Top 10 financial advisor firms in Braintree

11 SEC-registered financial advisor firms are headquartered in Braintree, MA, with $11.6B in combined regulatory assets under management. The largest by assets are Pallas Capital Advisors ($4.31B), Marino, Stram and Associates ($1.41B) and MG Financial ($1.13B).

11
Financial advisor firms: $11.6B
Their combined AUM: $695M
Median firm AUM: 6,817
Clients of the top 10

The 10 largest by assets

1
Pallas Capital Advisors
RIA
$4.31B
0.25% to 2.00% a year
2
Marino, Stram and Associates
RIA
$1.41B
Up to 1.50% a year
3
MG Financial
RIA
$1.13B
0.50% to 0.90% a year
4
Stablepoint Partners
RIA
$930M
0.75% to 1.50% a year
5
Peddock Capital Advisors
RIA
$836M
Up to 1.00% a year
6
Compass Capital
RIA
$695M
Regulatory AUM
7
Little House Capital
RIA
$675M
Up to 1.10% a year
8
Kelly Financial Services
RIA
$624M
Up to 1.50% a year
9
Napier Financial
RIA
$588M
Up to 1.50% a year
10
Kraematon Investment Advisors
RIA
$202M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Pallas Capital Advisors

Pallas Capital Advisors is an investment adviser based in Braintree, MA, registered with the SEC since 2020. 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 $4.31 billion, as filed on 24 July 2026.

Pallas Capital Advisors charges 0.25%–2.00% a year for its Wealth Management Services.

Regulatory AUM: $4.31B
Clients: 1,221
Advisory staff: 23
Fee schedule: 0.25% to 2.00% a year
Custodians: Fidelity
Headquarters: 45 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
Phone: 781-971-5052
Website: pallascapitaladvisors.com

No. 2 · RIA

Marino, Stram and Associates

Marino, Stram and Associates is an investment adviser based in Braintree, MA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.41 billion, as filed on 18 June 2026.

Marino, Stram and Associates charges up to 1.50% a year for its Investment management services.

Regulatory AUM: $1.41B
Clients: 1,338
Advisory staff: 8
Founded: 1997
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 25 Braintree Hill Office Park, Suite 303, Braintree, MA 02184
Phone: 781-843-3500
Website: msaplan.com

No. 3 · RIA

MG Financial

MG Financial is an investment adviser based in Braintree, MA, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $1.13 billion, as filed on 24 March 2026.

MG Financial charges 0.50%–0.90% a year for its Advisory Fee - General Policy.

Regulatory AUM: $1.13B
Clients: 137
Advisory staff: 4
Fee schedule: 0.50% to 0.90% a year
Custodians: Fidelity, J.P. Morgan
Headquarters: 30 Braintree Hill Office Park, Suite 104, Braintree, MA 02184
Phone: 781-848-1163
Website: mgfinancial.com

No. 4 · RIA

Stablepoint Partners

Stablepoint Partners is an investment adviser based in Braintree, MA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $930 million, as filed on 2 July 2026.

Stablepoint Partners charges 0.75%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $930M
Clients: 561
Advisory staff: 5
Founded: 2023
Fee schedule: 0.75% to 1.50% a year
Custodians: Goldman Sachs & Co.
Headquarters: 45 Braintree Hill Park, Suite #402, Braintree, MA 02184
Phone: 781-654-4600
Website: stablepointprivatewealth.com

No. 5 · RIA

Peddock Capital Advisors

Peddock Capital Advisors is an investment adviser based in Braintree, MA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $836 million, as filed on 1 June 2026.

Peddock Capital Advisors charges up to 1.00% a year for its Wealth Management Services.

Regulatory AUM: $836M
Clients: 173
Advisory staff: 5
Founded: 2008
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 50 Braintree Hill Office Park, Suite 207, Braintree, MA 02184
Phone: 781-848-0288
Website: peddock.com

No. 6 · RIA

Compass Capital

Compass Capital is an investment adviser based in Braintree, MA, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $695 million, as filed on 23 September 2026.

Regulatory AUM: $695M
Clients: 1,318
Advisory staff: 13
Headquarters: 50 Braintree Hill Office Park, Suite 105, Braintree, MA 02184-8734
Phone: 781-535-6083
Website: compassfinancialservicesgroup.com

No. 7 · RIA

Little House Capital

Little House Capital is an investment adviser based in Braintree, MA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and charitable organizations. Its regulatory assets under management total $675 million, as filed on 17 March 2026.

Little House Capital charges up to 1.10% a year for its Investment Management / Wealth Management Services.

Regulatory AUM: $675M
Clients: 253
Advisory staff: 7
Fee schedule: Up to 1.10% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 35 Braintree Hill Park, #100, Braintree, MA 02184
Phone: 617-545-5600
Website: littlehousecapital.com

No. 8 · RIA

Kelly Financial Services

Kelly Financial Services is an investment adviser based in Braintree, MA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $624 million, as filed on 14 August 2026.

Kelly Financial Services charges up to 1.50% a year for its Investment advisory fee.

Regulatory AUM: $624M
Clients: 1,401
Advisory staff: 6
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 10 Forbes Road, Ste 130, Braintree, MA 02184
Phone: 781-849-3090
Website: kellyfinancial.org

No. 9 · RIA

Napier Financial

Napier Financial is an investment adviser based in Braintree, MA, registered with the SEC since 2025. 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 $588 million, as filed on 17 July 2026.

Napier Financial charges up to 1.50% a year for its Investment management.

Regulatory AUM: $588M
Clients: 242
Advisory staff: 9
Fee schedule: Up to 1.50% a year
Custodians: LPL Financial
Headquarters: 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
Phone: 781-884-2300
Website: napierfinancial.com

No. 10 · RIA

Kraematon Investment Advisors

Kraematon Investment Advisors is an investment adviser based in Braintree, MA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $202 million, as filed on 12 February 2026.

Kraematon Investment Advisors charges 0.50%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $202M
Clients: 173
Advisory staff: 1
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184
Phone: 781-431-9425

Questions about financial advisors in Braintree

How many financial advisor firms are headquartered in Braintree?

11 SEC-registered financial advisor firms report their principal office in Braintree, MA, managing $11.6B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Braintree?

Pallas Capital Advisors, with $4.31B in regulatory assets under management on its latest Form ADV. The next largest are Marino, Stram and Associates ($1.41B) and MG Financial ($1.13B).

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

How large is a typical financial advisor firm in Braintree?

The median firm manages $695M in regulatory assets. That is the midpoint of the 11 firms headquartered in Braintree.

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

How much do financial advisors in Braintree charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Braintree has 11 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Braintree

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