City
Wealth management firms in Walpole, Massachusetts
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Walpole, Massachusetts reported $2.8 billion in regulatory assets under management; the largest by assets was The Patriot Financial Group, LLC, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.8 billion
- Average per firm
- $463.5 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Patriot Financial Group, LLC | SEC | $2.6 billion | 5,615 |
| 2 | Statera Financial, LLC | State | $62.1 million | 304 |
| 3 | Sound View Financial Advisors | State | $50.1 million | 191 |
| 4 | Waterstone Advisors LLC | State | $12.5 million | 46 |
| 5 | Beingfit Financial | State | $11.2 million | 69 |
| 6 | Power Plans | State | $5.3 million | 20 |
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.