Rialytix insights

Top RIA Firms in Braintree, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Braintree, Massachusetts. This hub covers 13 matching firms with $13.8B in total reported AUM and median AUM of $675.2M.

Firms

Matching current profiles

Total AUM

$13.8B

Reported regulatory AUM

Median AUM

$675.2M

Across firms with AUM

Largest firm

$4.3B

Pallas Capital Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Pallas Capital Advisors, LLC CRD 310327 · Limited Liability Company	BRAINTREE, MA	$4.3B Apr 2026	+$1.1B+34.9%	+$2.8B+180.1%	+$3.6B+498.7%	—	+6 employees+27.3% over 3Y	+1,535 accounts+57.4% over 3Y
2. Hite Hedge Asset Management LLC CRD 160173 · Limited Liability Company	BRAINTREE, MA	$2.2B Mar 2026	-$383.0M-14.9%	-$133.6M-5.8%	+$1.2B+117.0%	+$2.0B+859.9%	+6 employees+40.0% over 3Y	+3 accounts+75.0% over 3Y
3. Msa Financial CRD 107768 · Limited Liability Company	BRAINTREE, MA	$1.4B Feb 2026	+$236.3M+20.2%	+$427.2M+43.7%	+$729.3M+107.9%	+$1.2B+582.0%	+1 employees+5.6% over 3Y	+372 accounts+12.8% over 3Y
4. Mg Financial LLC CRD 107649 · Limited Liability Company	BRAINTREE, MA	$1.1B Mar 2026	-$409.5K-0.0%	-$123.0M-9.8%	-$52.6M-4.5%	+$422.2M+59.7%	+1 employees+12.5% over 3Y	+20 accounts+17.1% over 3Y
5. Stablepoint Partners, LLC CRD 328503 · Limited Liability Company	BRAINTREE, MA	$930.0M Mar 2026	+$395.3M+73.9%	—	—	—	+5 employees+83.3% over 1Y	+510 accounts+31.2% over 1Y
6. Peddock Capital Advisors, LLC CRD 148216 · Limited Liability Company	BRAINTREE, MA	$836.2M Feb 2026	+$104.6M+14.3%	+$361.9M+76.3%	+$543.1M+185.4%	+$647.6M+343.4%	0 employees+0.0% over 3Y	+159 accounts+46.6% over 3Y
7. Little House Capital, LLC CRD 290070 · Limited Liability Company	BRAINTREE, MA	$675.2M Mar 2026	+$73.8M+12.3%	+$275.7M+69.0%	+$449.7M+199.3%	—	-1 employees-12.5% over 3Y	+211 accounts+41.3% over 3Y
8. Compass Capital Corporation CRD 112323 · Corporation	BRAINTREE, MA	$663.6M Sep 2025	+$72.8M+12.3%	+$187.2M+39.3%	+$323.4M+95.1%	+$548.2M+475.4%	-3 employees-17.6% over 3Y	+44 accounts+3.3% over 3Y
9. Kelly Financial Services LLC CRD 291996 · —	BRAINTREE, MA	$623.6M Mar 2026	+$135.0M+27.6%	+$232.4M+59.4%	+$306.4M+96.6%	+$322.4M+107.0%	-3 employees-23.1% over 3Y	-164 accounts-5.0% over 3Y
10. Napier Financial CRD 336725 · Limited Liability Company	BRAINTREE, MA	$550.1M Feb 2026	—	—	—	—	-1 employees-7.1% over Total	—
11. Kraematon Investment Advisors, INC. CRD 126869 · Corporation	BRAINTREE, MA	$201.5M Feb 2026	+$33.7M+20.1%	+$8.4M+4.3%	+$53.0M+35.6%	+$107.6M+114.6%	0 employees+0.0% over 3Y	-27 accounts-5.4% over 3Y
12. Genesis Wealth Advisors, LLC CRD 158388 · Limited Liability Company	BRAINTREE, MA	$200.1M Feb 2026	+$24.9M+14.2%	-$10.8M-5.1%	+$14.6M+7.9%	+$86.2M+75.8%	-1 employees-12.5% over 3Y	-84 accounts-13.0% over 3Y
13. Rise North Capital Investment Advisors CRD 336740 · Limited Liability Company	BRAINTREE, MA	$50.6M May 2026	—	—	—	—	+1 employees+7.7% over Total	—

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.