City
Independent RIAs in Waltham, Massachusetts
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Waltham, Massachusetts reported $46.4 billion in regulatory assets under management; the largest by assets was Integrated Wealth Concepts LLC, with $23.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $46.4 billion
- Average per firm
- $3.9 billion
- SEC-registered, of those listed
- 8 of 12 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | SEC | $23.6 billion | 65,563 |
| 2 | Ballentine Partners | SEC | $15.3 billion | 7,401 |
| 3 | Windrose Advisors LLC | SEC | $2.7 billion | 600 |
| 4 | Foster Dykema Cabot & Partners, LLC | SEC | $2.2 billion | 855 |
| 5 | Montis Financial, LLC | SEC | $1.3 billion | 1,976 |
| 6 | Excalibur Management Corp | SEC | $712.1 million | 872 |
| 7 | Pension & Wealth Management Advisors | SEC | $529.8 million | 525 |
| 8 | Savvi Financial LLC | SEC | $44.7 million | 238 |
| 9 | JSK Capital Advisors, LLC | State | $10.6 million | 25 |
| 10 | Mission Park Capital, LLC | State | $8.4 million | 121 |
| 11 | Atlantic Planning Group, LLC | State | $0 | 0 |
| 12 | Lyon Financial Planning, 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.