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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

627 firms manage $19.3 trillionMassachusetts

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 7025
    Turas Capital ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $614M
  2. 7048
    Hoopoe AdvisorsBoston, MA · 626 clientsWealth managerWrap sponsorHybridHoopoe Capital Markets, LLC, clears through RBC Capital Markets
    RBC 100%
    $610M
  3. 7087
    Callodine Credit ManagementBoston, MA · 3 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $603M
  4. 7178
    Napier FinancialBraintree, MA · 242 clientsWealth manager
    LPL Financial 100%
    $588M
  5. 7195
    Tensor Edge Capital, LLCBoston, MA · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $585M
  6. 7199
    424 Capital, LLCWakefield, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $584M
  7. 7342
    Wave Equity PartnersBoston, MA · 17 clientsPrivate fund adviser
    No custodian reported
    $564M
  8. 7375
    Empirical Asset Management, LLCWellesley, MA · 474 clientsWealth manager
    Schwab 51%Fidelity 49%
    $560M
  9. 7415
    O'rourke & Company, IncorporatedBoston, MA · 580 clientsWealth managerHybrid
    Fidelity 100%
    $555M
  10. 7457
    MAY Hill Capital, LLCCohasset, MA · 113 clientsWealth manager
    Fidelity 100%
    $549M
  11. 7460
    Range Rock CapitalWellesley, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $548M
  12. 7469
    Byrne Financial Freedom, LLCFranklin, MA · 967 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $546M
  13. 7510
    Gray Private Wealth, LLCCanton, MA · 296 clientsWealth manager
    Schwab 100%
    $541M
  14. 7530
    Harbourvest Registered AdvisersBoston, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $539M
  15. 7549
    Bright Rock Capital Management LLCHanover, MA · 2 clientsBroker-dealer firmHybrid
    No custodian reported
    $536M
  16. 7558
    Peak Financial Management IncWellesley, MA · 353 clientsWealth manager
    Schwab 70%Fidelity 30%
    $534M
  17. 7572
    Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $533M
  18. 7599
    Pension & Wealth Management AdvisorsWaltham, MA · 523 clientsWealth manager
    Fidelity 100%
    $530M
  19. 7635
    Bostonpremier WealthHingham, MA · 754 clientsWealth manager
    Fidelity 100%
    $525M
  20. 7650
    Fort Point CapitalBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $523M
  21. 7735
    Florek Financial, LLCDuxbury, MA · 96 clientsWealth manager
    Fidelity 100%
    $511M
  22. 7794
    Carl P. Sherr & Co., LLCWorcester, MA · 292 clientsWealth manager
    Fidelity Distributors Company 100%
    $505M
  23. 7842
    Hastings Equity Partners, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $498M
  24. 7897
    Tyler Street CapitalPlymouth, MA · 13 clientsWealth manager
    Schwab 100%
    $492M
  25. 7924
    WincoveBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $489M
  26. 8014
    Great Oak Capital Partners, LLCSouth Easton, MA · 591 clientsWealth manager
    Schwab 100%
    $478M
  27. 8026
    Arborstone Financial, LLCAndover, MA · 1,129 clientsWealth manager
    Schwab 100%
    $476M
  28. 8064
    Wealth EffectsBoston, MA · 602 clientsWealth manager
    Fidelity 100%
    $472M
  29. 8068
    Main Capital Partners North America LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $472M
  30. 8116
    Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWealth managerWrap sponsor
    Fidelity 100%
    $466M
  31. 8195
    Palladin Consumer Partners, LLCBoston, MA · 16 clientsPrivate fund adviser
    No custodian reported
    $457M
  32. 8276
    Square Circle IA LPBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $449M
  33. 8285
    Cadence Wealth Management LLCWestborough, MA · 696 clientsWealth managerHybrid
    Schwab 100%
    $448M
  34. 8290
    Flagship Private WealthWoburn, MA · 601 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $447M
  35. 8300
    Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
    UBS 65%Pershing 35%
    $446M
  36. 8346
    East Bridge Capital Management LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $442M
  37. 8356
    Artemis Capital PartnersBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $442M
  38. 8367
    Cohere CapitalBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $441M
  39. 8387
    Barca Capital, LLCWest Newton, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $439M
  40. 8392
    Shawspring Partners, LLCBoston, MA · 7 clientsPrivate fund adviser
    Northern Trust 40%BNY 37%Fidelity 23%
    $439M

RIAs by state