{
  "path": "/advisors/ma/fee-only",
  "url": "https://advisorcensus.com/advisors/ma/fee-only/page/6",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 449,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Massachusetts?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Massachusetts?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Massachusetts offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Massachusetts fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Massachusetts who are paid only by client fees. AdvisorCensus lists 449 investment advisory firms with a principal office in Massachusetts that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Massachusetts: 449 firms from Form ADV filings as of October 2026.",
  "total_firms": 449,
  "page": 6,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 166,
    "state": 283,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 449
    },
    {
      "code": "percentage_of_aum",
      "count": 398
    },
    {
      "code": "hourly",
      "count": 211
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 247
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 132
    },
    {
      "code": "5_to_9",
      "count": 86
    },
    {
      "code": "10_to_19",
      "count": 115
    },
    {
      "code": "20_plus",
      "count": 116
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 149
    },
    {
      "code": "25m_100m",
      "count": 97
    },
    {
      "code": "100m_500m",
      "count": 90
    },
    {
      "code": "500m_1b",
      "count": 24
    },
    {
      "code": "1b_5b",
      "count": 32
    },
    {
      "code": "over_5b",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 45
    }
  ],
  "firms": [
    {
      "crd_number": 315033,
      "name": "Luma Financial",
      "name_as_filed": "LUMA FINANCIAL",
      "url": "https://advisorcensus.com/firm/luma-financial-acton-ma-315033",
      "city": "Acton",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305378,
      "name": "Lyon Financial Planning, LLC",
      "name_as_filed": "LYON FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/lyon-financial-planning-llc-305378",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174310,
      "name": "M Street Capital, LLC",
      "name_as_filed": "M STREET CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/m-street-capital-llc-174310",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300063,
      "name": "Macdonald Wealth Management, LLC",
      "name_as_filed": "MACDONALD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/macdonald-wealth-management-llc-mansfield-ma-300063",
      "city": "Mansfield",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130246,
      "name": "Macneil Capital Management",
      "name_as_filed": "MACNEIL CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/macneil-capital-management-130246",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297091,
      "name": "Main Effort Financial, Inc.",
      "name_as_filed": "MAIN EFFORT FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/main-effort-financial-inc-holliston-ma-297091",
      "city": "Holliston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308095,
      "name": "Main Street Financial Advisory LLC",
      "name_as_filed": "MAIN STREET FINANCIAL ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/main-street-financial-advisory-llc-west-newbury-ma-308095",
      "city": "West Newbury",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331419,
      "name": "Mannion Money Advisory",
      "name_as_filed": "MANNION MONEY ADVISORY",
      "url": "https://advisorcensus.com/firm/mannion-money-advisory-marlborough-ma-331419",
      "city": "Marlborough",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133222,
      "name": "Marcus Capital Management, Inc.",
      "name_as_filed": "MARCUS CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/marcus-capital-management-inc-boston-ma-133222",
      "city": "Boston",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107412,
      "name": "Mason Capital Partners",
      "name_as_filed": "MASON CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/mason-capital-partners-boston-ma-107412",
      "city": "Boston",
      "state": "MA",
      "years_registered": 50,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160235,
      "name": "Massachusetts Wealth Management, LLC",
      "name_as_filed": "MASSACHUSETTS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/massachusetts-wealth-management-llc-north-andover-ma-160235",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332076,
      "name": "May Hill Capital, LLC",
      "name_as_filed": "MAY HILL CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/may-hill-capital-llc-cohasset-ma-332076",
      "city": "Cohasset",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108191,
      "name": "McCarter Private Wealth Services LLC",
      "name_as_filed": "MCCARTER PRIVATE WEALTH SERVICES LLC",
      "url": "https://advisorcensus.com/firm/mccarter-private-wealth-services-llc-boston-ma-108191",
      "city": "Boston",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105522,
      "name": "McIntyre, Freedman & Flynn Investment Advisers, Inc.",
      "name_as_filed": "MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/mcintyre-freedman-and-flynn-investment-advisers-inc-orleans-ma-105522",
      "city": "Orleans",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154311,
      "name": "McNamara Financial Services, Inc.",
      "name_as_filed": "MCNAMARA FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/mcnamara-financial-services-inc-marshfield-ma-154311",
      "city": "Marshfield",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310435,
      "name": "Meeting House Capital, LLC",
      "name_as_filed": "MEETING HOUSE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/meeting-house-capital-llc-concord-ma-310435",
      "city": "Concord",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110601,
      "name": "Meketa Investment Group Inc",
      "name_as_filed": "MEKETA INVESTMENT GROUP INC",
      "url": "https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601",
      "city": "Westwood",
      "state": "MA",
      "years_registered": 47,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144605,
      "name": "Mendoza Wealth Management",
      "name_as_filed": "MENDOZA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mendoza-wealth-management-144605",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169258,
      "name": "Merganser Capital Management, LLC",
      "name_as_filed": "MERGANSER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/merganser-capital-management-llc-boston-ma-169258",
      "city": "Boston",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119679,
      "name": "Meridian Financial Advisors, LLC",
      "name_as_filed": "MERIDIAN FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/meridian-financial-advisors-llc-holliston-ma-119679",
      "city": "Holliston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104549,
      "name": "Middleton & Company Inc.",
      "name_as_filed": "MIDDLETON & COMPANY INC.",
      "url": "https://advisorcensus.com/firm/middleton-and-company-inc-boston-ma-104549",
      "city": "Boston",
      "state": "MA",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283204,
      "name": "Mill Street Research",
      "name_as_filed": "MILL STREET RESEARCH",
      "url": "https://advisorcensus.com/firm/mill-street-research-sherborn-ma-283204",
      "city": "Sherborn",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140170,
      "name": "Minot Deblois Advisors LLC",
      "name_as_filed": "MINOT DEBLOIS ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/minot-deblois-advisors-llc-boston-ma-140170",
      "city": "Boston",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166921,
      "name": "Model Capital Management LLC",
      "name_as_filed": "MODEL CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/model-capital-management-llc-waltham-ma-166921",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289716,
      "name": "MOK Financial Planning & Tax, Inc.",
      "name_as_filed": "MOK FINANCIAL PLANNING & TAX, INC.",
      "url": "https://advisorcensus.com/firm/mok-financial-planning-and-tax-inc-millis-ma-289716",
      "city": "Millis",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153040,
      "name": "Momentum Investment Management, LLC",
      "name_as_filed": "MOMENTUM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/momentum-investment-management-llc-153040",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133075,
      "name": "Montanari Financial Advisors Inc.",
      "name_as_filed": "MONTANARI FINANCIAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/montanari-financial-advisors-inc-norwell-ma-133075",
      "city": "Norwell",
      "state": "MA",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305827,
      "name": "Monument Asset Management, LLC",
      "name_as_filed": "MONUMENT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/monument-asset-management-llc-305827",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111908,
      "name": "Monument Group Wealth Advisors, LLC",
      "name_as_filed": "MONUMENT GROUP WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908",
      "city": "Concord",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130421,
      "name": "Moore Financial Advisors, Ltd.",
      "name_as_filed": "MOORE FINANCIAL ADVISORS, LTD.",
      "url": "https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421",
      "city": "Belmont",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149926,
      "name": "MP Financial Services, LLC",
      "name_as_filed": "MP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mp-financial-services-llc-springfield-ma-149926",
      "city": "Springfield",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166496,
      "name": "MS Financial Services, LLC",
      "name_as_filed": "MS FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/ms-financial-services-llc-reading-ma-166496",
      "city": "Reading",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142912,
      "name": "MWA Asset Management",
      "name_as_filed": "MWA ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mwa-asset-management-danvers-ma-142912",
      "city": "Danvers",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130269,
      "name": "Nathanael R. Brayton, CFA",
      "name_as_filed": "NATHANAEL R. BRAYTON, CFA",
      "url": "https://advisorcensus.com/firm/nathanael-r-brayton-cfa-boston-ma-130269",
      "city": "Boston",
      "state": "MA",
      "years_registered": 31,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174195,
      "name": "NAV Wealth Management LLC",
      "name_as_filed": "NAV WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/nav-wealth-management-llc-174195",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105378,
      "name": "Needham Advisory Corporation",
      "name_as_filed": "NEEDHAM ADVISORY CORPORATION",
      "url": "https://advisorcensus.com/firm/needham-advisory-corporation-north-andover-ma-105378",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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    },
    {
      "crd_number": 123641,
      "name": "Neiman & Associates Financial Services, LLC",
      "name_as_filed": "NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/neiman-and-associates-financial-services-llc-arlington-ma-123641",
      "city": "Arlington",
      "state": "MA",
      "years_registered": 23,
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    {
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      "name": "Nestegg Financial",
      "name_as_filed": "NESTEGG FINANCIAL",
      "url": "https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936",
      "city": "Middleton",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "under_25m",
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    },
    {
      "crd_number": 115911,
      "name": "Neumeier Capital Management, Inc",
      "name_as_filed": "NEUMEIER CAPITAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/neumeier-capital-management-inc-115911",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
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    },
    {
      "crd_number": 147181,
      "name": "New Frontier Advisors, LLC",
      "name_as_filed": "NEW FRONTIER ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/new-frontier-advisors-llc-boston-ma-147181",
      "city": "Boston",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "1b_5b",
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    },
    {
      "crd_number": 301148,
      "name": "New Shore Financial LLC",
      "name_as_filed": "NEW SHORE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/new-shore-financial-llc-wrentham-ma-301148",
      "city": "Wrentham",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "under_25m",
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    },
    {
      "crd_number": 338919,
      "name": "Nexten FP",
      "name_as_filed": "NEXTEN FP",
      "url": "https://advisorcensus.com/firm/nexten-fp-338919",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
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        "fixed"
      ],
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    },
    {
      "crd_number": 318648,
      "name": "Nextstep Portfolios LLC",
      "name_as_filed": "NEXTSTEP PORTFOLIOS LLC",
      "url": "https://advisorcensus.com/firm/nextstep-portfolios-llc-318648",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 283289,
      "name": "Nobscot Investment Management LLC",
      "name_as_filed": "NOBSCOT INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 325410,
      "name": "Norcross Capital Management LLC",
      "name_as_filed": "NORCROSS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/norcross-capital-management-llc-325410",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
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      ],
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    },
    {
      "crd_number": 329710,
      "name": "North Shore Wealth Management",
      "name_as_filed": "NORTH SHORE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710",
      "city": "Westford",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "under_25m",
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        "fixed"
      ],
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    },
    {
      "crd_number": 105051,
      "name": "Northeast Investment Management Inc",
      "name_as_filed": "NORTHEAST INVESTMENT MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051",
      "city": "Boston",
      "state": "MA",
      "years_registered": 41,
      "raum_band": "1b_5b",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 107138,
      "name": "Northstar Asset Management, Inc",
      "name_as_filed": "NORTHSTAR ASSET MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138",
      "city": "Boston",
      "state": "MA",
      "years_registered": 35,
      "raum_band": "500m_1b",
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      ],
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    },
    {
      "crd_number": 170428,
      "name": "NU Paradigm Investment Partners L.L.C.",
      "name_as_filed": "NU PARADIGM INVESTMENT PARTNERS L.L.C.",
      "url": "https://advisorcensus.com/firm/nu-paradigm-investment-partners-l-l-c-170428",
      "city": null,
      "state": null,
      "years_registered": 12,
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      ],
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    },
    {
      "crd_number": 105461,
      "name": "Nutter Investment Advisors",
      "name_as_filed": "NUTTER INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/nutter-investment-advisors-boston-ma-105461",
      "city": "Boston",
      "state": "MA",
      "years_registered": 37,
      "raum_band": "1b_5b",
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  "states": [],
  "metros": [],
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      {
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    "metro_fee_pages": [
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      {
        "path": "/advisors/ma/barnstable-town/fee-only",
        "firm_count": 14,
        "label": "Fee-only financial advisors in Barnstable Town, MA"
      },
      {
        "path": "/advisors/ma/worcester/fee-only",
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        "label": "Fee-only financial advisors in Worcester, MA"
      },
      {
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        "label": "Fee-only financial advisors in Pittsfield, MA"
      },
      {
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        "label": "Fee-only financial advisors in Springfield, MA"
      },
      {
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        "firm_count": 2,
        "label": "Fee-only financial advisors in Amherst Town, MA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
