RIA Pulse Local Standouts: Massachusetts

Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.

This week, we're highlighting top performers in Massachusetts:

All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.

Under $250M AUM

1. TITANIUM ADVISORS, LLC (FRANKLIN, MA)
Standout metrics: Accounts Per Client (100th percentile), AUM Per Employee (98th percentile), AUM Per Advisor (93th percentile)

2. WOLFSTICH CAPITAL, LLC (MEDFIELD, MA)
Standout metrics: AUM Per Employee (97th percentile), Accounts Per Employee (96th percentile), AUM Per Advisor (92th percentile)

3. WOODSIDE WEALTH MANAGEMENT (FRAMINGHAM, MA)
Standout metrics: AUM Per Employee (90th percentile), Accounts Per Client (90th percentile), Accounts Per Employee (88th percentile)

4. BROADWATER CAPITAL MANAGEMENT LLC (BOSTON, MA)
Standout metrics: AUM Per Employee (99th percentile), AUM Per Advisor (94th percentile), Average AUM Per Client (93th percentile)

5. FMA WEALTH MANAGEMENT, LLC (DUXBURY, MA)
Standout metrics: AUM Per Advisor (95th percentile), Client To Advisor Ratio (92th percentile), Accounts Per Employee (90th percentile)

6. TIMMONS WEALTH MANAGEMENT (ATTLEBORO, MA)
Standout metrics: Accounts Per Employee (99th percentile), Accounts Per Client (97th percentile), Client To Advisor Ratio (93th percentile)

7. VINCENT WEALTH ADVISORS, LLC (HINGHAM, MA)
Standout metrics: AUM Per Advisor (84th percentile), Accounts Per Client (84th percentile), Accounts Per Employee (76th percentile)

8. BETRO MILESZKO & COMPANY (FOXBORO, MA)
Standout metrics: AUM Per Advisor (89th percentile), Client To Advisor Ratio (87th percentile), Accounts Per Employee (83th percentile)

9. FINANCIAL SOLUTIONS ASSOCIATES (DEDHAM, MA)
Standout metrics: Client To Advisor Ratio (98th percentile), AUM Per Employee (96th percentile), AUM Per Advisor (90th percentile)

10. CAMBRIDGE CAPE COD ADVISORS, LLC (SANDWICH, MA)
Standout metrics: Accounts Per Employee (90th percentile), AUM Per Employee (84th percentile), Accounts Per Client (82th percentile)

$250M to $500M AUM

1. FLOREK FINANCIAL, LLC (DUXBURY, MA)
Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (98th percentile), Accounts Per Employee (98th percentile)

2. BRIDGE CREEK CAPITAL MANAGEMENT LLC (WEST BARNSTABLE, MA)
Standout metrics: AUM Per Advisor (92th percentile), Client To Advisor Ratio (86th percentile), Accounts Per Employee (84th percentile)

3. ROCKINGSTONE ADVISORS (GREAT BARRINGTON, MA)
Standout metrics: AUM Per Employee (97th percentile), Average AUM Per Client (92th percentile), AUM Per Advisor (87th percentile)

4. MWA ASSET MANAGEMENT (DANVERS, MA)
Standout metrics: AUM Per Employee (95th percentile), Accounts Per Employee (90th percentile), AUM Per Advisor (80th percentile)

5. CARL P. SHERR & CO., LLC (WORCESTER, MA)
Standout metrics: AUM Per Advisor (90th percentile), Client To Advisor Ratio (81th percentile), AUM Per Employee (78th percentile)

6. EXCHANGE PLACE ADVISORS, LLC (SUDBURY, MA)
Standout metrics: Accounts Per Employee (95th percentile), AUM Per Employee (92th percentile)

7. COTTAGE STREET ADVISORS (MARION, MA)
Standout metrics: AUM Per Advisor (88th percentile), AUM Per Employee (85th percentile), Average AUM Per Client (75th percentile)

8. U. S. BOSTON CAPITAL CORPORATION (LINCOLN, MA)
Standout metrics: AUM Per Advisor (100th percentile), Average AUM Per Client (93th percentile), AUM Per Account (88th percentile)

9. BEATON MANAGEMENT CO INC (HAVERHILL, MA)
Standout metrics: AUM Per Employee (98th percentile), AUM Per Account (98th percentile), AUM Per Advisor (97th percentile)

10. MAY HILL CAPITAL, LLC (COHASSET, MA)
Standout metrics: Average AUM Per Client (95th percentile), AUM Per Employee (93th percentile), AUM Per Advisor (78th percentile)

$500M to $1B AUM

1. NEW WORLD ADVISORS LLC (HINGHAM, MA)
Standout metrics: AUM Per Advisor (96th percentile), AUM Per Employee (94th percentile), Accounts Per Client (94th percentile)

2. PINNEY & SCOFIELD, INC. (CAMBRIDGE, MA)
Standout metrics: AUM Per Advisor (98th percentile), AUM Per Employee (96th percentile), Accounts Per Client (92th percentile)

3. GREAT POINT WEALTH ADVISORS, LLC (BOSTON, MA)
Standout metrics: Client To Advisor Ratio (98th percentile), Accounts Per Employee (92th percentile), AUM Per Employee (91th percentile)

4. EAGLECLAW CAPITAL MANAGEMENT LLC (BOSTON, MA)
Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (94th percentile), Client To Advisor Ratio (88th percentile)

5. MONUMENT GROUP WEALTH ADVISORS, LLC (CONCORD, MA)
Standout metrics: AUM Per Advisor (83th percentile), Accounts Per Client (83th percentile)

6. ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC (WELLESLEY, MA)
Standout metrics: Accounts Per Client (96th percentile), Average AUM Per Client (81th percentile), AUM Per Advisor (78th percentile)

7. CONTRAVISORY INVESTMENT MANAGEMENT, INC. (NORWELL, MA)
Standout metrics: AUM Per Advisor (72nd percentile), Average AUM Per Client (69th percentile)

8. STAGE HARBOR FINANCIAL (WESTWOOD, MA)
Standout metrics: AUM Per Employee (76th percentile)

9. PEDDOCK CAPITAL ADVISORS, LLC (BRAINTREE, MA)
Standout metrics: AUM Per Employee (85th percentile), Average AUM Per Client (83th percentile), AUM Per Account (76th percentile)

10. BRISTOL WEALTH GROUP (TAUNTON, MA)
Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (96th percentile), AUM Per Advisor (81th percentile)

$1B to $5B AUM

1. NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC (WELLESLEY, MA)
Standout metrics: AUM Per Employee (93th percentile), AUM Per Advisor (93th percentile), Accounts Per Employee (91th percentile)

2. BEAUMONT FINANCIAL PARTNERS (NEEDHAM, MA)
Standout metrics: Accounts Per Employee (95th percentile), Client To Advisor Ratio (94th percentile), AUM Per Employee (81th percentile)

3. MINOT DEBLOIS ADVISORS LLC (BOSTON, MA)
Standout metrics: Accounts Per Employee (89th percentile), Accounts Per Client (85th percentile)

4. MOODY, LYNN, LIEBERSON & WALKER, LLC (BOSTON, MA)
Standout metrics: AUM Per Employee (88th percentile), AUM Per Advisor (85th percentile)

5. PROFICIO CAPITAL PARTNERS LLC (NEWTON, MA)
Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (94th percentile), Average AUM Per Client (83th percentile)

6. AMERICAN INVESTMENT SERVICES INC (GREAT BARRINGTON, MA)
Standout metrics: Accounts Per Client (86th percentile), Accounts Per Employee (85th percentile), Client To Advisor Ratio (79th percentile)

7. FIDUCIARY WEALTH PARTNERS, LLC (NEWTON LOWER FALLS, MA)
Standout metrics: Accounts Per Client (99th percentile), AUM Per Employee (86th percentile)

8. S & CO., INC. (BOSTON, MA)
Standout metrics: AUM Per Advisor (97th percentile), AUM Per Employee (85th percentile)

9. WINDROSE ADVISORS LLC (WALTHAM, MA)
Standout metrics: Accounts Per Client (95th percentile), AUM Per Advisor (89th percentile), Average AUM Per Client (77th percentile)

10. SCHWERIN BOYLE CAPITAL MANAGEMENT, INC (SPRINGFIELD, MA)
Standout metrics: AUM Per Employee (97th percentile), AUM Per Advisor (87th percentile)

Over $5B AUM

1. ATREIDES MANAGEMENT, LP (BOSTON, MA)
Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (96th percentile), Average AUM Per Client (94th percentile)

2. RHUMBLINE ADVISERS (BOSTON, MA)
Standout metrics: AUM Per Account (94th percentile), Accounts Per Client (90th percentile), Client To Advisor Ratio (82th percentile)

3. GROVESTREET (NEWTON, MA)
Standout metrics: Average AUM Per Client (90th percentile), AUM Per Account (86th percentile), AUM Per Employee (84th percentile)

4. FIDELITY MANAGEMENT & RESEARCH COMPANY LLC (BOSTON, MA)
Standout metrics: Client To Advisor Ratio (85th percentile), AUM Per Account (79th percentile), Average AUM Per Client (79th percentile)

5. POLEN CAPITAL CREDIT, LLC (WALTHAM, MA)
Standout metrics: AUM Per Account (90th percentile), Average AUM Per Client (89th percentile), AUM Per Advisor (85th percentile)

6. MACKENZIE INVESTMENTS (BOSTON, MA)
Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (97th percentile), Accounts Per Client (79th percentile)

7. FIRST EAGLE ALTERNATIVE CREDIT, LLC (BOSTON, MA)
Standout metrics: AUM Per Account (95th percentile), Average AUM Per Client (95th percentile), AUM Per Advisor (81th percentile)

8. COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (BOSTON, MA)
Standout metrics: Average AUM Per Client (92th percentile), Accounts Per Client (92th percentile)

9. SCS CAPITAL MANAGEMENT LLC (BOSTON, MA)
Standout metrics: AUM Per Employee (95th percentile), Accounts Per Client (81th percentile)

10. SENTINEL PENSION ADVISORS, LLC. (WAKEFIELD, MA)
Standout metrics: AUM Per Employee (90th percentile), Accounts Per Client (86th percentile), Client To Advisor Ratio (84th percentile)

Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.

Explore RIA Pulse Benchmarks & Analytics →

Generated 8/12/2025. Average data age: 129 days.