Wealth manager, independent · Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
SEC-registered investment adviser · CRD 160696 · SEC 801-73067
At a glance
Fiduciary Wealth Partners, LLC is an SEC-registered investment adviser based in Newton Lower Falls, Massachusetts, with $1.5B in regulatory assets under management as of its Form ADV filed October 1, 2026. It reports 109 individual clients, 109 of them high-net-worth, holding an average of about $12 million each, and 10 employees. That ranks it 704th among the nation’s 5,657 independent wealth management RIAs and 36th of 202 in Massachusetts. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 617-602-1900fwp.partnersLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #704 of 5,657
- Rank among all SEC RIAs
- #4,186 of 17,210
- Rank in Massachusetts
- #36 of 202
- Individual clients
- 109
- High-net-worth clients
- 109
- Accounts
- 492
- Discretionary
- 87% of AUM
- Employees
- 10
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Preston D. McSwainManaging Partner
- James K. CornellManaging Partner
- Erik R. MarrCCO
Custody and brokerage
Broker-dealer
No broker-dealer ties
Fiduciary Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 109 | $1.3B | 85% |
| Charitable organizations | 7 | $223M | 14% |
| Corporations or other businesses | – | $7M | <1% |
Disciplinary disclosures
Fiduciary Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fwp.partners ↗
AtlasMembers
The full record on Fiduciary Wealth Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,467 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Boston Family Office LLCBoston | $2.0B | 332 |
| SHP Wealth Management, LLCPlymouth | $1.9B | 2,261 |
| TFC Financial Management IncBoston | $1.8B | 415 |
| Bay Colony AdvisorsConcord | $1.4B | 2,650 |
| Wingate Wealth Advisors, Inc.Lexington | $1.4B | 642 |
| Claro Advisors Inc.Boston | $1.4B | 1,092 |
Background
Questions
How much does Fiduciary Wealth Partners, LLC manage?
Fiduciary Wealth Partners, LLC reports $1.5B in regulatory assets under management across 492 accounts, 87% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
How many clients does Fiduciary Wealth Partners, LLC have?
It reports 109 individual clients: 109 high-net-worth individuals and 0 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Fiduciary Wealth Partners, LLC headquartered?
Its main office is in Newton Lower Falls, Massachusetts. It reports 1 office in total and 10 employees, 8 of whom perform investment advisory functions.
How does Fiduciary Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Fiduciary Wealth Partners, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 6, 2026, it reports these amounts held: Fidelity ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Fiduciary Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Fiduciary Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Fiduciary Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Fiduciary Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Fiduciary Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →