RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
DELTA FINANCIAL MANAGEMENT CORP
CRD #105605 HINGHAM, MA
SEC
AUM
$176.6M
Employees
10
MERESTONE CAPITAL MANAGEMENT LLC
CRD #160151 BOSTON, MA
Private Funds
AUM
$178M
Employees
--
POLARIS INVESTMENT ADVISORS, LLC
CRD #324093 FRAMINGHAM, MA
SEC
AUM
$178.4M
Employees
3
EPILOG PARTNERS, LP.
CRD #325368 BOSTON, MA
SEC Private Funds
AUM
$178.5M
Employees
4
TFJ MANAGEMENT, LLC
CRD #312132 SOMERVILLE, MA
SEC Private Funds
AUM
$178.6M
Employees
2
SINGER POTITO ASSOCIATES INC
CRD #109217 AMHERST, MA
SEC
AUM
$179.8M
Employees
3
WH CORNERSTONE INVESTMENTS INC.
CRD #119725 DUXBURY, MA
SEC
AUM
$180.9M
Employees
5
OSBON CAPITAL MANAGEMENT, LLC
CRD #134731 BOSTON, MA
SEC Private Funds
AUM
$181.5M
Employees
3
TUCKERBROOK ALTERNATIVE INVESTMENTS, L.P.
CRD #132547 MARBLEHEAD, MA
SEC
AUM
$181.8M
Employees
--
LONG WHARF INVESTORS INC
CRD #107036 BOSTON, MA
SEC
AUM
$183.1M
Employees
4
SECHREST FINANCIAL SERVICES LLC
CRD #128688 ACTON, MA
SEC
AUM
$183.2M
Employees
4
KRAEMATON INVESTMENT ADVISORS, INC
CRD #126869 BRAINTREE, MA
SEC
AUM
$183.3M
Employees
2
FLYING POINT FINANCIAL, INC.
CRD #107915 NORTH ANDOVER, MA
SEC
AUM
$184M
Employees
5
DWORSKY ALAN JACOB
CRD #106703 BOSTON, MA
SEC
AUM
$184.6M
Employees
5
CRAWFORD FUND MANAGEMENT, LLC
CRD #158659 BOSTON, MA
SEC Private Funds
AUM
$184.7M
Employees
4
THE HARVEST GROUP WEALTH MANAGEMENT, LLC
CRD #283572 WALTHAM, MA
SEC
AUM
$185.8M
Employees
7
HERITAGE CAPITAL MANAGEMENT INC
CRD #107845 BOSTON, MA
SEC
AUM
$186.8M
Employees
10
CONCORDIA WEALTH MANAGEMENT, LLC
CRD #164278 CONCORD, MA
SEC
AUM
$188.7M
Employees
3
ROTHWELL INVESTMENT ADVISORS LLC
CRD #337504 SALEM, MA
SEC
AUM
$188.7M
Employees
4
BTS ASSET MANAGEMENT INC
CRD #105215 LINCOLN, MA
SEC Disclosures
AUM
$188.8M
Employees
17
033 ASSET MANAGEMENT LLC
CRD #110245 BOSTON, MA
SEC
AUM
$190M
Employees
--
WERNAU ASSET MANAGEMENT INC.
CRD #129473 GLOUCESTER, MA
SEC
AUM
$191.3M
Employees
2
WINDHAM CAPITAL MANAGEMENT, LLC
CRD #110539 CAMBRIDGE, MA
SEC Private Funds
AUM
$192.1M
Employees
9
ETRE LLC
CRD #121355 CAMBRIDGE, MA
SEC
AUM
$192.1M
Employees
3
APEX INVESTMENT GROUP, LLC
CRD #333593 HUDSON, MA
SEC
AUM
$194.6M
Employees
4