{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/16",
  "page_type": "state",
  "title": "Financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 1422,
  "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 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Massachusetts: 1,422 firms from Form ADV filings as of October 2026.",
  "total_firms": 1422,
  "page": 16,
  "total_pages": 29,
  "sort": "name",
  "registration_types": {
    "sec": 638,
    "state": 508,
    "exempt": 276
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 449
    },
    {
      "code": "percentage_of_aum",
      "count": 1003
    },
    {
      "code": "hourly",
      "count": 405
    },
    {
      "code": "subscription",
      "count": 11
    },
    {
      "code": "fixed",
      "count": 507
    },
    {
      "code": "commissions",
      "count": 36
    },
    {
      "code": "performance_based",
      "count": 290
    },
    {
      "code": "other",
      "count": 200
    },
    {
      "code": "not_reported",
      "count": 276
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 455
    },
    {
      "code": "5_to_9",
      "count": 292
    },
    {
      "code": "10_to_19",
      "count": 392
    },
    {
      "code": "20_plus",
      "count": 267
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 250
    },
    {
      "code": "25m_100m",
      "count": 172
    },
    {
      "code": "100m_500m",
      "count": 223
    },
    {
      "code": "500m_1b",
      "count": 93
    },
    {
      "code": "1b_5b",
      "count": 144
    },
    {
      "code": "over_5b",
      "count": 146
    },
    {
      "code": "not_reported",
      "count": 394
    }
  ],
  "firms": [
    {
      "crd_number": 321860,
      "name": "Learnlaunch Fund + Accelerator",
      "name_as_filed": "LEARNLAUNCH FUND + ACCELERATOR",
      "url": "https://advisorcensus.com/firm/learnlaunch-fund-plus-accelerator-boston-ma-321860",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 125279,
      "name": "Lebed Asset Management LLC",
      "name_as_filed": "LEBED ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lebed-asset-management-llc-boston-ma-125279",
      "city": "Boston",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129181,
      "name": "Lechner Associates",
      "name_as_filed": "LECHNER ASSOCIATES",
      "url": "https://advisorcensus.com/firm/lechner-associates-north-attleboro-ma-129181",
      "city": "North Attleboro",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312557,
      "name": "Leeward Investments",
      "name_as_filed": "LEEWARD INVESTMENTS",
      "url": "https://advisorcensus.com/firm/leeward-investments-boston-ma-312557",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124554,
      "name": "Legacy Investment Advisors Inc.",
      "name_as_filed": "LEGACY INVESTMENT ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/legacy-investment-advisors-inc-braintree-ma-124554",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341717,
      "name": "Legacy Two Advisors, LLC",
      "name_as_filed": "LEGACY TWO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-two-advisors-llc-mashpee-ma-341717",
      "city": "Mashpee",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 109927,
      "name": "Lenk Ladner Investment Solutions LLC",
      "name_as_filed": "LENK LADNER INVESTMENT SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/lenk-ladner-investment-solutions-llc-osterville-ma-109927",
      "city": "Osterville",
      "state": "MA",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132182,
      "name": "Lennox Financial",
      "name_as_filed": "LENNOX FINANCIAL",
      "url": "https://advisorcensus.com/firm/lennox-financial-swampscott-ma-132182",
      "city": "Swampscott",
      "state": "MA",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287811,
      "name": "Levatus LLC",
      "name_as_filed": "LEVATUS LLC",
      "url": "https://advisorcensus.com/firm/levatus-llc-boston-ma-287811",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299507,
      "name": "Leverage Financial Advisory",
      "name_as_filed": "LEVERAGE FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/leverage-financial-advisory-wilmington-ma-299507",
      "city": "Wilmington",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133236,
      "name": "Levin Financial Planning",
      "name_as_filed": "LEVIN FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/levin-financial-planning-133236",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343208,
      "name": "Liberty Forge LLC",
      "name_as_filed": "LIBERTY FORGE LLC",
      "url": "https://advisorcensus.com/firm/liberty-forge-llc-boston-ma-343208",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147497,
      "name": "Lighthouse Capital, LLC",
      "name_as_filed": "LIGHTHOUSE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/lighthouse-capital-llc-boston-ma-147497",
      "city": "Boston",
      "state": "MA",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301886,
      "name": "Limulus Venture Partners",
      "name_as_filed": "LIMULUS VENTURE PARTNERS",
      "url": "https://advisorcensus.com/firm/limulus-venture-partners-boston-ma-301886",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 111403,
      "name": "Lincoln Management",
      "name_as_filed": "LINCOLN MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lincoln-management-groton-ma-111403",
      "city": "Groton",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292864,
      "name": "Lincoln Peak Capital Management, LLC",
      "name_as_filed": "LINCOLN PEAK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lincoln-peak-capital-management-llc-boston-ma-292864",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163020,
      "name": "Lineage Capital, LLC",
      "name_as_filed": "LINEAGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/lineage-capital-llc-boston-ma-163020",
      "city": "Boston",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325263,
      "name": "Link Signis Management, LLC",
      "name_as_filed": "LINK SIGNIS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/link-signis-management-llc-cambridge-ma-325263",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286523,
      "name": "Link Ventures",
      "name_as_filed": "LINK VENTURES",
      "url": "https://advisorcensus.com/firm/link-ventures-cambridge-ma-286523",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 319263,
      "name": "Link Ventures Management, LLC",
      "name_as_filed": "LINK VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/link-ventures-management-llc-cambridge-ma-319263",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 130356,
      "name": "Linnard Financial Management & Planning, Inc.",
      "name_as_filed": "LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/linnard-financial-management-and-planning-inc-130356",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336843,
      "name": "Liriano Wealth Advisory Group, LLC",
      "name_as_filed": "LIRIANO WEALTH ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/liriano-wealth-advisory-group-llc-newton-center-ma-336843",
      "city": "Newton Center",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168700,
      "name": "Little Harbor Advisors, LLC",
      "name_as_filed": "LITTLE HARBOR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/little-harbor-advisors-llc-marblehead-ma-168700",
      "city": "Marblehead",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290070,
      "name": "Little House Capital, LLC",
      "name_as_filed": "LITTLE HOUSE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/little-house-capital-llc-braintree-ma-290070",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290008,
      "name": "Livelife Capital Partners LLC",
      "name_as_filed": "LIVELIFE CAPITAL PARTNERS  LLC",
      "url": "https://advisorcensus.com/firm/livelife-capital-partners-llc-southborough-ma-290008",
      "city": "Southborough",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163107,
      "name": "LLM Capital Partners LLC",
      "name_as_filed": "LLM CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/llm-capital-partners-llc-boston-ma-163107",
      "city": "Boston",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105351,
      "name": "LMC Investments, Inc.",
      "name_as_filed": "LMC INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/lmc-investments-inc-wellesley-ma-105351",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149936,
      "name": "LMCG Investments, LLC",
      "name_as_filed": "LMCG INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/lmcg-investments-llc-boston-ma-149936",
      "city": "Boston",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290211,
      "name": "Logikos Capital Management",
      "name_as_filed": "LOGIKOS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/logikos-capital-management-newton-ma-290211",
      "city": "Newton",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 313540,
      "name": "Long Point Wealth Management, LLC",
      "name_as_filed": "LONG POINT WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/long-point-wealth-management-llc-wellfleet-ma-313540",
      "city": "Wellfleet",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162448,
      "name": "Long River Capital Management II LLC",
      "name_as_filed": "LONG RIVER CAPITAL MANAGEMENT II LLC",
      "url": "https://advisorcensus.com/firm/long-river-capital-management-ii-llc-boston-ma-162448",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 158038,
      "name": "Long Wharf Capital LLC",
      "name_as_filed": "LONG WHARF CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/long-wharf-capital-llc-boston-ma-158038",
      "city": "Boston",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104945,
      "name": "Longfellow Investment Management Co. LLC",
      "name_as_filed": "LONGFELLOW INVESTMENT MANAGEMENT CO. LLC",
      "url": "https://advisorcensus.com/firm/longfellow-investment-management-co-llc-boston-ma-104945",
      "city": "Boston",
      "state": "MA",
      "years_registered": 40,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342214,
      "name": "Longnook ETF LLC",
      "name_as_filed": "LONGNOOK ETF LLC",
      "url": "https://advisorcensus.com/firm/longnook-etf-llc-boston-ma-342214",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283800,
      "name": "Longpoint Partners LP",
      "name_as_filed": "LONGPOINT PARTNERS LP",
      "url": "https://advisorcensus.com/firm/longpoint-partners-lp-boston-ma-283800",
      "city": "Boston",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281220,
      "name": "Longwood Management LLC",
      "name_as_filed": "LONGWOOD MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/longwood-management-llc-boston-ma-281220",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105377,
      "name": "Loomis, Sayles & Company, L.P.",
      "name_as_filed": "LOOMIS, SAYLES & COMPANY, L.P.",
      "url": "https://advisorcensus.com/firm/loomis-sayles-and-company-l-p-boston-ma-105377",
      "city": "Boston",
      "state": "MA",
      "years_registered": 49,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339830,
      "name": "Loon Lake Capital Management LP",
      "name_as_filed": "LOON LAKE CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/loon-lake-capital-management-lp-boston-ma-339830",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107153,
      "name": "Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",
      "name_as_filed": "LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP",
      "url": "https://advisorcensus.com/firm/loring-wolcott-and-coolidge-fiduciary-advisors-llp-boston-ma-107153",
      "city": "Boston",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131709,
      "name": "Loynd Capital Management",
      "name_as_filed": "LOYND CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/loynd-capital-management-marblehead-ma-131709",
      "city": "Marblehead",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128216,
      "name": "LTG Capital LLC",
      "name_as_filed": "LTG CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318089,
      "name": "Lucerna Global Capital LP",
      "name_as_filed": "LUCERNA GLOBAL CAPITAL LP",
      "url": "https://advisorcensus.com/firm/lucerna-global-capital-lp-boston-ma-318089",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "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": 324443,
      "name": "Lumint Corporation",
      "name_as_filed": "LUMINT CORPORATION",
      "url": "https://advisorcensus.com/firm/lumint-corporation-boston-ma-324443",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142294,
      "name": "Lurie Davis Wealth Management LLC",
      "name_as_filed": "LURIE DAVIS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lurie-davis-wealth-management-llc-lynn-ma-142294",
      "city": "Lynn",
      "state": "MA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140762,
      "name": "Lynch & Associates",
      "name_as_filed": "LYNCH & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/lynch-and-associates-boston-ma-140762",
      "city": "Boston",
      "state": "MA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "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": 329862,
      "name": "M Partners Capital LLC",
      "name_as_filed": "M PARTNERS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/m-partners-capital-llc-hingham-ma-329862",
      "city": "Hingham",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 290447,
      "name": "M33 Growth LLC",
      "name_as_filed": "M33 GROWTH LLC",
      "url": "https://advisorcensus.com/firm/m33-growth-llc-boston-ma-290447",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/ma/boston",
      "name": "Boston",
      "msa_name": "Boston-Cambridge-Newton, MA-NH",
      "state_code": "MA",
      "firm_count": 1183
    },
    {
      "path": "/advisors/ma/worcester",
      "name": "Worcester",
      "msa_name": "Worcester, MA",
      "state_code": "MA",
      "firm_count": 39
    },
    {
      "path": "/advisors/ma/barnstable-town",
      "name": "Barnstable Town",
      "msa_name": "Barnstable Town, MA",
      "state_code": "MA",
      "firm_count": 25
    },
    {
      "path": "/advisors/ma/springfield",
      "name": "Springfield",
      "msa_name": "Springfield, MA",
      "state_code": "MA",
      "firm_count": 14
    },
    {
      "path": "/advisors/ma/pittsfield",
      "name": "Pittsfield",
      "msa_name": "Pittsfield, MA",
      "state_code": "MA",
      "firm_count": 11
    },
    {
      "path": "/advisors/ma/amherst-town",
      "name": "Amherst Town",
      "msa_name": "Amherst Town-Northampton, MA",
      "state_code": "MA",
      "firm_count": 5
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ma",
      "label": "Financial advisors in Massachusetts"
    },
    "fee_pages": [
      {
        "path": "/advisors/ma/fee-only",
        "label": "Fee-only financial advisors in Massachusetts",
        "firm_count": 449
      },
      {
        "path": "/advisors/ma/flat-fee",
        "label": "Flat-fee financial advisors in Massachusetts",
        "firm_count": 507
      },
      {
        "path": "/advisors/ma/hourly",
        "label": "Hourly financial advisors in Massachusetts",
        "firm_count": 405
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ma.csv",
  "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"
  }
}
