RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
CADENCE WEALTH MANAGEMENT LLC
CRD #155080 WESTBOROUGH, MA
SEC
AUM
$305.4M
Employees
8
THE DARROW COMPANY, INC.
CRD #105679 NEEDHAM, MA
SEC
AUM
$308.1M
Employees
6
MELFA WEALTH MANAGEMENT, INC.
CRD #315131 WESTBOROUGH, MA
SEC
AUM
$309.5M
Employees
6
M3 ADVISORY GROUP, LLC
CRD #156208 NEEDHAM HEIGHTS, MA
SEC
AUM
$310M
Employees
5
THOMPSON WEALTH MANAGEMENT, LTD.
CRD #108313 CONCORD, MA
SEC
AUM
$310M
Employees
6
LENK LADNER INVESTMENT SOLUTIONS LLC
CRD #109927 OSTERVILLE, MA
SEC
AUM
$310.6M
Employees
3
ABRY PARTNERS, LLC
CRD #161153 BOSTON, MA
SEC Private Funds
AUM
$311.1M
Employees
3
FINANCIAL PLANNING SOLUTIONS, LLC
CRD #168211 AUBURNDALE, MA
SEC
AUM
$312.4M
Employees
8
SAWYER & CO INC
CRD #112849 BOSTON, MA
SEC Disclosures
AUM
$313.1M
Employees
4
ARTEMIS FINANCIAL ADVISORS LLC
CRD #146203 BOSTON, MA
SEC
AUM
$313.1M
Employees
4
GAGE WILEY GROUP INC
CRD #106518 NORTHAMPTON, MA
SEC
AUM
$314.5M
Employees
12
LIVELIFE CAPITAL PARTNERS LLC
CRD #290008 SOUTHBOROUGH, MA
SEC
AUM
$318.7M
Employees
8
BACK BAY FINANCIAL GROUP, INC.
CRD #108070 BOSTON, MA
SEC
AUM
$319.6M
Employees
10
BALTER LIQUID ALTERNATIVES, LLC
CRD #169416 BOSTON, MA
SEC
AUM
$321.3M
Employees
12
ZEVIN ASSET MANAGEMENT, LLC
CRD #108151 BOSTON, MA
SEC
AUM
$321.4M
Employees
6
WEALTH MANAGEMENT ADVISORS, LLC
CRD #117764 TEWKSBURY, MA
SEC
AUM
$321.8M
Employees
4
PERENNIAL ADVISORS GROUP, LLC
CRD #128600 WESTFORD, MA
SEC
AUM
$324M
Employees
4
BARCA CAPITAL, LLC
CRD #263786 NEWTON, MA
SEC Private Funds
AUM
$324.5M
Employees
3
RF&L WEALTH MANAGEMENT, LLC
CRD #140210 ACTON, MA
SEC
AUM
$325.4M
Employees
3
COX CAPITAL MANAGEMENT LLC
CRD #117593 ANDOVER, MA
SEC
AUM
$328.7M
Employees
5
ALTA COMMUNICATIONS, INC.
CRD #162041 CONCORD, MA
Private Funds
AUM
$329.5M
Employees
--
FONTANA CAPITAL, L.L.C.
CRD #133554 BOSTON, MA
SEC
AUM
$331.2M
Employees
10
JULEX CAPITAL MANAGEMENT, LLC
CRD #166053 NATICK, MA
SEC
AUM
$335.7M
Employees
3
MRM-HORIZON ADVISORS, LLC
CRD #130585 BOSTON, MA
SEC Private Funds
AUM
$338.3M
Employees
4
DELESSERT FINANCIAL SERVICES INC
CRD #106005 WALTHAM, MA
SEC
AUM
$339.8M
Employees
6