City
Wealth management firms in Needham, Massachusetts
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Needham, Massachusetts reported $8.2 billion in regulatory assets under management; the largest by assets was Beaumont Financial Partners, with $3.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $8.2 billion
- Average per firm
- $390.7 million
- SEC-registered, of those listed
- 10 of 21 (47.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Beaumont Financial Partners | SEC | $3.8 billion | 4,286 |
| 2 | Armstrong Advisory Group Inc. | SEC | $1.7 billion | 4,071 |
| 3 | Centerpoint Advisors, LLC | SEC | $731.9 million | 1,055 |
| 4 | Goodman Advisory Group, LLC | SEC | $415.5 million | 746 |
| 5 | Darrow Wealth Management | SEC | $392.4 million | 408 |
| 6 | Commons Capital, LLC | SEC | $307.4 million | 728 |
| 7 | Traub Capital Management | SEC | $210.8 million | 131 |
| 8 | Forness Financial LLC | SEC | $202.8 million | 680 |
| 9 | The Sher Wealth Management Group | SEC | $145.6 million | 146 |
| 10 | Breakwater Financial, LLC | SEC | $127.9 million | 281 |
| 11 | Tomasetti Investment Group, LLC | State | $60.6 million | 177 |
| 12 | Rising Tides Financial, LLC | State | $59.9 million | 27 |
| 13 | Andersonlane | State | $50.9 million | 128 |
| 14 | SW Private Wealth, LLC | State | $40.2 million | 101 |
| 15 | Commonwealth Guardians | State | $14.6 million | 97 |
| 16 | Pathways Financial Consulting LLC | State | $12.9 million | 23 |
| 17 | Freeman Financial LLC | State | $4.9 million | 8 |
| 18 | Infinite Summer Financial Planning | State | $0 | 0 |
| 19 | KJH Financial Services | State | $0 | 0 |
| 20 | Rosen Investment Management LLC | State | $0 | 0 |
| 21 | Sharon Lund, Financial Planning, Inc. | 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.