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Top RIA Firms in Wellesley, Massachusetts
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wellesley, Massachusetts. This hub covers 15 matching firms with $14.2B in total reported AUM and median AUM of $532.9M.
Firms
15
Matching current profiles
Total AUM
$14.2B
Reported regulatory AUM
Median AUM
$532.9M
Across firms with AUM
Largest firm
$5.1B
New England Private Wealth 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. New England Private Wealth Advisors, LLC CRD 133790 · Limited Liability Company | WELLESLEY, MA | $5.1B Mar 2026 | +$2.4B+89.9% | +$2.5B+97.7% | +$3.0B+139.9% | +$4.4B+646.2% | +3 employees+16.7% over 3Y | +604 accounts+24.1% over 3Y |
| 2. Washington Trust Advisors CRD 110407 · Corporation | WELLESLEY, MA | $2.4B May 2026 | +$393.3M+19.7% | +$635.7M+36.2% | +$1.1B+86.9% | +$758.0M+46.4% | -6 employees-22.2% over 3Y | +1,030 accounts+137.5% over 3Y |
| 3. Rose Grove Capital Management, LLC CRD 156572 · Limited Liability Company | WELLESLEY, MA | $1.9B Mar 2026 | +$203.1M+11.7% | +$17.8M+0.9% | -$40.8M-2.1% | +$886.8M+84.5% | -1 employees-6.3% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Twin Oak ETF Company CRD 330365 · Corporation | WELLESLEY, MA | $1.1B May 2026 | +$485.5M+84.8% | — | — | — | +1 employees+20.0% over 1Y | +3 accounts+150.0% over 1Y |
| 5. Empirical Asset Management, LLC CRD 155436 · Limited Liability Company | WELLESLEY, MA | $560.0M Mar 2026 | +$93.0M+19.9% | +$269.8M+92.9% | +$452.5M+420.9% | +$486.8M+665.3% | +3 employees+27.3% over 3Y | +355 accounts+34.0% over 3Y |
| 6. Range Rock Capital CRD 334203 · Limited Liability Company | WELLESLEY, MA | $548.3M Mar 2026 | — | — | — | — | +1 employees+50.0% over 1Y | — |
| 7. Peak Financial Management INC CRD 110559 · Corporation | WELLESLEY, MA | $534.4M Apr 2026 | +$81.7M+18.0% | +$167.3M+45.6% | +$173.7M+48.2% | +$276.1M+106.9% | 0 employees+0.0% over 3Y | +339 accounts+25.0% over 3Y |
| 8. Argonautica Private Wealth Management, INC CRD 316736 · Corporation | WELLESLEY, MA | $532.9M Apr 2026 | +$25.7M+5.1% | +$149.4M+39.0% | — | — | 0 employees+0.0% over 3Y | +19 accounts+3.8% over 3Y |
| 9. Arctaris Impact Investors CRD 306898 · Limited Liability Company | WELLESLEY, MA | $347.3M Mar 2026 | -$3.7M-1.1% | +$10.8M+3.2% | — | +$98.1M+39.4% | -3 employees-11.1% over 3Y | -1 accounts-14.3% over 3Y |
| 10. Fairfield Financial Advisors CRD 106408 · Corporation | WELLESLEY, MA | $333.2M Mar 2026 | +$31.5M+10.4% | +$23.0M+7.4% | +$118.9M+55.5% | +$224.0M+205.2% | -1 employees-20.0% over 3Y | +109 accounts+24.7% over 3Y |
| 11. Strategic Planning Group, INC. CRD 124855 · Corporation | WELLESLEY, MA | $218.6M Mar 2026 | +$34.5M+18.7% | +$46.5M+27.0% | +$61.7M+39.3% | +$73.6M+50.7% | 0 employees+0.0% over 3Y | -4 accounts-0.5% over 3Y |
| 12. Fulham & CO CRD 158374 · Corporation | WELLESLEY, MA | $200.2M Mar 2026 | -$1.6M-0.8% | -$42.0M-17.3% | -$67.4M-25.2% | -$59.5M-22.9% | -2 employees-15.4% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Kastel Capital Advisors, LLC CRD 226520 · Limited Liability Company | WELLESLEY, MA | $193.3M Feb 2026 | +$55.4M+40.1% | +$75.0M+63.4% | +$28.2M+17.1% | +$77.8M+67.4% | 0 employees+0.0% over 3Y | +104 accounts+64.6% over 3Y |
| 14. Nobscot Investment Management LLC CRD 283289 · Limited Liability Company | WELLESLEY, MA | $164.2M Jan 2026 | +$34.3M+26.4% | — | — | +$34.3M+26.4% | 0 employees+0.0% over 1Y | +4 accounts+11.8% over 1Y |
| 15. Savior Wealth CRD 299178 · Limited Liability Company | WELLESLEY, MA | $140.2M Mar 2026 | +$28.7M+25.7% | -$8.9M-6.0% | -$118.2M-45.7% | — | -9 employees-75.0% over 3Y | -398 accounts-56.8% 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.