RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
ARMSTRONG ADVISORY GROUP INC.
CRD #318662 NEEDHAM, MA
SEC
AUM
$1.4B
Employees
22
BEACON CAPITAL PARTNERS, LLC
CRD #158137 BOSTON, MA
SEC Private Funds
AUM
$1.4B
Employees
111
J.M. FORBES & CO. LLP
CRD #107422 BOSTON, MA
SEC
AUM
$1.4B
Employees
20
FIRST TRUST DIRECT INDEXING L.P.
CRD #297760 BOSTON, MA
SEC
AUM
$1.4B
Employees
8
BINGHAM LEGG ADVISERS LLC
CRD #109637 BOSTON, MA
SEC
AUM
$1.4B
Employees
--
NCP GROUP, LP
CRD #293803 BOSTON, MA
SEC Private Funds
AUM
$1.4B
Employees
26
VALENCE8 US LP
CRD #317389 CAMBRIDGE, MA
SEC Private Funds
AUM
$1.4B
Employees
7
FIDUCIARY WEALTH PARTNERS, LLC
CRD #160696 NEWTON LOWER FALLS, MA
SEC
AUM
$1.4B
Employees
9
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
CRD #105060 BOSTON, MA
SEC
AUM
$1.4B
Employees
14
PAR CAPITAL MANAGEMENT, INC.
CRD #156596 BOSTON, MA
SEC Private Funds
AUM
$1.4B
Employees
13
FIRST NATIONAL ADVISORS LLC
CRD #120859 ROCKLAND, MA
SEC
AUM
$1.4B
Employees
10
FOSTER DYKEMA CABOT & CO., INCORPORATED
CRD #11723 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
14
THL EQUITY ADVISORS III LIMITED PARTNERSHIP
CRD #110633 BOSTON, MA
SEC
AUM
$1.3B
Employees
--
RAMPART INVESTMENT MANAGEMENT CO INC
CRD #111673 BOSTON, MA
SEC
AUM
$1.3B
Employees
11
EQUITY RESOURCE INVESTMENTS, LLC
CRD #161186 CAMBRIDGE, MA
SEC Private Funds
AUM
$1.3B
Employees
25
WINGATE WEALTH ADVISORS, INC.
CRD #105012 LEXINGTON, MA
SEC
AUM
$1.3B
Employees
24
CRESTWOOD ADVISORS LLC
CRD #125361 BOSTON, MA
SEC
AUM
$1.3B
Employees
23
DAINTREE ADVISORS LLC
CRD #153197 BOSTON, MA
SEC
AUM
$1.3B
Employees
27
CLOUGH CAPITAL PARTNERS, LP
CRD #131257 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
11
AMERICAN INVESTMENT SERVICES INC
CRD #110043 GREAT BARRINGTON, MA
SEC
AUM
$1.3B
Employees
10
CAMBRIDGE SQUARE CAPITAL, LP
CRD #286382 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
14
CLARO ADVISORS INC.
CRD #160294 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
22
MARBLE HARBOR INVESTMENT COUNSEL, LLC
CRD #138538 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
10
CATHOLIC INVESTMENT SERVICES, INC.
CRD #172467 BOSTON, MA
SEC Private Funds
AUM
$1.3B
Employees
6
BAY COLONY ADVISORY GROUP, INC.
CRD #152583 CONCORD, MA
SEC
AUM
$1.3B
Employees
36