{ "path": "/advisors/ma", "url": "https://advisorcensus.com/advisors/ma/page/17", "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": 17, "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": 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": 165899, "name": "Mackenzie Investments", "name_as_filed": "MACKENZIE INVESTMENTS", "url": "https://advisorcensus.com/firm/mackenzie-investments-boston-ma-165899", "city": "Boston", "state": "MA", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 130585, "name": "MAD River Investors", "name_as_filed": "MAD RIVER INVESTORS", "url": "https://advisorcensus.com/firm/mad-river-investors-boston-ma-130585", "city": "Boston", "state": "MA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135938, "name": "Mahoney Fiorentino & Co P.C.", "name_as_filed": "MAHONEY FIORENTINO & CO P.C.", "url": "https://advisorcensus.com/firm/mahoney-fiorentino-and-co-p-c-wakefield-ma-135938", "city": "Wakefield", "state": "MA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 329886, "name": "Main Capital Partners North America LLC", "name_as_filed": "MAIN CAPITAL PARTNERS NORTH AMERICA LLC", "url": "https://advisorcensus.com/firm/main-capital-partners-north-america-llc-boston-ma-329886", "city": "Boston", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "other" ], "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": 343021, "name": "MAN Advisers LLC", "name_as_filed": "MAN ADVISERS LLC", "url": "https://advisorcensus.com/firm/man-advisers-llc-boston-ma-343021", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 106435, "name": "Manulife Investment Management (US) LLC", "name_as_filed": "MANULIFE INVESTMENT MANAGEMENT (US) LLC", "url": "https://advisorcensus.com/firm/manulife-investment-management-us-llc-boston-ma-106435", "city": "Boston", "state": "MA", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145508, "name": "Manulife Investment Management Private Markets (US) LLC", "name_as_filed": "MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC", "url": "https://advisorcensus.com/firm/manulife-investment-management-private-markets-us-llc-boston-ma-145508", "city": "Boston", "state": "MA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 109641, "name": "Manulife Investment Management Timberland and Agriculture Inc", "name_as_filed": "MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC", "url": "https://advisorcensus.com/firm/manulife-investment-management-timberland-and-agriculture-inc-boston-ma-109641", "city": "Boston", "state": "MA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 165979, "name": "Map Funds Management, LLC", "name_as_filed": "MAP FUNDS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/map-funds-management-llc-marblehead-ma-165979", "city": "Marblehead", "state": "MA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 338006, "name": "Marathon Financial Group", "name_as_filed": "MARATHON FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/marathon-financial-group-boston-ma-338006", "city": "Boston", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 138538, "name": "Marble Harbor Investment Counsel, LLC", "name_as_filed": "MARBLE HARBOR INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/marble-harbor-investment-counsel-llc-boston-ma-138538", "city": "Boston", "state": "MA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 161326, "name": "Marcus Partners, LLC", "name_as_filed": "MARCUS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/marcus-partners-llc-boston-ma-161326", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287850, "name": "Markertree Capital, LLC", "name_as_filed": "MARKERTREE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/markertree-capital-llc-287850", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 291599, "name": "Martha's Vineyard Investment Advisors, LLC", "name_as_filed": "MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/martha-s-vineyard-investment-advisors-llc-west-tisbury-ma-291599", "city": "West Tisbury", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337257, "name": "Martin Capital Planning", "name_as_filed": "MARTIN CAPITAL PLANNING", "url": "https://advisorcensus.com/firm/martin-capital-planning-east-longmeadow-ma-337257", "city": "East Longmeadow", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108526, "name": "Martingale Asset Management", "name_as_filed": "MARTINGALE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/martingale-asset-management-boston-ma-108526", "city": "Boston", "state": "MA", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 313749, "name": "Marvin Capital", "name_as_filed": "MARVIN CAPITAL", "url": "https://advisorcensus.com/firm/marvin-capital-313749", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "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": 286361, "name": "Mass General Brigham Ventures, LLC", "name_as_filed": "MASS GENERAL BRIGHAM VENTURES, LLC", "url": "https://advisorcensus.com/firm/mass-general-brigham-ventures-llc-somerville-ma-286361", "city": "Somerville", "state": "MA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "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": 286487, "name": "Material Impact Management, LLC", "name_as_filed": "MATERIAL IMPACT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/material-impact-management-llc-boston-ma-286487", "city": "Boston", "state": "MA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161792, "name": "Matrix Partners", "name_as_filed": "MATRIX PARTNERS", "url": "https://advisorcensus.com/firm/matrix-partners-cambridge-ma-161792", "city": "Cambridge", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "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": 307857, "name": "Mayflower Advisors", "name_as_filed": "MAYFLOWER ADVISORS", "url": "https://advisorcensus.com/firm/mayflower-advisors-boston-ma-307857", "city": "Boston", "state": "MA", "years_registered": 6, "raum_band": "over_5b", "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": 286179, "name": "McCurdy & Andrew Investments, LLC", "name_as_filed": "MCCURDY & ANDREW INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mccurdy-and-andrew-investments-llc-sturbridge-ma-286179", "city": "Sturbridge", "state": "MA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 310880, "name": "MCJ Venture Management", "name_as_filed": "MCJ VENTURE MANAGEMENT", "url": "https://advisorcensus.com/firm/mcj-venture-management-boston-ma-310880", "city": "Boston", "state": "MA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "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": 142779, "name": "McVittie Financial Advisors", "name_as_filed": "MCVITTIE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/mcvittie-financial-advisors-auburndale-ma-142779", "city": "Auburndale", "state": "MA", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109355, "name": "MDT Advisers, a Division of Federated Mdta LLC", "name_as_filed": "MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC", "url": "https://advisorcensus.com/firm/mdt-advisers-a-division-of-federated-mdta-llc-boston-ma-109355", "city": "Boston", "state": "MA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158306, "name": "Meenes Wealth Partners", "name_as_filed": "MEENES WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/meenes-wealth-partners-shrewsbury-ma-158306", "city": "Shrewsbury", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "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": 333080, "name": "Melanie Lane Capital Management, LLC", "name_as_filed": "MELANIE LANE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/melanie-lane-capital-management-llc-boston-ma-333080", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297990, "name": "Memento Financial Planning", "name_as_filed": "MEMENTO FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/memento-financial-planning-edgartown-ma-297990", "city": "Edgartown", "state": "MA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 324500, "name": "Mendoza Ventures, LLC", "name_as_filed": "MENDOZA VENTURES, LLC", "url": "https://advisorcensus.com/firm/mendoza-ventures-llc-boston-ma-324500", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 133449, "name": "Mercer Investments LLC", "name_as_filed": "MERCER INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/mercer-investments-llc-boston-ma-133449", "city": "Boston", "state": "MA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "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": 124048, "name": "Merrimack Valley Financial Advisors, Inc.", "name_as_filed": "MERRIMACK VALLEY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/merrimack-valley-financial-advisors-inc-chelmsford-ma-124048", "city": "Chelmsford", "state": "MA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 144644, "name": "Method Advisors, LLC", "name_as_filed": "METHOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/method-advisors-llc-needham-ma-144644", "city": "Needham", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291755, "name": "MFN Partners Management, LP", "name_as_filed": "MFN PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/mfn-partners-management-lp-boston-ma-291755", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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" } }