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46 Worcester Business Journal | November 2, 2026 | wbjournal.com SENIOR RESOURCE GUIDE Largest wealth management firms Ranked by local assets under management, then local advisors Wealth manager Registered Investment Advisor (RIA) Local assets under management (AUM)/ total AUM/ date Local licensed advisors/ total licensed advisors/ Local staff/ total staff Top executive(s) Year founded 1 Grimes & Co. 1 Technology Drive, Suite 100 Westborough 01581 508-366-3883 • grimesco.com Yes $7,000,000,000 $7,000,000,000 July 31, 2026 18 23 64 90 Kevin Grimes CEO 1985 2 Bartholomew & Co. Inc. 370 Main St., Suite 1000 Worcester 01608 (1) 508-753-8807 • bartandco.com No (2) $5,945,256,590 $5,945,256,590 Feb. 26, 2026 21 21 35 35 Alexander Bartholomew (3) CEO & chief investment officer 1994 3 CCR Wealth Management LLC 1800 West Park Drive, Suite 150 Westborough 01581 508-475-3880 • ccrwealth.com No (4) $4,000,000,000 $4,500,000,000 March 31, 2026 10 18 27 48 David Borden managing partner 1998 4 New Harbor Financial Group 146 Main St., Suite 302 Worcester 01608 978-537-7701 • newharborfinancial.com Yes $800,000,000 $800,000,000 Feb. 28, 2026 4 4 9 9 John C. Llodra Michael R. Preston partners 2005 5 Carr Financial Group 20 Park Ave. Worcester 01605 508-795-0264 • carrfinancial.com Yes $758,042,000 $758,042,000 March 17, 2026 4 4 9 9 Richard Carr president 1990 6 Archstone Financial 324 Grove St. Worcester 01605 (5) 508-453-9800 • archstonefinancial.net No $750,000,000 $900,000,000 July 1, 2026 10 11 18 24 Mark McCormack co-managing partner 2015 7 AAF Wealth Management, a subsidiary of AAFCPAs 50 Washington St. Westborough 01581 508-366-9100 • aafwealthmanagement.com Yes $745,133,727 $745,133,727 March 30, 2026 4 4 10 10 Andrew Hammond Carmen Grinkis co-managing partners 2001 8 G9 Financial 7 South Main St. Millbury 01527 508-865-9599 • g9financial.com No (6) $540,000,000 $540,000,000 March 17, 2026 5 5 9 10 Daniel Girard Jr. Michael R. Crotty Elisa Chan managing partners 1999 9 Lincoln Capital Corp. 6 North Main St., Unit 303 Uxbridge 01569 401-454-3040 • lincolncapitalcorp.com Yes $440,000,000 $440,000,000 May 21, 2026 1 3 1 6 Ronald E. Albert president Sean McGuirk (7) chief investment officer 1991 10 LiveLife Capital Partners LLC 144 Turnpike Road, Suite 215 Southborough 01772 978-315-0230 • livelifecapital.com Yes $372,095,310 N/A Dec. 31, 2025 4 5 8 9 Chris Fisher Shawn Mauro managing partners 2017 11 Blackstone Valley Wealth 22 South St., Suite 202 Hopkinton 01748 508-435-1281 • blackstonevalleywealth.com No (8) $365,000,000 $365,000,000 July 31, 2026 2 2 5 5 Gregg R. Manis James A. Valis managing partners 2013 12 Colman Knight Advisory Group LLC 530 Great Road Acton 01720 978-371-2015 • colmanknight.com Yes $205,000,000 N/A May 27, 2026 5 N/A 8 N/A Gayle Knight Colman Richard K. Colman (9) co-founders 1988 13 Bortolussi Wealth Management 30 Turnpike Road, Suite 3 Southborough 01772 508-416-3534 • bortowm.com Yes $91,000,000 $91,000,000 May 13, 2026 1 1 2 2 Adam Bortolussi founder 2010 14 Zen Wealth Advisors LLC 11 Apex Drive, Suite 300A Marlborough 01752 508-719-0288 • zenwealthllc.com Yes $61,852,645 $61,852,645 May 28, 2026 2 N/A 2 N/A Emily Sricharoenchaikit principal 2023 15 Dream Big Wealth Strategies (10) 12 E. Worcester St. Worcester 01604 508-470-4848 • dreambigwealthstrategies.com No (11) $60,000,000 N/A May 26, 2026 1 N/A 3 N/A Julianne Hertel founder 2015 16 Meenes Wealth Partners 8 Coachman Ridge Road Shrewsbury 01545 508-762-1678 • meeneswealthpartners.com Yes $50,350,000 $51,350,000 March 31, 2026 1 1 1 1 Jeffrey D. Meenes founder & fiduciary financial advisor 2009 17 Shrier Associates LLC 619 Devenwood Way Clinton 01510 508-898-9500 • shrierassociates.com Yes $50,000,000 $75,000,000 Jan. 1, 2026 1 3 1 3 Richard Shrier founder & managing director 1988 18 Morton Financial Advice LLC Harvard 01451 978-309-9663 • mortonfinancialadvice.com Yes $27,564,196 $27,564,196 March 18, 2026 1 1 1 1 Mike Morton founder 2018 Source: Each firm via survey as of Q2 2026 Notes: N/A=not available. (1) With a second location in Framingham (2) In July 2026, announced a new independent hybrid RIA structure, with securities and advisory services still offered through Commonwealth Financial Network, member FINRA & SIPC, a Registered Investment Adviser. (3) Joshua Paul, managing director of private wealth management; Brian Jamros, managing director of government & institutional division; Michelle Newcomb, managing director of government & institutional division; Michelle Fuller, managing director of strategy & operations (4) Securities and advisory services offered through Cetera Advisors, member FINRA & SIPC, a broker-dealer and Registered Investment Adviser. CCR Wealth Management and Cetera Advisors LLC are affiliated. Cetera is under separate ownership from any other named entity. (5) With another location in Leominster (6) Securities and advisory services offered through Cambridge Investment Research Inc., a broker- dealer, member FINRA & SIPC. (7) Brittany Moran, vice president; Alex Albert, vice president (8) Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor (9) Knight Colman, partner; David Manteau, partner (10) Acquired by New Jersey-based firm Cornerstone Planning Group in May 2026 (11) Advisory services are provided through Cornerstone Planning Group, an independent advisory firm registered with the Securities and Exchange Commission. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com