{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/22",
  "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": 22,
  "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": 287471,
      "name": "Qiming U.S. Ventures Management, LLC",
      "name_as_filed": "QIMING U.S. VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/qiming-u-s-ventures-management-llc-cambridge-ma-287471",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 285608,
      "name": "Qtron Investments LLC",
      "name_as_filed": "QTRON INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/qtron-investments-llc-boston-ma-285608",
      "city": "Boston",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160019,
      "name": "Quabbin Advisors",
      "name_as_filed": "QUABBIN ADVISORS",
      "url": "https://advisorcensus.com/firm/quabbin-advisors-amherst-ma-160019",
      "city": "Amherst",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340117,
      "name": "Quantum ARC Investments",
      "name_as_filed": "QUANTUM ARC INVESTMENTS",
      "url": "https://advisorcensus.com/firm/quantum-arc-investments-boston-ma-340117",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 139063,
      "name": "R & R James, Inc.",
      "name_as_filed": "R & R JAMES, INC.",
      "url": "https://advisorcensus.com/firm/r-and-r-james-inc-somerville-ma-139063",
      "city": "Somerville",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128596,
      "name": "R.A.I. Financial Services, Inc.",
      "name_as_filed": "R.A.I. FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/r-a-i-financial-services-inc-lynnfield-ma-128596",
      "city": "Lynnfield",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340483,
      "name": "R3I LLC",
      "name_as_filed": "R3I LLC",
      "url": "https://advisorcensus.com/firm/r3i-llc-cambridge-ma-340483",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160174,
      "name": "RA Capital Management, LP",
      "name_as_filed": "RA CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/ra-capital-management-lp-boston-ma-160174",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341631,
      "name": "Radius Capital Advisors",
      "name_as_filed": "RADIUS CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/radius-capital-advisors-341631",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168159,
      "name": "Radius Wealth Management, Inc.",
      "name_as_filed": "RADIUS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335560,
      "name": "Rakatansky Financial LLC",
      "name_as_filed": "RAKATANSKY FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/rakatansky-financial-llc-subudry-ma-335560",
      "city": "Subudry",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334203,
      "name": "Range Rock Capital",
      "name_as_filed": "RANGE ROCK CAPITAL",
      "url": "https://advisorcensus.com/firm/range-rock-capital-wellesley-ma-334203",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161118,
      "name": "Raptor Capital Management LP",
      "name_as_filed": "RAPTOR CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/raptor-capital-management-lp-boston-ma-161118",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286048,
      "name": "Rational Investment Group, LLC",
      "name_as_filed": "RATIONAL INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/rational-investment-group-llc-brookline-ma-286048",
      "city": "Brookline",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299632,
      "name": "Real World Financial Planning, LLC",
      "name_as_filed": "REAL WORLD FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/real-world-financial-planning-llc-299632",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342207,
      "name": "Reciprocal Wealth, LLC",
      "name_as_filed": "RECIPROCAL WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/reciprocal-wealth-llc-medfield-ma-342207",
      "city": "Medfield",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135276,
      "name": "Red Kennedy Financial",
      "name_as_filed": "RED KENNEDY FINANCIAL",
      "url": "https://advisorcensus.com/firm/red-kennedy-financial-135276",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133028,
      "name": "Redwood Investments, LLC",
      "name_as_filed": "REDWOOD INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/redwood-investments-llc-boston-ma-133028",
      "city": "Boston",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170538,
      "name": "Relay Investments Management, LLC",
      "name_as_filed": "RELAY INVESTMENTS MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/relay-investments-management-llc-boston-ma-170538",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312023,
      "name": "Remus Capital",
      "name_as_filed": "REMUS CAPITAL",
      "url": "https://advisorcensus.com/firm/remus-capital-boston-ma-312023",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 153679,
      "name": "Renaissance Investment Group, LLC",
      "name_as_filed": "RENAISSANCE INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/renaissance-investment-group-llc-lenox-ma-153679",
      "city": "Lenox",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300007,
      "name": "Renaissance Wealth Advisors, LLC",
      "name_as_filed": "RENAISSANCE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007",
      "city": "Newton",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 47723,
      "name": "Retirement Resources Investment Corporation",
      "name_as_filed": "RETIREMENT RESOURCES INVESTMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/retirement-resources-investment-corporation-andover-ma-47723",
      "city": "Andover",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337286,
      "name": "Revenant",
      "name_as_filed": "REVENANT",
      "url": "https://advisorcensus.com/firm/revenant-wellesley-hills-ma-337286",
      "city": "Wellesley Hills",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289864,
      "name": "Reviresco Investment Management LLC",
      "name_as_filed": "REVIRESCO INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/reviresco-investment-management-llc-osterville-ma-289864",
      "city": "Osterville",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 132041,
      "name": "Revolution Capital, Inc",
      "name_as_filed": "REVOLUTION CAPITAL, INC",
      "url": "https://advisorcensus.com/firm/revolution-capital-inc-boston-ma-132041",
      "city": "Boston",
      "state": "MA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137342,
      "name": "Reynders, McVeigh Capital Management, LLC",
      "name_as_filed": "REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/reynders-mcveigh-capital-management-llc-boston-ma-137342",
      "city": "Boston",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140210,
      "name": "RF&L Wealth Management, LLC",
      "name_as_filed": "RF&L WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rf-and-l-wealth-management-llc-acton-ma-140210",
      "city": "Acton",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301106,
      "name": "Rheeco, Inc.",
      "name_as_filed": "RHEECO, INC.",
      "url": "https://advisorcensus.com/firm/rheeco-inc-natick-ma-301106",
      "city": "Natick",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330618,
      "name": "Rhotopia Financial Advisors",
      "name_as_filed": "RHOTOPIA FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/rhotopia-financial-advisors-milton-ma-330618",
      "city": "Milton",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107151,
      "name": "Rhumbline Advisers",
      "name_as_filed": "RHUMBLINE ADVISERS",
      "url": "https://advisorcensus.com/firm/rhumbline-advisers-boston-ma-107151",
      "city": "Boston",
      "state": "MA",
      "years_registered": 34,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127752,
      "name": "Richard P. Doleva & Associates",
      "name_as_filed": "RICHARD P. DOLEVA & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/richard-p-doleva-and-associates-east-longmeadow-ma-127752",
      "city": "East Longmeadow",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130715,
      "name": "Richardson Financial Services",
      "name_as_filed": "RICHARDSON FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/richardson-financial-services-medway-ma-130715",
      "city": "Medway",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 236787,
      "name": "Ridley Cove Financial Advisors LLC",
      "name_as_filed": "RIDLEY COVE FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ridley-cove-financial-advisors-llc-newton-ma-236787",
      "city": "Newton",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307517,
      "name": "Righthand Capital, LLC",
      "name_as_filed": "RIGHTHAND CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/righthand-capital-llc-west-newton-ma-307517",
      "city": "West Newton",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336740,
      "name": "Rise North Capital Investment Advisors",
      "name_as_filed": "RISE NORTH CAPITAL INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/rise-north-capital-investment-advisors-braintree-ma-336740",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337648,
      "name": "Risen Phoenix Capital Advisers, LLC",
      "name_as_filed": "RISEN PHOENIX CAPITAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648",
      "city": "Malden",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283308,
      "name": "Rising Tides Financial, LLC",
      "name_as_filed": "RISING TIDES FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/rising-tides-financial-llc-283308",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155870,
      "name": "Risk Paradigm Group, LLC",
      "name_as_filed": "RISK PARADIGM GROUP, LLC",
      "url": "https://advisorcensus.com/firm/risk-paradigm-group-llc-burlington-ma-155870",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340438,
      "name": "Rivermax Financial Planning LLC",
      "name_as_filed": "RIVERMAX FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/rivermax-financial-planning-llc-boston-ma-340438",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144328,
      "name": "Riverside Advisors, Inc",
      "name_as_filed": "RIVERSIDE ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/riverside-advisors-inc-144328",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140377,
      "name": "Riverview Capital Advisers LLC",
      "name_as_filed": "RIVERVIEW CAPITAL ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/riverview-capital-advisers-llc-boston-ma-140377",
      "city": "Boston",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305981,
      "name": "Rockfence Investment Management LLC",
      "name_as_filed": "ROCKFENCE INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rockfence-investment-management-llc-boston-ma-305981",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 149592,
      "name": "Rockingstone Advisors",
      "name_as_filed": "ROCKINGSTONE ADVISORS",
      "url": "https://advisorcensus.com/firm/rockingstone-advisors-great-barrington-ma-149592",
      "city": "Great Barrington",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156630,
      "name": "Rockpoint",
      "name_as_filed": "ROCKPOINT",
      "url": "https://advisorcensus.com/firm/rockpoint-boston-ma-156630",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123242,
      "name": "Rocky Hill Advisors Inc.",
      "name_as_filed": "ROCKY HILL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242",
      "city": "Peabody",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306871,
      "name": "Roman Retirement Planning, LLC",
      "name_as_filed": "ROMAN RETIREMENT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/roman-retirement-planning-llc-mashpee-ma-306871",
      "city": "Mashpee",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168442,
      "name": "Romulus Capital Management, LLC",
      "name_as_filed": "ROMULUS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/romulus-capital-management-llc-boston-ma-168442",
      "city": "Boston",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340459,
      "name": "Rootson Capital LLC",
      "name_as_filed": "ROOTSON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/rootson-capital-llc-north-andover-ma-340459",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156572,
      "name": "Rose Grove Capital Management, LLC",
      "name_as_filed": "ROSE GROVE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rose-grove-capital-management-llc-wellesley-ma-156572",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "1b_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"
  }
}
