Rialytix insights

Top RIA Firms in Andover, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Andover, Massachusetts. This hub covers 6 matching firms with $13.5B in total reported AUM and median AUM of $1.7B.

Firms

6

Matching current profiles

Total AUM

$13.5B

Reported regulatory AUM

Median AUM

$1.7B

Across firms with AUM

Largest firm

$5.3B

Constitution Capital Equity Partners LP

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Constitution Capital Equity Partners LP
CRD 147248 · Limited Partnership
ANDOVER, MA$5.3B
May 2026
+$176.8M+3.5%+$740.8M+16.4%+$2.2B+70.2%+$4.3B+471.7%+15 employees+28.8% over 3Y+4 accounts+13.8% over 3Y
2. Tiger Iron Capital, LLC
CRD 283006 · Limited Liability Company
ANDOVER, MA$4.2B
May 2026
+$763.9M+22.4%+$991.2M+31.2%+$2.8B+202.9%+$3.8B+1030.8%+2 employees+50.0% over 3Y+5 accounts+50.0% over 3Y
3. Retirement Resources Investment Corporation
CRD 47723 · Corporation
ANDOVER, MA$2.4B
Apr 2026
+$452.4M+22.7%+$1.1B+80.3%+$1.2B+91.4%+$2.1B+590.6%0 employees+0.0% over 3Y+50 accounts+20.1% over 3Y
4. Constitution Capital Pm, L. P.
CRD 319678 · Limited Partnership
ANDOVER, MA$910.8M
Mar 2026
+$201.1M+28.3%+$235.1M+34.8%+15 employees+28.8% over 3Y0 accounts+0.0% over 3Y
5. Cox Capital Management LLC
CRD 117593 · Limited Liability Company
ANDOVER, MA$361.0M
Feb 2026
+$56.6M+18.6%+$88.1M+32.3%+$155.6M+75.8%+$281.4M+353.8%-1 employees-20.0% over 3Y+116 accounts+25.1% over 3Y
6. Abbot Financial Management, INC
CRD 111040 · Corporation
ANDOVER, MA$303.0M
Sep 2025
+$29.1M+10.6%+$60.3M+24.9%+$90.0M+42.3%+$182.0M+150.3%-1 employees-20.0% over 3Y+35 accounts+7.3% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.