City
Wealth management firms in Weston, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Weston, Massachusetts reported $802.8 million in regulatory assets under management; the largest by assets was Trevian Wealth Management, LLC, with $615.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $802.8 million
- Average per firm
- $160.6 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Trevian Wealth Management, LLC | SEC | $615.5 million | 746 |
| 2 | Tilton Asset Management | State | $94.3 million | 126 |
| 3 | Tiedemann & Associates Investment Advisors, Inc. | State | $54.1 million | 84 |
| 4 | C.J.Gilbert Financial LLC | State | $27.8 million | 32 |
| 5 | Chasan Capital Management | State | $11.1 million | 33 |
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.