City
Wealth management firms in Westborough, Massachusetts
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Westborough, Massachusetts reported $8.1 billion in regulatory assets under management; the largest by assets was Grimes & Company, with $6.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $8.1 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Grimes & Company | SEC | $6.3 billion | 9,842 |
| 2 | Aaf Wealth Management, LLC | SEC | $727.6 million | 897 |
| 3 | Cadence Wealth Management LLC | SEC | $448.0 million | 3,272 |
| 4 | Factor Investing Group | SEC | $348.8 million | 894 |
| 5 | Finivi Inc. | SEC | $308.4 million | 1,293 |
| 6 | Yarrington Management Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $2.0 million | 5 |
| 7 | Girard Capital Management | State | $1.2 million | 6 |
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.