Rialytix insights
Top RIA Firms in Waltham, Massachusetts
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Waltham, Massachusetts. This hub covers 17 matching firms with $276.1B in total reported AUM and median AUM of $1.3B.
Firms
17
Matching current profiles
Total AUM
$276.1B
Reported regulatory AUM
Median AUM
$1.3B
Across firms with AUM
Largest firm
$212.7B
Commonwealth Financial Network
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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. Commonwealth Financial Network CRD 8032 · Limited Liability Company | WALTHAM, MA | $212.7B May 2026 | +$2.9B+1.4% | +$66.3B+45.3% | +$79.1B+59.3% | +$184.9B+666.7% | -100 employees-2.3% over 3Y | +29,586 accounts+5.1% over 3Y |
| 2. Integrated Wealth Concepts LLC CRD 284656 · Limited Liability Company | WALTHAM, MA | $18.9B May 2026 | +$3.7B+24.7% | +$11.5B+153.5% | +$13.9B+278.1% | — | +315 employees+177.0% over 3Y | +39,297 accounts+230.0% over 3Y |
| 3. Ballentine Partners CRD 152802 · Limited Liability Company | WALTHAM, MA | $15.3B May 2026 | +$3.3B+27.6% | +$6.0B+64.9% | +$6.6B+76.6% | +$11.7B+323.0% | +36 employees+40.4% over 3Y | +1,637 accounts+28.4% over 3Y |
| 4. Webster Equity Partners, L.p. CRD 156729 · Limited Partnership | WALTHAM, MA | $10.3B May 2026 | +$862.4M+9.1% | +$3.3B+46.6% | +$7.5B+262.3% | +$10.1B+5869.4% | +2 employees+5.9% over 3Y | +9 accounts+56.3% over 3Y |
| 5. Polen Capital Credit, LLC CRD 108468 · Limited Liability Company | WALTHAM, MA | $6.1B May 2026 | -$1.3B-17.0% | -$739.0M-10.8% | -$1.9B-23.3% | +$2.4B+66.0% | +3 employees+7.0% over 3Y | -2 accounts-4.3% over 3Y |
| 6. Windrose Advisors LLC CRD 152145 · Limited Liability Company | WALTHAM, MA | $2.7B Mar 2026 | +$181.4M+7.3% | +$300.6M+12.7% | +$480.3M+21.9% | +$1.5B+123.9% | +3 employees+15.0% over 3Y | +463 accounts+338.0% over 3Y |
| 7. Granahan Investment Management LLC CRD 107745 · Limited Liability Company | WALTHAM, MA | $2.4B Mar 2026 | -$88.6M-3.6% | -$2.6B-52.4% | +$155.4M+7.0% | -$377.3M-13.8% | +1 employees+5.3% over 3Y | -18 accounts-19.6% over 3Y |
| 8. Foster Dykema Cabot & Partners, LLC CRD 300282 · Limited Liability Company | WALTHAM, MA | $2.2B Mar 2026 | +$227.8M+11.4% | +$495.0M+28.6% | +$732.2M+49.1% | — | +5 employees+31.3% over 3Y | +150 accounts+21.3% over 3Y |
| 9. Montis Financial, LLC CRD 163986 · Limited Liability Company | WALTHAM, MA | $1.3B Mar 2026 | +$620.2M+97.1% | +$510.7M+68.3% | +$597.5M+90.3% | +$913.3M+264.3% | +15 employees+136.4% over 3Y | +806 accounts+68.9% over 3Y |
| 10. Old Ironsides Energy, LLC CRD 168670 · Limited Liability Company | WALTHAM, MA | $1.2B Apr 2026 | +$83.2M+7.4% | -$760.0M-38.5% | -$200.0M-14.1% | — | -6 employees-31.6% over 3Y | +4 accounts+66.7% over 3Y |
| 11. Polen Capital Clo Management, LLC CRD 330470 · Limited Liability Company | WALTHAM, MA | $808.4M Mar 2026 | — | — | — | +$651.2M+414.1% | -162 employees-77.9% over 1Y | +1 accounts+100.0% over Total |
| 12. Excalibur Management Corp CRD 110836 · Corporation | WALTHAM, MA | $712.1M Mar 2026 | +$55.1M+8.4% | +$140.1M+24.5% | +$193.1M+37.2% | -$83.1M-10.5% | +3 employees+33.3% over 3Y | +53 accounts+6.5% over 3Y |
| 13. Pension & Wealth Management Advisors CRD 309546 · Corporation | WALTHAM, MA | $529.8M May 2026 | +$77.6M+17.2% | +$357.7M+207.8% | +$401.8M+313.7% | — | +5 employees+62.5% over 3Y | +320 accounts+156.1% over 3Y |
| 14. Hlm Management CO., LLC CRD 162337 · Limited Liability Company | WALTHAM, MA | $411.4M Mar 2026 | -$25.3M-5.8% | +$6.1M+1.5% | — | -$93.2M-18.5% | +2 employees+16.7% over 3Y | +2 accounts+40.0% over 3Y |
| 15. Prospect Hill Growth Partners, L.p. CRD 171462 · Limited Partnership | WALTHAM, MA | $310.6M Mar 2026 | -$174.1M-35.9% | -$820.8M-72.5% | -$981.2M-76.0% | -$1.3B-80.4% | -11 employees-57.9% over 3Y | -2 accounts-25.0% over 3Y |
| 16. Seamans Capital Management, LLC CRD 118404 · Limited Liability Company | WALTHAM, MA | $170.7M Mar 2026 | +$45.9M+36.7% | +$79.1M+86.4% | +$78.0M+84.2% | -$261.4M-60.5% | +1 employees+12.5% over 3Y | +17 accounts+63.0% over 3Y |
| 17. Savvi Financial LLC CRD 169196 · Limited Liability Company | WALTHAM, MA | $44.7M Feb 2026 | +$8.8M+24.3% | +$17.3M+63.0% | +$31.2M+230.1% | +$31.2M+230.1% | +7 employees+46.7% over 3Y | +84 accounts+54.5% 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.