# Financial advisors in Massachusetts

> AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma

## At a glance

- Investment advisory firms: 1,422
- Registration: SEC-registered investment adviser: 638, State-registered investment adviser: 508, Exempt reporting adviser: 276
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 449 (39%); Percentage of assets 1,003 (88%); Hourly charges 405 (35%); Subscription fees (newsletter or periodical) 11 (1%); Fixed fees 507 (44%); Commissions 36 (3%); Performance-based fees 290 (25%); Other 200 (17%); No compensation arrangements reported 276
- Regulatory assets under management (Item 5.F): Under $25 million 250 (18%); $25 million to $100 million 172 (12%); $100 million to $500 million 223 (16%); $500 million to $1 billion 93 (7%); $1 billion to $5 billion 144 (10%); Over $5 billion 146 (10%); Not reported 394 (28%)
- Years registered: Under 5 years 455 (32%); 5 to 9 years 292 (21%); 10 to 19 years 392 (28%); 20 years or more 267 (19%); Not reported 16 (1%)

## Firms (page 1 of 29, 1 to 50 of 1,422, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [021T Capital Management, LLC](https://advisorcensus.com/firm/021t-capital-management-llc-cambridge-ma-343801) ([md](https://advisorcensus.com/firm/021t-capital-management-llc-cambridge-ma-343801.md)) | 343801 | Cambridge, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [10TALENTS Investors, LLC](https://advisorcensus.com/firm/10talents-investors-llc-foxborough-ma-262786) ([md](https://advisorcensus.com/firm/10talents-investors-llc-foxborough-ma-262786.md)) | 262786 | Foxborough, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [120 Capital](https://advisorcensus.com/firm/120-capital-boston-ma-319547) ([md](https://advisorcensus.com/firm/120-capital-boston-ma-319547.md)) | 319547 | Boston, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [1414 Ventures](https://advisorcensus.com/firm/1414-ventures-boston-ma-321780) ([md](https://advisorcensus.com/firm/1414-ventures-boston-ma-321780.md)) | 321780 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [1620 Investment Advisors, Inc.](https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262) ([md](https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262.md)) | 119262 | Plymouth, MA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [186 Ventures Management Group, LLC](https://advisorcensus.com/firm/186-ventures-management-group-llc-boston-ma-318235) ([md](https://advisorcensus.com/firm/186-ventures-management-group-llc-boston-ma-318235.md)) | 318235 | Boston, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [3CC / Third Culture Capital](https://advisorcensus.com/firm/3cc-third-culture-capital-boston-ma-313658) ([md](https://advisorcensus.com/firm/3cc-third-culture-capital-boston-ma-313658.md)) | 313658 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [406 Ventures Management, LLC](https://advisorcensus.com/firm/406-ventures-management-llc-boston-ma-162914) ([md](https://advisorcensus.com/firm/406-ventures-management-llc-boston-ma-162914.md)) | 162914 | Boston, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [424 Capital, LLC](https://advisorcensus.com/firm/424-capital-llc-wakefield-ma-167462) ([md](https://advisorcensus.com/firm/424-capital-llc-wakefield-ma-167462.md)) | 167462 | Wakefield, MA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee |
| [55IP](https://advisorcensus.com/firm/55ip-boston-ma-286620) ([md](https://advisorcensus.com/firm/55ip-boston-ma-286620.md)) | 286620 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee, Other |
| [71 West Capital Partners](https://advisorcensus.com/firm/71-west-capital-partners-boston-ma-338756) ([md](https://advisorcensus.com/firm/71-west-capital-partners-boston-ma-338756.md)) | 338756 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 0 | % of assets, Performance fee |
| [82VS Management, LLC](https://advisorcensus.com/firm/82vs-management-llc-waltham-ma-331503) ([md](https://advisorcensus.com/firm/82vs-management-llc-waltham-ma-331503.md)) | 331503 | Waltham, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [93 Financial Group, LLC](https://advisorcensus.com/firm/93-financial-group-llc-woburn-ma-144235) ([md](https://advisorcensus.com/firm/93-financial-group-llc-woburn-ma-144235.md)) | 144235 | Woburn, MA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets |
| [AAF Wealth Management, LLC](https://advisorcensus.com/firm/aaf-wealth-management-llc-westborough-ma-164646) ([md](https://advisorcensus.com/firm/aaf-wealth-management-llc-westborough-ma-164646.md)) | 164646 | Westborough, MA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [AB Magnitude Ventures Group](https://advisorcensus.com/firm/ab-magnitude-ventures-group-cambridge-ma-309472) ([md](https://advisorcensus.com/firm/ab-magnitude-ventures-group-cambridge-ma-309472.md)) | 309472 | Cambridge, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Abbot Financial Management, Inc](https://advisorcensus.com/firm/abbot-financial-management-inc-andover-ma-111040) ([md](https://advisorcensus.com/firm/abbot-financial-management-inc-andover-ma-111040.md)) | 111040 | Andover, MA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets |
| [Able Financial Planning](https://advisorcensus.com/firm/able-financial-planning-west-brookfield-ma-283753) ([md](https://advisorcensus.com/firm/able-financial-planning-west-brookfield-ma-283753.md)) | 283753 | West Brookfield, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Commissions |
| [Abraham, Robert Ralph JR](https://advisorcensus.com/firm/abraham-robert-ralph-jr-127627) ([md](https://advisorcensus.com/firm/abraham-robert-ralph-jr-127627.md)) | 127627 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Abrams Capital Management, L.P.](https://advisorcensus.com/firm/abrams-capital-management-l-p-boston-ma-155729) ([md](https://advisorcensus.com/firm/abrams-capital-management-l-p-boston-ma-155729.md)) | 155729 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Abry Partners II, LLC](https://advisorcensus.com/firm/abry-partners-ii-llc-boston-ma-161154) ([md](https://advisorcensus.com/firm/abry-partners-ii-llc-boston-ma-161154.md)) | 161154 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Abry Partners III, LLC](https://advisorcensus.com/firm/abry-partners-iii-llc-boston-ma-323712) ([md](https://advisorcensus.com/firm/abry-partners-iii-llc-boston-ma-323712.md)) | 323712 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Abry Partners, LLC](https://advisorcensus.com/firm/abry-partners-llc-boston-ma-161153) ([md](https://advisorcensus.com/firm/abry-partners-llc-boston-ma-161153.md)) | 161153 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance fee |
| [Acadian Asset Management](https://advisorcensus.com/firm/acadian-asset-management-boston-ma-106609) ([md](https://advisorcensus.com/firm/acadian-asset-management-boston-ma-106609.md)) | 106609 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Performance fee |
| [ACCELR8 Management, LLC](https://advisorcensus.com/firm/accelr8-management-llc-boston-ma-316168) ([md](https://advisorcensus.com/firm/accelr8-management-llc-boston-ma-316168.md)) | 316168 | Boston, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Access Financial Planning, LLC](https://advisorcensus.com/firm/access-financial-planning-llc-newburyport-ma-291360) ([md](https://advisorcensus.com/firm/access-financial-planning-llc-newburyport-ma-291360.md)) | 291360 | Newburyport, MA | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Access Investment Management](https://advisorcensus.com/firm/access-investment-management-melrose-ma-336512) ([md](https://advisorcensus.com/firm/access-investment-management-melrose-ma-336512.md)) | 336512 | Melrose, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Accomplice Management LLC](https://advisorcensus.com/firm/accomplice-management-llc-boston-ma-219517) ([md](https://advisorcensus.com/firm/accomplice-management-llc-boston-ma-219517.md)) | 219517 | Boston, MA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Adage Capital Management, L.P.](https://advisorcensus.com/firm/adage-capital-management-l-p-boston-ma-160679) ([md](https://advisorcensus.com/firm/adage-capital-management-l-p-boston-ma-160679.md)) | 160679 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Adaptive Advisers, LLC](https://advisorcensus.com/firm/adaptive-advisers-llc-boston-ma-318716) ([md](https://advisorcensus.com/firm/adaptive-advisers-llc-boston-ma-318716.md)) | 318716 | Boston, MA | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [Adaptive Financial Solutions Inc](https://advisorcensus.com/firm/adaptive-financial-solutions-inc-waban-ma-293198) ([md](https://advisorcensus.com/firm/adaptive-financial-solutions-inc-waban-ma-293198.md)) | 293198 | Waban, MA | State-registered investment adviser | Under $25 million | 8 | Fixed fee |
| [Advaita Capital LLC](https://advisorcensus.com/firm/advaita-capital-llc-boston-ma-325205) ([md](https://advisorcensus.com/firm/advaita-capital-llc-boston-ma-325205.md)) | 325205 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Advanced Portfolio Design, LLC](https://advisorcensus.com/firm/advanced-portfolio-design-llc-westford-ma-141727) ([md](https://advisorcensus.com/firm/advanced-portfolio-design-llc-westford-ma-141727.md)) | 141727 | Westford, MA | State-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Advanced Technology Ventures](https://advisorcensus.com/firm/advanced-technology-ventures-boston-ma-162341) ([md](https://advisorcensus.com/firm/advanced-technology-ventures-boston-ma-162341.md)) | 162341 | Boston, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Advancit Capital Advisors LLC](https://advisorcensus.com/firm/advancit-capital-advisors-llc-boston-ma-167928) ([md](https://advisorcensus.com/firm/advancit-capital-advisors-llc-boston-ma-167928.md)) | 167928 | Boston, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Advent Global Opportunities Management LLC](https://advisorcensus.com/firm/advent-global-opportunities-management-llc-boston-ma-174333) ([md](https://advisorcensus.com/firm/advent-global-opportunities-management-llc-boston-ma-174333.md)) | 174333 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Advent International, L.P.](https://advisorcensus.com/firm/advent-international-l-p-boston-ma-105673) ([md](https://advisorcensus.com/firm/advent-international-l-p-boston-ma-105673.md)) | 105673 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Fixed fee, Performance fee |
| [Aequitas Investment Advisors, LLC](https://advisorcensus.com/firm/aequitas-investment-advisors-llc-hingham-ma-127625) ([md](https://advisorcensus.com/firm/aequitas-investment-advisors-llc-hingham-ma-127625.md)) | 127625 | Hingham, MA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [AEW Capital Management LP](https://advisorcensus.com/firm/aew-capital-management-lp-boston-ma-108633) ([md](https://advisorcensus.com/firm/aew-capital-management-lp-boston-ma-108633.md)) | 108633 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Performance fee, Other |
| [AFG Fiduciary Services](https://advisorcensus.com/firm/afg-fiduciary-services-hingham-ma-309943) ([md](https://advisorcensus.com/firm/afg-fiduciary-services-hingham-ma-309943.md)) | 309943 | Hingham, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [AG Capital Management Partners, LP](https://advisorcensus.com/firm/ag-capital-management-partners-lp-boston-ma-323142) ([md](https://advisorcensus.com/firm/ag-capital-management-partners-lp-boston-ma-323142.md)) | 323142 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Agent Capital, LLC](https://advisorcensus.com/firm/agent-capital-llc-waltham-ma-288532) ([md](https://advisorcensus.com/firm/agent-capital-llc-waltham-ma-288532.md)) | 288532 | Waltham, MA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [AGF Investments](https://advisorcensus.com/firm/agf-investments-boston-ma-153781) ([md](https://advisorcensus.com/firm/agf-investments-boston-ma-153781.md)) | 153781 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Ajovista](https://advisorcensus.com/firm/ajovista-boston-ma-314924) ([md](https://advisorcensus.com/firm/ajovista-boston-ma-314924.md)) | 314924 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Akmazo Capital Management Co., LLC](https://advisorcensus.com/firm/akmazo-capital-management-co-llc-newton-ma-315831) ([md](https://advisorcensus.com/firm/akmazo-capital-management-co-llc-newton-ma-315831.md)) | 315831 | Newton, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Albany Road Real Estate Partners, LLC](https://advisorcensus.com/firm/albany-road-real-estate-partners-llc-dedham-ma-290302) ([md](https://advisorcensus.com/firm/albany-road-real-estate-partners-llc-dedham-ma-290302.md)) | 290302 | Dedham, MA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Alco Advisors, Inc.](https://advisorcensus.com/firm/alco-advisors-inc-duxbury-ma-129513) ([md](https://advisorcensus.com/firm/alco-advisors-inc-duxbury-ma-129513.md)) | 129513 | Duxbury, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Other |
| [Algebris Investments (US) Inc.](https://advisorcensus.com/firm/algebris-investments-us-inc-boston-ma-169236) ([md](https://advisorcensus.com/firm/algebris-investments-us-inc-boston-ma-169236.md)) | 169236 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 12 | Performance fee, Other |
| [Algorithmic Investment Models](https://advisorcensus.com/firm/algorithmic-investment-models-boston-ma-306354) ([md](https://advisorcensus.com/firm/algorithmic-investment-models-boston-ma-306354.md)) | 306354 | Boston, MA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Other |
| [Alkon Financial Services, LLC](https://advisorcensus.com/firm/alkon-financial-services-llc-146879) ([md](https://advisorcensus.com/firm/alkon-financial-services-llc-146879.md)) | 146879 | Not reported, Not reported | State-registered investment adviser | Not reported | 16 | Other |
| [All Peaks Capital](https://advisorcensus.com/firm/all-peaks-capital-norwell-ma-331506) ([md](https://advisorcensus.com/firm/all-peaks-capital-norwell-ma-331506.md)) | 331506 | Norwell, MA | Exempt reporting adviser | Not reported | 2 | Not reported |

- Next page: https://advisorcensus.com/advisors/ma/page/2.md

## Questions people ask

**How many financial advisory firms are there in Massachusetts?**
AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Massachusetts?**
449 of the 1,422 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Massachusetts offer financial planning?**
584 of the 1,146 firms in Massachusetts that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Massachusetts fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 449 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma) (https://advisorcensus.com/advisors/ma.md)
- [Fee-only financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/fee-only) (https://advisorcensus.com/advisors/ma/fee-only.md)
- [Flat-fee financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/flat-fee) (https://advisorcensus.com/advisors/ma/flat-fee.md)
- [Hourly financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/hourly) (https://advisorcensus.com/advisors/ma/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ma.csv

Cite as: AdvisorCensus. Financial advisors in Massachusetts: 1,422 firms from Form ADV filings as of October 2026.