City
Independent RIAs in Milton, Massachusetts
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Milton, Massachusetts reported $85.2 million in regulatory assets under management; the largest by assets was Clearvue Advisors LLC, with $47.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $85.2 million
- Average per firm
- $17.0 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Clearvue Advisors LLC | State | $47.8 million | 49 |
| 2 | Aragorn Ltd. | State | $16.4 million | 51 |
| 3 | Rhotopia Financial Advisors | State | $15.5 million | 23 |
| 4 | The Financial Network Group | State | $5.5 million | 32 |
| 5 | Northpointe Financial Advisors 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.