| Shawspring Partners, LLC | Boston | $438.7M | 1 |
| Cutler Capital Management LLC | Worcester | $430.8M | 2 |
| McCarter Private Wealth Services LLC | Boston | $427.7M | — |
| Stonehearth Capital Management LLC | Danvers | $425.4M | — |
| Spring Lane Management, LLC | Boston | $424.7M | 7 |
| Emblem Group, L.P. | Boston | $419.4M | 5 |
| Summit Partners Credit Advisors, L.P. | Boston | $419M | 8 |
| Goodman Advisory Group, LLC | Needham | $415.5M | — |
| Hlm Management Co., LLC | Waltham | $411.4M | 7 |
| J.r. Prunier Capital Management LLC | Holden | $407M | — |
| Mrm-Horizon Advisors, LLC | Boston | $403.5M | 2 |
| Perennial Advisors Group, LLC | Westford | $397.4M | — |
| Beacon Financial Planning, Inc | Hyannis | $397.1M | — |
| The Darrow Company, Inc. | Needham | $392.4M | — |
| Proctor Financial, Inc. | Sherborn | $382.3M | — |
| Rf&l Wealth Management, LLC | Acton | $381.1M | — |
| Exchange Place Advisors, LLC | Sudbury | $379.7M | — |
| Century Equity Partners LLC | Boston | $378.3M | 6 |
| Auour Investments LLC | Woburn | $378M | — |
| Livelife Capital Partners LLC | Southborough | $372.1M | — |
| Donoghue Forlines LLC | Boston | $370.5M | — |
| Cox Capital Management LLC | Andover | $361M | — |
| U. S. Boston Capital Corporation | Lincoln | $359.8M | — |
| Abbot Financial Management, Inc | Andover | $358.9M | — |
| Crawford Fund Management, LLC | Boston | $356.1M | 1 |
| Stance Capital LLC | Boston | $354.2M | — |
| 10talents Investors, LLC | Foxborough | $353M | 23 |
| Clarendon Private LLC | Boston | $352.1M | — |
| Melfa Wealth Management, Inc. | Westborough | $348.8M | — |
| Arctaris Impact Investors, LLC | Wellesley | $347.3M | 6 |
| Martha's Vineyard Investment Advisors, LLC | West Tisbury | $342.9M | — |
| M3 Advisory Group, LLC | Needham Heights | $342M | — |
| Diversified Financial Management Associates, Inc. | Norwell | $338.8M | — |
| Assetgrade, LLC | Boston | $337.7M | — |
| Lenk Ladner Investment Solutions LLC | Osterville | $337.3M | — |
| Bluedoor Private Wealth, LLC | Beverly | $337.3M | — |
| Loon Lake Capital Management LP | Boston | $336M | 1 |
| Cottage Street Advisors, LLC | Marion | $333.8M | — |
| Good Harbor Advisors, Inc. | Gloucester | $333.7M | — |
| Fairfield Financial Advisors Ltd | Wellesley | $333.2M | — |
| Essex Private Wealth Management LLC | Topsfield | $330.5M | — |
| Boston Family Advisors LLC | Boston | $329.7M | 1 |
| Game Creek Capital, LP | Boston | $329M | 2 |
| Purefi Wealth, LLC | Boston | $326.4M | — |
| Financially in Tune, LLC | Stoneham | $326.2M | — |
| Sawyer & Co Inc | Boston | $320.1M | — |
| Kaname Capital, L.P. | Boston | $319.7M | 1 |
| Prospect Hill Growth Partners, L.P. | Waltham | $310.6M | 6 |
| Meridian Financial Advisors, LLC | Holliston | $308.6M | — |
| Finivi Inc. | Westborough | $308.4M | — |