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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. 9700
    Essex Private Wealth Management LLCTopsfield, MA · 216 clientsWealth managerHybridHuntwicke Securities, LLC
    Fidelity 100%
    $331M
  2. 9709
    Boston Family Advisors LLCBoston, MA · 39 clientsWealth managerBank-affiliated
    Fidelity 92%
    $330M
  3. 9729
    Game Creek Capital, LPBoston, MA · 14 clientsPrivate fund adviser
    Fiduciary Trust 73%
    $329M
  4. 9765
    Purefi Wealth, LLCBoston, MA · 98 clientsWealth manager
    Fidelity 85%
    $326M
  5. 9846
    Sawyer & Co IncBoston, MA · 226 clientsWealth manager
    Schwab 100%
    $320M
  6. 9850
    Kaname Capital, L.P.Boston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $320M
  7. 9914
    Advaita Capital LLCBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $316M
  8. 9985
    Prospect Hill Growth Partners, L.P.Waltham, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $311M
  9. 10017
    Finivi Inc.Westborough, MA · 683 clientsWealth manager
    Schwab 100%
    $308M
  10. 10028
    Marathon Financial GroupBoston, MA · 118 clientsWealth manager
    Fidelity 100%
    $308M
  11. 10037
    Commons Capital, LLCNeedham, MA · 226 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $307M
  12. 10063
    Finer Wealth Management, Inc.Salem, MA · 277 clientsWealth manager
    Schwab 100%
    $306M
  13. 10071
    MWA Asset ManagementDanvers, MA · 180 clientsWealth manager
    Fidelity 99%
    $306M
  14. 10129
    Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
    Fidelity 77%Schwab 23%
    $301M
  15. 10295
    Five Corners Financial ServicesEaston, MA · 290 clientsWealth manager
    Schwab 100%
    $292M
  16. 10324
    Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
    Schwab 93%
    $290M
  17. 10335
    Fayerweather Management, LLCCambridge, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $290M
  18. 10452
    Meridian Financial Advisors, LLCHolliston, MA · 177 clientsWealth manager
    Schwab 100%
    $284M
  19. 10522
    Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
    Schwab 57%Fidelity 43%
    $280M
  20. 10542
    TSW Wealth ManagementFramingham, MA · 132 clientsWealth managerHybrid
    Schwab 89%
    $279M
  21. 10568
    Ironwood Investment Management, LLCBoston, MA · 289 clientsWealth manager
    Schwab 100%
    $278M
  22. 10579
    Heritage HoldingBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $278M
  23. 10580
    Harbor Island Capital LLCTopsfield, MA · 14 clientsWealth manager
    Schwab 100%
    $278M
  24. 10628
    Ouellette Wealth Advisory LLCLexington, MA · 213 clientsWealth managerHybrid
    Schwab 86%
    $274M
  25. 10655
    South Shore Capital Advisors, LLCBoston, MA · 96 clientsWealth manager
    Bordier & CIE 47%Schwab 41%
    $273M
  26. 10723
    AjovistaBoston, MA · 4 clientsAsset manager
    BNY 100%
    $269M
  27. 10761
    Woodside Wealth ManagementSudbury, MA · 110 clientsWealth manager
    Schwab 100%
    $267M
  28. 10956
    Richardson Financial ServicesMedway, MA · 193 clientsWealth managerHybrid
    Pershing 91%
    $256M
  29. 10998
    Family Fiduciary Services, Inc.Beverly, MA · 129 clientsWealth manager
    Fidelity Distributors Company 100%
    $254M
  30. 11078
    Liberty Forge LLCBoston, MA · 198 clientsWealth managerHybrid
    Altruist 100%
    $251M
  31. 11132
    The Clifford Group LLCWayland, MA · 261 clientsWealth managerWrap sponsor
    Fidelity 100%
    $248M
  32. 11133
    Atwater Wealth Management, Inc.Boston, MA · 98 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $248M
  33. 11164
    Julex Capital ManagementNatick, MA · 1,716 clientsAsset manager
    No custodian reported
    $247M
  34. 11172
    NefpgBurlington, MA · 196 clientsWealth managerHybrid
    Raymond James 100%
    $246M
  35. 11185
    Alternative Fund Advisors, LLCBoston, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $246M
  36. 11233
    Little Harbor Advisors, LLCMarblehead, MA · 4 clientsAsset managerHybrid
    No custodian reported
    $243M
  37. 11239
    Bain Capital Public Equity, LPBoston, MA · 4 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
    No custodian reported
    $242M
  38. 11252
    1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
    Schwab 68%Fidelity 23%
    $242M
  39. 11319
    Castanea Partners Inc.Newton, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $239M
  40. 11469
    OT Management, LLCBoston, MA · 40 clientsPrivate fund adviser
    No custodian reported
    $232M

RIAs by state