City
Wealth management firms in Lynnfield, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Lynnfield, Massachusetts reported $9.8 billion in regulatory assets under management; the largest by assets was F L Putnam Investment Management Co., with $9.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $9.8 billion
- Average per firm
- $2.0 billion
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | F L Putnam Investment Management Co. | SEC | $9.7 billion | 7,901 |
| 2 | Timothy Charles Financial, LLC | State | $98.5 million | 434 |
| 3 | R.A.I. Financial Services, Inc. | State | $9.4 million | 99 |
| 4 | WELLFIN360 | State | $1.6 million | 26 |
| 5 | DBA Joseph Fodera | 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.