City
Wealth management firms in Marshfield, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Marshfield, Massachusetts reported $1.0 billion in regulatory assets under management; the largest by assets was McNamara Financial Services, Inc., with $797.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $202.0 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McNamara Financial Services, Inc. | SEC | $797.9 million | 2,672 |
| 2 | Twin Gryphon Advisors LLC | SEC | $126.5 million | 123 |
| 3 | Generous Wealth Management | State | $55.4 million | 307 |
| 4 | Snug Harbor Capital Management, LLC | State | $30.0 million | 18 |
| 5 | Dope CFO Wealth Management | 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.