City
Wealth management firms in Norwell, Massachusetts
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Norwell, Massachusetts reported $1.4 billion in regulatory assets under management; the largest by assets was Contravisory Investment Management, Inc., with $701.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $138.1 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Contravisory Investment Management, Inc. | SEC | $701.7 million | 655 |
| 2 | Diversified Financial Management | SEC | $338.8 million | 478 |
| 3 | Vincent Wealth Advisors LLC | SEC | $152.9 million | 319 |
| 4 | South Shore Investment Services LLC | SEC | $117.9 million | 832 |
| 5 | Montanari Financial Advisors Inc. | State | $35.5 million | 114 |
| 6 | Dhyan Capital Management | State | $34.5 million | 15 |
| 7 | Autumn Lane Advisory LLC | State | $0 | 0 |
| 8 | Essential Asset Management, LLC | State | $0 | 0 |
| 9 | Global Vision Advisors | State | $0 | 0 |
| 10 | Gorman Financial 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.