{
  "path": "/advisors/ma/fee-only",
  "url": "https://advisorcensus.com/advisors/ma/fee-only/page/8",
  "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": "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, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "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": 8,
  "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": 340438,
      "name": "Rivermax Financial Planning LLC",
      "name_as_filed": "RIVERMAX FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149592,
      "name": "Rockingstone Advisors",
      "name_as_filed": "ROCKINGSTONE ADVISORS",
      "url": "https://advisorcensus.com/firm/rockingstone-advisors-great-barrington-ma-149592",
      "city": "Great Barrington",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123242,
      "name": "Rocky Hill Advisors Inc.",
      "name_as_filed": "ROCKY HILL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242",
      "city": "Peabody",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340459,
      "name": "Rootson Capital LLC",
      "name_as_filed": "ROOTSON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/rootson-capital-llc-north-andover-ma-340459",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156984,
      "name": "RWA Wealth Partners",
      "name_as_filed": "RWA WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110026,
      "name": "S & Co., Inc.",
      "name_as_filed": "S & CO., INC.",
      "url": "https://advisorcensus.com/firm/s-and-co-inc-boston-ma-110026",
      "city": "Boston",
      "state": "MA",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128997,
      "name": "Sage Wealth Advisors LLC",
      "name_as_filed": "SAGE WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/sage-wealth-advisors-llc-128997",
      "city": null,
      "state": null,
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153143,
      "name": "Sail Loft Capital Management LLC",
      "name_as_filed": "SAIL LOFT CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sail-loft-capital-management-llc-salem-ma-153143",
      "city": "Salem",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323242,
      "name": "Sandk Advisors LLC",
      "name_as_filed": "SANDK ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/sandk-advisors-llc-323242",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152482,
      "name": "Sandy Cove Advisors, LLC",
      "name_as_filed": "SANDY COVE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482",
      "city": "Hingham",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112849,
      "name": "Sawyer & Co Inc",
      "name_as_filed": "SAWYER & CO INC",
      "url": "https://advisorcensus.com/firm/sawyer-and-co-inc-boston-ma-112849",
      "city": "Boston",
      "state": "MA",
      "years_registered": 39,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154287,
      "name": "Seaport Global Advisors, LLC",
      "name_as_filed": "SEAPORT GLOBAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/seaport-global-advisors-llc-boston-ma-154287",
      "city": "Boston",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128688,
      "name": "Sechrest Financial Services",
      "name_as_filed": "SECHREST FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688",
      "city": "Acton",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146687,
      "name": "Sentry Financial Planning, LLC",
      "name_as_filed": "SENTRY FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/sentry-financial-planning-llc-146687",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316518,
      "name": "SF Advisers, LLC",
      "name_as_filed": "SF ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174100,
      "name": "Shannon Investment Management",
      "name_as_filed": "SHANNON INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/shannon-investment-management-174100",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152567,
      "name": "Shanti Capital LLC",
      "name_as_filed": "SHANTI CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/shanti-capital-llc-152567",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124452,
      "name": "Shanzer Management",
      "name_as_filed": "SHANZER MANAGEMENT",
      "url": "https://advisorcensus.com/firm/shanzer-management-124452",
      "city": null,
      "state": null,
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129275,
      "name": "Sharon Lund, Financial Planning, Inc.",
      "name_as_filed": "SHARON LUND, FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/sharon-lund-financial-planning-inc-129275",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335217,
      "name": "Sheltered Garden Financial Group LLC",
      "name_as_filed": "SHELTERED GARDEN FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217",
      "city": "Boxborough",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338692,
      "name": "Shilla Advisory LLC",
      "name_as_filed": "SHILLA ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/shilla-advisory-llc-marlborough-ma-338692",
      "city": "Marlborough",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167576,
      "name": "Signal Ridge Capital Partners, LLC",
      "name_as_filed": "SIGNAL RIDGE CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147957,
      "name": "Siharum Advisors, LLC",
      "name_as_filed": "SIHARUM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957",
      "city": "Boston",
      "state": "MA",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156030,
      "name": "Silk Investment Advisors",
      "name_as_filed": "SILK INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/silk-investment-advisors-156030",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131691,
      "name": "Silverman, Andrew",
      "name_as_filed": "SILVERMAN, ANDREW",
      "url": "https://advisorcensus.com/firm/silverman-andrew-framingham-ma-131691",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124755,
      "name": "Simansky Investments, LLC",
      "name_as_filed": "SIMANSKY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/simansky-investments-llc-124755",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107499,
      "name": "Simpson Investment Counsel",
      "name_as_filed": "SIMPSON INVESTMENT COUNSEL",
      "url": "https://advisorcensus.com/firm/simpson-investment-counsel-lexington-ma-107499",
      "city": "Lexington",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163793,
      "name": "Single Point Partners",
      "name_as_filed": "SINGLE POINT PARTNERS",
      "url": "https://advisorcensus.com/firm/single-point-partners-boston-ma-163793",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155188,
      "name": "Sippican Capital Advisors",
      "name_as_filed": "SIPPICAN CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/sippican-capital-advisors-boston-ma-155188",
      "city": "Boston",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 295223,
      "name": "Slate Peak Financial Services, LLC",
      "name_as_filed": "SLATE PEAK FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/slate-peak-financial-services-llc-295223",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172273,
      "name": "Smartleaf Asset Management LLC",
      "name_as_filed": "SMARTLEAF ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/smartleaf-asset-management-llc-boston-ma-172273",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317972,
      "name": "Smartstreet Investments",
      "name_as_filed": "SMARTSTREET INVESTMENTS",
      "url": "https://advisorcensus.com/firm/smartstreet-investments-317972",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105917,
      "name": "Smith W B & Co Inc",
      "name_as_filed": "SMITH W B & CO INC",
      "url": "https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917",
      "city": "Manchester",
      "state": "MA",
      "years_registered": 39,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133453,
      "name": "Snug Harbor Capital Management, LLC",
      "name_as_filed": "SNUG HARBOR CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453",
      "city": "Green Harbor",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155825,
      "name": "Sondhi Capital, LLC",
      "name_as_filed": "SONDHI CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/sondhi-capital-llc-155825",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154732,
      "name": "Sound View Financial Advisors",
      "name_as_filed": "SOUND VIEW FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732",
      "city": "Walpole",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326997,
      "name": "South Coast Planning & Wealth Management",
      "name_as_filed": "SOUTH COAST PLANNING & WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997",
      "city": "Fall River",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
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    {
      "crd_number": 142915,
      "name": "South Shore Capital Advisors, LLC",
      "name_as_filed": "SOUTH SHORE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/south-shore-capital-advisors-llc-boston-ma-142915",
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    {
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      "name_as_filed": "SPENCER BROOK ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/spencer-brook-asset-management-llc-concord-ma-129034",
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      "years_registered": 22,
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    },
    {
      "crd_number": 167251,
      "name": "Spring Lake Equity Management LLC",
      "name_as_filed": "SPRING LAKE EQUITY MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/spring-lake-equity-management-llc-burlington-ma-167251",
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      "state": "MA",
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    },
    {
      "crd_number": 316298,
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      "name_as_filed": "STACKWELL",
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      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "under_25m",
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      ],
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    },
    {
      "crd_number": 334325,
      "name": "Standish Capital Management, LLC",
      "name_as_filed": "STANDISH CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/standish-capital-management-llc-334325",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 307253,
      "name": "Starboard Wealth Management, LLC",
      "name_as_filed": "STARBOARD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/starboard-wealth-management-llc-307253",
      "city": null,
      "state": null,
      "years_registered": 6,
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      ],
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    },
    {
      "crd_number": 333941,
      "name": "Stein Financial Advisory",
      "name_as_filed": "STEIN FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/stein-financial-advisory-brookline-ma-333941",
      "city": "Brookline",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 297857,
      "name": "Stephen P Galib CRPC",
      "name_as_filed": "STEPHEN P GALIB CRPC",
      "url": "https://advisorcensus.com/firm/stephen-p-galib-crpc-297857",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 122443,
      "name": "Steven Ayers & Company",
      "name_as_filed": "STEVEN AYERS & COMPANY",
      "url": "https://advisorcensus.com/firm/steven-ayers-and-company-cambridge-ma-122443",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 317254,
      "name": "Still River Financial Planning",
      "name_as_filed": "STILL RIVER FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/still-river-financial-planning-317254",
      "city": null,
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    },
    {
      "crd_number": 282668,
      "name": "Stonehurst Capital Management, LLC",
      "name_as_filed": "STONEHURST CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/stonehurst-capital-management-llc-boston-ma-282668",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
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    },
    {
      "crd_number": 124855,
      "name": "Strategic Planning Group, Inc.",
      "name_as_filed": "STRATEGIC PLANNING GROUP, INC.",
      "url": "https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 146422,
      "name": "Street Smart Financial, LLC",
      "name_as_filed": "STREET SMART FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422",
      "city": "Lexington",
      "state": "MA",
      "years_registered": 18,
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/ma",
      "label": "Financial advisors in Massachusetts"
    },
    "fee_pages": [
      {
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        "firm_count": 507
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      {
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      }
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    "metro_fee_pages": [
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        "label": "Fee-only financial advisors in Boston, MA"
      },
      {
        "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",
        "firm_count": 10,
        "label": "Fee-only financial advisors in Worcester, MA"
      },
      {
        "path": "/advisors/ma/pittsfield/fee-only",
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        "label": "Fee-only financial advisors in Pittsfield, MA"
      },
      {
        "path": "/advisors/ma/springfield/fee-only",
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        "label": "Fee-only financial advisors in Springfield, MA"
      },
      {
        "path": "/advisors/ma/amherst-town/fee-only",
        "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"
  }
}
