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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. 5059
    Abry Partners III, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5093
    Stage Harbor FinancialWestwood, MA · 348 clientsWealth manager
    Fidelity 100%
    $1.1B
  3. 5139
    SV Health Investors, LLCBoston, MA · 21 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5157
    American Investment Services IncGreat Barrington, MA · 378 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5159
    DSF Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  6. 5203
    Twin Oak ETF CompanyWellesley, MA · 5 clientsAsset managerHybrid
    No custodian reported
    $1.1B
  7. 5262
    Clearhaven Partners LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  8. 5286
    Equality Asset ManagementBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  9. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clientsWealth manager
    Schwab 85%
    $1.0B
  10. 5365
    East Coast Asset Management, LLCEssex, MA · 211 clientsAsset manager
    State Street 48%Fidelity 32%
    $1.0B
  11. 5428
    Bristol Wealth GroupTaunton, MA · 885 clientsWealth managerBank-affiliated
    Schwab 100%
    $986M
  12. 5436
    TAC Partners, Inc.Boston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $983M
  13. 5483
    Brookwood Advisors, LLCBeverly, MA · 6 clientsPrivate fund adviserHybridBrookwood Securities Partners, LLC
    No custodian reported
    $964M
  14. 5494
    Folium Capital LPBurlington, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $960M
  15. 5511
    Thorntree Capital Partners LPBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $955M
  16. 5559
    Sirios Capital Management, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $937M
  17. 5592
    Stablepoint Partners, LLCBraintree, MA · 561 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $930M
  18. 5594
    Miri Capital Management LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $930M
  19. 5603
    Union Park Capital Management, L.P.Boston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $928M
  20. 5617
    Rs2 Healthcare PartnersBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $924M
  21. 5630
    Long Wharf Capital LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $919M
  22. 5666
    Constitution Capital PM, L. P.Andover, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $911M
  23. 5709
    93 Financial Group, LLCWoburn, MA · 1,175 clientsWealth manager
    Schwab 100%
    $900M
  24. 5720
    Eagleclaw Capital Management LLCBoston, MA · 321 clientsWealth managerWrap sponsorHybridMoors & Cabot, Inc.
    No custodian reported
    $896M
  25. 5772
    Pearson Financial ServicesDennis, MA · 500 clientsWealth managerHybrid
    Schwab 100%
    $885M
  26. 5773
    New World Advisors LLCHingham, MA · 105 clientsWealth manager
    Fiduciary Trust 55%Schwab 45%
    $885M
  27. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  28. 5864
    Pinney & Scofield, Inc.Cambridge, MA · 295 clientsWealth manager
    Schwab 100%
    $859M
  29. 5909
    Barry Investment Advisors, LLCNew Bedford, MA · 398 clientsWealth managerWrap sponsor
    Fidelity 100%
    $847M
  30. 5937
    Openview Advisors, LLCBoston, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $839M
  31. 5951
    Peddock Capital Advisors, LLCBraintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $836M
  32. 5953
    Carr Financial GroupWorcester, MA · 625 clientsWealth manager
    Schwab 100%
    $836M
  33. 5966
    Denali Growth PartnersBoston, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $831M
  34. 5971
    New Heritage Capital, LLCBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $830M
  35. 5986
    Aequitas Investment Advisors, LLCHingham, MA · 189 clientsWealth manager
    Schwab 100%
    $826M
  36. 6006
    New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsWealth managerHybrid
    Schwab 100%
    $821M
  37. 6007
    J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clientsWealth manager
    State Street 100%
    $821M
  38. 6020
    Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
    J.P. Morgan 91%
    $818M
  39. 6052
    Polen Capital CLO Management, LLCWaltham, MA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $808M
  40. 6062
    Northstar Asset Management, IncBoston, MA · 194 clientsWealth managerWrap sponsor
    Morgan Stanley 66%Schwab 34%
    $806M

RIAs by state