoriq.com/ria/states/massachusetts/newton/; name: Duxbury, independent_rias: 8, raum: 1177511953, url: https://advisoriq.com/ria/states/massachusetts/duxbury/; name: Westwood, independent_rias: 5, raum: 1166996016, url: https://advisoriq.com/ria/states/massachusetts/westwood/; name: Marshfield, independent_rias: 5, raum: 1009854350, url: https://advisoriq.com/ria/states/massachusetts/marshfield/; name: Acton, independent_rias: 5, raum: 968425484, url: https://advisoriq.com/ria/states/massachusetts/acton/; name: Danvers, independent_rias: 7, raum: 944476769, url: https://advisoriq.com/ria/states/massachusetts/danvers/; name: Weston, independent_rias: 5, raum: 802819832, url: https://advisoriq.com/ria/states/massachusetts/weston/; name: North Andover, independent_rias: 9, raum: 735618432, url: https://advisoriq.com/ria/states/massachusetts/north-andover/; name: Westford, independent_rias: 6, raum: 625886644, url: https://advisoriq.com/ria/states/massachusetts/westford/; name: Salem, independent_rias: 9, raum: 594953066, url: https://advisoriq.com/ria/states/massachusetts/salem/; name: Medfield, independent_rias: 9, raum: 532544144, url: https://advisoriq.com/ria/states/massachusetts/medfield/; name: Southborough, independent_rias: 5, raum: 507627715, url: https://advisoriq.com/ria/states/massachusetts/southborough/; name: Dover, independent_rias: 5, raum: 486137733, url: https://advisoriq.com/ria/states/massachusetts/dover/; name: Marblehead, independent_rias: 7, raum: 349796227, url: https://advisoriq.com/ria/states/massachusetts/marblehead/; name: Marlborough, independent_rias: 7, raum: 253108566, url: https://advisoriq.com/ria/states/massachusetts/marlborough/; name: Charlestown, independent_rias: 6, raum: 221895602, url: https://advisoriq.com/ria/states/massachusetts/charlestown/; name: Natick, independent_rias: 6, raum: 198837887, url: https://advisoriq.com/ria/states/massachusetts/natick/; name: Arlington, independent_rias: 7, raum: 133750346, url: https://advisoriq.com/ria/states/massachusetts/arlington/; name: Milton, independent_rias: 5, raum: 85195383, url: https://advisoriq.com/ria/states/massachusetts/milton/; name: Brookline, independent_rias: 8, raum: 70924213, url: https://advisoriq.com/ria/states/massachusetts/brookline/; name: Pittsfield, independent_rias: 5, raum: 46574350, url: https://advisoriq.com/ria/states/massachusetts/pittsfield/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Massachusetts](https://advisoriq.com/ria/rankings/largest/massachusetts/)
- [Fastest-growing independent RIAs over one year in Massachusetts](https://advisoriq.com/ria/rankings/fastest-growing/massachusetts/)
- [Fastest-growing independent RIAs over three years in Massachusetts](https://advisoriq.com/ria/rankings/fastest-growing-3-year/massachusetts/)
- [Fastest-growing independent RIAs over five years in Massachusetts](https://advisoriq.com/ria/rankings/fastest-growing-5-year/massachusetts/)
- [IAR CE in Massachusetts](https://advisoriq.com/ce/iar/massachusetts/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/massachusetts/

License: https://advisoriq.com/license/