RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
INTEGRITY FINANCIAL ADVISORS, LLC
CRD #313369 WOBURN, MA
SEC Disclosures
AUM
$124.4M
Employees
10
SEAMANS CAPITAL MANAGEMENT, LLC
CRD #118404 WALTHAM, MA
SEC Private Funds
AUM
$124.8M
Employees
8
TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
CRD #282041 GREENFIELD, MA
SEC
AUM
$125M
Employees
4
THE PRACTICAL PLANNER, LLC
CRD #130601 GROTON, MA
SEC
AUM
$125.5M
Employees
2
J.R. PRUNIER CAPITAL MANAGEMENT LLC
CRD #321026 HOLDEN, MA
SEC
AUM
$126.2M
Employees
1
FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD #327502 NORTH ANDOVER, MA
SEC
AUM
$126.6M
Employees
3
DAVID WITHERBEE & ASSOCIATES, INC.
CRD #109294 CONCORD, MA
SEC
AUM
$127M
Employees
3
RAPTOR CAPITAL MANAGEMENT LP
CRD #161118 BOSTON, MA
Private Funds
AUM
$127.1M
Employees
25
VINCENT WEALTH ADVISORS, LLC
CRD #332759 HINGHAM, MA
SEC
AUM
$127.3M
Employees
2
KALEEL INVESTMENT ADVISORS, LLC
CRD #131216 BOSTON, MA
SEC
AUM
$127.6M
Employees
2
D.G. CAPITAL MANAGEMENT TRUST
CRD #119283 BOSTON, MA
SEC Private Funds
AUM
$127.9M
Employees
4
PW CAPITAL LLC
CRD #146816 BOSTON, MA
SEC
AUM
$128M
Employees
5
ATLANTIC CAPITAL MANAGEMENT, INC.
CRD #128361 HOLLISTON, MA
SEC
AUM
$128.8M
Employees
3
THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD #172369 NEEDHAM, MA
SEC
AUM
$129.6M
Employees
2
PROFICIENT WEALTH COUNSELORS, LLC
CRD #152640 NORWOOD, MA
SEC
AUM
$129.7M
Employees
1
NEW ENGLAND SCHOONER, INC.
CRD #129552 PEABODY, MA
SEC
AUM
$130.8M
Employees
5
ADCM, LLC
CRD #150814 PITTSFIELD, MA
SEC
AUM
$132.4M
Employees
4
BRADWAY FINANCIAL, LLC
CRD #117480 LONGMEADOW, MA
SEC Private Funds
AUM
$132.4M
Employees
6
DELPHINUS FINANCIAL ADVISORS, LLC
CRD #152952 MANSFIELD, MA
SEC
AUM
$132.6M
Employees
2
COLRAIN CAPITAL LLC
CRD #118098 BOSTON, MA
SEC
AUM
$132.8M
Employees
4
BETRO MILESZKO & COMPANY, LLC
CRD #145184 FOXBORO, MA
SEC
AUM
$133.3M
Employees
2
NORTHERN PINES CAPITAL, LLC
CRD #162260 BOSTON, MA
Private Funds
AUM
$134.3M
Employees
4
MINDORO CAPITAL PARTNERS LLC
CRD #328488 BOSTON, MA
SEC
AUM
$134.3M
Employees
8
CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD #140967 BURLINGTON, MA
SEC
AUM
$135.2M
Employees
7
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD #111456 DEDHAM, MA
SEC
AUM
$136M
Employees
1