RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
PETER BANTA CULMAN
CRD #128625 LEXINGTON, MA
SEC
AUM
$56M
Employees
5
FREED FIESTA, LLC
CRD #112637 BOSTON, MA
SEC
AUM
$56.3M
Employees
5
OPTIWEALTH LLC
CRD #306120 SUDBURY, MA
SEC
AUM
$56.3M
Employees
2
THOMAS H. LEE ADVISORS II, L.P.
CRD #110215 BOSTON, MA
SEC
AUM
$57.3M
Employees
--
GLOBALIS INVESTMENTS, LLC
CRD #141412 BOSTON, MA
SEC
AUM
$57.5M
Employees
10
WS SECURITIES INC
CRD #106910 LENOX, MA
SEC
AUM
$61.7M
Employees
6
PORT ONE INVESTMENTS LLC
CRD #321725 BOSTON, MA
SEC Private Funds
AUM
$62.1M
Employees
5
CAMBRIDGE TRUSTEE ADVISORS INC
CRD #106149 WELLESLEY HILLS, MA
SEC
AUM
$62.4M
Employees
1
FINARC LLC
CRD #107487 NEEDHAM, MA
SEC
AUM
$62.5M
Employees
1
GANSON & COMPANY FIDUCIARY SERVICES
CRD #133263 BOSTON, MA
SEC
AUM
$63M
Employees
5
FINANCIAL RESOURCES NETWORK INC
CRD #107651 WOBURN, MA
SEC
AUM
$63.5M
Employees
5
WELLESLEY FINANCIAL ARCHITECTS INC
CRD #110396 WELLESLEY, MA
SEC
AUM
$63.7M
Employees
5
TH LEE, PUTNAM CAPITAL MANAGEMENT, L.L.C.
CRD #113285 BOSTON, MA
SEC
AUM
$64.6M
Employees
10
MIDWOOD CAPITAL MANAGEMENT, LLC
CRD #137533 BOSTON, MA
SEC
AUM
$64.7M
Employees
5
CONGRESS CAPITAL PARTNERS, LLP
CRD #170030 BOSTON, MA
SEC
AUM
$65.9M
Employees
4
MASSEY, JOSHUA
CRD #132336 HAMILTON, MA
SEC
AUM
$66.8M
Employees
1
SIMPSON ALAN CARTER
CRD #107499 LEXINGTON, MA
SEC
AUM
$66.8M
Employees
1
REGIMENT CAPITAL MANAGEMENT, LLC
CRD #160952 BOSTON, MA
Private Funds
AUM
$66.9M
Employees
11
AMERICAN SHAREHOLDERS INVESTMENT CORP
CRD #105256 NANTUCKET, MA
SEC
AUM
$67.1M
Employees
1
SUMMIT ACCELERATOR PARTNERS, LLC
CRD #135256 BOSTON, MA
SEC
AUM
$67.8M
Employees
51
ACUMEN CAPITAL MANAGEMENT LLC
CRD #135552 BOSTON, MA
SEC
AUM
$68.6M
Employees
5
CATURANO WEALTH MANAGEMENT, LLC
CRD #125435 BOSTON, MA
SEC
AUM
$69.3M
Employees
10
LEXINGTON ADVISORS, INC.
CRD #128683 LEXINGTON, MA
SEC
AUM
$70M
Employees
5
PINE COBBLE CAPITAL, LLC
CRD #157824 WELLESLEY, MA
SEC Private Funds
AUM
$73.8M
Employees
4
THE DANFORTH ASSOCIATES, INC
CRD #107781 WELLESLEY, MA
SEC
AUM
$74.1M
Employees
1