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Top 3 financial advisor firms in Acton

3 SEC-registered financial advisor firms are headquartered in Acton, MA, with $768M in combined regulatory assets under management. The largest by assets are RF&L Wealth Management ($381M), Sechrest Financial Services ($199M) and Colman Knight Advisory Group ($188M).

3
Financial advisor firms
$768M
Their combined AUM
$199M
Median firm AUM
323
Clients of the top 3

The 3 largest by assets

  1. 1
    RF&L Wealth Management

    RIA

    $381M

  2. 2
    Sechrest Financial Services

    RIA

    $199M

  3. 3
    Colman Knight Advisory Group

    RIA

    $188M

Profiles of the top 3

No. 1 · RIA

RF&L Wealth Management

RF&L Wealth Management is an investment adviser based in Acton, MA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $381 million, as filed on 11 August 2026.

RF&L Wealth Management charges 0.80%–1.25% a year for its Investment management services.

Regulatory AUM
$381M
Clients
143
Advisory staff
3
Founded
2006
Fee schedule
0.80% to 1.25% a year
Custodians
Fidelity
Headquarters
525 Massachusetts Avenue, Suite 205, Acton, MA 01720
Phone
978-263-3435
Website
rflwealth.com

No. 2 · RIA

Sechrest Financial Services

Sechrest Financial Services is an investment adviser based in Acton, MA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $199 million, as filed on 12 January 2026.

Regulatory AUM
$199M
Clients
53
Advisory staff
2
Custodians
Fidelity
Headquarters
One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720
Phone
978-795-1284
Website
sechrestcpa.com

No. 3 · RIA

Colman Knight Advisory Group

Colman Knight Advisory Group is an investment adviser based in Acton, MA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $188 million, as filed on 12 June 2026.

Regulatory AUM
$188M
Clients
127
Advisory staff
4
Custodians
Fidelity
Headquarters
530 Great Road, Acton, MA 01720
Phone
978-371-2015
Website
colmanknight.com

Questions about financial advisors in Acton

How many financial advisor firms are headquartered in Acton?

3 SEC-registered financial advisor firms report their principal office in Acton, MA, managing $768M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Acton?

RF&L Wealth Management, with $381M in regulatory assets under management on its latest Form ADV. The next largest are Sechrest Financial Services ($199M) and Colman Knight Advisory Group ($188M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Acton?

The median firm manages $199M in regulatory assets. That is the midpoint of the 3 firms headquartered in Acton.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Acton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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