{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/21",
  "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": 21,
  "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": 143802,
      "name": "Penguin Global Wealth Management LLC",
      "name_as_filed": "PENGUIN GLOBAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/penguin-global-wealth-management-llc-143802",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123006,
      "name": "Pennyfarthing Investment Management, L.L.C.",
      "name_as_filed": "PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/pennyfarthing-investment-management-l-l-c-amherst-ma-123006",
      "city": "Amherst",
      "state": "MA",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105060,
      "name": "Penobscot Investment Management Company, Inc.",
      "name_as_filed": "PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.",
      "url": "https://advisorcensus.com/firm/penobscot-investment-management-company-inc-boston-ma-105060",
      "city": "Boston",
      "state": "MA",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309546,
      "name": "Pension & Wealth Management Advisors",
      "name_as_filed": "PENSION & WEALTH MANAGEMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/pension-and-wealth-management-advisors-waltham-ma-309546",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128600,
      "name": "Perennial Advisors Group, LLC",
      "name_as_filed": "PERENNIAL ADVISORS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600",
      "city": "Westford",
      "state": "MA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156289,
      "name": "Perennial Capital Advisors, LLC",
      "name_as_filed": "PERENNIAL CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/perennial-capital-advisors-llc-boston-ma-156289",
      "city": "Boston",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 147734,
      "name": "Perlmutter, Laurence M.",
      "name_as_filed": "PERLMUTTER, LAURENCE M.",
      "url": "https://advisorcensus.com/firm/perlmutter-laurence-m-stoughton-ma-147734",
      "city": "Stoughton",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128049,
      "name": "Perpetual Financial",
      "name_as_filed": "PERPETUAL FINANCIAL",
      "url": "https://advisorcensus.com/firm/perpetual-financial-west-newton-ma-128049",
      "city": "West Newton",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "not_reported",
      "compensation_types": [
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130358,
      "name": "Philip J. Sagan Financial Consulting, Inc.",
      "name_as_filed": "PHILIP J. SAGAN FINANCIAL CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/philip-j-sagan-financial-consulting-inc-newton-ma-130358",
      "city": "Newton",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340361,
      "name": "Philosophe Financial",
      "name_as_filed": "PHILOSOPHE FINANCIAL",
      "url": "https://advisorcensus.com/firm/philosophe-financial-wayland-ma-340361",
      "city": "Wayland",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325987,
      "name": "Pier 42 Advisors",
      "name_as_filed": "PIER 42 ADVISORS",
      "url": "https://advisorcensus.com/firm/pier-42-advisors-south-dennis-ma-325987",
      "city": "South Dennis",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299839,
      "name": "Pierre & Company LLC",
      "name_as_filed": "PIERRE & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/pierre-and-company-llc-299839",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284053,
      "name": "Pillar Companies Management, LLC",
      "name_as_filed": "PILLAR COMPANIES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pillar-companies-management-llc-boston-ma-284053",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 133442,
      "name": "Pinnacle Pension Consultants LLC",
      "name_as_filed": "PINNACLE PENSION CONSULTANTS LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-pension-consultants-llc-needham-ma-133442",
      "city": "Needham",
      "state": "MA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105365,
      "name": "Pinney & Scofield, Inc.",
      "name_as_filed": "PINNEY & SCOFIELD, INC.",
      "url": "https://advisorcensus.com/firm/pinney-and-scofield-inc-cambridge-ma-105365",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 41,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137940,
      "name": "Pioneer Financial, Inc.",
      "name_as_filed": "PIONEER FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/pioneer-financial-inc-south-hadley-ma-137940",
      "city": "South Hadley",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333388,
      "name": "Pizarro Advisors",
      "name_as_filed": "PIZARRO ADVISORS",
      "url": "https://advisorcensus.com/firm/pizarro-advisors-taunton-ma-333388",
      "city": "Taunton",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332841,
      "name": "Plain Talk Financial Planning, LLC",
      "name_as_filed": "PLAIN TALK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/plain-talk-financial-planning-llc-332841",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326809,
      "name": "Plan for IT Financial, LLC",
      "name_as_filed": "PLAN FOR IT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/plan-for-it-financial-llc-salem-ma-326809",
      "city": "Salem",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291154,
      "name": "Plandynamic, LLC",
      "name_as_filed": "PLANDYNAMIC, LLC",
      "url": "https://advisorcensus.com/firm/plandynamic-llc-framingham-ma-291154",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165773,
      "name": "Pleasant Bay Capital Partners, LLC",
      "name_as_filed": "PLEASANT BAY CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pleasant-bay-capital-partners-llc-boston-ma-165773",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339543,
      "name": "PNL Investments",
      "name_as_filed": "PNL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/pnl-investments-339543",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126144,
      "name": "Point Allerton LLC",
      "name_as_filed": "POINT ALLERTON LLC",
      "url": "https://advisorcensus.com/firm/point-allerton-llc-hull-ma-126144",
      "city": "Hull",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 106278,
      "name": "Polaris Capital Management, LLC",
      "name_as_filed": "POLARIS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polaris-capital-management-llc-boston-ma-106278",
      "city": "Boston",
      "state": "MA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281952,
      "name": "Polaris Financial, LLC",
      "name_as_filed": "POLARIS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/polaris-financial-llc-boston-ma-281952",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297431,
      "name": "Polaris Growth Management, LLC",
      "name_as_filed": "POLARIS GROWTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polaris-growth-management-llc-boston-ma-297431",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324093,
      "name": "Polaris Investment Advisors, LLC",
      "name_as_filed": "POLARIS INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330470,
      "name": "Polen Capital CLO Management, LLC",
      "name_as_filed": "POLEN CAPITAL CLO MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polen-capital-clo-management-llc-waltham-ma-330470",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108468,
      "name": "Polen Capital Credit, LLC",
      "name_as_filed": "POLEN CAPITAL CREDIT, LLC",
      "url": "https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 28,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342611,
      "name": "Polymetis Energy Arcturus, LLC",
      "name_as_filed": "POLYMETIS ENERGY ARCTURUS, LLC",
      "url": "https://advisorcensus.com/firm/polymetis-energy-arcturus-llc-somerville-ma-342611",
      "city": "Somerville",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 133132,
      "name": "Portfoliosboston",
      "name_as_filed": "PORTFOLIOSBOSTON",
      "url": "https://advisorcensus.com/firm/portfoliosboston-east-dennis-ma-133132",
      "city": "East Dennis",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157542,
      "name": "Portolan Capital Management, LLC",
      "name_as_filed": "PORTOLAN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/portolan-capital-management-llc-boston-ma-157542",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129431,
      "name": "Power Plans",
      "name_as_filed": "POWER PLANS",
      "url": "https://advisorcensus.com/firm/power-plans-129431",
      "city": null,
      "state": null,
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166653,
      "name": "Prides Crossing Capital Management, LLC",
      "name_as_filed": "PRIDES CROSSING CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/prides-crossing-capital-management-llc-wakefield-ma-166653",
      "city": "Wakefield",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299922,
      "name": "Prime Management Company I, LLC",
      "name_as_filed": "PRIME MANAGEMENT COMPANY I, LLC",
      "url": "https://advisorcensus.com/firm/prime-management-company-i-llc-cambridge-ma-299922",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 174319,
      "name": "Priore Investments",
      "name_as_filed": "PRIORE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/priore-investments-174319",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304440,
      "name": "Proactive Financial Solutions 360, LLC",
      "name_as_filed": "PROACTIVE FINANCIAL SOLUTIONS 360, LLC",
      "url": "https://advisorcensus.com/firm/proactive-financial-solutions-360-llc-north-attleboro-ma-304440",
      "city": "North Attleboro",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122021,
      "name": "Proctor Financial",
      "name_as_filed": "PROCTOR FINANCIAL",
      "url": "https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021",
      "city": "Sherborn",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 167034,
      "name": "Professional Management Associates, Inc.",
      "name_as_filed": "PROFESSIONAL MANAGEMENT ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/professional-management-associates-inc-north-attleboro-ma-167034",
      "city": "North Attleboro",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "not_reported",
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      ],
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    },
    {
      "crd_number": 152640,
      "name": "Proficient Wealth Counselors, LLC",
      "name_as_filed": "PROFICIENT WEALTH COUNSELORS, LLC",
      "url": "https://advisorcensus.com/firm/proficient-wealth-counselors-llc-norwood-ma-152640",
      "city": "Norwood",
      "state": "MA",
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      "raum_band": "100m_500m",
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    },
    {
      "crd_number": 269931,
      "name": "Proficio Capital Partners LLC",
      "name_as_filed": "PROFICIO CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/proficio-capital-partners-llc-newton-ma-269931",
      "city": "Newton",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "over_5b",
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    },
    {
      "crd_number": 309254,
      "name": "Progress Ventures Management Co., LLC",
      "name_as_filed": "PROGRESS VENTURES MANAGEMENT CO., LLC",
      "url": "https://advisorcensus.com/firm/progress-ventures-management-co-llc-boston-ma-309254",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
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    },
    {
      "crd_number": 300915,
      "name": "Promethos Capital, LLC",
      "name_as_filed": "PROMETHOS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 171462,
      "name": "Prospect Hill Growth Partners, L.P.",
      "name_as_filed": "PROSPECT HILL GROWTH PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/prospect-hill-growth-partners-l-p-waltham-ma-171462",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "100m_500m",
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282041,
      "name": "Prosperitea Planning",
      "name_as_filed": "PROSPERITEA PLANNING",
      "url": "https://advisorcensus.com/firm/prosperitea-planning-greenfield-ma-282041",
      "city": "Greenfield",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328738,
      "name": "Protegro, Inc.",
      "name_as_filed": "PROTEGRO, INC.",
      "url": "https://advisorcensus.com/firm/protegro-inc-328738",
      "city": null,
      "state": null,
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      ],
      "enhanced": false
    },
    {
      "crd_number": 337283,
      "name": "Prudent Growth Investments LLC",
      "name_as_filed": "PRUDENT GROWTH INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/prudent-growth-investments-llc-natick-ma-337283",
      "city": "Natick",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 295103,
      "name": "PSG Equity L.L.C.",
      "name_as_filed": "PSG EQUITY L.L.C.",
      "url": "https://advisorcensus.com/firm/psg-equity-l-l-c-boston-ma-295103",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
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      "compensation_types": [
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      ],
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    },
    {
      "crd_number": 328459,
      "name": "Purefi Wealth, LLC",
      "name_as_filed": "PUREFI WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459",
      "city": "Boston",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 106629,
      "name": "Putnam Investment Management, LLC",
      "name_as_filed": "PUTNAM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/putnam-investment-management-llc-boston-ma-106629",
      "city": "Boston",
      "state": "MA",
      "years_registered": 54,
      "raum_band": "over_5b",
      "compensation_types": [
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    }
  ],
  "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",
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    },
    {
      "path": "/advisors/ma/pittsfield",
      "name": "Pittsfield",
      "msa_name": "Pittsfield, MA",
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      "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"
  }
}