RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
KALEIDOSCOPE CAPITAL LP
CRD #282159 BOSTON, MA
SEC Private Funds
AUM
$496.1M
Employees
9
KELLY FINANCIAL SERVICES LLC
CRD #291996 BRAINTREE, MA
SEC
AUM
$506.5M
Employees
11
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD #316736 WELLESLEY, MA
SEC
AUM
$507.2M
Employees
6
SQUARE CIRCLE IA LP
CRD #312718 BOSTON, MA
SEC Private Funds
AUM
$511.3M
Employees
4
WAVE EQUITY PARTNERS LLC
CRD #170642 BOSTON, MA
SEC Private Funds Disclosures
AUM
$516.8M
Employees
10
NAPIER FINANCIAL, LLC
CRD #336725 BRAINTREE, MA
SEC
AUM
$517.7M
Employees
14
EQUALITY ASSET MANAGEMENT, LP
CRD #300710 BOSTON, MA
SEC Private Funds
AUM
$519.4M
Employees
10
ABRY PARTNERS III, LLC
CRD #323712 BOSTON, MA
SEC Private Funds
AUM
$524.3M
Employees
89
CABOT WELLINGTON LLC
CRD #107916 BOSTON, MA
SEC Private Funds
AUM
$525.6M
Employees
6
LINCHRIS CAPITAL MANAGEMENT, LLC
CRD #291898 PLYMOUTH, MA
SEC Private Funds
AUM
$528.3M
Employees
21
NEW ENGLAND PORTFOLIO ADVISORS INC
CRD #105808 BOSTON, MA
SEC
AUM
$532M
Employees
5
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD #282573 BOSTON, MA
SEC
AUM
$543.6M
Employees
11
AEVITAS WEALTH MANAGEMENT, INC.
CRD #143873 WELLESLEY HILLS, MA
SEC
AUM
$546M
Employees
5
TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD #146220 BOSTON, MA
SEC
AUM
$549.2M
Employees
5
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD #156452 WINCHESTER, MA
SEC
AUM
$549.5M
Employees
5
THE BERRY GROUP, LLC
CRD #301876 WORCESTER, MA
SEC
AUM
$553M
Employees
4
O'ROURKE & COMPANY, INCORPORATED
CRD #132481 BOSTON, MA
SEC
AUM
$555.1M
Employees
4
DIAMETRIC CAPITAL, LP
CRD #288409 BOSTON, MA
SEC Private Funds
AUM
$556.5M
Employees
13
CLEARSTREAM INVESTMENTS, LLC
CRD #135903 BOSTON, MA
SEC
AUM
$560M
Employees
10
SINGLE POINT PARTNERS, LLC
CRD #163793 BOSTON, MA
SEC
AUM
$567.6M
Employees
12
BAYHAWK CAPITAL LP
CRD #328829 BOSTON, MA
SEC Private Funds
AUM
$570.5M
Employees
10
ACCESS CAPITAL STRATEGIES LLC
CRD #112358 BOSTON, MA
SEC
AUM
$572.2M
Employees
5
TWIN OAK ETF COMPANY
CRD #330365 WELLESLEY, MA
SEC
AUM
$572.3M
Employees
5
NEW HARBOR FINANCIAL GROUP, LLC
CRD #155528 WORCESTER, MA
SEC
AUM
$576.9M
Employees
8
DINALE MANAGEMENT, LLC
CRD #312887 BOSTON, MA
SEC Private Funds
AUM
$578.4M
Employees
9