Baystate Financial Market Share Analysis for June 2026

For over a century Baystate Financial has thoughtfully guided generations of clients along their own path to financial security and helped them to protect what matters most. We pride ourselves on our robust financial planning services, our full range of investment management tools, and our variety of risk management strategies to help our clients make informed decisions and reach their goals. Under the leadership of our Managing Partner Dave Porter, we have grown from supporting 49 advisors in 1996 to over 300 advisors today. During this time, Baystate has undergone sweeping advancements and unprecedented growth due in large part to the resolution of our leadership, but most importantly due to our shared dedication to serving our clients and our community at large. Baystate is now New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has sixteen offices located throughout New England.