| Marathon Wealth Advisors, LLC | Boston | $307.8M | — |
| Commons Capital, LLC | Needham | $307.4M | — |
| Finer Wealth Management, Inc. | Salem | $305.8M | — |
| Morton Wealth Advisors | Danvers | $305.5M | — |
| Massachusetts Wealth Management, LLC | North Andover | $301.5M | — |
| Sempolinski, William John | Easton | $292M | — |
| Fox Hill Wealth Management | Dedham | $290.2M | — |
| Fayerweather Management, LLC | Cambridge | $289.6M | 2 |
| Rockingstone Advisors LLC | Great Barrington | $280.1M | — |
| Wells Financial Advisors, Inc. | Framingham | $279.3M | — |
| Ironwood Investment Management, LLC | Boston | $278.2M | 1 |
| Heritage Holding Management, LP | Boston | $277.7M | 2 |
| Harbor Island Capital LLC | Topsfield | $277.6M | — |
| Ouellette Wealth Advisory LLC | Lexington | $274.4M | — |
| South Shore Capital Advisors, LLC | Boston | $272.8M | — |
| Ajovista, LLC | Boston | $269M | 4 |
| Woodside Wealth Management LLC | Sudbury | $266.6M | — |
| Richardson Financial Services Inc. | Medway | $256.1M | — |
| Family Fiduciary Services, Inc. | Beverly | $254.2M | — |
| The Clifford Group LLC | Wayland | $248.3M | — |
| Atwater Wealth Management, Inc. | Boston | $248.2M | — |
| Julex Capital Management, LLC | Natick | $246.7M | — |
| New England Financial Planning Group, LLC | Burlington | $246.1M | — |
| Alternative Fund Advisors, LLC | Boston | $245.6M | — |
| Little Harbor Advisors, LLC | Marblehead | $242.6M | 1 |
| Bain Capital Public Equity, LP | Boston | $242.2M | 2 |
| 1620 Investment Advisors, Inc. | Plymouth | $241.6M | — |
| Castanea Partners Inc. | Newton | $239M | 5 |
| Ot Management, LLC | Boston | $232.4M | 40 |
| Tableaux LLC | Great Barrington | $229.7M | — |
| Successful Money Strategies Inc | Fall River | $227.1M | — |
| Worldly Partners Management, LLC | Needham | $226.8M | 1 |
| Global Delta Capital, LLC | Somerville | $224.9M | 1 |
| Lionstone Partners, LLC | Boston | $224.4M | 1 |
| Wincap Financial LLC | Boston | $223.1M | — |
| Colrain Capital LLC | Boston | $222.2M | — |
| Strategic Planning Group, Inc. | Wellesley | $218.6M | — |
| Polaris Investment Advisors, LLC | Framingham | $217.1M | — |
| Tucker's Farm Management Company I, L.P. | Framingham | $217M | 5 |
| Cutter Financial Group LLC | Falmouth | $216.9M | — |
| Etre LLC | Cambridge | $216.8M | — |
| Jmc Management, LLC | Boston | $211.9M | 6 |
| Apex Investment Group, LLC | Hudson | $211.1M | — |
| Traub Capital Management, LLC | Needham | $210.8M | — |
| Albert D Mason Inc | Boston | $210.6M | 1 |
| Flying Point Financial, Inc. | North Andover | $206.7M | — |
| Osbon Capital Management, LLC | Boston | $205.3M | 2 |
| Forness Financial LLC | Needham | $202.8M | — |
| Wernau Asset Management Inc. | Gloucester | $202.6M | — |
| Keenan, LLC | Boston | $202.5M | — |