Tilton Wealth Management
Tilton Wealth Management is a Massachusetts-based Registered Investment Adviser providing financial planning, investment management, and wealth advisory services primarily to high-net-worth women investors and families, with a $1 million minimum investment threshold.
- Company typePrivate
- Founded2001
- HeadquartersWaltham, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Tilton Wealth Management does
Tilton Wealth Management is a privately-held Registered Investment Adviser (RIA) based in Massachusetts, founded and led by Nathaniel J. Tilton. The firm provides financial planning, investment management, and wealth advisory services, with a particular focus on serving women investors—a specialization the firm has cultivated for over 25 years. Its client base consists primarily of high-net-worth and ultra-high-net-worth individuals, as indicated by a $1,000,000 minimum investment threshold. The firm operates from two Massachusetts offices (Newburyport and Needham) with 1-10 employees, approximately 5 of which are core team members.
The firm's technology stack is composed entirely of third-party platforms: PreciseFP for client onboarding and fact-finding, MoneyGuideElite for financial planning, BlackRock's Aladdin for portfolio risk analytics, and Investor360 for back-office reporting. The firm is registered through broker/dealer Commonwealth Financial Network and is transitioning to LPL Financial in November 2026 as a result of Commonwealth's acquisition by LPL. Nathaniel Tilton holds CFP, AIF, and BFA professional designations, and the firm has received external recognition including Forbes Finance Council membership, Barron's features, and Women's Choice Awards in 2013-2015.
The business model is fee-based wealth management, with revenue generated through advisory fees typically structured as a percentage of assets under management. The firm has formed a succession partnership with Blanchette Financial Group to ensure advisory continuity. Customer acquisition is referral- and reputation-driven, anchored by Nathaniel Tilton's personal brand, designations, and the firm's niche positioning within the women-investor segment.
Tilton Wealth Management firmographics
Firmographics- Name
- Tilton Wealth Management
- Legal name
- Tilton Wealth Management
- Website
- https://tiltonwm.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tilton Wealth Management is a Massachusetts-based Registered Investment Adviser providing financial planning, investment management, and wealth advisory services primarily to high-net-worth women investors and families, with a $1 million minimum investment threshold.
- Ownership category
- akta.pro rank
Tilton Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Tilton Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Waltham
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Tilton Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory Fees on Assets Under Management: Percentage-based advisory fee charged on client assets under management, referred to as fee-based investing. This is the primary revenue stream.
- Commissionable Products: In certain circumstances, the firm may present commissionable products or flat-fee consulting services when appropriate for the client.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Minimum Investment: $1,000,000 |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Tilton Wealth Management product offering
Product offeringCore offering
Tilton Wealth Management is an independent registered investment adviser that provides comprehensive financial planning and active investment management services to individuals and families, with a specialization in serving women investors. Services cover cash flow analysis, retirement, tax, estate, risk, education funding, and Social Security planning, paired with hands-on portfolio management using a core and tactical allocation framework. Delivery is supported by the Investor360 client portal and planning tools including PreciseFP and MoneyGuideElite, with a $1,000,000 minimum invested assets threshold.
Product overview
Tilton Wealth Management offers integrated wealth management services combining financial planning and investment management through a collaborative, client-focused approach. Core services include comprehensive financial planning (covering cash flow, retirement, tax, estate, risk management, education funding, and Social Security) delivered alongside active investment management using core and tactical allocation strategies. The firm provides specialized services for women investors and offers client access through the Investor360 portal and mobile apps. Planning is supported by PreciseFP for data gathering and MoneyGuideElite for financial projections. Client onboarding utilizes digital forms and risk assessments available through the firm's website.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services covering cash flow analysis, retirement planning, tax planning, investment alignment, estate and legacy planning, risk management, education funding, Social Security optimization, and ancillary goal planning. Delivered through a personalized, collaborative process for individual clients and families.
- Investment Management
- Women and Wealth
Companies that use Tilton Wealth Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Tilton Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature5 records
Tilton Wealth Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and supporting.
- Commonwealth Financial NetworkcoreCommonwealth Financial Network is a Registered Investment Adviser-broker/dealer founded in 1979 that supports Tilton Wealth Management by supervising and processing investment business. As of December 31, 2024, Commonwealth oversees total account assets of $344 billion. The partnership provides access to robust market research, financial planning expertise, a wide universe of investment options, technology platforms, and specialized teams including Advanced Planning and Investment Research teams.
- Blanchette Financial GroupcoreSuccession partnership with Stephen Blanchette, CFP®, AIF® and Timothy Helman, CFP®, ChFC®, CLU® of Blanchette Financial Group in Newburyport, Massachusetts. In the event something happens to Nathaniel Tilton, Blanchette Financial Group is prepared to service client wealth planning needs.
- Fidelity Investments / National Financial Services LLCsupportingFidelity Investments provides clearing, custody, and other brokerage services to Commonwealth Financial Network through National Financial Services LLC (NFS). This relationship ensures secure custody of client assets with SIPC protection and additional excess coverage.
- BlackRock (Aladdin Platform)supportingInstitutional partnership providing Aladdin risk analytics platform for portfolio stress testing and monitoring. Aladdin is the same platform used by leading financial institutions worldwide.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Tilton Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management through workplace and direct channels. A broad incumbent with overlapping planning capabilities and significant scale advantages.
- Commonwealth Financial Network: Large independent broker-dealer and RIA platform currently affiliated with Tilton. Comparable in industry segment but operates as an incumbent platform servicing many independent advisors like Tilton rather than serving end clients directly.
- LPL Financial: The largest independent broker-dealer in the U.S., acquiring Commonwealth (Tilton's current partner). Becomes a structural counterparty for Tilton post-November 2026 and a major platform incumbent in the RIA-broker-dealer ecosystem.
Direct peers
- Summit Financial Holdings: Multi-family office and RIA providing financial planning, investment management, and tax services to HNW clients. Similar comprehensive planning-led model serving high-net-worth individuals and families.
- Mercer Advisors: National RIA focused on comprehensive wealth management, tax planning, and estate services for HNW individuals. Similar integrated planning-plus-investing model with a strong retirement-income focus overlapping Tilton's pre-retiree segment.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive financial planning and investment management to HNW clients across multiple U.S. offices. Comparable to Tilton in service model (fee-based, planning-led) but significantly larger in scale and geographic reach.
- Carson Wealth: RIA serving individuals and families with holistic financial planning, tax, and investment services. Comparable boutique-to-mid-market RIA model with similar advisor-led acquisition strategy and emphasis on client relationships.
- Wealth Enhancement Group: Independent wealth management firm offering financial planning and investment management to individuals and families. Comparable RIA with a similar fee-based model and acquisition-led growth strategy targeting small-to-mid RIAs.
- Modera Wealth Management: Fee-only RIA providing financial planning and investment management with a focus on life-stage transitions. Highly comparable to Tilton in size, fee-only philosophy, and planning-led approach for HNW clients.
Emerging players
- Facet Wealth: Digital-first hybrid RIA offering flat-fee financial planning with a lower minimum than traditional RIAs. Represents the emerging digital-advisor model competing for mass-affluent and younger HNW clients in Tilton's periphery.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Tilton Wealth Management social profiles
Digital presenceTilton Wealth Management compliance and trust
Trust signalCompliance7 records
Tilton Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tilton Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
Tilton Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tilton Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tilton Wealth Management
What does Tilton Wealth Management do?
Tilton Wealth Management is an independent registered investment adviser that provides comprehensive financial planning and active investment management services to individuals and families, with a specialization in serving women investors. Services cover cash flow analysis, retirement, tax, estate, risk, education funding, and Social Security planning, paired with hands-on portfolio management using a core and tactical allocation framework. Delivery is supported by the Investor360 client portal and planning tools including PreciseFP and MoneyGuideElite, with a $1,000,000 minimum invested assets threshold.
Is Tilton Wealth Management a public or private company?
Tilton Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tilton Wealth Management founded?
Tilton Wealth Management was founded in 2001. It employs 1 to 10 people.
Where is Tilton Wealth Management based?
Tilton Wealth Management is headquartered in Waltham, United States, in the North America region.
How does Tilton Wealth Management make money?
Two revenue lines are on record. Advisory Fees on Assets Under Management is the primary driver. The others are commissionable Products.
Who are Tilton Wealth Management's main competitors?
Broad incumbents on record are Edelman Financial Engines, Commonwealth Financial Network and LPL Financial. Direct peers are Summit Financial Holdings, Mercer Advisors, Mariner Wealth Advisors, Carson Wealth, Wealth Enhancement Group and Modera Wealth Management. Facet Wealth is listed as an emerging player.
Does Tilton Wealth Management have an API?
No public API is recorded for Tilton Wealth Management.
What industry is Tilton Wealth Management in?
Tilton Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.