RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
APPLIED FUNDAMENTAL RESEARCH, LLC
CRD #167645 CAMBRIDGE, MA
SEC Private Funds
AUM
$150M
Employees
6
METHOD ADVISORS, LLC
CRD #144644 NEEDHAM, MA
SEC Private Funds
AUM
$150.1M
Employees
5
FOUR PONDS FINANCIAL PLANNING LLC
CRD #142683 MASHPEE, MA
SEC
AUM
$150.2M
Employees
4
PEAK FINANCIAL SERVICES, INC.
CRD #282186 NORTHBOROUGH, MA
SEC
AUM
$150.5M
Employees
2
ESSEX FINANCIAL ADVISORS, L.L.C.
CRD #128826 TOPSFIELD, MA
SEC
AUM
$151.4M
Employees
3
TITANIUM ADVISORS, LLC
CRD #153943 FRANKLIN, MA
SEC
AUM
$151.4M
Employees
1
LEVATUS LLC
CRD #287811 BOSTON, MA
SEC
AUM
$151.8M
Employees
4
NEW GENERATION ADVISORS, LLC
CRD #109776 MANCHESTER, MA
Private Funds
AUM
$153.2M
Employees
4
WINCAP FINANCIAL LLC
CRD #315798 BOSTON, MA
SEC
AUM
$153.3M
Employees
5
WARREN ASSET MANAGEMENT
CRD #110241 WEST BARNSTABLE, MA
SEC
AUM
$153.6M
Employees
5
BROADWATER CAPITAL MANAGEMENT LLC
CRD #125509 BOSTON, MA
SEC
AUM
$153.6M
Employees
1
ADAMS, HARKNESS & HILL, INC.
CRD #1020 BOSTON, MA
SEC
AUM
$153.7M
Employees
51
DETWILER FENTON INVESTMENT MANAGEMENT LLC
CRD #153808 BOSTON, MA
SEC
AUM
$155M
Employees
15
FLAGG STREET CAPITAL LLC
CRD #136364 CAMBRIDGE, MA
SEC
AUM
$155.1M
Employees
10
GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD #130397 DEDHAM, MA
SEC
AUM
$155.9M
Employees
2
BALANCED ROCK INVESTMENT ADVISORS LLC
CRD #157424 ROSLINDALE, MA
SEC
AUM
$156.1M
Employees
4
BEAUMONT CAPITAL MANAGEMENT, LLC
CRD #306354 BOSTON, MA
SEC
AUM
$156.9M
Employees
10
POLEN CAPITAL CLO MANAGEMENT, LLC
CRD #330470 WALTHAM, MA
SEC Private Funds
AUM
$157.2M
Employees
48
FMA WEALTH MANAGEMENT, LLC
CRD #313049 DUXBURY, MA
SEC
AUM
$157.4M
Employees
2
LANDON CAPITAL PARTNERS, LLC
CRD #292398 BOSTON, MA
SEC Private Funds
AUM
$158M
Employees
4
ASSABET ADVISORS, LLC
CRD #127795 HOLDEN, MA
SEC
AUM
$158.3M
Employees
2
HIGH PINES WEALTH MANAGEMENT LLC
CRD #285191 DUXBURY, MA
SEC
AUM
$159.2M
Employees
5
ALPHA WINDWARD LLC
CRD #110050 WESTWOOD, MA
SEC Private Funds
AUM
$159.5M
Employees
2
SIPPICAN CAPITAL ADVISORS LLC
CRD #155188 BOSTON, MA
SEC
AUM
$160M
Employees
5
INNOVATIVE ADVISORY GROUP, LLC
CRD #146618 LEXINGTON, MA
SEC
AUM
$160.5M
Employees
10