City
Wealth management firms in Winchester, Massachusetts
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Winchester, Massachusetts reported $2.3 billion in regulatory assets under management; the largest by assets was Shepherd Financial Partners, LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $387.6 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Shepherd Financial Partners, LLC | SEC | $1.4 billion | 1,941 |
| 2 | Boston Standard Wealth Management, LLC | SEC | $647.6 million | 1,620 |
| 3 | Larson Financial Planning Inc. | SEC | $185.6 million | 293 |
| 4 | Broadwealth LLC | SEC | $113.6 million | 84 |
| 5 | Equity Fund Research, LLC | State | $2 | 1 |
| 6 | Act 2 Planning | 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.