{ "path": "/advisors/ma", "url": "https://advisorcensus.com/advisors/ma/page/19", "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": 19, "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": 298066, "name": "Neoteny Management, LLC", "name_as_filed": "NEOTENY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/neoteny-management-llc-wellesley-ma-298066", "city": "Wellesley", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110562, "name": "Nepc, LLC", "name_as_filed": "NEPC, LLC", "url": "https://advisorcensus.com/firm/nepc-llc-boston-ma-110562", "city": "Boston", "state": "MA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 128936, "name": "Nestegg Financial", "name_as_filed": "NESTEGG FINANCIAL", "url": "https://advisorcensus.com/firm/nestegg-financial-middleton-ma-128936", "city": "Middleton", "state": "MA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 115911, "name": "Neumeier Capital Management, Inc", "name_as_filed": "NEUMEIER CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/neumeier-capital-management-inc-115911", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343378, "name": "Neutheos Capital Management LLC", "name_as_filed": "NEUTHEOS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/neutheos-capital-management-llc-northborough-ma-343378", "city": "Northborough", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132465, "name": "New Century Investment Management, L.L.C.", "name_as_filed": "NEW CENTURY INVESTMENT MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/new-century-investment-management-l-l-c-hanover-ma-132465", "city": "Hanover", "state": "MA", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 131686, "name": "New England Financial Group", "name_as_filed": "NEW ENGLAND FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/new-england-financial-group-plymouth-ma-131686", "city": "Plymouth", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133790, "name": "New England Private Wealth Advisors, LLC", "name_as_filed": "NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790", "city": "Wellesley", "state": "MA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141573, "name": "New England Retirement Consultants, LLC", "name_as_filed": "NEW ENGLAND RETIREMENT CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/new-england-retirement-consultants-llc-boston-ma-141573", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129552, "name": "New England Schooner, Inc.", "name_as_filed": "NEW ENGLAND SCHOONER, INC.", "url": "https://advisorcensus.com/firm/new-england-schooner-inc-peabody-ma-129552", "city": "Peabody", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147181, "name": "New Frontier Advisors, LLC", "name_as_filed": "NEW FRONTIER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/new-frontier-advisors-llc-boston-ma-147181", "city": "Boston", "state": "MA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155528, "name": "New Harbor Financial Group, LLC", "name_as_filed": "NEW HARBOR FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/new-harbor-financial-group-llc-worcester-ma-155528", "city": "Worcester", "state": "MA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160083, "name": "New Heritage Capital, LLC", "name_as_filed": "NEW HERITAGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/new-heritage-capital-llc-boston-ma-160083", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 301148, "name": "New Shore Financial LLC", "name_as_filed": "NEW SHORE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/new-shore-financial-llc-wrentham-ma-301148", "city": "Wrentham", "state": "MA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296798, "name": "New World Advisors LLC", "name_as_filed": "NEW WORLD ADVISORS LLC", "url": "https://advisorcensus.com/firm/new-world-advisors-llc-hingham-ma-296798", "city": "Hingham", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300064, "name": "Newpath Management, L.P.", "name_as_filed": "NEWPATH MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/newpath-management-l-p-boston-ma-300064", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312937, "name": "Newton Investment Management North America", "name_as_filed": "NEWTON INVESTMENT MANAGEMENT NORTH AMERICA", "url": "https://advisorcensus.com/firm/newton-investment-management-north-america-boston-ma-312937", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 316683, "name": "Nextech Ventures (US) LLC", "name_as_filed": "NEXTECH VENTURES (US) LLC", "url": "https://advisorcensus.com/firm/nextech-ventures-us-llc-boston-ma-316683", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338919, "name": "Nexten FP", "name_as_filed": "NEXTEN FP", "url": "https://advisorcensus.com/firm/nexten-fp-338919", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318648, "name": "Nextstep Portfolios LLC", "name_as_filed": "NEXTSTEP PORTFOLIOS LLC", "url": "https://advisorcensus.com/firm/nextstep-portfolios-llc-318648", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 161199, "name": "Nextview Ventures", "name_as_filed": "NEXTVIEW VENTURES", "url": "https://advisorcensus.com/firm/nextview-ventures-boston-ma-161199", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107113, "name": "Nichols & Pratt Advisers LLP", "name_as_filed": "NICHOLS & PRATT ADVISERS LLP", "url": "https://advisorcensus.com/firm/nichols-and-pratt-advisers-llp-boston-ma-107113", "city": "Boston", "state": "MA", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128465, "name": "Nichols Investment Advisory Services", "name_as_filed": "NICHOLS INVESTMENT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/nichols-investment-advisory-services-mashpee-ma-128465", "city": "Mashpee", "state": "MA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 283289, "name": "Nobscot Investment Management LLC", "name_as_filed": "NOBSCOT INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289", "city": "Wellesley", "state": "MA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293803, "name": "Nonantum Capital Partners", "name_as_filed": "NONANTUM CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/nonantum-capital-partners-boston-ma-293803", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322032, "name": "Nor'Easter Venture Management, LLC", "name_as_filed": "NOR'EASTER VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nor-easter-venture-management-llc-cambridge-ma-322032", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325410, "name": "Norcross Capital Management LLC", "name_as_filed": "NORCROSS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/norcross-capital-management-llc-325410", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162010, "name": "North Bridge Venture Management Company, LLC", "name_as_filed": "NORTH BRIDGE VENTURE MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/north-bridge-venture-management-company-llc-wellesley-ma-162010", "city": "Wellesley", "state": "MA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157922, "name": "North Run Capital, LP", "name_as_filed": "NORTH RUN CAPITAL, LP", "url": "https://advisorcensus.com/firm/north-run-capital-lp-boston-ma-157922", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329710, "name": "North Shore Wealth Management", "name_as_filed": "NORTH SHORE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/north-shore-wealth-management-westford-ma-329710", "city": "Westford", "state": "MA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154083, "name": "Northeast Equity Research Inc.", "name_as_filed": "NORTHEAST EQUITY RESEARCH INC.", "url": "https://advisorcensus.com/firm/northeast-equity-research-inc-154083", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 105051, "name": "Northeast Investment Management Inc", "name_as_filed": "NORTHEAST INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/northeast-investment-management-inc-boston-ma-105051", "city": "Boston", "state": "MA", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327435, "name": "Northeastern University", "name_as_filed": "NORTHEASTERN UNIVERSITY", "url": "https://advisorcensus.com/firm/northeastern-university-boston-ma-327435", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 40659, "name": "Northern Capital Securities Corporation", "name_as_filed": "NORTHERN CAPITAL SECURITIES CORPORATION", "url": "https://advisorcensus.com/firm/northern-capital-securities-corporation-north-andover-ma-40659", "city": "North Andover", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107138, "name": "Northstar Asset Management, Inc", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/northstar-asset-management-inc-boston-ma-107138", "city": "Boston", "state": "MA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117351, "name": "Norton Financial Consultants", "name_as_filed": "NORTON FINANCIAL CONSULTANTS", "url": "https://advisorcensus.com/firm/norton-financial-consultants-medway-ma-117351", "city": "Medway", "state": "MA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170981, "name": "Norwich Ventures", "name_as_filed": "NORWICH VENTURES", "url": "https://advisorcensus.com/firm/norwich-ventures-waltham-ma-170981", "city": "Waltham", "state": "MA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334495, "name": "Novo Holdings US Investment Advisor, Inc.", "name_as_filed": "NOVO HOLDINGS US INVESTMENT ADVISOR, INC.", "url": "https://advisorcensus.com/firm/novo-holdings-us-investment-advisor-inc-boston-ma-334495", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170428, "name": "NU Paradigm Investment Partners L.L.C.", "name_as_filed": "NU PARADIGM INVESTMENT PARTNERS L.L.C.", "url": "https://advisorcensus.com/firm/nu-paradigm-investment-partners-l-l-c-170428", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315955, "name": "Nubian Square Investment Advisors, LLC", "name_as_filed": "NUBIAN SQUARE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955", "city": "Brookline", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131684, "name": "Numeric Investors LLC", "name_as_filed": "NUMERIC INVESTORS LLC", "url": "https://advisorcensus.com/firm/numeric-investors-llc-boston-ma-131684", "city": "Boston", "state": "MA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 105461, "name": "Nutter Investment Advisors", "name_as_filed": "NUTTER INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/nutter-investment-advisors-boston-ma-105461", "city": "Boston", "state": "MA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156746, "name": "Nyes Ledge Capital Management, LLC", "name_as_filed": "NYES LEDGE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nyes-ledge-capital-management-llc-boston-ma-156746", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149175, "name": "O'Donoghue Insurance Agency Inc.", "name_as_filed": "O'DONOGHUE INSURANCE AGENCY INC.", "url": "https://advisorcensus.com/firm/o-donoghue-insurance-agency-inc-arlington-ma-149175", "city": "Arlington", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 132481, "name": "O'Rourke & Company, Incorporated", "name_as_filed": "O'ROURKE & COMPANY, INCORPORATED", "url": "https://advisorcensus.com/firm/o-rourke-and-company-incorporated-boston-ma-132481", "city": "Boston", "state": "MA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297424, "name": "O.F.O. Partners, LLC", "name_as_filed": "O.F.O. 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