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Top 3 financial advisor firms in Medfield

3 SEC-registered financial advisor firms are headquartered in Medfield, MA, with $443M in combined regulatory assets under management. The largest by assets are Wolfstich Capital ($162M), Bluebird Wealth Management ($154M) and Ashwood Advisors ($127M).

3
Financial advisor firms
$443M
Their combined AUM
$154M
Median firm AUM
302
Clients of the top 3

The 3 largest by assets

  1. 1
    Wolfstich Capital

    RIA

    $162M

  2. 2
    Bluebird Wealth Management

    RIA

    $154M

  3. 3
    Ashwood Advisors

    RIA

    $127M

Profiles of the top 3

No. 1 · RIA

Wolfstich Capital

Wolfstich Capital is an investment adviser based in Medfield, MA, registered with the SEC since 2021. 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 $162 million, as filed on 27 January 2026.

Wolfstich Capital charges 0.50%–1.00% a year for its Wealth management services.

Regulatory AUM
$162M
Clients
80
Advisory staff
1
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
445 Main Street, Suite 303, Medfield, MA 02052
Phone
781-475-6157
Website
wolfstichcapital.com

No. 2 · RIA

Bluebird Wealth Management

Bluebird Wealth Management is an investment adviser based in Medfield, 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 $154 million, as filed on 10 September 2026.

Bluebird Wealth Management charges 1.00%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM
$154M
Clients
112
Advisory staff
3
Fee schedule
1.00% to 1.25% a year
Custodians
Charles Schwab
Headquarters
266 Main Street, Suite 19b, Medfield, MA 02052
Phone
508-359-4349

No. 3 · RIA

Ashwood Advisors

Ashwood Advisors is an investment adviser based in Medfield, MA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $127 million, as filed on 30 June 2026.

Ashwood Advisors charges 0.5625%–1.8125% a year for its Wealth Management Services.

Regulatory AUM
$127M
Clients
110
Advisory staff
2
Fee schedule
0.56% to 1.81% a year
Minimum account
$250,000
Custodians
Fidelity
Headquarters
5 North Meadows Road, Medfield, MA 02052
Phone
508-359-9442
Website
geremiainvestments.com

Questions about financial advisors in Medfield

How many financial advisor firms are headquartered in Medfield?

3 SEC-registered financial advisor firms report their principal office in Medfield, MA, managing $443M 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 Medfield?

Wolfstich Capital, with $162M in regulatory assets under management on its latest Form ADV. The next largest are Bluebird Wealth Management ($154M) and Ashwood Advisors ($127M).

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

How large is a typical financial advisor firm in Medfield?

The median firm manages $154M in regulatory assets. That is the midpoint of the 3 firms headquartered in Medfield.

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

How much do financial advisors in Medfield 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 1.00% to 1.81% 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 Medfield?

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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