City
Wealth management firms in Plymouth, Massachusetts
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Plymouth, Massachusetts reported $3.0 billion in regulatory assets under management; the largest by assets was SHP Wealth Management, LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $249.4 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | SHP Wealth Management, LLC | SEC | $1.9 billion | 7,457 |
| 2 | Tyler Street Capital | SEC | $491.5 million | 65 |
| 3 | 1620 Investment Advisors, Inc. | SEC | $241.6 million | 593 |
| 4 | Condon Wealth Management, Inc. | SEC | $122.1 million | 494 |
| 5 | New England Financial Group | State | $77.1 million | 85 |
| 6 | Granite Wealth Management LLC | State | $68.5 million | 325 |
| 7 | Beal Consulting, Inc. | State | $44.9 million | 55 |
| 8 | Financial Focus Asset Management,inc. | State | $17.0 million | 97 |
| 9 | CVW Financial, LLC | State | $9.8 million | 49 |
| 10 | Trilogy Advisors | State | $200,000 | 1 |
| 11 | Client Priority Financial Advisors LLC | State | $0 | 0 |
| 12 | Global Vision Financial Services | 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.