City
Independent RIAs in Marlborough, Massachusetts
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Marlborough, Massachusetts reported $253.1 million in regulatory assets under management; the largest by assets was Greenport Capital Advisors, with $119.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $253.1 million
- Average per firm
- $36.2 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Greenport Capital Advisors | SEC | $119.2 million | 68 |
| 2 | Community Financial Group, Inc. | State | $92.9 million | 191 |
| 3 | Zen Wealth Advisors, LLC | State | $40.2 million | 205 |
| 4 | Assist FP | State | $779,721 | 21 |
| 5 | Mannion Money Advisory | State | $101,657 | 9 |
| 6 | Faith and Family Wealth Management | State | $0 | 0 |
| 7 | Shilla Advisory LLC | State | $0 | 0 |
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.