| Kraematon Investment Advisors, Inc. | Braintree | $201.5M | — |
| Fulham & Co, Inc. | Wellesley | $200.2M | 8 |
| Genesis Wealth Advisors, LLC | Braintree | $200.1M | — |
| Wh Cornerstone Investments Inc. | Duxbury | $200M | — |
| Sechrest Financial Services LLC | Acton | $199.2M | — |
| Tfj Management, LLC | Somerville | $198.4M | 2 |
| Constant Guidance Financial, LLC | North Attleboro | $198M | — |
| Concordia Wealth Management, LLC | Concord | $197.1M | — |
| Fenton Gregory Coleman | Sandwich | $194.8M | — |
| Innovative Advisory Group, LLC | Lexington | $194M | — |
| Kastel Capital Advisors, LLC | Wellesley | $193.3M | — |
| Balanced Rock Investment Advisors LLC | Roslindale | $193.2M | — |
| Cape Ann Capital, Inc. | Concord | $193M | — |
| Arcadia Funds, LLC | Burlington | $192.8M | 2 |
| Park State Asset Management LLC | Beverly | $192.4M | — |
| Orvieto Partners, L.P. | Boston | $188.6M | 1 |
| Rothwell Investment Advisors LLC | Salem | $187.7M | — |
| Colman Knight Advisory Group, LLC | Acton | $187.7M | — |
| Finarc Investments, Inc. | Norwood | $187.6M | — |
| High Pines Wealth Management LLC | Duxbury | $184M | — |
| Righthand Capital, LLC | West Newton | $182.3M | — |
| Epilog Partners, LP. | Boston | $181.6M | 2 |
| Timmons Wealth Management, LLC | Attleboro | $179.2M | — |
| Spring Lake Equity GP LLC | Burlington | $179.2M | 4 |
| Watermill Management Company, LLC | Boston | $178.1M | 18 |
| Tea & Taxes Company Dba Prosperitea Planning | Greenfield | $176.9M | — |
| Sippican Capital Advisors LLC | Boston | $175M | — |
| Fma Wealth Management, LLC | Duxbury | $174M | — |
| Levatus LLC | Boston | $173.9M | — |
| Sf Advisors, LLC | Boston | $172.5M | 4 |
| McIntyre, Freedman & Flynn Investment Advisers, Inc. | Orleans | $172M | — |
| Goverman Financial Solutions, LLC | Dedham | $171.9M | — |
| Assabet Advisors, LLC | Holden | $171.4M | — |
| Seamans Capital Management, LLC | Waltham | $170.7M | 7 |
| Titanium Advisors, LLC | Franklin | $169.7M | — |
| Cornerstone Financial Management LLC | Burlington | $167M | — |
| Winthrop Square Capital, L.P. | Boston | $166.8M | 3 |
| Afg Fiduciary Services Limited Partnership | Hingham | $166.3M | — |
| New England Schooner, Inc. | Peabody | $165.2M | — |
| Nobscot Investment Management LLC | Wellesley | $164.2M | — |
| Wolfstich Capital, LLC | Medfield | $162.1M | — |
| Broadwater Capital Management LLC | Boston | $161M | — |
| Blue Moon Capital Management LLC | Boston | $159.5M | 1 |
| Radius Wealth Management, Inc. | Boston | $158.7M | — |
| Delphinus Financial Advisors, LLC | Mansfield | $157.1M | — |
| Bluebird Wealth Management LLC | Medfield | $154M | — |
| Alcion Ventures, Limited Partnership | Burlington | $153.8M | 6 |
| Heritage Wealth Management, Inc. | Medford | $153.2M | — |
| Sustainable Investment Solutions, LLC | Dedham | $152.9M | — |
| Vincent Wealth Advisors LLC | Norwell | $152.9M | — |