City
Independent RIAs in Southborough, Massachusetts
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Southborough, Massachusetts reported $507.6 million in regulatory assets under management; the largest by assets was Livelife Capital Partners LLC, with $372.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $507.6 million
- Average per firm
- $101.5 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Livelife Capital Partners LLC | SEC | $372.1 million | 1,239 |
| 2 | Bortolussi Wealth Management, Inc. | State | $86.0 million | 319 |
| 3 | Shimkus, Peter E | State | $26.4 million | 50 |
| 4 | Penfacs Financial Services | State | $23.2 million | 38 |
| 5 | Financial Foundations, Inc. | 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.