RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
RESOLUTE FINANCIAL, LLC
CRD #125739 NEWBURYPORT, MA
SEC
AUM
$443.8M
Employees
7
GB CREDIT PARTNERS, LLC
CRD #159492 BOSTON, MA
Private Funds
AUM
$447.8M
Employees
--
ALLIANCE PRIVATE WEALTH, LLC
CRD #316612 NORTH READING, MA
SEC
AUM
$449.6M
Employees
10
CARL P. SHERR & CO., LLC
CRD #3394 WORCESTER, MA
SEC
AUM
$450.5M
Employees
5
EAST BRIDGE CAPITAL MANAGEMENT LP
CRD #167207 BOSTON, MA
SEC Private Funds
AUM
$451.2M
Employees
5
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CRD #309546 WALTHAM, MA
SEC
AUM
$452.2M
Employees
9
PEAK FINANCIAL MANAGEMENT INC
CRD #110559 WELLESLEY, MA
SEC
AUM
$452.7M
Employees
9
GMO AUSTRALASIA LLC
CRD #109320 BOSTON, MA
SEC
AUM
$452.9M
Employees
501
HLM MANAGEMENT CO., LLC
CRD #162337 WALTHAM, MA
SEC Private Funds
AUM
$455.4M
Employees
14
ECM U.S. INC.
CRD #226605 COHASSET, MA
SEC Private Funds
AUM
$455.6M
Employees
1
FSA WEALTH MANAGEMENT, LLC
CRD #288525 NEEDHAM, MA
SEC
AUM
$459.3M
Employees
6
THE RELAXING RETIREMENT COACH, INC.
CRD #129805 WELLESLEY, MA
SEC
AUM
$461.9M
Employees
7
MFA ASSET MANAGEMENT, LLC
CRD #133164 TEWKSBURY, MA
SEC
AUM
$462.3M
Employees
9
GRAY PRIVATE WEALTH, LLC
CRD #128547 CANTON, MA
SEC
AUM
$465.4M
Employees
8
EMPIRICAL ASSET MANAGEMENT, LLC
CRD #155436 WELLESLEY, MA
SEC Private Funds
AUM
$467M
Employees
14
CALLODINE CREDIT MANAGEMENT, LLC
CRD #313165 BOSTON, MA
SEC Private Funds
AUM
$467.2M
Employees
13
BRIDGE CREEK CAPITAL MANAGEMENT LLC
CRD #141001 WEST BARNSTABLE, MA
SEC
AUM
$470.6M
Employees
5
CENTURY EQUITY PARTNERS LLC
CRD #281939 BOSTON, MA
SEC Private Funds
AUM
$480.3M
Employees
6
GOLDENX COMPANY
CRD #326730 WINCHESTER, MA
SEC
AUM
$482.9M
Employees
9
PROSPECT HILL GROWTH PARTNERS, L.P.
CRD #171462 WALTHAM, MA
SEC Private Funds
AUM
$484.7M
Employees
11
PRW WEALTH MANAGEMENT LLC
CRD #284669 QUINCY, MA
SEC
AUM
$487.6M
Employees
13
BRIGHT ROCK CAPITAL MANAGEMENT LLC
CRD #152820 HANOVER, MA
SEC
AUM
$492M
Employees
5
MIRI CAPITAL MANAGEMENT LLC
CRD #311308 BOSTON, MA
SEC Private Funds
AUM
$494.7M
Employees
7
CAPSHIFT ADVISORS, LLC
CRD #309860 WEST NEWTON, MA
SEC
AUM
$495.2M
Employees
15
ALTA WEALTH ADVISORS LLC
CRD #293675 WOBURN, MA
SEC
AUM
$495.5M
Employees
8