# 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/page/14

## 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 14 of 29, 651 to 700 of 1,422, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Holistic Capital](https://advisorcensus.com/firm/holistic-capital-boston-ma-332028) ([md](https://advisorcensus.com/firm/holistic-capital-boston-ma-332028.md)) | 332028 | Boston, MA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Subscription |
| [Holistic Financial Planning LLC](https://advisorcensus.com/firm/holistic-financial-planning-llc-324132) ([md](https://advisorcensus.com/firm/holistic-financial-planning-llc-324132.md)) | 324132 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Holistic View Financial, LLC](https://advisorcensus.com/firm/holistic-view-financial-llc-288975) ([md](https://advisorcensus.com/firm/holistic-view-financial-llc-288975.md)) | 288975 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Holmes Investment Management, Inc.](https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920) ([md](https://advisorcensus.com/firm/holmes-investment-management-inc-brockton-ma-123920.md)) | 123920 | Brockton, MA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee |
| [Hoopoe Advisors](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573) ([md](https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573.md)) | 282573 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Houben Planning Associates Inc.](https://advisorcensus.com/firm/houben-planning-associates-inc-130314) ([md](https://advisorcensus.com/firm/houben-planning-associates-inc-130314.md)) | 130314 | Not reported, Not reported | State-registered investment adviser | Not reported | 27 | Hourly |
| [Howland Capital Management LLC](https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726) ([md](https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726.md)) | 104726 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Hourly, Fixed fee, Other |
| [Hoyt Wealth Management](https://advisorcensus.com/firm/hoyt-wealth-management-310023) ([md](https://advisorcensus.com/firm/hoyt-wealth-management-310023.md)) | 310023 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Huntwick Capital Management LLC](https://advisorcensus.com/firm/huntwick-capital-management-llc-wellesley-ma-336203) ([md](https://advisorcensus.com/firm/huntwick-capital-management-llc-wellesley-ma-336203.md)) | 336203 | Wellesley, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Hyperplane Venture Capital](https://advisorcensus.com/firm/hyperplane-venture-capital-boston-ma-308587) ([md](https://advisorcensus.com/firm/hyperplane-venture-capital-boston-ma-308587.md)) | 308587 | Boston, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Iaso Ventures Management Firm LLC](https://advisorcensus.com/firm/iaso-ventures-management-firm-llc-cambridge-ma-315854) ([md](https://advisorcensus.com/firm/iaso-ventures-management-firm-llc-cambridge-ma-315854.md)) | 315854 | Cambridge, MA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [IBS Capital LLC](https://advisorcensus.com/firm/ibs-capital-llc-medfield-ma-160585) ([md](https://advisorcensus.com/firm/ibs-capital-llc-medfield-ma-160585.md)) | 160585 | Medfield, MA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Icapital, LLC](https://advisorcensus.com/firm/icapital-llc-boston-ma-122816) ([md](https://advisorcensus.com/firm/icapital-llc-boston-ma-122816.md)) | 122816 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee |
| [IFR, Municipal Market Data](https://advisorcensus.com/firm/ifr-municipal-market-data-boston-ma-109120) ([md](https://advisorcensus.com/firm/ifr-municipal-market-data-boston-ma-109120.md)) | 109120 | Boston, MA | SEC-registered investment adviser | Not reported | 28 | Subscription, Fixed fee |
| [Ignia Partners](https://advisorcensus.com/firm/ignia-partners-boston-ma-328543) ([md](https://advisorcensus.com/firm/ignia-partners-boston-ma-328543.md)) | 328543 | Boston, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Ignia Partners](https://advisorcensus.com/firm/ignia-partners-boston-ma-328550) ([md](https://advisorcensus.com/firm/ignia-partners-boston-ma-328550.md)) | 328550 | Boston, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [ILA Capital](https://advisorcensus.com/firm/ila-capital-boston-ma-282368) ([md](https://advisorcensus.com/firm/ila-capital-boston-ma-282368.md)) | 282368 | Boston, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Impresa Management LLC](https://advisorcensus.com/firm/impresa-management-llc-boston-ma-168741) ([md](https://advisorcensus.com/firm/impresa-management-llc-boston-ma-168741.md)) | 168741 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee, Other |
| [Income Research + Management](https://advisorcensus.com/firm/income-research-plus-management-boston-ma-104863) ([md](https://advisorcensus.com/firm/income-research-plus-management-boston-ma-104863.md)) | 104863 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 39 | % of assets |
| [Indicator Ventures](https://advisorcensus.com/firm/indicator-ventures-wellesley-ma-299879) ([md](https://advisorcensus.com/firm/indicator-ventures-wellesley-ma-299879.md)) | 299879 | Wellesley, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Infinite Summer Financial Planning](https://advisorcensus.com/firm/infinite-summer-financial-planning-331776) ([md](https://advisorcensus.com/firm/infinite-summer-financial-planning-331776.md)) | 331776 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Inflection Managing Partner Inc.](https://advisorcensus.com/firm/inflection-managing-partner-inc-ashland-ma-318165) ([md](https://advisorcensus.com/firm/inflection-managing-partner-inc-ashland-ma-318165.md)) | 318165 | Ashland, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Ingeniq Capital](https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212) ([md](https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212.md)) | 327212 | Bedford, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Innovative Advisory Group](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618) ([md](https://advisorcensus.com/firm/innovative-advisory-group-lexington-ma-146618.md)) | 146618 | Lexington, MA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Insight Financial Strategists](https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125) ([md](https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125.md)) | 165125 | Newton, MA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Subscription, Fixed fee |
| [Integrated Wealth Concepts LLC](https://advisorcensus.com/firm/integrated-wealth-concepts-llc-waltham-ma-284656) ([md](https://advisorcensus.com/firm/integrated-wealth-concepts-llc-waltham-ma-284656.md)) | 284656 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Integrity Advisors LLC](https://advisorcensus.com/firm/integrity-advisors-llc-burlington-ma-169637) ([md](https://advisorcensus.com/firm/integrity-advisors-llc-burlington-ma-169637.md)) | 169637 | Burlington, MA | State-registered investment adviser | Under $25 million | 10 | % of assets, Performance fee |
| [Integrity Financial Advisors, LLC](https://advisorcensus.com/firm/integrity-financial-advisors-llc-woburn-ma-313369) ([md](https://advisorcensus.com/firm/integrity-financial-advisors-llc-woburn-ma-313369.md)) | 313369 | Woburn, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Other |
| [Intercontinental Capital Management, LLC](https://advisorcensus.com/firm/intercontinental-capital-management-llc-boston-ma-157282) ([md](https://advisorcensus.com/firm/intercontinental-capital-management-llc-boston-ma-157282.md)) | 157282 | Boston, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Intercontinental Real Estate Corporation](https://advisorcensus.com/firm/intercontinental-real-estate-corporation-boston-ma-112332) ([md](https://advisorcensus.com/firm/intercontinental-real-estate-corporation-boston-ma-112332.md)) | 112332 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee |
| [Intergeneration Capital Management, LLC](https://advisorcensus.com/firm/intergeneration-capital-management-llc-boston-ma-159087) ([md](https://advisorcensus.com/firm/intergeneration-capital-management-llc-boston-ma-159087.md)) | 159087 | Boston, MA | State-registered investment adviser | Under $25 million | 14 | % of assets, Performance fee, Other |
| [Invenomic Capital Management LP](https://advisorcensus.com/firm/invenomic-capital-management-lp-boston-ma-287617) ([md](https://advisorcensus.com/firm/invenomic-capital-management-lp-boston-ma-287617.md)) | 287617 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Investegrity](https://advisorcensus.com/firm/investegrity-322946) ([md](https://advisorcensus.com/firm/investegrity-322946.md)) | 322946 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Investment Management Trust, LLC](https://advisorcensus.com/firm/investment-management-trust-llc-fitchburg-ma-129456) ([md](https://advisorcensus.com/firm/investment-management-trust-llc-fitchburg-ma-129456.md)) | 129456 | Fitchburg, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Investor Resources Inc](https://advisorcensus.com/firm/investor-resources-inc-128722) ([md](https://advisorcensus.com/firm/investor-resources-inc-128722.md)) | 128722 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 30 | % of assets, Hourly |
| [Inyarek RNG Management, LP](https://advisorcensus.com/firm/inyarek-rng-management-lp-dedham-ma-329308) ([md](https://advisorcensus.com/firm/inyarek-rng-management-lp-dedham-ma-329308.md)) | 329308 | Dedham, MA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Ipswich Investment Management Company, Inc](https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625) ([md](https://advisorcensus.com/firm/ipswich-investment-management-company-inc-beverly-ma-106625.md)) | 106625 | Beverly, MA | SEC-registered investment adviser | $500 million to $1 billion | 40 | % of assets, Fixed fee |
| [Ironwood Investment Management, LLC](https://advisorcensus.com/firm/ironwood-investment-management-llc-boston-ma-108467) ([md](https://advisorcensus.com/firm/ironwood-investment-management-llc-boston-ma-108467.md)) | 108467 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Performance fee |
| [J. Williams Wealth Management, LLC](https://advisorcensus.com/firm/j-williams-wealth-management-llc-east-dennis-ma-132053) ([md](https://advisorcensus.com/firm/j-williams-wealth-management-llc-east-dennis-ma-132053.md)) | 132053 | East Dennis, MA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [J.D. Capital Partners LLC](https://advisorcensus.com/firm/j-d-capital-partners-llc-wellesley-ma-125053) ([md](https://advisorcensus.com/firm/j-d-capital-partners-llc-wellesley-ma-125053.md)) | 125053 | Wellesley, MA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [J.M. Forbes & Co. LLP](https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422) ([md](https://advisorcensus.com/firm/j-m-forbes-and-co-llp-boston-ma-107422.md)) | 107422 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 66 | % of assets, Fixed fee |
| [J.P. Marvel Wealth Management, Inc.](https://advisorcensus.com/firm/j-p-marvel-wealth-management-inc-boston-ma-144364) ([md](https://advisorcensus.com/firm/j-p-marvel-wealth-management-inc-boston-ma-144364.md)) | 144364 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [J.R. Prunier Capital Management LLC](https://advisorcensus.com/firm/j-r-prunier-capital-management-llc-holden-ma-321026) ([md](https://advisorcensus.com/firm/j-r-prunier-capital-management-llc-holden-ma-321026.md)) | 321026 | Holden, MA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [J2 Ventures Advisors, LLC](https://advisorcensus.com/firm/j2-ventures-advisors-llc-boston-ma-317140) ([md](https://advisorcensus.com/firm/j2-ventures-advisors-llc-boston-ma-317140.md)) | 317140 | Boston, MA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Jadim Wealth Management, LLC](https://advisorcensus.com/firm/jadim-wealth-management-llc-boston-ma-165415) ([md](https://advisorcensus.com/firm/jadim-wealth-management-llc-boston-ma-165415.md)) | 165415 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [James D. Maxon Financial Advisors, LLC](https://advisorcensus.com/firm/james-d-maxon-financial-advisors-llc-126621) ([md](https://advisorcensus.com/firm/james-d-maxon-financial-advisors-llc-126621.md)) | 126621 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [January Ventures GP, LLC](https://advisorcensus.com/firm/january-ventures-gp-llc-wellesley-hills-ma-317546) ([md](https://advisorcensus.com/firm/january-ventures-gp-llc-wellesley-hills-ma-317546.md)) | 317546 | Wellesley Hills, MA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [JCM Fund Manager, LLC](https://advisorcensus.com/firm/jcm-fund-manager-llc-plymouth-ma-173656) ([md](https://advisorcensus.com/firm/jcm-fund-manager-llc-plymouth-ma-173656.md)) | 173656 | Plymouth, MA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [JMC Management, LLC](https://advisorcensus.com/firm/jmc-management-llc-boston-ma-169235) ([md](https://advisorcensus.com/firm/jmc-management-llc-boston-ma-169235.md)) | 169235 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [JNR Equity Fund I Manager LLC](https://advisorcensus.com/firm/jnr-equity-fund-i-manager-llc-waltham-ma-324939) ([md](https://advisorcensus.com/firm/jnr-equity-fund-i-manager-llc-waltham-ma-324939.md)) | 324939 | Waltham, MA | Exempt reporting adviser | Not reported | 2 | Not reported |

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## 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.