Rialytix insights

Top RIA Firms in Needham, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Needham, Massachusetts. This hub covers 12 matching firms with $10.4B in total reported AUM and median AUM of $349.9M.

Firms

Matching current profiles

Total AUM

$10.4B

Reported regulatory AUM

Median AUM

$349.9M

Across firms with AUM

Largest firm

$3.8B

Beaumont Financial Partners

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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. Beaumont Financial Partners CRD 322925 · Limited Liability Company	NEEDHAM, MA	$3.8B Mar 2026	+$798.1M+27.0%	+$1.0B+37.9%	—	—	+1 employees+4.3% over 3Y	+366 accounts+9.3% over 3Y
2. Pinnacle Pension Consultants LLC CRD 133442 · Limited Liability Company	NEEDHAM, MA	$2.2B Mar 2026	+$649.7M+42.8%	+$789.3M+57.2%	+$857.2M+65.3%	+$849.1M+64.3%	0 employees+0.0% over 3Y	+1 accounts+1.5% over 3Y
3. Armstrong Advisory Group INC. CRD 318662 · Corporation	NEEDHAM, MA	$1.7B Mar 2026	+$446.9M+36.6%	+$648.2M+63.5%	—	—	-3 employees-12.0% over 3Y	+685 accounts+20.2% over 3Y
4. Centerpoint Advisors, LLC CRD 156698 · Limited Liability Company	NEEDHAM, MA	$731.9M Mar 2026	+$44.2M+6.4%	+$211.7M+40.7%	+$306.1M+71.9%	+$581.7M+387.4%	0 employees+0.0% over 3Y	+106 accounts+11.2% over 3Y
5. Goodman Advisory Group, LLC CRD 285637 · Limited Liability Company	NEEDHAM, MA	$415.5M Mar 2026	+$118.4M+39.8%	+$98.4M+31.0%	+$186.7M+81.6%	—	+1 employees+14.3% over 3Y	+11 accounts+1.5% over 3Y
6. Darrow Wealth Management CRD 105679 · Corporation	NEEDHAM, MA	$392.4M Mar 2026	+$84.3M+27.4%	+$188.8M+92.7%	+$192.0M+95.8%	+$268.1M+215.6%	0 employees+0.0% over 3Y	+17 accounts+4.3% over 3Y
7. Commons Capital, LLC CRD 165738 · Limited Liability Company	NEEDHAM, MA	$307.4M Apr 2026	+$61.3M+24.9%	+$152.4M+98.3%	+$160.9M+109.9%	+$196.3M+176.6%	+2 employees+50.0% over 3Y	+243 accounts+50.1% over 3Y
8. Worldly Partners Management, LLC CRD 309792 · Limited Liability Company	NEEDHAM, MA	$226.8M Apr 2026	-$50.8M-18.3%	—	—	-$33.8M-13.0%	-5 employees-50.0% over 1Y	0 accounts+0.0% over 1Y
9. Traub Capital Management CRD 136851 · Limited Liability Company	NEEDHAM, MA	$210.8M Mar 2026	+$61.3M+41.0%	+$62.1M+41.8%	+$84.4M+66.7%	+$124.7M+145.0%	+1 employees+33.3% over 3Y	+37 accounts+39.4% over 3Y
10. Forness Financial LLC CRD 172473 · Limited Liability Company	NEEDHAM, MA	$202.8M Feb 2026	+$26.5M+15.0%	+$35.8M+21.4%	+$72.8M+56.0%	+$97.8M+93.1%	0 employees+0.0% over 3Y	-21 accounts-3.0% over 3Y
11. The Sher Wealth Management Group CRD 172369 · Corporation	NEEDHAM, MA	$145.6M Jan 2026	—	—	—	+$16.0M+12.3%	0 employees+0.0% over Total	+6 accounts+4.3% over Total
12. Breakwater Financial, LLC CRD 282401 · Limited Liability Company	NEEDHAM, MA	$127.9M Feb 2026	+$21.4M+20.1%	—	—	—	0 employees+0.0% over 3Y	+217 accounts+339.1% over 1Y

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.