Top 10 fastest-growing RIAs in Massachusetts (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Bluedoor Private Wealth, LLC BEVERLY	$102.7M → $337.3M	3.28× 2.4× typical	1 → 4	+3	Organic or recruited	Schwab	97.8
2	Cw Advisors, LLC BOSTON	$6.92B → $15.22B	2.2× 1.6× typical	38 → 89	+13	Organic or recruited	Fidelity	96.9
3	Gc Wealth Management RIA, LLC CAMBRIDGE	$2.12B → $5.83B	2.76× 2.1× typical	17 → 34	+2	Organic	Fidelity	95.6
4	Alta Wealth Advisors LLC WOBURN	$400.2M → $664.6M	1.66× 1.2× typical	7 → 15	+3	Organic or recruited	LPL Financial	91.1
5	Tableaux Wealth GREAT BARRINGTON	$109.3M → $229.7M	2.1× 1.6× typical	3 → 5	+1	Organic or recruited	Fidelity	90.8
6	Vestmark Advisory Solutions, Inc. WAKEFIELD	$5.64B → $49.85B	8.84× 6.6× typical	21 → 25	+2	Organic	UBS	89.5
7	Empirical Asset Management, LLC WELLESLEY	$328.7M → $560M	1.7× 1.3× typical	7 → 10	+2	Organic	Schwab	87.9
8	F L Putnam Investment Management Co. LYNNFIELD	$6.17B → $9.72B	1.58× 1.2× typical	60 → 90	+5	Organic or recruited	Schwab	86.0
9	Integrated Wealth Concepts LLC WALTHAM	$13.5B → $23.58B	1.75× 1.3× typical	423 → 491	+49	Organic or recruited	LPL Financial	85.8
10	Darrow Wealth Management NEEDHAM	$245.5M → $392.4M	1.6× 1.2× typical	3 → 4	+1	Organic	Schwab	81.4

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Massachusetts.

How we ranked