New Advisers Weekly

Newly registered investment advisers in Massachusetts

9 adviser firms in Massachusetts had a first registration approved in the last 30 days, 23 in the last 90 and 129 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

ENDURING FAMILY CAPITAL

Boston · approved 2026-11-10

State-registered

GOOSE POND ASSET MANAGEMENT LP

West Newton · approved 2026-11-06

SEC-registered

HOLOCENE VENTURES MANAGEMENT, INC.

Marblehead · approved 2026-11-03

Exempt reporting

LEGACY CAPITAL VENTURES, LLC

MA · city not in the state feed · approved 2026-11-02

Exempt reporting

TRUE NORTH WEALTH ADVISORS

MA · city not in the state feed · approved 2026-10-29

State-registered

MARS GENERAL PARTNER, INC.

Needham · approved 2026-10-27

Exempt reporting

BELLATRICE WEALTH

MA · city not in the state feed · approved 2026-10-21

State-registered

CLEAN ENERGY VENTURE MANAGEMENT, LLC

Boston · approved 2026-10-21

SEC-registered

PHARMSTARS VENTURES LLC

Newton · approved 2026-10-15

Exempt reporting

The paid lists

The 9 above are the last 30 days in Massachusetts, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (120)

FirmCitySegmentApproved
KINVERA WEALTH MANAGEMENT, LLC—State-registered2026-10-07
SIAHKAMARI CAPITAL—State-registered2026-10-06
AUTUMN LANE ADVISORY LLC—State-registered2026-10-04
FALCON CREEK CAPITAL ADVISOR, LLC—Exempt reporting2026-10-03
SERENDIPITY CAPITALCambridgeExempt reporting2026-09-29
AUGEO WEALTH MANAGEMENT—State-registered2026-09-23
CRITICAL SERVICES GROUP MANAGEMENT, LPBostonExempt reporting2026-09-14
KEARING CAPITAL LLC—State-registered2026-09-10
BANYAN BIOBostonExempt reporting2026-09-09
ARGENT47 LLCBostonExempt reporting2026-09-07
021T CAPITAL MANAGEMENT, LLCCambridgeExempt reporting2026-08-25
HARBOR & GROW LLC—State-registered2026-08-25
PEARSON FINANCIAL SERVICESDennisSEC-registered2026-08-21
VITAL WEALTH STRATEGY, LLC—State-registered2026-08-21
ADVAITA CAPITAL LLCBostonSEC-registered2026-08-05
NOVO HOLDINGS US INVESTMENT ADVISOR, INC.BostonSEC-registered2026-08-05
THE NEWCASTLE NETWORK LPWellesleySEC-registered2026-08-05
POLYMETIS ENERGY ARCTURUS, LLCSomervilleExempt reporting2026-08-04
ESCALATOR WEALTH ADVISORS—State-registered2026-07-31
AVANTE GLOBALWellesleyExempt reporting2026-07-29
JUVIA GROUP, L.P.BostonExempt reporting2026-07-29
SKELETON KEY MANAGEMENT, LLCBostonExempt reporting2026-07-28
CALLODINE BDC ADVISOR, LLCBostonSEC-registered2026-07-23
NORTH RUN CAPITAL, LPBostonSEC-registered2026-07-23
BLACK LOTUS PARTNERS, LLCBostonExempt reporting2026-07-22
KEYSTONE CAPITAL ADVISORS LLCAuburnState-registered2026-07-21
FAITH AND FAMILY WEALTH MANAGEMENT—State-registered2026-07-13
LIBERTY FORGE LLCBostonSEC-registered2026-07-13
RECIPROCAL WEALTH, LLC—State-registered2026-07-13
MAN ADVISERS LLCBostonSEC-registered2026-07-09
GREENPORT CAPITAL ADVISORSMarlboroughSEC-registered2026-07-08
HIRST FINANCIAL INDEPENDENCE PLANNING, INC.Fall RiverSEC-registered2026-07-08
NEUTHEOS CAPITAL MANAGEMENT LLCNorthboroughExempt reporting2026-07-08
WASHINGTON FINANCIAL GROUP, INC.OstervilleSEC-registered2026-07-02
BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLCWorcesterSEC-registered2026-07-01
INVESTEGRITY—State-registered2026-06-30
NASHOBA VALLEY WEALTH MANAGEMENT—State-registered2026-06-30
CONDON WEALTH MANAGEMENT, INC.PlymouthSEC-registered2026-06-29
SUNLIGHT PARTNERS PTY LTDBrisbane, QldExempt reporting2026-06-22
TQM WEALTH PARTNERSMarbleheadSEC-registered2026-06-11
BASE—State-registered2026-05-29
WINTHROP CAPITAL ADVISORS, LLCBostonExempt reporting2026-05-27
HENG REN PARTNERSBostonState-registered2026-05-26
OLTARION CAPITAL LLC—State-registered2026-05-26
ACCESS INVESTMENT MANAGEMENTMelroseState-registered2026-05-22
TAX & INVESTMENT ADVISORSNewburyportSEC-registered2026-05-21
TEIXEIRA PARTNERS LLCScituateExempt reporting2026-05-20
R3I LLCBostonState-registered2026-05-15
AMA OFFICE SOLUTIONS LLCNeedhamState-registered2026-05-14
CHARLESBRIDGE ADVISORSDedhamSEC-registered2026-05-12
QUABBIN ADVISORSAmherstSEC-registered2026-05-07
TARGETED EQUITY CONSULTING GROUP—State-registered2026-05-07
ROOTSON CAPITAL LLCNorth AndoverState-registered2026-05-05
TAKAYOSHI WEALTH MANAGEMENT LLCNewtonState-registered2026-05-04
VON BLUCHER CAPITAL LLC—State-registered2026-05-04
BEYOND YOUR HAMMOCK LLCBostonSEC-registered2026-05-01
SV US MANAGEMENT LLCBostonExempt reporting2026-05-01
ARENA SEARCH PARTNERSBostonExempt reporting2026-04-30
RADIUS CAPITAL ADVISORS—State-registered2026-04-30
ASHWOOD ADVISORSMedfieldSEC-registered2026-04-29
O.F.O. PARTNERS, LLCHinghamSEC-registered2026-04-27
SOUTH SHORE INVESTMENT SERVICES LLCNorwellSEC-registered2026-04-24
JAMES D. MAXON FINANCIAL ADVISORS, LLC—State-registered2026-04-21
OFFSCRIPT MANAGEMENT, LLCBostonExempt reporting2026-04-21
CHESTNUT RUN CAPITAL PARTNERS LPBostonExempt reporting2026-04-14
PHILOSOPHE FINANCIAL—State-registered2026-04-14
ROCKY HILL ADVISORS INC.PeabodySEC-registered2026-04-13
WEBER CAPITAL MANAGEMENT LLCNewtonSEC-registered2026-04-13
JMD FINANCIAL PLANNING INC.—State-registered2026-04-10
BOSTON PORTFOLIO ADVISERSBostonSEC-registered2026-04-09
MAP FUNDS MANAGEMENT, LLCMarbleheadSEC-registered2026-04-09
SEQUENTIS CAPITAL LLCBostonSEC-registered2026-04-08
HARBOURVEST REGISTERED ADVISERS IIBostonSEC-registered2026-04-03
JANUARY VENTURES GP, LLCWellesley HillsExempt reporting2026-04-03
AETHER MANAGEMENT COMPANY, LLC—Exempt reporting2026-03-31
B VENTURES GROUP LLC—Exempt reporting2026-03-31
BLUE TULIP VENTURES LLCBostonExempt reporting2026-03-31
RIVERMAX FINANCIAL PLANNING LLCBostonState-registered2026-03-31
AVERIN CAPITAL LLCAndoverExempt reporting2026-03-30
LAVOIE WEALTH ADVISORS LLC—State-registered2026-03-30

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.