# Top Asset Management Companies in Massachusetts Recommended Wealth & Asset Management companies in Massachusetts include SoftPak Financial Systems, Inc, Welch & Forbes LLC, Smarilli Strategic Partners, Weiss Asset Management, Citisoft, Brazee & Huban, CPAs, Rockpoint, Millennium Capital Management, Adelson & Company PC, Nielsen, McDonough & Company, LLC. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Asset Management Companies in Massachusetts Ratings Updated: Jul 15, 2026 ### [SoftPak Financial Systems, Inc](https://clutch.co/profile/softpak-financial-systems) #### 5 out of 5 star rating (8 reviews) - $75,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Wayland, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Custom Software Development - 50% Financial Advising & Planning #### Company description SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule. [Visit Website](https://www.softpak.com/) #### Personable #### Experience in 3 industries SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) - Hospitality & leisure - Financial services - Telecommunications #### 5.0 out of 5.0 rating for cost What Clients Have Said SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 3 countries - Australia (1 projects) - United States (2 projects) - England (1 projects) This provider is available in 1 time zone: - Eastern Standard Time (EST) This provider is fluent in 4 languages: - English - Arabic - Hindi - Spanish [View Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) --- ### [Welch & Forbes LLC](https://clutch.co/profile/welch-forbes) #### 2 out of 5 star rating (1 reviews) - 50 - 249 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description Welch & Forbes LLC offers Financial Advising, Financial Planning, and Wealth Management services. Reviews indicate positive outcomes, with clients appreciating their trustworthy approach and effective communication through in-person meetings, phone calls, and emails. Their expertise in wealth and tax strategies has led to successful partnerships and improved financial results for clients. [Visit Website](http://www.welchforbes.com/) --- ### [Smarilli Strategic Partners](https://clutch.co/profile/smarilli-strategic-partners) - 1,000 - 9,999 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Funding & Investment #### Company description Smarilli Strategic Partners, a Financial Advising & Planning company, is in Boston, Massachusetts and Radnor, Pennsylvania. They offer Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.wellington.com/en) --- ### [Weiss Asset Management](https://clutch.co/profile/weiss-asset-management) - 50 - 249 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Market Research #### Company description Weiss Asset Management is a Market Research and Financial Advising & Planning company. They were established in 2003, and their services include Market Research and Financial Advising & Planning. [Visit Website](https://www.weissasset.com/) --- ### [Citisoft](https://clutch.co/profile/citisoft) - 50 - 249 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Advising & Planning - 60% Business Consulting #### Company description Citisoft, a Business Consulting company, was established in 1986. The team offers Business Consulting and Financial Advising & Planning. [Visit Website](https://www.citisoft.com/) #### 45% of employees work in Boston office Boston, MA 303 Congress Street, 5th floor 21 - 30 employees +1.617.428.9580 [See All Locations (3)](https://clutch.co/profile/citisoft#location) --- ### [Brazee & Huban, CPAs](https://clutch.co/profile/brazee-huban-cpas) - 2 - 9 employees - Pittsfield, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Brazee & Huban, CPAs is a small Accounting and Financial Advising & Planning company located in Pittsfield, Massachusetts. The team offers Accounting and Financial Advising & Planning. [Visit Website](https://www.brazeehuban.com/home) --- ### [Rockpoint](https://clutch.co/profile/rockpoint) - 50 - 249 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Property Management - 20% Financial Advising & Planning - 40% Funding & Investment - 20% Business Consulting #### Company description Rockpoint is a Funding & Investment company. Their team is headquartered in Boston, Massachusetts and Dallas, Texas and focuses on Funding & Investment and Business Consulting. [Visit Website](https://rockpoint.com/) --- ### [Millennium Capital Management](https://clutch.co/profile/millennium-capital-management) - 10 - 49 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 25% Business Valuation Services - 15% Corporate Law - 25% Financial Advising & Planning - 10% Litigation Support Services - 25% Business Consulting #### Company description Millennium Capital Management is a Business Consulting company. The team specializes in Business Consulting and Financial Advising & Planning and is located in Boston, Massachusetts. [Visit Website](https://mmixl.com/) --- ### [Adelson & Company PC](https://clutch.co/profile/adelson-company-pc) - 2 - 9 employees - Pittsfield, MA #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 35% Financial Advising & Planning - 15% Financial Consulting - 15% Business Consulting #### Company description In Pittsfield, Massachusetts, Adelson & Company PC is a small Accounting company. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.adelsoncpa.com/) --- ### [Nielsen, McDonough & Company, LLC](https://clutch.co/profile/nielsen-mcdonough-company) - 2 - 9 employees - Marshfield, MA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Business Valuation Services - 20% Commercial Financing - 20% Financial Advising & Planning - 10% Funding & Investment #### Company description Nielsen, McDonough & Company, LLC is a Marshfield, Massachusetts-based Accounting company. Established in 2015, the team focuses on Accounting and Commercial Financing. [Visit Website](https://www.nmcadvisors.com/) --- ### [Second Wind Consultants](https://clutch.co/profile/second-wind-consultants) - 10 - 49 employees - Northampton, MA #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 10% Financial Advising & Planning - 20% Financial Consulting - 40% Business Consulting #### Company description Founded in 2008, Second Wind Consultants is a Business Consulting company. Their services include Business Consulting and Commercial Financing. [Visit Website](https://secondwindconsultants.com/) --- ### [Analytix Solution](https://clutch.co/profile/analytix-solution) - $5,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees - Woburn, MA #### Services Provided - Allocation of Expertise by Percentage - 10% Custom Software Development - 10% AR/VR Development - 10% Back Office Outsourcing - 5% Document Digitization & Management - 30% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Low/No Code Development - 5% Business Consulting - 10% Web Development #### Company description Finance & Accounting Outsourcing (FAO) company Analytix Solution was established in 2005. The team focuses on Finance & Accounting Outsourcing (FAO) and Custom Software Development. [Visit Website](https://www.analytix.com) --- ### [Edelman Financial Engines](https://clutch.co/profile/edelman-financial-engines) #### 3.8 out of 5 star rating (4 reviews) - 250 - 999 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 15% Financial Consulting - 10% Business Consulting #### Company description Edelman Financial Engines offers services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight the company's ability to deliver value for cost through ongoing support and easy-to-follow strategies, contributing to stable business revenue and improved financial accounts. Clients appreciate the positive reviews, culture fit, and effective communication methods used by Edelman Financial Engines. [Visit Website](https://www.edelmanfinancialengines.com/) #### 1% of employees work in Boston office Boston, MA 28 State St employees [See All Locations (6)](https://clutch.co/profile/edelman-financial-engines#location) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. 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