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Top 3 financial advisor firms in Cambridge

3 SEC-registered financial advisor firms are headquartered in Cambridge, MA, with $6.91B in combined regulatory assets under management. The largest by assets are GC Wealth Management RIA ($5.83B), Pinney & Scofield ($859M) and Etre ($217M).

3
Financial advisor firms
$6.91B
Their combined AUM
$859M
Median firm AUM
602
Clients of the top 3

The 3 largest by assets

  1. 1
    GC Wealth Management RIA

    RIA

    $5.83B

  2. 2
    Pinney & Scofield

    RIA

    $859M

  3. 3
    Etre

    RIA

    $217M

Profiles of the top 3

No. 1 · RIA

GC Wealth Management RIA

GC Wealth Management RIA is an investment adviser based in Cambridge, MA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $5.83 billion, as filed on 31 March 2026.

GC Wealth Management RIA charges up to 1.50% a year for its Advisory Fees.

Regulatory AUM
$5.83B
Clients
247
Advisory staff
34
Fee schedule
Up to 1.50% a year
Custodians
Fidelity
Headquarters
20 University Road, 4th Floor, Cambridge, MA 02138-5815
Phone
617-234-7000
Website
generalcatalyst.com

No. 2 · RIA

Pinney & Scofield

Pinney & Scofield is an investment adviser based in Cambridge, MA, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $859 million, as filed on 27 March 2026.

Pinney & Scofield charges 0.25%–0.75% a year for its Investment Advisory Services.

Regulatory AUM
$859M
Clients
295
Advisory staff
3
Founded
2003
Fee schedule
0.25% to 0.75% a year
Custodians
Charles Schwab
Headquarters
22 Hilliard Street, Cambridge, MA 02138-4922
Phone
617-492-6223
Website
pinneyandscofield.com

No. 3 · RIA

Etre

Etre is an investment adviser based in Cambridge, MA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $217 million, as filed on 26 March 2026.

Etre charges 0.85%–1.70% a year for its Investment Advisory and Management.

Regulatory AUM
$217M
Clients
60
Advisory staff
1
Founded
2001
Fee schedule
0.85% to 1.70% a year
Custodians
Fidelity
Headquarters
135 Garden Street, Cambridge, MA 02138-6721
Phone
617-945-9401

Questions about financial advisors in Cambridge

How many financial advisor firms are headquartered in Cambridge?

3 SEC-registered financial advisor firms report their principal office in Cambridge, MA, managing $6.91B in regulatory assets between them. The other 7 advisers 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 Cambridge?

GC Wealth Management RIA, with $5.83B in regulatory assets under management on its latest Form ADV. The next largest are Pinney & Scofield ($859M) and Etre ($217M).

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

How large is a typical financial advisor firm in Cambridge?

The median firm manages $859M in regulatory assets. That is the midpoint of the 3 firms headquartered in Cambridge.

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

How much do financial advisors in Cambridge charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.70% 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 Cambridge?

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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