City
Wealth management firms in Natick, Massachusetts
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Natick, Massachusetts reported $198.8 million in regulatory assets under management; the largest by assets was Rheeco, Inc., with $119.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $198.8 million
- Average per firm
- $33.1 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rheeco, Inc. | SEC | $119.2 million | 562 |
| 2 | Kaizerman & Associates, LLC | State | $26.4 million | 23 |
| 3 | Venture Partners Wealth Management, LLC | State | $24.9 million | 50 |
| 4 | Millenium Financial Services | State | $18.8 million | 165 |
| 5 | Prudent Growth Investments LLC | State | $8.0 million | 15 |
| 6 | Priore Investments | State | $1.5 million | 2 |
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.