| Felis Advantage, LP | Boston | $150M | 1 |
| Proficient Wealth Counselors, LLC | Norwood | $146.9M | — |
| The Sher Wealth Management Group, Inc. | Needham | $145.6M | — |
| The Practical Planner, LLC | Groton | $145.3M | — |
| Betro Mileszko & Company, LLC | Foxboro | $144.8M | — |
| Landon Capital Partners, LLC | Boston | $144.8M | 14 |
| Bts Asset Management Inc | Lincoln | $144.8M | — |
| Applied Fundamental Research, LLC | Cambridge | $142.9M | 2 |
| Ltg Capital LLC | Framingham | $142.2M | — |
| Savior LLC | Wellesley | $140.2M | 12 |
| Boyd Financial Strategies, Inc. | Auburn | $139.6M | — |
| Clarity Retirement & Wealth, LLC | New Bedford | $139.5M | — |
| Integrity Financial Advisors, LLC | Woburn | $134.9M | — |
| Breakwater Financial, LLC | Needham | $127.9M | — |
| Moore Financial Advisors, Ltd. | Belmont | $127.2M | — |
| Ashwood Advisors, LLC | Medfield | $126.9M | — |
| Twin Gryphon Advisors LLC | Marshfield | $126.5M | 1 |
| Tqm Wealth Partners, LLC | Marblehead | $123.7M | — |
| Investment Management Trust, LLC | Fitchburg | $123.5M | — |
| Ibs Capital LLC | Medfield | $123M | 3 |
| Condon Wealth Management, Inc. | Plymouth | $122.1M | — |
| Boston Portfolio Advisers, LLC | Boston | $121.5M | — |
| Weber Capital Management LLC | Newton | $120.2M | 3 |
| Rheeco, Inc. | Natick | $119.2M | — |
| South Shore Investment Services LLC | Norwell | $117.9M | — |
| Covalent Partners LLC | Concord | $117.3M | 1 |
| Risk Paradigm Group, LLC | Burlington | $115.6M | — |
| Beyond Your Hammock LLC | Boston | $115.4M | — |
| Dardanelles Capital LP | Boston | $114.2M | 1 |
| Signal Ridge Capital Partners, LLC | Framingham | $113.6M | — |
| Charles River Wealth Management, LLC | Burlington | $110.3M | — |
| O.f.o. Partners, LLC | Hingham | $110M | — |
| Renaissance Wealth Advisors, LLC | Newton | $109.9M | — |
| Quabbin Advisors, LLC | Amherst | $109.8M | — |
| Charlesbridge Advisors, LLC | Dedham | $108.5M | — |
| Butterworth Financial LLC | Danvers | $103.3M | — |
| Rocky Hill Advisors Inc. | Peabody | $102.4M | — |
| Needham R B Advisory Corp | North Andover | $102.4M | — |
| Sequentis Capital LLC | Boston | $101.5M | — |
| Tia Wealth Management LLC | Newburyport | $101.5M | — |
| Timbuktu Capital Management, LLC | Boston | $98.6M | — |
| Garrett Nagle & Co., Inc. | Woburn | $98.4M | — |
| Eastward Capital Partners, LLC | West Newton | $96M | 6 |
| Family Partners Capital, LLC | Hamilton | $92.3M | — |
| Algorithmic Investment Models, LLC | Boston | $90.9M | — |
| Emery Partners, LLC | Boston | $78.4M | — |
| Abry Partners, LLC | Boston | $69.3M | 2 |
| USA Mutuals Advisors, Inc. | Concord | $62.2M | — |
| Rnc RIA LLC | Braintree | $50.6M | — |
| Entrepreneurshares LLC | Boston | $50.4M | — |