{
  "path": "/advisors/ma",
  "url": "https://advisorcensus.com/advisors/ma/page/6",
  "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": 6,
  "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": 166206,
      "name": "C&S Advisors, Inc.",
      "name_as_filed": "C&S ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/c-and-s-advisors-inc-duxbury-ma-166206",
      "city": "Duxbury",
      "state": "MA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165296,
      "name": "C. Michael Amin, LLC",
      "name_as_filed": "C. MICHAEL AMIN, LLC",
      "url": "https://advisorcensus.com/firm/c-michael-amin-llc-boston-ma-165296",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300837,
      "name": "C.j.gilbert Financial LLC",
      "name_as_filed": "C.J.GILBERT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/c-j-gilbert-financial-llc-weston-ma-300837",
      "city": "Weston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328285,
      "name": "C10 Labs",
      "name_as_filed": "C10 LABS",
      "url": "https://advisorcensus.com/firm/c10-labs-cambridge-ma-328285",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 118729,
      "name": "Cabot Properties L.P.",
      "name_as_filed": "CABOT PROPERTIES L.P.",
      "url": "https://advisorcensus.com/firm/cabot-properties-l-p-boston-ma-118729",
      "city": "Boston",
      "state": "MA",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107327,
      "name": "Cabot Wealth Management",
      "name_as_filed": "CABOT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cabot-wealth-management-beverly-ma-107327",
      "city": "Beverly",
      "state": "MA",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155080,
      "name": "Cadence Wealth Management LLC",
      "name_as_filed": "CADENCE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cadence-wealth-management-llc-westborough-ma-155080",
      "city": "Westborough",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342427,
      "name": "Callodine BDC Advisor, LLC",
      "name_as_filed": "CALLODINE BDC ADVISOR, LLC",
      "url": "https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427",
      "city": "Boston",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297115,
      "name": "Callodine Capital Management",
      "name_as_filed": "CALLODINE CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/callodine-capital-management-boston-ma-297115",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313165,
      "name": "Callodine Credit Management",
      "name_as_filed": "CALLODINE CREDIT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/callodine-credit-management-boston-ma-313165",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106003,
      "name": "Cambridge Associates Limited, LLC",
      "name_as_filed": "CAMBRIDGE ASSOCIATES LIMITED, LLC",
      "url": "https://advisorcensus.com/firm/cambridge-associates-limited-llc-boston-ma-106003",
      "city": "Boston",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104942,
      "name": "Cambridge Associates, LLC",
      "name_as_filed": "CAMBRIDGE ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/cambridge-associates-llc-boston-ma-104942",
      "city": "Boston",
      "state": "MA",
      "years_registered": 47,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133301,
      "name": "Cambridge Cape COD Advisors, LLC",
      "name_as_filed": "CAMBRIDGE CAPE COD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cambridge-cape-cod-advisors-llc-sandwich-ma-133301",
      "city": "Sandwich",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106149,
      "name": "Cambridge Trustee Advisors Inc",
      "name_as_filed": "CAMBRIDGE TRUSTEE ADVISORS INC",
      "url": "https://advisorcensus.com/firm/cambridge-trustee-advisors-inc-106149",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338797,
      "name": "Canby Financial Advisors",
      "name_as_filed": "CANBY FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/canby-financial-advisors-framingham-ma-338797",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288686,
      "name": "Cannon Capital, LP",
      "name_as_filed": "CANNON CAPITAL, LP",
      "url": "https://advisorcensus.com/firm/cannon-capital-lp-framingham-ma-288686",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326730,
      "name": "Canopy Capital Group",
      "name_as_filed": "CANOPY CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/canopy-capital-group-woburn-ma-326730",
      "city": "Woburn",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128942,
      "name": "Cape ANN Capital, Inc.",
      "name_as_filed": "CAPE ANN CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/cape-ann-capital-inc-concord-ma-128942",
      "city": "Concord",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131088,
      "name": "Cape ANN Financial",
      "name_as_filed": "CAPE ANN FINANCIAL",
      "url": "https://advisorcensus.com/firm/cape-ann-financial-131088",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112000,
      "name": "Capital Advisors Group, Inc",
      "name_as_filed": "CAPITAL ADVISORS GROUP, INC",
      "url": "https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000",
      "city": "Boston",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168313,
      "name": "Capital Impact Advisors",
      "name_as_filed": "CAPITAL IMPACT ADVISORS",
      "url": "https://advisorcensus.com/firm/capital-impact-advisors-boston-ma-168313",
      "city": "Boston",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137223,
      "name": "Capital Wealth Management",
      "name_as_filed": "CAPITAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-wealth-management-tewksbury-ma-137223",
      "city": "Tewksbury",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309860,
      "name": "Capshift Advisors",
      "name_as_filed": "CAPSHIFT ADVISORS",
      "url": "https://advisorcensus.com/firm/capshift-advisors-west-newton-ma-309860",
      "city": "West Newton",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 280029,
      "name": "Carey S. Roebuck Financial Services, LLC",
      "name_as_filed": "CAREY S. ROEBUCK FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/carey-s-roebuck-financial-services-llc-south-dennis-ma-280029",
      "city": "South Dennis",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 3394,
      "name": "Carl P. Sherr & Co., LLC",
      "name_as_filed": "CARL P. SHERR & CO., LLC",
      "url": "https://advisorcensus.com/firm/carl-p-sherr-and-co-llc-worcester-ma-3394",
      "city": "Worcester",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157415,
      "name": "Carlisle Financial Group, LLC",
      "name_as_filed": "CARLISLE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/carlisle-financial-group-llc-157415",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300667,
      "name": "Carlson Planning Company",
      "name_as_filed": "CARLSON PLANNING COMPANY",
      "url": "https://advisorcensus.com/firm/carlson-planning-company-mansfield-ma-300667",
      "city": "Mansfield",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317321,
      "name": "Carr Financial Group",
      "name_as_filed": "CARR FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/carr-financial-group-worcester-ma-317321",
      "city": "Worcester",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322216,
      "name": "Cascade Wealth LLC",
      "name_as_filed": "CASCADE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/cascade-wealth-llc-322216",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333821,
      "name": "Cascade Wealth Management Solutions Inc.",
      "name_as_filed": "CASCADE WEALTH MANAGEMENT SOLUTIONS INC.",
      "url": "https://advisorcensus.com/firm/cascade-wealth-management-solutions-inc-333821",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160229,
      "name": "Castanea Partners Inc.",
      "name_as_filed": "CASTANEA PARTNERS INC.",
      "url": "https://advisorcensus.com/firm/castanea-partners-inc-newton-ma-160229",
      "city": "Newton",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298999,
      "name": "Castle Island Ventures",
      "name_as_filed": "CASTLE ISLAND VENTURES",
      "url": "https://advisorcensus.com/firm/castle-island-ventures-boston-ma-298999",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331429,
      "name": "Castle Rock Advisors LLC",
      "name_as_filed": "CASTLE ROCK ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/castle-rock-advisors-llc-boston-ma-331429",
      "city": "Boston",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299335,
      "name": "Catalyst Financial Partners",
      "name_as_filed": "CATALYST FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327202,
      "name": "Catalyst Impact Partners Corp.",
      "name_as_filed": "CATALYST IMPACT PARTNERS CORP.",
      "url": "https://advisorcensus.com/firm/catalyst-impact-partners-corp-cambridge-ma-327202",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 299042,
      "name": "Cataria Capital Management LP",
      "name_as_filed": "CATARIA CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/cataria-capital-management-lp-boston-ma-299042",
      "city": "Boston",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310136,
      "name": "Catch Point Rights Partners LP",
      "name_as_filed": "CATCH POINT RIGHTS PARTNERS LP",
      "url": "https://advisorcensus.com/firm/catch-point-rights-partners-lp-boston-ma-310136",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 172467,
      "name": "Catholic Investment Services, Inc.",
      "name_as_filed": "CATHOLIC INVESTMENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/catholic-investment-services-inc-boston-ma-172467",
      "city": "Boston",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301351,
      "name": "Causeway Management II, LLC",
      "name_as_filed": "CAUSEWAY MANAGEMENT II, LLC",
      "url": "https://advisorcensus.com/firm/causeway-management-ii-llc-cambridge-ma-301351",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 167916,
      "name": "Causeway Media Partners",
      "name_as_filed": "CAUSEWAY MEDIA PARTNERS",
      "url": "https://advisorcensus.com/firm/causeway-media-partners-cambridge-ma-167916",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 290483,
      "name": "CCM Investment Management, LLC",
      "name_as_filed": "CCM INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ccm-investment-management-llc-new-bedford-ma-290483",
      "city": "New Bedford",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143327,
      "name": "Cedar Rock Investment Advisors",
      "name_as_filed": "CEDAR ROCK INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/cedar-rock-investment-advisors-143327",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156698,
      "name": "Centerpoint Advisors, LLC",
      "name_as_filed": "CENTERPOINT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centerpoint-advisors-llc-needham-ma-156698",
      "city": "Needham",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128110,
      "name": "Centre Street Cambridge Corporation",
      "name_as_filed": "CENTRE STREET CAMBRIDGE CORPORATION",
      "url": "https://advisorcensus.com/firm/centre-street-cambridge-corporation-cambridge-ma-128110",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281939,
      "name": "Century Equity Partners LLC",
      "name_as_filed": "CENTURY EQUITY PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/century-equity-partners-llc-boston-ma-281939",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129086,
      "name": "Ceres Financial Group, Inc.",
      "name_as_filed": "CERES FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/ceres-financial-group-inc-stoughton-ma-129086",
      "city": "Stoughton",
      "state": "MA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173972,
      "name": "CFS Financial, LLC",
      "name_as_filed": "CFS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/cfs-financial-llc-salem-ma-173972",
      "city": "Salem",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322990,
      "name": "Chain Reaction Group LLC",
      "name_as_filed": "CHAIN REACTION GROUP LLC",
      "url": "https://advisorcensus.com/firm/chain-reaction-group-llc-cambridge-ma-322990",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 288017,
      "name": "Charles River Wealth Management, LLC",
      "name_as_filed": "CHARLES RIVER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/charles-river-wealth-management-llc-burlington-ma-288017",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160256,
      "name": "Charlesbank Capital Partners, LLC",
      "name_as_filed": "CHARLESBANK CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/charlesbank-capital-partners-llc-boston-ma-160256",
      "city": "Boston",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
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        "performance_based",
        "other"
      ],
      "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"
  }
}