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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic
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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. 2381
    Evolution Credit Partners Management, LLCBoston, MA · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.1B
  2. 2403
    Moors & Cabot, IncBoston, MA · 5,074 clientsBroker-dealer firmHybridMoors & Cabot, Inc.
    No custodian reported
    $4.0B
  3. 2415
    New Frontier Advisors, LLCBoston, MA · 122 clientsAsset manager
    Schwab 84%
    $4.0B
  4. 2465
    Castle Rock Advisors LLCBoston, MA · 46 clientsWealth manager
    Fidelity 100%
    $3.9B
  5. 2471
    Cormorant Asset Management, LPBoston, MA · 16 clientsPrivate fund adviser
    Morgan Stanley 100%
    $3.8B
  6. 2489
    St. Germain Investment ManagementSpringfield, MA · 6,722 clientsWealth manager
    Capital Client Group 100%
    $3.8B
  7. 2503
    Beaumont Financial PartnersNeedham, MA · 1,910 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $3.8B
  8. 2511
    Howland Capital Management LLCBoston, MA · 1,310 clientsWealth manager
    National Advisors Trust 66%Schwab 34%
    $3.7B
  9. 2536
    Lumint CorporationBoston, MAAsset manager
    No custodian reported
    $3.7B
  10. 2542
    Bcsf Advisors, LPBoston, MA · 3 clientsAsset managerHybridBain Capital Markets, LLC
    No custodian reported
    $3.6B
  11. 2567
    MPM BioimpactBoston, MA · 23 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  12. 2568
    ElephantBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  13. 2576
    Eterna Growth PartnersBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  14. 2586
    Pathlight CapitalBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  15. 2628
    Flagship Harbor Advisors, LLCBoston, MA · 7,373 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $3.4B
  16. 2640
    Invenomic Capital Management LPBoston, MA · 6 clientsAsset managerHybrid
    No custodian reported
    $3.4B
  17. 2690
    Northeast Investment Management IncBoston, MA · 1,651 clientsWealth manager
    BNY 100%
    $3.3B
  18. 2693
    Falcon Investment Advisors, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  19. 2728
    EPG IncorporatedFramingham, MA · 72 clientsAsset manager
    Citi 100%
    $3.2B
  20. 2753
    Santander SecuritiesBoston, MA · 11,124 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $3.1B
  21. 2770
    Winthrop WealthBoston, MA · 2,481 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $3.1B
  22. 2774
    SVB WealthBoston, MA · 1,101 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  23. 2775
    Ampersand Capital PartnersBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  24. 2779
    Alphasimplex Group, LLCBoston, MA · 12 clientsAsset managerHybridVP Distributors LLC
    State Street 77%Morgan Stanley 23%
    $3.1B
  25. 2816
    AEW Capital Management LPBoston, MA · 15 clientsAsset managerHybridNatixis Distribution, LLC, Natixis Investment Managers International
    BNY 73%Northern Trust 27%
    $3.0B
  26. 2833
    Columbia Cent CLO Advisers, LLCBoston, MA · 10 clientsPrivate fund adviserHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    No custodian reported
    $3.0B
  27. 2849
    Nutter Investment AdvisorsBoston, MA · 26 clientsAsset manager
    Fifth Third Bank 100%
    $3.0B
  28. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clientsWealth manager
    Schwab 85%
    $2.9B
  29. 2906
    Leeward InvestmentsBoston, MA · 2,700 clientsAsset manager
    BNY 55%Northern Trust 45%
    $2.9B
  30. 2924
    Strategic Capital Allocation Group, L.L.C.Boston, MA · 8 clientsAsset manager
    No custodian reported
    $2.8B
  31. 2934
    Easterly Investment Partners LLCBeverly, MA · 211 clientsAsset managerHybridEasterly Securities LLC
    Northern Trust 100%
    $2.8B
  32. 3043
    Marcus Partners, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  33. 3050
    Windrose Advisors LLCWaltham, MA · 153 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  34. 3072
    The Patriot Financial Group, LLCWalpole, MA · 2,545 clientsWealth managerHybrid
    Schwab 100%
    $2.6B
  35. 3103
    Pear Tree Advisors, Inc.Lincoln, MA · 1 clientsAsset managerHybridU. S. Boston Capital Corporation
    No custodian reported
    $2.6B
  36. 3201
    Sverica Capital ManagementBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  37. 3211
    S & Co., Inc.Boston, MA · 383 clientsWealth manager
    Fiduciary Trust 100%
    $2.5B
  38. 3220
    Retirement Resources Investment CorporationAndover, MA · 152 clientsAsset manager
    Fidelity 60%Ascensus Financial Services, LLC. 40%
    $2.4B
  39. 3239
    Nichols & Pratt Advisers LLPBoston, MA · 106 clientsWealth manager
    SEI 100%
    $2.4B
  40. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clientsWealth manager
    Schwab 81%
    $2.4B

RIAs by state