RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
BOSTON HARBOR WEALTH ADVISORS, LLC
CRD #282486 ACTON, MA
SEC
AUM
$379.9M
Employees
32
MAY HILL CAPITAL, LLC
CRD #332076 COHASSET, MA
SEC
AUM
$380.7M
Employees
3
FLAGSHIP PRIVATE WEALTH, LLC
CRD #175277 WOBURN, MA
SEC
AUM
$383.3M
Employees
4
STONEHEARTH CAPITAL MANAGEMENT LLC
CRD #128866 DANVERS, MA
SEC
AUM
$386.7M
Employees
7
BEACON FINANCIAL PLANNING, INC
CRD #175372 HYANNIS, MA
SEC
AUM
$388.4M
Employees
8
DONOGHUE FORLINES LLC
CRD #285403 BOSTON, MA
SEC
AUM
$389.2M
Employees
8
GREAT OAK CAPITAL PARTNERS, LLC
CRD #281045 SOUTH EASTON, MA
SEC
AUM
$390.3M
Employees
7
WRP MANAGEMENT, LLC
CRD #161196 BOSTON, MA
SEC Private Funds
AUM
$390.9M
Employees
--
SPRING LANE MANAGEMENT, LLC
CRD #290181 BOSTON, MA
SEC Private Funds
AUM
$393.1M
Employees
16
LOCH CAPITAL MANAGEMENT LLC
CRD #136516 BOSTON, MA
SEC
AUM
$393.7M
Employees
10
BEATON MANAGEMENT CO INC
CRD #104728 HAVERHILL, MA
SEC
AUM
$394.4M
Employees
2
NOBLE PARTNERS, L.P.
CRD #136951 BOSTON, MA
SEC
AUM
$395M
Employees
10
424 CAPITAL, LLC
CRD #167462 WAKEFIELD, MA
SEC Private Funds
AUM
$396.7M
Employees
20
MARATHON CAPITAL GROUP LLC
CRD #109306 BOSTON, MA
SEC
AUM
$403.6M
Employees
5
AURORA FINANCIAL ADVISORS, LLC
CRD #120985 WELLESLEY, MA
SEC
AUM
$404.4M
Employees
11
WEALTH EFFECTS LLC
CRD #315244 BOSTON, MA
SEC
AUM
$405.8M
Employees
16
FRONTIER PERFORMANCE ADVISERS LP
CRD #107482 BOSTON, MA
SEC
AUM
$407M
Employees
5
SIGNATOR FINANCIAL SERVICES, INC.
CRD #19061 BOSTON, MA
SEC
AUM
$409.4M
Employees
73
WELLESLEY INVESTMENT PARTNERS, LLC
CRD #144984 WELLESLEY, MA
SEC
AUM
$419.5M
Employees
9
MCCARTER PRIVATE WEALTH SERVICES LLC
CRD #108191 BOSTON, MA
SEC
AUM
$427.7M
Employees
6
FLOREK FINANCIAL, LLC
CRD #152235 DUXBURY, MA
SEC
AUM
$432M
Employees
2
VIA GLOBAL ADVISORS LLC
CRD #171399 BROOKLINE, MA
SEC Disclosures
AUM
$435.6M
Employees
5
POINT ALLERTON LLC
CRD #126144 QUINCY, MA
Private Funds
AUM
$435.7M
Employees
6
BYRNE FINANCIAL FREEDOM, LLC
CRD #167893 FRANKLIN, MA
SEC
AUM
$435.7M
Employees
10
BROMFIELD SNEIDER WEALTH ADVISORS, INC.
CRD #125623 WESTWOOD, MA
SEC
AUM
$436.7M
Employees
4