RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
BABSON STEWART IVORY INTERNATIONAL
CRD #105784 CAMBRIDGE, MA
SEC
AUM
$771.3M
Employees
501
ASTIRA CAPITAL PARTNERS LP
CRD #327034 BOSTON, MA
SEC Private Funds
AUM
$772.7M
Employees
13
THL MANAGERS VI, LLC
CRD #160701 BOSTON, MA
SEC Private Funds Disclosures
AUM
$779.9M
Employees
116
93 FINANCIAL GROUP, LLC
CRD #144235 WOBURN, MA
SEC
AUM
$780.3M
Employees
8
CALLODINE CAPITAL MANAGEMENT, LP
CRD #297115 BOSTON, MA
SEC Private Funds
AUM
$787.3M
Employees
18
STABLEPOINT PARTNERS, LLC
CRD #328503 BRAINTREE, MA
SEC
AUM
$797.7M
Employees
9
SHOREPOINT CAPITAL PARTNERS LLC
CRD #152087 NORWOOD, MA
SEC Private Funds
AUM
$800.5M
Employees
10
EAGLECLAW CAPITAL MANAGEMENT LLC
CRD #134045 BOSTON, MA
SEC
AUM
$803.3M
Employees
4
D.J. ST. GERMAIN CO., INC.
CRD #3255 SPRINGFIELD, MA
SEC
AUM
$811.4M
Employees
--
MINOT WEALTH MANAGEMENT LLC
CRD #299943 WESTWOOD, MA
SEC Disclosures
AUM
$815.6M
Employees
7
PINNACLE PRIVATE WEALTH, LLC
CRD #170315 BURLINGTON, MA
SEC
AUM
$820.3M
Employees
17
DION MONEY MANAGEMENT INC
CRD #110914 WILLIAMSTOWN, MA
SEC
AUM
$822.5M
Employees
--
LIBERTY ADVISORY SERVICES CORP
CRD #106035 BOSTON, MA
SEC
AUM
$834.3M
Employees
10
BEACON FIDUCIARY ADVISORS, INC.
CRD #107201 BOSTON, MA
SEC
AUM
$835.6M
Employees
10
HERMES FUND MANAGERS (NORTH AMERICA) LP
CRD #151800 BOSTON, MA
SEC
AUM
$841.5M
Employees
11
BNY MELLON INVESTOR SOLUTIONS, LLC
CRD #277132 BOSTON, MA
SEC
AUM
$853M
Employees
54
FIDELITY PERSONAL TRUST COMPANY, FSB
CRD #109516 BOSTON, MA
SEC
AUM
$857.1M
Employees
51
CLEAR BROOK ADVISORS, INC.
CRD #132045 BOSTON, MA
SEC
AUM
$867.1M
Employees
7
VERDAD ADVISERS, L.P.
CRD #171048 BOSTON, MA
SEC Private Funds
AUM
$867.3M
Employees
7
WESTON PRESIDIO SERVICE COMPANY, LLC
CRD #160473 BOSTON, MA
Private Funds
AUM
$874.8M
Employees
7
PROMETHOS CAPITAL, LLC
CRD #300915 BOSTON, MA
SEC
AUM
$875.3M
Employees
4
BRAVER WEALTH MANAGEMENT, LLC
CRD #104747 NEEDHAM, MA
SEC
AUM
$875.5M
Employees
21
RFG - BRISTOL WEALTH ADVISORS, LLC
CRD #330145 TAUNTON, MA
SEC
AUM
$876.5M
Employees
8
SACHETTA, LLC
CRD #145713 LYNNFIELD, MA
SEC
AUM
$884.1M
Employees
25
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD #120766 WALTHAM, MA
SEC
AUM
$885.4M
Employees
20