City
Independent RIAs in Marblehead, Massachusetts
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Marblehead, Massachusetts reported $349.8 million in regulatory assets under management; the largest by assets was TQM Wealth Partners, with $123.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $349.8 million
- Average per firm
- $50.0 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | TQM Wealth Partners | SEC | $123.7 million | 220 |
| 2 | Lighthouse Financial, LLC | State | $99.3 million | 408 |
| 3 | Bentley Wealth Management, LLC | State | $38.9 million | 187 |
| 4 | Theory Planning Partners | State | $32.9 million | 298 |
| 5 | Loynd Capital Management | State | $24.0 million | 36 |
| 6 | Crossroads Capital Management LLC | State | $23.1 million | 27 |
| 7 | Smartstreet Investments | State | $7.8 million | 11 |
Independent RIAs 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.