RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
LMFA, INC.
CRD #138088 BOSTON, MA
SEC
AUM
$15M
Employees
10
CVR PORTFOLIO FUNDS LLC
CRD #169227 BOSTON, MA
SEC
AUM
$15.1M
Employees
1
TETRA CAPITAL MANAGEMENT, LLC
CRD #138402 BOSTON, MA
SEC
AUM
$16.1M
Employees
5
CAROL BERMAN INVESTMENT ADVISORY SERVICES, INC.
CRD #109883 WESTON, MA
SEC
AUM
$16.4M
Employees
5
PFE ADVISORS, INC.
CRD #144798 SOUTHBOROUGH, MA
SEC
AUM
$16.6M
Employees
19
MORGAN FINANCIAL ADVISORS INC
CRD #107868 MANCHESTER, MA
SEC
AUM
$17M
Employees
5
SUMMIT PARTNERS SD II, LLC
CRD #135253 BOSTON, MA
SEC
AUM
$17.1M
Employees
51
PUTNAM FUTURES ADVISORS INC
CRD #106856 BOSTON, MA
SEC
AUM
$17.5M
Employees
--
MELLON GROWTH ADVISORS LLC
CRD #117379 BOSTON, MA
SEC
AUM
$17.7M
Employees
--
PROSPECT STREET STRATEGIC DEBT MANAGEMENT CO. INC.
CRD #106294 BOSTON, MA
SEC
AUM
$17.8M
Employees
10
LMC INVESTMENTS, INC.
CRD #105351 WELLESLEY, MA
SEC
AUM
$17.9M
Employees
5
SALTBOX CAPITAL, LLC
CRD #138542 BOSTON, MA
SEC Private Funds
AUM
$20.3M
Employees
0
SEQUENTIS CAPITAL LLC
CRD #298533 BOSTON, MA
SEC
AUM
$20.7M
Employees
2
KUAHIWI MANAGEMENT LLC
CRD #334146 BOSTON, MA
SEC Private Funds
AUM
$21.4M
Employees
5
CONCENTRIC INVESTMENT MANAGEMENT LLC
CRD #138039 BOSTON, MA
SEC
AUM
$21.7M
Employees
5
MAPLE LEAF INVESTMENT MANAGEMENT INC
CRD #112205 SPRINGFIELD, MA
SEC
AUM
$21.8M
Employees
1
SUMMIT PARTNERS V, L.P.
CRD #135258 BOSTON, MA
SEC
AUM
$21.8M
Employees
51
QUEST FINANCIAL SERVICES, INC.
CRD #132940 LYNNFIELD, MA
SEC
AUM
$22.2M
Employees
5
TDC GROUP, LLC.
CRD #119571 BEVERLY, MA
SEC
AUM
$25M
Employees
5
VERTEX INVESTMENT MANAGEMENT INC
CRD #108643 BOSTON, MA
SEC
AUM
$25M
Employees
10
V SQUARED INVESTMENT MANAGEMENT, LLC
CRD #138328 CAMBRIDGE, MA
SEC
AUM
$25.8M
Employees
5
BURR & COMPANY, LLC
CRD #141975 OSTERVILLE, MA
SEC
AUM
$25.9M
Employees
1
BURR & COMPANY, INC.
CRD #132781 OSTERVILLE, MA
SEC
AUM
$26.3M
Employees
5
WINSLOW WEALTH MANAGEMENT LLC
CRD #166196 BOSTON, MA
SEC Disclosures
AUM
$26.6M
Employees
1
LLM CAPITAL PARTNERS LLC
CRD #163107 BOSTON, MA
Private Funds
AUM
$26.9M
Employees
6