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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. 3270
    Washington Trust AdvisorsWellesley, MA · 845 clientsWealth managerBank-affiliated
    Schwab 100%
    $2.4B
  2. 3286
    Yellow Wood PartnersBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  3. 3289
    Anchor Capital Advisors LLCBoston, MA · 524 clientsAsset manager
    Fidelity Distributors Company 100%
    $2.4B
  4. 3296
    Granahan Investment Management LLCWaltham, MA · 74 clientsAsset manager
    HSBC Bank PLC 47%J.P. Morgan 33%
    $2.4B
  5. 3317
    Baldwin Wealth Partners, LLCMarion, MA · 809 clientsWealth manager
    Pershing 71%Schwab 29%
    $2.3B
  6. 3397
    Twelve Points Wealth ManagementConcord, MA · 821 clientsAsset managerAffiliated broker-dealerTwelve Points Capital LLC
    Schwab 70%Fidelity 30%
    $2.2B
  7. 3420
    Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsWealth managerAffiliated broker-dealer
    Fidelity 82%
    $2.2B
  8. 3443
    John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsWealth managerBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    John Hancock Trust Company 58%Pershing 42%
    $2.2B
  9. 3454
    Hite Hedge Asset Management LLCBraintree, MA · 7 clientsPrivate fund adviser
    Morgan Stanley 98%
    $2.2B
  10. 3459
    Pacific Lake Partners, L.L.C.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  11. 3469
    Pinnacle Pension Consultants LLCNeedham, MA · 65 clientsAsset manager
    No custodian reported
    $2.2B
  12. 3510
    Westview Capital Management LLCBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  13. 3514
    New England Retirement Consultants, LLCBoston, MA · 14 clientsAsset manager
    No custodian reported
    $2.1B
  14. 3572
    D/b/a the Davis Companies OR DavisBoston, MA · 21 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  15. 3583
    Minot Deblois Advisors LLCBoston, MA · 203 clientsWealth manager
    Fifth Third Bank 93%
    $2.0B
  16. 3593
    Callodine Capital ManagementBoston, MA · 15 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    Jefferies 85%
    $2.0B
  17. 3609
    Portolan Capital Management, LLCBoston, MA · 19 clientsAsset manager
    BNY 88%
    $2.0B
  18. 3613
    Boston Family Office LLCBoston, MA · 342 clientsWealth manager
    BNY 80%
    $2.0B
  19. 3618
    Advent Global Opportunities Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  20. 3698
    Brooke Private Equity Associates Management LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  21. 3707
    Rose Grove Capital Management, LLCWellesley, MA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 41%Goldman Sachs 40%
    $1.9B
  22. 3729
    SHP Wealth Management, LLCPlymouth, MA · 2,364 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $1.9B
  23. 3754
    Glouston Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  24. 3773
    Valence8Cambridge, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  25. 3787
    Fifth Down Cap LLCBoston, MA · 60 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  26. 3803
    Monashee Investment Management, LLCBoston, MA · 5 clientsAsset manager
    Goldman Sachs 45%J.P. Morgan 30%Morgan Stanley 25%
    $1.9B
  27. 3830
    Aristotle Capital Boston, LLCBoston, MA · 94 clientsAsset managerHybrid
    Northern Trust 70%State Street 30%
    $1.8B
  28. 3863
    Safford Nicholas H & Co IncRockport, MA · 155 clientsWealth manager
    Northern Trust 36%Fidelity 33%Fiduciary Trust 31%
    $1.8B
  29. 3877
    TFC Financial Management IncBoston, MA · 415 clientsWealth manager
    Schwab 100%
    $1.8B
  30. 3878
    Nonantum Capital PartnersBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  31. 3920
    Solum PartnersBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  32. 3926
    Nextech Ventures (US) LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  33. 3930
    Bcpc Advisors, LPBoston, MA · 1 clientsAsset managerHybridBain Capital Markets, LLC
    No custodian reported
    $1.7B
  34. 3949
    Catalyst Financial PartnersBoston, MA · 355 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  35. 3951
    Guidepost Growth Equity Management Company, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  36. 3959
    Omega Fund Management, LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  37. 3969
    P/e Global LLCBoston, MA · 82 clientsAsset managerHybrid
    State Street 66%BNP Paribas 27%
    $1.7B
  38. 4007
    J.M. Forbes & Co. LLPBoston, MA · 1,076 clientsWealth manager
    SEI 100%
    $1.7B
  39. 4021
    Armstrong Advisory Group Inc.Needham, MA · 1,494 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  40. 4045
    Bain Capital Partnership Strategies, LPBoston, MA · 7 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
    No custodian reported
    $1.7B

RIAs by state