{ "path": "/advisors/ma", "url": "https://advisorcensus.com/advisors/ma/page/23", "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": 23, "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": 162017, "name": "Rose Park Advisors, LLC", "name_as_filed": "ROSE PARK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rose-park-advisors-llc-boston-ma-162017", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170033, "name": "Rosen Investment Management LLC", "name_as_filed": "ROSEN INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rosen-investment-management-llc-needham-ma-170033", "city": "Needham", "state": "MA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 337504, "name": "Rothwell Investment Advisors", "name_as_filed": "ROTHWELL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/rothwell-investment-advisors-salem-ma-337504", "city": "Salem", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158528, "name": "RPG Family Wealth Advisory, LLC", "name_as_filed": "RPG FAMILY WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528", "city": "Burlington", "state": "MA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160754, "name": "RS2 Healthcare Partners", "name_as_filed": "RS2 HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/rs2-healthcare-partners-boston-ma-160754", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309936, "name": "RVP Management, LLC", "name_as_filed": "RVP MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rvp-management-llc-cambridge-ma-309936", "city": "Cambridge", "state": "MA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156984, "name": "RWA Wealth Partners", "name_as_filed": "RWA WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/rwa-wealth-partners-boston-ma-156984", "city": "Boston", "state": "MA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110026, "name": "S & Co., Inc.", "name_as_filed": "S & CO., INC.", "url": "https://advisorcensus.com/firm/s-and-co-inc-boston-ma-110026", "city": "Boston", "state": "MA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166167, "name": "S & D Wealth Management, LLC", "name_as_filed": "S & D WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/s-and-d-wealth-management-llc-westborough-ma-166167", "city": "Westborough", "state": "MA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 305059, "name": "Safar Partners LLC", "name_as_filed": "SAFAR PARTNERS LLC", "url": "https://advisorcensus.com/firm/safar-partners-llc-cambridge-ma-305059", "city": "Cambridge", "state": "MA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104740, "name": "Safford Nicholas H & Co Inc", "name_as_filed": "SAFFORD NICHOLAS H & CO INC", "url": "https://advisorcensus.com/firm/safford-nicholas-h-and-co-inc-rockport-ma-104740", "city": "Rockport", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 156447, "name": "Sagamore Wealth Management, LLC", "name_as_filed": "SAGAMORE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sagamore-wealth-management-llc-woburn-ma-156447", "city": "Woburn", "state": "MA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128997, "name": "Sage Wealth Advisors LLC", "name_as_filed": "SAGE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/sage-wealth-advisors-llc-128997", "city": null, "state": null, "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153143, "name": "Sail Loft Capital Management LLC", "name_as_filed": "SAIL LOFT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sail-loft-capital-management-llc-salem-ma-153143", "city": "Salem", "state": "MA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311098, "name": "Sandia Investment Management LP", "name_as_filed": "SANDIA INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/sandia-investment-management-lp-boston-ma-311098", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323242, "name": "Sandk Advisors LLC", "name_as_filed": "SANDK ADVISORS LLC", "url": "https://advisorcensus.com/firm/sandk-advisors-llc-323242", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152482, "name": "Sandy Cove Advisors, LLC", "name_as_filed": "SANDY COVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sandy-cove-advisors-llc-hingham-ma-152482", "city": "Hingham", "state": "MA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 41791, "name": "Santander Securities", "name_as_filed": "SANTANDER SECURITIES", "url": "https://advisorcensus.com/firm/santander-securities-boston-ma-41791", "city": "Boston", "state": "MA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299178, "name": "Savior Wealth", "name_as_filed": "SAVIOR WEALTH", "url": "https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178", "city": "Wellesley", "state": "MA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169196, "name": "Savvi Financial LLC", "name_as_filed": "SAVVI FINANCIAL LLC", "url": "https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196", "city": "Waltham", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112849, "name": "Sawyer & Co Inc", "name_as_filed": "SAWYER & CO INC", "url": "https://advisorcensus.com/firm/sawyer-and-co-inc-boston-ma-112849", "city": "Boston", "state": "MA", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322834, "name": "Scaleup Latam, LLC", "name_as_filed": "SCALEUP LATAM, LLC", "url": "https://advisorcensus.com/firm/scaleup-latam-llc-cambridge-ma-322834", "city": "Cambridge", "state": "MA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105004, "name": "Schwerin Boyle Capital Management, Inc", "name_as_filed": "SCHWERIN BOYLE CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/schwerin-boyle-capital-management-inc-springfield-ma-105004", "city": "Springfield", "state": "MA", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173422, "name": "Scott Management", "name_as_filed": "SCOTT MANAGEMENT", "url": "https://advisorcensus.com/firm/scott-management-boston-ma-173422", "city": "Boston", "state": "MA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122258, "name": "SCS Capital Management LLC", "name_as_filed": "SCS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341313, "name": "Seaahead, Inc.", "name_as_filed": "SEAAHEAD, INC.", "url": "https://advisorcensus.com/firm/seaahead-inc-cambridge-ma-341313", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118404, "name": "Seamans Capital Management, LLC", "name_as_filed": "SEAMANS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/seamans-capital-management-llc-waltham-ma-118404", "city": "Waltham", "state": "MA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154287, "name": "Seaport Global Advisors, LLC", "name_as_filed": "SEAPORT GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/seaport-global-advisors-llc-boston-ma-154287", "city": "Boston", "state": "MA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316921, "name": "Seaport Wealth LLC", "name_as_filed": "SEAPORT WEALTH LLC", "url": "https://advisorcensus.com/firm/seaport-wealth-llc-boston-ma-316921", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 140881, "name": "SEB Financial Services, LLC", "name_as_filed": "SEB FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/seb-financial-services-llc-worcester-ma-140881", "city": "Worcester", "state": "MA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 128688, "name": "Sechrest Financial Services", "name_as_filed": "SECHREST FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688", "city": "Acton", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 334583, "name": "Seguin Fund Management LP", "name_as_filed": "SEGUIN FUND MANAGEMENT LP", "url": "https://advisorcensus.com/firm/seguin-fund-management-lp-boston-ma-334583", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106894, "name": "Seidman Investment Portfolios", "name_as_filed": "SEIDMAN INVESTMENT PORTFOLIOS", "url": "https://advisorcensus.com/firm/seidman-investment-portfolios-vineyard-haven-ma-106894", "city": "Vineyard Haven", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289196, "name": "Semanteon Capital Management, LP", "name_as_filed": "SEMANTEON CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/semanteon-capital-management-lp-newton-ma-289196", "city": "Newton", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109901, "name": "Sentinel Pension Advisors, LLC.", "name_as_filed": "SENTINEL PENSION ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901", "city": "Wakefield", "state": "MA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 146687, "name": "Sentry Financial Planning, LLC", "name_as_filed": "SENTRY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/sentry-financial-planning-llc-146687", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298533, "name": "Sequentis Capital LLC", "name_as_filed": "SEQUENTIS CAPITAL LLC", "url": "https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344518, "name": "Serendipity Capital", "name_as_filed": "SERENDIPITY CAPITAL", "url": "https://advisorcensus.com/firm/serendipity-capital-cambridge-ma-344518", "city": "Cambridge", "state": "MA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316518, "name": "SF Advisers, LLC", "name_as_filed": "SF ADVISERS, LLC", "url": "https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174100, "name": "Shannon Investment Management", "name_as_filed": "SHANNON INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/shannon-investment-management-174100", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152567, "name": "Shanti Capital LLC", "name_as_filed": "SHANTI CAPITAL LLC", "url": "https://advisorcensus.com/firm/shanti-capital-llc-152567", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124452, "name": "Shanzer Management", "name_as_filed": "SHANZER MANAGEMENT", "url": "https://advisorcensus.com/firm/shanzer-management-124452", "city": null, "state": null, "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129275, "name": "Sharon Lund, Financial Planning, Inc.", "name_as_filed": "SHARON LUND, FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/sharon-lund-financial-planning-inc-129275", "city": null, "state": null, "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 172766, "name": "Shawspring Partners, LLC", "name_as_filed": "SHAWSPRING PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shawspring-partners-llc-boston-ma-172766", "city": "Boston", "state": "MA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169642, "name": "Shellback Capital, LP", "name_as_filed": "SHELLBACK CAPITAL, LP", "url": "https://advisorcensus.com/firm/shellback-capital-lp-boston-ma-169642", "city": "Boston", "state": "MA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335217, "name": "Sheltered Garden Financial Group LLC", "name_as_filed": "SHELTERED GARDEN FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217", "city": "Boxborough", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", 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"years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 128589, "name": "Sherr Financial Associates", "name_as_filed": "SHERR FINANCIAL ASSOCIATES", "url": "https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589", "city": "Danvers", "state": "MA", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions" ], "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" } }