Top 5 financial advisor firms in Framingham

5 SEC-registered financial advisor firms are headquartered in Framingham, MA, with $1.48B in combined regulatory assets under management. The largest by assets are Canby Financial Advisors ($729M), Wells Financial Advisors ($279M) and Polaris Investment Advisors ($217M).

5
Financial advisor firms: $1.48B
Their combined AUM: $217M
Median firm AUM: 839
Clients of the top 5

The 5 largest by assets

1
Canby Financial Advisors
RIA
$729M
0.25% to 1.00%
2
Wells Financial Advisors
RIA
$279M
0.50% to 1.25% a year
3
Polaris Investment Advisors
RIA
$217M
0.70% to 1.25% a year
4
LTG Capital
RIA
$142M
1.00% to 1.50% a year
5
Signal Ridge Capital Partners
RIA
$114M
0.70% to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Canby Financial Advisors

Canby Financial Advisors is an investment adviser based in Framingham, MA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $729 million, as filed on 4 September 2026.

Canby Financial Advisors charges 0.25%–1.00% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $729M
Clients: 382
Advisory staff: 5
Fee schedule: 0.25% to 1.00%
Custodians: Fidelity
Headquarters: 161 Worcester Road, Suite 408, Framingham, MA 01701
Phone: 508-598-1082
Website: canbyfinancial.com

No. 2 · RIA

Wells Financial Advisors

Wells Financial Advisors is an investment adviser based in Framingham, MA, registered with the SEC since 2019. 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 $279 million, as filed on 24 March 2026.

Wells Financial Advisors charges 0.50%–1.25% a year for its Account Portfolio Management.

Regulatory AUM: $279M
Clients: 132
Advisory staff: 2
Founded: 1996
Fee schedule: 0.50% to 1.25% a year
Custodians: Investment Distributors, Charles Schwab
Headquarters: 205 Newbury Street, Suite 201, Framingham, MA 01701
Phone: 508-655-9303
Website: tswmanagement.com

No. 3 · RIA

Polaris Investment Advisors

Polaris Investment Advisors is an investment adviser based in Framingham, MA, registered with the SEC since 2023. 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 $217 million, as filed on 30 January 2026.

Polaris Investment Advisors charges 0.70%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $217M
Clients: 138
Advisory staff: 2
Fee schedule: 0.70% to 1.25% a year
Custodians: Fidelity
Headquarters: 615 Concord Street, Suite 5, Framingham, MA 01702
Phone: 508-481-2299
Website: polarisadv.com

No. 4 · RIA

LTG Capital

LTG Capital is an investment adviser based in Framingham, MA, registered with the SEC since 2022. 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 $142 million, as filed on 3 September 2026.

LTG Capital charges 1.00%–1.50% a year for its Investment advisory services.

Regulatory AUM: $142M
Clients: 92
Advisory staff: 2
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 10 Speen Street, Suite 4-03, Framingham, MA 01701
Phone: 888-445-0111
Website: ltgcapital.com

No. 5 · RIA

Signal Ridge Capital Partners

Signal Ridge Capital Partners is an investment adviser based in Framingham, MA, registered with the SEC since 2025. 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 $114 million, as filed on 1 September 2026.

Signal Ridge Capital Partners charges 0.70%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $114M
Clients: 95
Advisory staff: 3
Fee schedule: 0.70% to 1.00% a year
Minimum account: $1,000,000
Custodians: Pershing
Headquarters: 434 Old Connecticut Path, Suite 3a, Framingham, MA 01701
Phone: 617-607-3222
Website: signalridgecp.com

Questions about financial advisors in Framingham

How many financial advisor firms are headquartered in Framingham?

5 SEC-registered financial advisor firms report their principal office in Framingham, MA, managing $1.48B 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 Framingham?

Canby Financial Advisors, with $729M in regulatory assets under management on its latest Form ADV. The next largest are Wells Financial Advisors ($279M) and Polaris Investment Advisors ($217M).

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

How large is a typical financial advisor firm in Framingham?

The median firm manages $217M in regulatory assets. That is the midpoint of the 5 firms headquartered in Framingham.

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

How much do financial advisors in Framingham charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Framingham?

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

Framingham has 5 financial advisor firms; see every adviser in the city →