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Fastest Growing RIAs
in Massachusetts

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Kastel Capital Advisors, LLC
Wellesley, 
MA
3 Year Grow Rate:
1,123%
AUM (MM):
$165

#

Trevian Wealth Management, LLC
Weston, 
MA
3 Year Grow Rate:
490%
AUM (MM):
$90

#

Breeds Hill Capital LLC
Charlestown, 
MA
3 Year Grow Rate:
427%
AUM (MM):
$1,410

#

Single Point Partners
Boston, 
MA
3 Year Grow Rate:
402%
AUM (MM):
$229

#

AssetGrade, LLC
Boston, 
MA
3 Year Grow Rate:
303%
AUM (MM):
$126

#

Merlin Asset Management
Boston, 
MA
3 Year Grow Rate:
207%
AUM (MM):
$45

#

Kendall Wealth LLC
Cambridge, 
MA
3 Year Grow Rate:
146%
AUM (MM):
$27

#

FourthPoint Advisors
Natick, 
MA
3 Year Grow Rate:
145%
AUM (MM):
$29

#

Beechwood Investment Management Inc.
Sandwich, 
MA
3 Year Grow Rate:
140%
AUM (MM):
$76

#

The Practical Planner
Groton, 
MA
3 Year Grow Rate:
136%
AUM (MM):
$67

#

Fenway Financial Advisors, LLC
Boston, 
MA
3 Year Grow Rate:
134%
AUM (MM):
$108

#

Crestwood Advisors
Boston, 
MA
3 Year Grow Rate:
124%
AUM (MM):
$3,292

#

C2C Wealth Management, LLC
Mansfield, 
MA
3 Year Grow Rate:
123%
AUM (MM):
$506

#

NorthStar Asset Management Inc
Boston, 
MA
3 Year Grow Rate:
112%
AUM (MM):
$626

#

TSW Wealth Management
Framingham, 
MA
3 Year Grow Rate:
107%
AUM (MM):
$180

#

Concord Atlantic, Inc.
Concord, 
MA
3 Year Grow Rate:
100%
AUM (MM):
$80

#

Florek Financial, LLC
Duxbury, 
MA
3 Year Grow Rate:
95%
AUM (MM):
$298

#

F L Putnam Investment Management Co.
Wellesley Hills, 
MA
3 Year Grow Rate:
90%
AUM (MM):
$2,785

#

Tilton Asset Management
Weston, 
MA
3 Year Grow Rate:
89%
AUM (MM):
$91

#

Advanced Portfolio Design, LLC
Westford, 
MA
3 Year Grow Rate:
79%
AUM (MM):
$52

#

Penobscot Investment Management Company, Inc.
Boston, 
MA
3 Year Grow Rate:
77%
AUM (MM):
$653

#

Powerhouse Assets LLC
Lincoln, 
MA
3 Year Grow Rate:
76%
AUM (MM):
$106

#

Reynders, McVeigh Capital Management, LLC
Boston, 
MA
3 Year Grow Rate:
76%
AUM (MM):
$2,472

#

Kondracki Advisory, LLC
Hingham, 
MA
3 Year Grow Rate:
75%
AUM (MM):
$35

#

Riverview Capital Advisers LLC
Boston, 
MA
3 Year Grow Rate:
71%
AUM (MM):
$311

#

Delphinus Financial Advisors, LLC
Foxboro, 
MA
3 Year Grow Rate:
69%
AUM (MM):
$85

#

Cooper Lapman Financial, LLC
Boston, 
MA
3 Year Grow Rate:
65%
AUM (MM):
$254

#

Ropes Wealth Advisors
Boston, 
MA
3 Year Grow Rate:
64%
AUM (MM):
$5,014

#

Freed Investment Group, LLC
Boston, 
MA
3 Year Grow Rate:
59%
AUM (MM):
$171

#

Asset Strategy Advisors, LLC
Natick, 
MA
3 Year Grow Rate:
58%
AUM (MM):
$351

#

Artemis Financial Advisors
Boston, 
MA
3 Year Grow Rate:
52%
AUM (MM):
$160

#

Marble Harbor Investment Counsel, LLC
Boston, 
MA
3 Year Grow Rate:
51%
AUM (MM):
$849

#

Monument Group Wealth Advisors, LLC
Concord, 
MA
3 Year Grow Rate:
48%
AUM (MM):
$351

#

Sensible Financial Planning and Management, LLC
Waltham, 
MA
3 Year Grow Rate:
48%
AUM (MM):
$536

#

Middleton & Company Inc.
Boston, 
MA
3 Year Grow Rate:
47%
AUM (MM):
$948

#

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Boston, 
MA
3 Year Grow Rate:
47%
AUM (MM):
$9,017

#

Boston Financial Management LLC
Boston, 
MA
3 Year Grow Rate:
46%
AUM (MM):
$2,847

#

Aevitas Wealth Management, Inc.
Wellesley Hills, 
MA
3 Year Grow Rate:
43%
AUM (MM):
$466

#

Boston Research and Management, Inc.
Manchester, 
MA
3 Year Grow Rate:
40%
AUM (MM):
$446

#

Cabot Wealth Management
Salem, 
MA
3 Year Grow Rate:
35%
AUM (MM):
$760

#

Fiduciary Wealth Partners, LLC
Boston, 
MA
3 Year Grow Rate:
35%
AUM (MM):
$964

#

Wilkins Investment Counsel, Inc
Boston, 
MA
3 Year Grow Rate:
32%
AUM (MM):
$614

#

MG Financial LLC
Braintree, 
MA
3 Year Grow Rate:
30%
AUM (MM):
$1,184

#

Excalibur Management Corp
Newton Lower Falls, 
MA
3 Year Grow Rate:
28%
AUM (MM):
$485

#

Woodside Wealth Management
Framingham, 
MA
3 Year Grow Rate:
26%
AUM (MM):
$144
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