| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $108.65B | 112,531 | 48 | Other | 2012 or earlier | |
| 2 | $54.28B | 16,362 | 41 | Fidelity | 2012 or earlier | |
| 3 | $52.78B | 47,749 | 63 | Merrill | 2012 or earlier | |
| 4 | $48.65B | 491 | 99 | Fidelity | 2012 or earlier | |
| 5 | $19.8B | 5,951 | 63 | Fidelity | 2012 or earlier | |
| 6 | $15.22B | 6,426 | 89 | Fidelity | 2020 | |
| 7 | $12.84B | 3,214 | 13 | Other | 2012 or earlier | |
| 8 | $10.05B | 614 | 20 | SEI | 2012 or earlier | |
| 9 | $9.9B | 643 | 12 | Other | 2012 or earlier | |
| 10 | $8.37B | 65 | 12 | Fidelity | 2012 or earlier | |
| 11 | $8.2B | 20 | 14 | Other | 2012 or earlier | |
| 12 | $8.02B | 1,106 | 56 | Fidelity | 2017 | |
| 13 | $6.72B | 14 | 12 | J.P. Morgan | 2012 or earlier | |
| 14 | $5.51B | 171 | 8 | – | 2026 | |
| 15 | $4.58B | 75 | 18 | Schwab | 2012 or earlier | |
| 16 | $4.31B | 1,731 | 38 | Schwab | 2012 or earlier | |
| 17 | $4.23B | 704 | 17 | Fidelity | 2012 or earlier | |
| 18 | $4.03B | 4,921 | 85 | – | 2012 or earlier | |
| 19 | $3.86B | 37 | 27 | Goldman Sachs | 2024 | |
| 20 | $3.74B | 1,270 | 11 | Other | 2012 or earlier | |
| 21 | $3.42B | 7,280 | 57 | LPL Financial | 2012 or earlier | |
| 22 | $3.27B | 1,626 | 11 | BNY | 2012 or earlier | |
| 23 | $3.14B | 10,832 | 108 | Fidelity | 2012 or earlier | |
| 24 | $3.1B | 2,405 | 27 | LPL Financial | 2017 | |
| 25 | $3.1B | 1,024 | 36 | Fidelity | 2014 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Massachusetts.