City
Wealth management firms in Westwood, Massachusetts
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Westwood, Massachusetts reported $1.2 billion in regulatory assets under management; the largest by assets was Stage Harbor Financial, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $233.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Stage Harbor Financial | SEC | $1.1 billion | 1,435 |
| 2 | Fair Haven Capital LLC | State | $60.6 million | 41 |
| 3 | RMW Wealth Management, LLC | State | $9.2 million | 36 |
| 4 | Augeo Wealth Management | State | $0 | 0 |
| 5 | Wealthy Choices (R) | State | $0 | 0 |
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.