# Financial advisors in Massachusetts

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/page/28

## At a glance

- Investment advisory firms: 1,422
- Registration: SEC-registered investment adviser: 638, State-registered investment adviser: 508, Exempt reporting adviser: 276
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 449 (39%); Percentage of assets 1,003 (88%); Hourly charges 405 (35%); Subscription fees (newsletter or periodical) 11 (1%); Fixed fees 507 (44%); Commissions 36 (3%); Performance-based fees 290 (25%); Other 200 (17%); No compensation arrangements reported 276
- Regulatory assets under management (Item 5.F): Under $25 million 250 (18%); $25 million to $100 million 172 (12%); $100 million to $500 million 223 (16%); $500 million to $1 billion 93 (7%); $1 billion to $5 billion 144 (10%); Over $5 billion 146 (10%); Not reported 394 (28%)
- Years registered: Under 5 years 455 (32%); 5 to 9 years 292 (21%); 10 to 19 years 392 (28%); 20 years or more 267 (19%); Not reported 16 (1%)

## Firms (page 28 of 29, 1351 to 1400 of 1,422, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [VV Capital Management, LP](https://advisorcensus.com/firm/vv-capital-management-lp-newton-ma-170504) ([md](https://advisorcensus.com/firm/vv-capital-management-lp-newton-ma-170504.md)) | 170504 | Newton, MA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Wainwright Investment Counsel LLC](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711) ([md](https://advisorcensus.com/firm/wainwright-investment-counsel-llc-boston-ma-108711.md)) | 108711 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee, Other |
| [Wakely Investment Management](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206) ([md](https://advisorcensus.com/firm/wakely-investment-management-boston-ma-167206.md)) | 167206 | Boston, MA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Walter & Shuffain Financial Services, LLC](https://advisorcensus.com/firm/walter-and-shuffain-financial-services-llc-boston-ma-147347) ([md](https://advisorcensus.com/firm/walter-and-shuffain-financial-services-llc-boston-ma-147347.md)) | 147347 | Boston, MA | State-registered investment adviser | Not reported | 18 | Other |
| [Washington Financial Group, Inc.](https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369) ([md](https://advisorcensus.com/firm/washington-financial-group-inc-osterville-ma-132369.md)) | 132369 | Osterville, MA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions |
| [Washington Trust Advisors](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407) ([md](https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407.md)) | 110407 | Wellesley, MA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Waterline Ventures, LLC](https://advisorcensus.com/firm/waterline-ventures-llc-cambridge-ma-173281) ([md](https://advisorcensus.com/firm/waterline-ventures-llc-cambridge-ma-173281.md)) | 173281 | Cambridge, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Waterstone Advisors LLC](https://advisorcensus.com/firm/waterstone-advisors-llc-160148) ([md](https://advisorcensus.com/firm/waterstone-advisors-llc-160148.md)) | 160148 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Other |
| [Waterville Investment Partners, LLC](https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518) ([md](https://advisorcensus.com/firm/waterville-investment-partners-llc-needham-ma-314518.md)) | 314518 | Needham, MA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Wave Equity Partners](https://advisorcensus.com/firm/wave-equity-partners-boston-ma-170642) ([md](https://advisorcensus.com/firm/wave-equity-partners-boston-ma-170642.md)) | 170642 | Boston, MA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Wavecrest Management Company, LLC](https://advisorcensus.com/firm/wavecrest-management-company-llc-boston-ma-285540) ([md](https://advisorcensus.com/firm/wavecrest-management-company-llc-boston-ma-285540.md)) | 285540 | Boston, MA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Waypoint Financial Planning LLC](https://advisorcensus.com/firm/waypoint-financial-planning-llc-southborough-ma-159051) ([md](https://advisorcensus.com/firm/waypoint-financial-planning-llc-southborough-ma-159051.md)) | 159051 | Southborough, MA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Wealth Effects](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244) ([md](https://advisorcensus.com/firm/wealth-effects-boston-ma-315244.md)) | 315244 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Wealth Management Planning](https://advisorcensus.com/firm/wealth-management-planning-292048) ([md](https://advisorcensus.com/firm/wealth-management-planning-292048.md)) | 292048 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Wealthmind Financial Planning](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126) ([md](https://advisorcensus.com/firm/wealthmind-financial-planning-cambridge-ma-328126.md)) | 328126 | Cambridge, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealthramp, Inc.](https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683) ([md](https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683.md)) | 290683 | Osterville, MA | SEC-registered investment adviser | Not reported | 8 | Other |
| [Wealthy Choices (R)](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110) ([md](https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110.md)) | 134110 | Westwood, MA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [Weatherbie Capital, LLC](https://advisorcensus.com/firm/weatherbie-capital-llc-boston-ma-105991) ([md](https://advisorcensus.com/firm/weatherbie-capital-llc-boston-ma-105991.md)) | 105991 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Performance fee |
| [Webster Equity Partners, L.P.](https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729) ([md](https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729.md)) | 156729 | Waltham, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Weiss Asset Management](https://advisorcensus.com/firm/weiss-asset-management-boston-ma-155564) ([md](https://advisorcensus.com/firm/weiss-asset-management-boston-ma-155564.md)) | 155564 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Weiss Financial Advisors, LLC](https://advisorcensus.com/firm/weiss-financial-advisors-llc-173233) ([md](https://advisorcensus.com/firm/weiss-financial-advisors-llc-173233.md)) | 173233 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Welch & Forbes LLC](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119) ([md](https://advisorcensus.com/firm/welch-and-forbes-llc-boston-ma-115119.md)) | 115119 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Wellesley Hills Capital](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068) ([md](https://advisorcensus.com/firm/wellesley-hills-capital-newton-ma-307068.md)) | 307068 | Newton, MA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [WELLFIN360](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254) ([md](https://advisorcensus.com/firm/wellfin360-lynnfield-ma-329254.md)) | 329254 | Lynnfield, MA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wellington Alternative Investments](https://advisorcensus.com/firm/wellington-alternative-investments-boston-ma-226715) ([md](https://advisorcensus.com/firm/wellington-alternative-investments-boston-ma-226715.md)) | 226715 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Wellington Funds (US) LLC](https://advisorcensus.com/firm/wellington-funds-us-llc-boston-ma-288313) ([md](https://advisorcensus.com/firm/wellington-funds-us-llc-boston-ma-288313.md)) | 288313 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets |
| [Wellington Management Company LLP](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595) ([md](https://advisorcensus.com/firm/wellington-management-company-llp-boston-ma-106595.md)) | 106595 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 46 | % of assets, Fixed fee, Performance fee |
| [Wernau Asset Management](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473) ([md](https://advisorcensus.com/firm/wernau-asset-management-gloucester-ma-129473.md)) | 129473 | Gloucester, MA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [West Branch Capital LLC](https://advisorcensus.com/firm/west-branch-capital-llc-amherst-ma-133813) ([md](https://advisorcensus.com/firm/west-branch-capital-llc-amherst-ma-133813.md)) | 133813 | Amherst, MA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee, Performance fee |
| [West Village Wealth](https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329) ([md](https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329.md)) | 343329 | Osterville, MA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Westfield Capital Management Company, L.P.](https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990) ([md](https://advisorcensus.com/firm/westfield-capital-management-company-l-p-boston-ma-146990.md)) | 146990 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee |
| [Westland Gate Capital, LLC](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692) ([md](https://advisorcensus.com/firm/westland-gate-capital-llc-holliston-ma-173692.md)) | 173692 | Holliston, MA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Westmoor Wealth LLC](https://advisorcensus.com/firm/westmoor-wealth-llc-338390) ([md](https://advisorcensus.com/firm/westmoor-wealth-llc-338390.md)) | 338390 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Westview Capital Management LLC](https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839) ([md](https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839.md)) | 157839 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Wexler Enterprises](https://advisorcensus.com/firm/wexler-enterprises-310728) ([md](https://advisorcensus.com/firm/wexler-enterprises-310728.md)) | 310728 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee |
| [WGI DM, LLC](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219) ([md](https://advisorcensus.com/firm/wgi-dm-llc-boston-ma-334219.md)) | 334219 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets |
| [WH Cornerstone Investments Inc.](https://advisorcensus.com/firm/wh-cornerstone-investments-inc-duxbury-ma-119725) ([md](https://advisorcensus.com/firm/wh-cornerstone-investments-inc-duxbury-ma-119725.md)) | 119725 | Duxbury, MA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Whale Rock Capital Management](https://advisorcensus.com/firm/whale-rock-capital-management-boston-ma-140746) ([md](https://advisorcensus.com/firm/whale-rock-capital-management-boston-ma-140746.md)) | 140746 | Boston, MA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [Wharton Financial Group](https://advisorcensus.com/firm/wharton-financial-group-sagamore-beach-ma-133070) ([md](https://advisorcensus.com/firm/wharton-financial-group-sagamore-beach-ma-133070.md)) | 133070 | Sagamore Beach, MA | State-registered investment adviser | Not reported | 30 | Fixed fee |
| [White Pine Advisory LLC](https://advisorcensus.com/firm/white-pine-advisory-llc-300700) ([md](https://advisorcensus.com/firm/white-pine-advisory-llc-300700.md)) | 300700 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Whitman Financial Services, LLC.](https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633) ([md](https://advisorcensus.com/firm/whitman-financial-services-llc-north-reading-ma-117633.md)) | 117633 | North Reading, MA | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee |
| [WI Partners, LLC](https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830) ([md](https://advisorcensus.com/firm/wi-partners-llc-boston-ma-269830.md)) | 269830 | Boston, MA | State-registered investment adviser | Under $25 million | 3 | % of assets, Performance fee |
| [Wilkins Investment Counsel, Inc](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913) ([md](https://advisorcensus.com/firm/wilkins-investment-counsel-inc-boston-ma-104913.md)) | 104913 | Boston, MA | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets |
| [Will Ventures](https://advisorcensus.com/firm/will-ventures-boston-ma-306950) ([md](https://advisorcensus.com/firm/will-ventures-boston-ma-306950.md)) | 306950 | Boston, MA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Williams Advisory Services, LLC](https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782) ([md](https://advisorcensus.com/firm/williams-advisory-services-llc-wellesley-ma-153782.md)) | 153782 | Wellesley, MA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee, Commissions, Other |
| [Williams Wealth Management](https://advisorcensus.com/firm/williams-wealth-management-309307) ([md](https://advisorcensus.com/firm/williams-wealth-management-309307.md)) | 309307 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Willow Partner Advisors, LLC](https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917) ([md](https://advisorcensus.com/firm/willow-partner-advisors-llc-prides-crossing-ma-333917.md)) | 333917 | Prides Crossing, MA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Wilson Capital, LLC](https://advisorcensus.com/firm/wilson-capital-llc-166557) ([md](https://advisorcensus.com/firm/wilson-capital-llc-166557.md)) | 166557 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Wincap Financial LLC](https://advisorcensus.com/firm/wincap-financial-llc-boston-ma-315798) ([md](https://advisorcensus.com/firm/wincap-financial-llc-boston-ma-315798.md)) | 315798 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Wincove](https://advisorcensus.com/firm/wincove-boston-ma-295192) ([md](https://advisorcensus.com/firm/wincove-boston-ma-295192.md)) | 295192 | Boston, MA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee, Other |

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## Questions people ask

**How many financial advisory firms are there in Massachusetts?**
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.

**How many fee-only financial advisors are in Massachusetts?**
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.

**How many financial advisors in Massachusetts offer financial planning?**
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.

**Are the financial advisors in Massachusetts fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma) (https://advisorcensus.com/advisors/ma.md)
- [Fee-only financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/fee-only) (https://advisorcensus.com/advisors/ma/fee-only.md)
- [Flat-fee financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/flat-fee) (https://advisorcensus.com/advisors/ma/flat-fee.md)
- [Hourly financial advisors in Massachusetts](https://advisorcensus.com/advisors/ma/hourly) (https://advisorcensus.com/advisors/ma/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ma.csv

Cite as: AdvisorCensus. Financial advisors in Massachusetts: 1,422 firms from Form ADV filings as of October 2026.