RIAs in Needham, Massachusetts
Explore 13 RIAs headquartered in Needham, with $23.3B in combined reported AUM.
RIAs13Headquartered here
Total AUM$23.3BReported regulatory AUM
Total Employees144Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Needham
13 RIAsShowing 1–13 of 13 RIAs
Ascensus Investment Advisors, LLC
NEEDHAM, MAReported AUM$13B
Employees48
55.6% of city AUMView RIA ↗
Beaumont Financial Partners
NEEDHAM, MAReported AUM$3.8B
Employees24
16.1% of city AUMView RIA ↗
Pinnacle Pension Consultants LLC
NEEDHAM, MAReported AUM$2.2B
Employees3
9.3% of city AUMView RIA ↗
Armstrong Advisory Group Inc.
NEEDHAM, MAReported AUM$1.7B
Employees22
7.2% of city AUMView RIA ↗
Centerpoint Advisors, LLC
NEEDHAM, MAReported AUM$731.9M
Employees12
3.1% of city AUMView RIA ↗
Goodman Advisory Group, LLC
NEEDHAM, MAReported AUM$415.5M
Employees8
1.8% of city AUMView RIA ↗
Darrow Wealth Management
NEEDHAM, MAReported AUM$392.4M
Employees6
1.7% of city AUMView RIA ↗
Commons Capital, LLC
NEEDHAM, MAReported AUM$307.4M
Employees6
1.3% of city AUMView RIA ↗
Worldly Partners Management, LLC
NEEDHAM, MAReported AUM$226.8M
Employees5
1.0% of city AUMView RIA ↗
Traub Capital Management
NEEDHAM, MAReported AUM$210.8M
Employees4
0.9% of city AUMView RIA ↗
Forness Financial LLC
NEEDHAM, MAReported AUM$202.8M
Employees3
0.9% of city AUMView RIA ↗
The Sher Wealth Management Group
NEEDHAM, MAReported AUM$145.6M
Employees2
0.6% of city AUMView RIA ↗
Breakwater Financial, LLC
NEEDHAM, MAReported AUM$127.9M
Employees1
0.5% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.