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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

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  1. 8464
    Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
    Fidelity 88%
    $431M
  2. 8489
    McCarter Private Wealth Services LLCBoston, MA · 126 clientsWealth manager
    Fidelity 100%
    $428M
  3. 8517
    Stonehearth Capital ManagementDanvers, MA · 490 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  4. 8529
    Spring Lane CapitalBoston, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $425M
  5. 8573
    Emblem Group, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $419M
  6. 8580
    Summit Partners Credit Advisors, L.P.Boston, MA · 11 clientsPrivate fund adviser
    No custodian reported
    $419M
  7. 8620
    Goodman Advisory Group, LLCNeedham, MA · 380 clientsWealth managerHybrid
    LPL Financial 100%
    $415M
  8. 8661
    HLM Management Co., LLCWaltham, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $411M
  9. 8706
    J.R. Prunier Capital Management LLCHolden, MA · 135 clientsWealth manager
    Schwab 100%
    $407M
  10. 8752
    MAD River InvestorsBoston, MA · 101 clientsWealth manager
    Fidelity 100%
    $404M
  11. 8815
    Perennial Advisors Group, LLCWestford, MA · 191 clientsWealth manager
    Schwab 100%
    $397M
  12. 8822
    Beacon Financial Planning, IncHyannis, MA · 316 clientsWealth manager
    Schwab 100%
    $397M
  13. 8892
    Darrow Wealth ManagementNeedham, MA · 122 clientsWealth manager
    Schwab 100%
    $392M
  14. 9012
    Proctor FinancialSherborn, MA · 211 clientsWealth manager
    Schwab 100%
    $382M
  15. 9028
    Rf&l Wealth Management, LLCActon, MA · 143 clientsWealth manager
    Fidelity 100%
    $381M
  16. 9041
    Exchange Place Advisors, LLCSudbury, MA · 248 clientsWealth manager
    Fidelity Distributors Company 100%
    $380M
  17. 9062
    Century Equity Partners LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $378M
  18. 9064
    Auour Investments LLCWoburn, MA · 375 clientsWealth manager
    Fidelity 53%Schwab 47%
    $378M
  19. 9137
    Livelife Capital Partners LLCSouthborough, MA · 261 clientsWealth managerWrap sponsorHybrid
    Schwab 62%Pershing 38%
    $372M
  20. 9157
    Donoghue Forlines LLCBoston, MA · 13 clientsAsset manager
    Fidelity 62%Schwab 38%
    $371M
  21. 9275
    COX Capital Management LLCAndover, MA · 216 clientsWealth manager
    Fidelity 100%
    $361M
  22. 9288
    U. S. Boston Capital CorporationLincoln, MA · 97 clientsBroker-dealer firmHybrid
    No custodian reported
    $360M
  23. 9298
    Abbot Financial Management, IncAndover, MA · 213 clientsWealth manager
    Fidelity 100%
    $359M
  24. 9336
    Crawford Fund Management, LLCBoston, MA · 3 clientsPrivate fund adviser
    State Street 100%
    $356M
  25. 9359
    Stance Capital LLCBoston, MA · 45 clientsAsset manager
    U.S. Bancorp Investments 82%
    $354M
  26. 9372
    10talents Investors, LLCFoxborough, MA · 23 clientsPrivate fund adviser
    No custodian reported
    $353M
  27. 9385
    Clarendon Private LLCBoston, MA · 67 clientsWealth managerBank-affiliated
    Schwab 100%
    $352M
  28. 9422
    Factor Investing GroupWestborough, MA · 491 clientsWealth manager
    Fidelity 100%
    $349M
  29. 9442
    Arctaris Impact InvestorsWellesley, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $347M
  30. 9500
    Martha's Vineyard Investment Advisors, LLCWest Tisbury, MA · 371 clientsWealth managerBank-affiliatedHybrid
    Martha's Vineyard Bank 100%
    $343M
  31. 9565
    Diversified Financial ManagementNorwell, MA · 144 clientsWealth manager
    Fidelity 82%
    $339M
  32. 9571
    Novo Holdings US Investment Advisor, Inc.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $339M
  33. 9584
    Assetgrade, LLCBoston, MA · 171 clientsWealth manager
    Fidelity 100%
    $338M
  34. 9587
    Lenk Ladner Investment Solutions LLCOsterville, MA · 276 clientsWealth manager
    Schwab 100%
    $337M
  35. 9589
    Bluedoor Private Wealth, LLCBeverly, MA · 137 clientsWealth manager
    Schwab 84%
    $337M
  36. 9610
    Loon Lake Capital Management LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $336M
  37. 9638
    North RUN Capital, LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $335M
  38. 9647
    Cottage Street AdvisorsMarion, MA · 135 clientsWealth manager
    Schwab 89%
    $334M
  39. 9649
    Good Harbor Advisors, Inc.Gloucester, MA · 249 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $334M
  40. 9657
    Fairfield Financial AdvisorsWellesley, MA · 147 clientsWealth manager
    Schwab 100%
    $333M

RIAs by state