Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Massachusetts.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Massachusetts, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Massachusetts are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Massachusetts.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Abbot Financial Management |
|
$242.7 million | 193 | 4 | $1.3 million |
| Adviser Investments |
|
$7.2 billion | 3,970 | 53 | $1.8 million |
| Aevitas Wealth Management |
|
$617.3 million | 377 | 5 | $1.6 million |
| American Investment Services |
|
$1.3 billion | 502 | 8 | $2.6 million |
| Anchor Capital Advisors |
|
$3.4 billion | 534 | 17 | $6.4 million |
| Andersen |
|
$3.7 billion | 399 | 11 | $9.3 million |
| Auour Investments |
|
$291.8 million | 325 | 4 | $897,958 |
| Balanced Rock Investment Advisors |
|
$105.8 million | 129 | 4 | $820,516 |
| Barry Investment Advisors |
|
$750.0 million | 384 | 5 | $2.0 million |
| Battery Management Corp |
|
$17.8 billion | 52 | 51 | $342.0 million |
| Beaumont Financial Partners |
|
$3.0 billion | 1,389 | 13 | $2.2 million |
| Bernzott Capital Advisors |
|
$1.2 billion | 472 | 4 | $2.6 million |
| Bortolussi Wealth Management |
|
$48.0 million | 85 | 1 | $564,705 |
| Boston Financial Management |
|
$3.8 billion | 870 | 20 | $4.4 million |
| Boston Research and Management |
|
$548.3 million | 111 | 5 | $4.9 million |
| Breckinridge Capital Advisors |
|
$46.7 billion | 16,834 | 27 | $2.8 million |
| Cabot Wealth Management |
|
$1.1 billion | 664 | 4 | $1.7 million |
| Cadence Wealth Management |
|
$252.8 million | 602 | 7 | $419,933 |
| Cambridge Associates |
|
$294.3 billion | 568 | 461 | $518.2 million |
| Cambridge Associates |
|
$5.9 billion | 24 | 13 | $245.6 million |
| Cape Ann Capital |
|
$202.2 million | 246 | 3 | $821,809 |
| Capital Wealth Management |
|
$16.2 million | 23 | 1 | $703,538 |
| Carl P. Sherr & Co |
|
$381.1 million | 305 | 3 | $1.2 million |
| Centerpoint Advisors |
|
$560.5 million | 441 | 10 | $1.3 million |
| Claro Advisors |
|
$763.0 million | 759 | 14 | $1.0 million |
| Clearbrook Investment Consulting |
|
$480.0 million | 1 | 2 | $480.0 million |
| Clearbrook Investment Solutions |
|
$620.2 million | 30 | 2 | $20.7 million |
| Community Financial Group |
|
$75.6 million | 70 | 2 | $1.1 million |
| Cooper Lapman Financial |
|
$341.4 million | 89 | 4 | $3.8 million |
| Cornerstone Financial Management |
|
$84.4 million | 75 | 3 | $1.1 million |
 Cottage Street Advisors
|
|
$233.8 million | 100 | 2 | $2.3 million |
| Cox Capital Management |
|
$286.0 million | 164 | 3 | $1.7 million |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Darrow Wealth Management |
|
$241.9 million | 132 | 4 | $1.8 million |
| Demers Financial Planning |
|
$13.9 million | 25 | 1 | $557,160 |
| Diversified Financial Management |
|
$231.1 million | 120 | 2 | $1.9 million |
| EPG Incorporated |
|
$4.5 billion | 75 | 4 | $59.7 million |
| F L Putnam Investment Management Co. |
|
$4.5 billion | 1,408 | 31 | $3.2 million |
| Fairfield Financial Advisors |
|
$310.2 million | 194 | 2 | $1.6 million |
| Fiduciary Wealth Partners |
|
$1.5 billion | 93 | 5 | $15.9 million |
| First National Corporation |
|
$1.2 billion | 804 | 7 | $1.4 million |
| Florek Financial |
|
$373.8 million | 86 | 2 | $4.3 million |
| Focus Financial |
|
$0.0 | 100 | 1 | $0.0 |
| Freya Financial Services |
|
$21.3 million | 23 | 1 | $926,086 |
| Genesis Wealth Advisors |
|
$210.8 million | 249 | 7 | $846,704 |
| Great Point Wealth Advisors |
|
$548.9 million | 299 | 2 | $1.8 million |
| Harbor Asset Planning |
|
$108.5 million | 82 | 2 | $1.3 million |
| Investment Advisory Group |
|
$716.4 million | 3,241 | 6 | $221,027 |
| Jantz Management |
|
$7.6 million | 18 | 1 | $422,194 |
| Lechner Associates |
|
$82.0 million | 153 | 1 | $536,155 |
| Lennox Financial |
|
$17.1 million | 28 | 1 | $610,906 |
| Lowell Blake & Associates |
|
$763.7 million | 263 | 6 | $2.9 million |
| Mason Capital Partners |
|
$213.8 million | 111 | 4 | $1.9 million |
| McNamara Financial Services |
|
$499.0 million | 920 | 4 | $542,403 |
| Middleton & Company |
|
$1.3 billion | 393 | 8 | $3.3 million |
| Modera Wealth Management |
|
$7.0 billion | 2,293 | 56 | $3.0 million |
| Montis Financial |
|
$748.2 million | 261 | 7 | $2.9 million |
| Neiman & Associates Financial Services |
|
$33.4 million | 33 | 1 | $1.0 million |
| NEPC |
|
$69.7 billion | 403 | 1 | $173.0 million |
| New England Retirement Consultants |
|
$1.5 billion | 2 | 3 | $756.3 million |
| New Frontier Advisors |
|
$4.6 billion | 112 | 4 | $40.6 million |
| Northstar Asset Management |
|
$792.2 million | 189 | 5 | $4.2 million |
| Okemo Capital Management |
|
$88.0 million | 8 | 1 | $11.0 million |
| Paragon Financial Advisors |
|
$72.0 million | 40 | 1 | $1.8 million |
| Perennial Advisors Group |
|
$298.9 million | 168 | 2 | $1.8 million |
| Pinnacle Pension Consultants |
|
$1.4 billion | 65 | 3 | $21.2 million |
| Pinney & Scofield |
|
$664.8 million | 281 | 3 | $2.4 million |
| Polaris Advisors |
|
$147.4 million | 112 | 3 | $1.3 million |
| Prio Wealth Limited Partnership |
|
$4.1 billion | 682 | 11 | $6.0 million |
| Proctor Financial |
|
$293.3 million | 219 | 3 | $1.3 million |
| R.A.I. Financial Services |
|
$9.4 million | 99 | 1 | $94,668 |
| R.W. Roge & Company |
|
$342.8 million | 296 | 5 | $1.2 million |
| Resolute Financial |
|
$443.8 million | 329 | 5 | $1.3 million |
| Retirement Resources Investment Corporation |
|
$1.5 billion | 146 | 2 | $10.2 million |
| Reynders Mcveigh Capital Management |
|
$3.9 billion | 825 | 22 | $4.7 million |
| RF&L Wealth Management |
|
$242.2 million | 126 | 3 | $1.9 million |
| Riverview Capital Advisers |
|
$502.5 million | 145 | 3 | $3.5 million |
| RSM US Wealth Management |
|
$9.6 billion | 3,641 | 79 | $2.6 million |
| Savvi Financial |
|
$27.4 million | 152 | 6 | $180,401 |
| Sensible Financial Planning and Management |
|
$730.7 million | 298 | 12 | $2.5 million |
| Sentry Financial Planning |
|
$40.6 million | 10 | 1 | $4.1 million |
| Seven Eight Capital |
|
$1.2 billion | 3 | 24 | $384.0 million |
| Silver Pine Capital |
|
$44.3 million | 137 | 3 | $323,357 |
| Sound View Financial Advisors |
|
$16.6 million | 53 | 2 | $313,420 |
| Spillane Financial Planning |
|
$36.9 million | 37 | 1 | $997,518 |
| Sterling Oak Advisors |
|
$27.0 million | 24 | 1 | $1.1 million |
| Successful Money Strategies |
|
$185.8 million | 242 | 1 | $767,768 |
| TFC Financial Management |
|
$1.4 billion | 371 | 9 | $3.8 million |
| The Clifford Group |
|
$113.7 million | 221 | 2 | $514,632 |
| The Financial Advisors |
|
$974.8 million | 752 | 7 | $1.3 million |
| The Relaxing Retirement Coach |
|
$536.3 million | 295 | 1 | $1.8 million |
| Timber Creek Capital Management |
|
$519.6 million | 43 | 2 | $12.1 million |
| Timmons Wealth Management |
|
$100.1 million | 124 | 1 | $807,136 |
| Torray |
|
$711.1 million | 368 | 6 | $1.9 million |
| Valence8 |
|
$312.7 million | 3 | 3 | $104.2 million |
| Washington Capital Management |
|
$6.5 billion | 72 | 9 | $90.8 million |
 West Branch Capital
|
|
$509.6 million | 379 | 5 | $1.3 million |
| Wingate Wealth Advisors |
|
$1.1 billion | 633 | 13 | $1.8 million |
| Worcester Advisors |
|
$105.1 million | 232 | 3 | $453,183 |
| Zevin Asset Management |
|
$783.0 million | 382 | 3 | $2.0 million |
More Top Firms by State
About the Editorial Team
investor.com
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