RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC
CRD #132068 LEXINGTON, MA
SEC
AUM
$208M
Employees
10
ARCADIA FUNDS, LLC
CRD #166087 BURLINGTON, MA
SEC Private Funds
AUM
$208.5M
Employees
9
BARKER FINANCIAL GROUP, INC.
CRD #116817 TOPSFIELD, MA
SEC Disclosures
AUM
$209.4M
Employees
3
ALTSCHULER, JAMES STEPHEN
CRD #130004 LEXINGTON, MA
SEC
AUM
$209.6M
Employees
3
HIGH STREET REALTY COMPANY, LLC
CRD #168416 BOSTON, MA
SEC Private Funds
AUM
$209.9M
Employees
15
OT MANAGEMENT, LLC
CRD #284192 BOSTON, MA
SEC Private Funds
AUM
$211.2M
Employees
5
COPPERTREE?, LLC
CRD #175222 WORCESTER, MA
SEC
AUM
$212M
Employees
4
RICHARDSON FINANCIAL SERVICES INC.
CRD #130715 MEDWAY, MA
SEC
AUM
$212.9M
Employees
5
OLD NORTH ADVISORS, LLC
CRD #132848 BOSTON, MA
SEC
AUM
$214.2M
Employees
3
CUTTER FINANCIAL GROUP LLC
CRD #290016 FALMOUTH, MA
SEC
AUM
$214.7M
Employees
6
PORTOLAN CAPITAL MANAGEMENT LLC
CRD #138440 BOSTON, MA
SEC
AUM
$215M
Employees
5
WAINWRIGHT ASSET MANAGEMENT LLC
CRD #108733 BOSTON, MA
SEC
AUM
$215M
Employees
5
BEACON ASSET MANAGEMENT LLC
CRD #108684 BOSTON, MA
SEC
AUM
$216.2M
Employees
10
PEGASUS INVESTMENTS INC
CRD #109450 BOSTON, MA
SEC
AUM
$216.2M
Employees
10
VENTURE GUIDES MANAGEMENT, L.P.
CRD #324431 BOSTON, MA
Private Funds
AUM
$216.5M
Employees
19
BEACON INVESTMENT MANAGEMENT, LLC
CRD #122639 BOSTON, MA
SEC
AUM
$216.6M
Employees
4
NINTH ETERNITY ASSET MANAGEMENT LLC
CRD #306985 CAMBRIDGE, MA
SEC Private Funds
AUM
$219.3M
Employees
5
ASSET MANAGEMENT RESOURCES, LLC
CRD #145296 HYANNIS, MA
SEC
AUM
$220.7M
Employees
9
OUELLETTE WEALTH ADVISORY LLC
CRD #289242 LEXINGTON, MA
SEC
AUM
$220.7M
Employees
6
IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD #108467 BOSTON, MA
SEC Private Funds
AUM
$221.9M
Employees
9
ATWATER WEALTH MANAGEMENT, INC.
CRD #172749 BOSTON, MA
SEC
AUM
$222M
Employees
4
HERITAGE HOLDING MANAGEMENT, LP
CRD #331677 BOSTON, MA
SEC Private Funds
AUM
$222.7M
Employees
13
THE PROGRAM WORKS, INC.
CRD #132797 NEWTON, MA
SEC
AUM
$224M
Employees
4
FREED INVESTMENT GROUP, LLC
CRD #140679 BOSTON, MA
SEC
AUM
$225.2M
Employees
5
WOODSIDE WEALTH MANAGEMENT LLC
CRD #175118 FRAMINGHAM, MA
SEC
AUM
$226M
Employees
2