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Largest RIA Firms in Dedham, Massachusetts by AUM

Explore registered investment advisers headquartered in Dedham, Massachusetts, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $2.6B in total reported AUM and median AUM of $231.0M.

Firms

6

Matching current profiles

Total AUM

$2.6B

Reported regulatory AUM

Median AUM

$231.0M

Across firms with AUM

Largest firm

$1.2B

Albany Road Real Estate Partners, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM↓1YR AUM↕3YR AUM↕5YR AUM↕Total AUM↕Employee Signal↕Account Signal↕
1. Albany Road Real Estate Partners, LLC
CRD 290302 · Limited Liability Company
DEDHAM, MA$1.2B
Mar 2026
+$173.3M+16.2%+$915.6M+277.8%+$1.1B+619.0%+$803.6M+182.0%0 employees+0.0% over 3Y+1 accounts+25.0% over 3Y
2. Beck Bode LLC
CRD 282611 · Limited Liability Company
DEDHAM, MA$666.4M
Sep 2026
+$50.4M+8.2%+$176.5M+36.0%+$324.1M+94.7%—-24 employees-60.0% over 3Y-261 accounts-9.4% over 3Y
3. Fox Hill Wealth Management
CRD 321881 · Corporation
DEDHAM, MA$290.2M
Mar 2026
+$91.7M+46.2%——+$135.6M+87.7%0 employees+0.0% over 1Y+327 accounts+35.7% over 1Y
4. Financial Solutions Associates
CRD 130397 · Limited Liability Company
DEDHAM, MA$171.9M
Apr 2026
+$16.0M+10.3%+$53.4M+45.1%+$111.8M+186.0%+$111.8M+186.0%0 employees+0.0% over 3Y+37 accounts+6.9% over 3Y
5. Financial Solutions Associates
CRD 111456 · Limited Liability Company
DEDHAM, MA$152.9M
Mar 2026
+$26.7M+21.1%+$22.3M+17.1%+$78.3M+104.9%+$78.3M+105.0%0 employees+0.0% over 3Y+23 accounts+15.2% over 3Y
6. Charlesbridge Advisors
CRD 341159 · Limited Liability Company
DEDHAM, MA$108.5M
Sep 2026
————+1 employees+33.3% 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 sufficient historical filing data is unavailable for the lookback period.