City
Independent RIAs in Westford, Massachusetts
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Westford, Massachusetts reported $625.9 million in regulatory assets under management; the largest by assets was Perennial Advisors Group, LLC, with $397.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $625.9 million
- Average per firm
- $104.3 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Perennial Advisors Group, LLC | SEC | $397.4 million | 662 |
| 2 | Advanced Portfolio Design, LLC | State | $100.1 million | 303 |
| 3 | Collaborative Wealth Advisors, LLC | State | $84.2 million | 269 |
| 4 | Hoyt Wealth Management | State | $37.1 million | 57 |
| 5 | Shanzer Management | State | $5.2 million | 2 |
| 6 | North Shore Wealth Management | State | $1.9 million | 8 |
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.