Top 3 financial advisor firms in North Andover

3 SEC-registered financial advisor firms are headquartered in North Andover, MA, with $611M in combined regulatory assets under management. The largest by assets are Massachusetts Wealth Management ($301M), Flying Point Financial ($207M) and Needham R B Advisory ($102M).

3
Financial advisor firms: $611M
Their combined AUM: $207M
Median firm AUM: 660
Clients of the top 3

The 3 largest by assets

1
Massachusetts Wealth Management
RIA
$301M
0.50% to 1.00% a year
2
Flying Point Financial
RIA
$207M
Regulatory AUM
3
Needham R B Advisory
RIA
$102M
0.50% to 1.00% a year

Profiles of the top 3

No. 1 · RIA

Massachusetts Wealth Management

Massachusetts Wealth Management is an investment adviser based in North Andover, MA, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $301 million, as filed on 24 March 2026.

Massachusetts Wealth Management charges 0.50%–1.00% a year for its Discretionary Investment Management Services.

Regulatory AUM: $301M
Clients: 324
Advisory staff: 2
Founded: 2011
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab, UBS Financial Services
Headquarters: 807 Turnpike Street, North Andover, MA 01845
Phone: 978-685-1050
Website: masswealth.com

No. 2 · RIA

Flying Point Financial

Flying Point Financial is an investment adviser based in North Andover, MA, registered with the SEC since 2015. 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 $207 million, as filed on 1 September 2026.

Regulatory AUM: $207M
Clients: 191
Advisory staff: 3
Founded: 1998
Custodians: Raymond James
Headquarters: 855 Turnpike Street, North Andover, MA 01845
Phone: 978-975-3000
Website: flyingpointfinancial.com

No. 3 · RIA

Needham R B Advisory

Needham R B Advisory is an investment adviser based in North Andover, 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 $102 million, as filed on 5 August 2026.

Needham R B Advisory charges 0.50%–1.00% a year for its Fee Schedule - Investment Management.

Regulatory AUM: $102M
Clients: 145
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 861 Turnpike Street, Unit 226, North Andover, MA 01845
Phone: 978-681-8821
Website: needhamadvisory.com

Questions about financial advisors in North Andover

How many financial advisor firms are headquartered in North Andover?

3 SEC-registered financial advisor firms report their principal office in North Andover, MA, managing $611M 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 North Andover?

Massachusetts Wealth Management, with $301M in regulatory assets under management on its latest Form ADV. The next largest are Flying Point Financial ($207M) and Needham R B Advisory ($102M).

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

How large is a typical financial advisor firm in North Andover?

The median firm manages $207M in regulatory assets. That is the midpoint of the 3 firms headquartered in North Andover.

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

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

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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