{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/5",
  "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": 5,
  "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": 123558,
      "name": "Boston Common Asset Management, LLC",
      "name_as_filed": "BOSTON COMMON ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/boston-common-asset-management-llc-boston-ma-123558",
      "city": "Boston",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299060,
      "name": "Boston Family Advisors LLC",
      "name_as_filed": "BOSTON FAMILY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/boston-family-advisors-llc-boston-ma-299060",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107141,
      "name": "Boston Family Office LLC",
      "name_as_filed": "BOSTON FAMILY OFFICE LLC",
      "url": "https://advisorcensus.com/firm/boston-family-office-llc-boston-ma-107141",
      "city": "Boston",
      "state": "MA",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165554,
      "name": "Boston Harbor Investment Management",
      "name_as_filed": "BOSTON HARBOR INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/boston-harbor-investment-management-bedford-ma-165554",
      "city": "Bedford",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334361,
      "name": "Boston Investment Advisors LLC",
      "name_as_filed": "BOSTON INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/boston-investment-advisors-llc-boston-ma-334361",
      "city": "Boston",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139446,
      "name": "Boston Investment Trust Management, Inc.",
      "name_as_filed": "BOSTON INVESTMENT TRUST MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/boston-investment-trust-management-inc-bridgewater-ma-139446",
      "city": "Bridgewater",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104853,
      "name": "Boston Management and Research",
      "name_as_filed": "BOSTON MANAGEMENT AND RESEARCH",
      "url": "https://advisorcensus.com/firm/boston-management-and-research-boston-ma-104853",
      "city": "Boston",
      "state": "MA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162789,
      "name": "Boston Millennia Partners",
      "name_as_filed": "BOSTON MILLENNIA PARTNERS",
      "url": "https://advisorcensus.com/firm/boston-millennia-partners-boston-ma-162789",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 124982,
      "name": "Boston Partners",
      "name_as_filed": "BOSTON PARTNERS",
      "url": "https://advisorcensus.com/firm/boston-partners-boston-ma-124982",
      "city": "Boston",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172374,
      "name": "Boston Portfolio Advisers",
      "name_as_filed": "BOSTON PORTFOLIO ADVISERS",
      "url": "https://advisorcensus.com/firm/boston-portfolio-advisers-boston-ma-172374",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107643,
      "name": "Boston Research and Management, Inc.",
      "name_as_filed": "BOSTON RESEARCH AND MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/boston-research-and-management-inc-manchester-ma-107643",
      "city": "Manchester",
      "state": "MA",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288681,
      "name": "Boston Seed Capital Management, L.L.C.",
      "name_as_filed": "BOSTON SEED CAPITAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/boston-seed-capital-management-l-l-c-wellesley-ma-288681",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156452,
      "name": "Boston Standard Wealth Management, LLC",
      "name_as_filed": "BOSTON STANDARD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452",
      "city": "Winchester",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111266,
      "name": "Boston Trust Walden Inc.",
      "name_as_filed": "BOSTON TRUST WALDEN INC.",
      "url": "https://advisorcensus.com/firm/boston-trust-walden-inc-boston-ma-111266",
      "city": "Boston",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120304,
      "name": "Bostonnorth Financial Services, Inc.",
      "name_as_filed": "BOSTONNORTH FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/bostonnorth-financial-services-inc-andover-ma-120304",
      "city": "Andover",
      "state": "MA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282268,
      "name": "Bostonpremier Wealth",
      "name_as_filed": "BOSTONPREMIER WEALTH",
      "url": "https://advisorcensus.com/firm/bostonpremier-wealth-hingham-ma-282268",
      "city": "Hingham",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105732,
      "name": "Bounty Management Corp",
      "name_as_filed": "BOUNTY MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/bounty-management-corp-boston-ma-105732",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318283,
      "name": "Bowditch Advisory Services, LP",
      "name_as_filed": "BOWDITCH ADVISORY SERVICES, LP",
      "url": "https://advisorcensus.com/firm/bowditch-advisory-services-lp-318283",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107505,
      "name": "Boyd Financial Strategies, Inc.",
      "name_as_filed": "BOYD FINANCIAL STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/boyd-financial-strategies-inc-auburn-ma-107505",
      "city": "Auburn",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133140,
      "name": "Boylston Capital Management",
      "name_as_filed": "BOYLSTON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/boylston-capital-management-133140",
      "city": null,
      "state": null,
      "years_registered": 30,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158343,
      "name": "Bracebridge Capital, LLC",
      "name_as_filed": "BRACEBRIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bracebridge-capital-llc-boston-ma-158343",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312893,
      "name": "Bramalea Partners, LLC",
      "name_as_filed": "BRAMALEA PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/bramalea-partners-llc-boston-ma-312893",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 174929,
      "name": "Bramble Hill Capital Management, LLC",
      "name_as_filed": "BRAMBLE HILL CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bramble-hill-capital-management-llc-174929",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 275029,
      "name": "Brave Boat Capital Advisors",
      "name_as_filed": "BRAVE BOAT CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/brave-boat-capital-advisors-boston-ma-275029",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335836,
      "name": "Breachway Capital",
      "name_as_filed": "BREACHWAY CAPITAL",
      "url": "https://advisorcensus.com/firm/breachway-capital-boston-ma-335836",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325541,
      "name": "Breakthrough Energy Ventures",
      "name_as_filed": "BREAKTHROUGH ENERGY VENTURES",
      "url": "https://advisorcensus.com/firm/breakthrough-energy-ventures-boston-ma-325541",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 282401,
      "name": "Breakwater Financial, LLC",
      "name_as_filed": "BREAKWATER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/breakwater-financial-llc-needham-ma-282401",
      "city": "Needham",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107143,
      "name": "Breckinridge Capital Advisors Inc",
      "name_as_filed": "BRECKINRIDGE CAPITAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/breckinridge-capital-advisors-inc-boston-ma-107143",
      "city": "Boston",
      "state": "MA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307293,
      "name": "Brewer Lane Management, LLC",
      "name_as_filed": "BREWER LANE MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brewer-lane-management-llc-boston-ma-307293",
      "city": "Boston",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 152820,
      "name": "Bright Rock Capital Management LLC",
      "name_as_filed": "BRIGHT ROCK CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bright-rock-capital-management-llc-hanover-ma-152820",
      "city": "Hanover",
      "state": "MA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333828,
      "name": "Brightspring Investments",
      "name_as_filed": "BRIGHTSPRING INVESTMENTS",
      "url": "https://advisorcensus.com/firm/brightspring-investments-333828",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133115,
      "name": "Brisbois Capital Management LLC",
      "name_as_filed": "BRISBOIS CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/brisbois-capital-management-llc-wilmington-ma-133115",
      "city": "Wilmington",
      "state": "MA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330145,
      "name": "Bristol Wealth Group",
      "name_as_filed": "BRISTOL WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/bristol-wealth-group-taunton-ma-330145",
      "city": "Taunton",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173835,
      "name": "Broad Brook Financial",
      "name_as_filed": "BROAD BROOK FINANCIAL",
      "url": "https://advisorcensus.com/firm/broad-brook-financial-173835",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125509,
      "name": "Broadwater Capital Management LLC",
      "name_as_filed": "BROADWATER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/broadwater-capital-management-llc-boston-ma-125509",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156772,
      "name": "Brooke Private Equity Associates Management LLC",
      "name_as_filed": "BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/brooke-private-equity-associates-management-llc-boston-ma-156772",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298297,
      "name": "Brooknoll Advisors LLC",
      "name_as_filed": "BROOKNOLL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/brooknoll-advisors-llc-boston-ma-298297",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
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    },
    {
      "crd_number": 344265,
      "name": "Brookstone Wealth Management, Inc.",
      "name_as_filed": "BROOKSTONE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/brookstone-wealth-management-inc-oxford-ma-344265",
      "city": "Oxford",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 338550,
      "name": "Brookwood Advisors, LLC",
      "name_as_filed": "BROOKWOOD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brookwood-advisors-llc-beverly-ma-338550",
      "city": "Beverly",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168874,
      "name": "Brotchie Capital Management, LLC",
      "name_as_filed": "BROTCHIE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brotchie-capital-management-llc-peabody-ma-168874",
      "city": "Peabody",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105215,
      "name": "BTS Asset Management, Inc.",
      "name_as_filed": "BTS ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bts-asset-management-inc-lincoln-ma-105215",
      "city": "Lincoln",
      "state": "MA",
      "years_registered": 46,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110197,
      "name": "Buff Capital Management, LLC",
      "name_as_filed": "BUFF CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buff-capital-management-llc-newton-ma-110197",
      "city": "Newton",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300127,
      "name": "Building Ventures, LLC",
      "name_as_filed": "BUILDING VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/building-ventures-llc-boston-ma-300127",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157838,
      "name": "Bunker Hill Management LLC",
      "name_as_filed": "BUNKER HILL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bunker-hill-management-llc-wellesley-ma-157838",
      "city": "Wellesley",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 141975,
      "name": "Burr & Company, LLC",
      "name_as_filed": "BURR & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/burr-and-company-llc-osterville-ma-141975",
      "city": "Osterville",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 338717,
      "name": "Business Transition Academy, Inc.",
      "name_as_filed": "BUSINESS TRANSITION ACADEMY, INC.",
      "url": "https://advisorcensus.com/firm/business-transition-academy-inc-338717",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325026,
      "name": "Butterworth Financial LLC",
      "name_as_filed": "BUTTERWORTH FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/butterworth-financial-llc-danvers-ma-325026",
      "city": "Danvers",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159349,
      "name": "BV Investment Partners, L.P.",
      "name_as_filed": "BV INVESTMENT PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/bv-investment-partners-l-p-boston-ma-159349",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269971,
      "name": "By the Square Investments",
      "name_as_filed": "BY THE SQUARE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/by-the-square-investments-269971",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167893,
      "name": "Byrne Financial Freedom, LLC",
      "name_as_filed": "BYRNE FINANCIAL FREEDOM, LLC",
      "url": "https://advisorcensus.com/firm/byrne-financial-freedom-llc-franklin-ma-167893",
      "city": "Franklin",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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"
  }
}
