Advisers / Massachusetts
New investment adviser firms in Massachusetts
In the four weeks to October 11, 2026, 7 adviser firms based in Massachusetts registered for the first time with the SEC or a state regulator.
2new firms a week
5registered advisers, 4 weeks
2exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser4
- Exempt reporting adviser (SEC)2
- SEC-registered adviser1
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Oct 7 | Kinvera Wealth Management, LLC | State RIA | — |
| Oct 6 | Siahkamari Capital | State RIA | — |
| Oct 4 | Autumn Lane Advisory LLC | State RIA | — |
| Oct 1 | Brookstone Wealth Management, INC. | SEC RIA | Oxford |
| Sep 29 | Serendipity Capital | ERA (SEC) | Cambridge |
| Sep 23 | Augeo Wealth Management | State RIA | — |
| Sep 14 | Critical Services Group Management, LP | ERA (SEC) | Boston |
Subscribers also get each firm's business phone, website, address, size and where it's registered.
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