City
Independent RIAs in North Andover, Massachusetts
As of October 2, 2026, 9 independent wealth management RIAs with their main office in North Andover, Massachusetts reported $735.6 million in regulatory assets under management; the largest by assets was Massachusetts Wealth Management, LLC, with $301.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $735.6 million
- Average per firm
- $81.7 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Massachusetts Wealth Management, LLC | SEC | $301.5 million | 541 |
| 2 | Flying Point Financial, Inc. | SEC | $206.7 million | 610 |
| 3 | Needham Advisory Corporation | SEC | $102.4 million | 244 |
| 4 | Connolly Financial Advisors, Inc. | State | $93.3 million | 273 |
| 5 | Demers Financial Planning | State | $25.7 million | 83 |
| 6 | Powwow, LLC | State | $6.1 million | 7 |
| 7 | Andover Advisory Group | State | $0 | 0 |
| 8 | French and Skloff Investment Advisors, LLC | State | $0 | 0 |
| 9 | Rootson Capital 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.