RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
FOLIUM CAPITAL LP
CRD #284801 BURLINGTON, MA
SEC Private Funds
AUM
$935.8M
Employees
10
LEXINGTON WEALTH MANAGEMENT, INC.
CRD #135507 LEXINGTON, MA
SEC
AUM
$929.2M
Employees
18
THE COLONY GROUP, LLC
CRD #111806 BOSTON, MA
SEC
AUM
$923.1M
Employees
51
ASSET STRATEGY ADVISORS, LLC
CRD #139879 NATICK, MA
SEC
AUM
$917.8M
Employees
12
KOBREN INSIGHT MANAGEMENT INC
CRD #106473 WELLESLEY HILLS, MA
SEC
AUM
$911.8M
Employees
--
NEIRG WEALTH MANAGEMENT, LLC
CRD #317032 NORTH ANDOVER, MA
SEC Private Funds
AUM
$899.3M
Employees
15
CENTURY CAPITAL MANAGEMENT, LLC
CRD #130282 BOSTON, MA
SEC
AUM
$895.4M
Employees
18
ZEVIN ASSET MANAGEMENT, LLC
CRD #165269 BOSTON, MA
SEC
AUM
$892.9M
Employees
14
SIRIOS CAPITAL MANAGEMENT, L.P.
CRD #160580 BOSTON, MA
SEC Private Funds
AUM
$892.5M
Employees
15
WINSLOW, EVANS & CROCKER, INC.
CRD #29686 BOSTON, MA
SEC Disclosures
AUM
$889.4M
Employees
49
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD #120766 WALTHAM, MA
SEC
AUM
$885.4M
Employees
20
SACHETTA, LLC
CRD #145713 LYNNFIELD, MA
SEC
AUM
$884.1M
Employees
25
RFG - BRISTOL WEALTH ADVISORS, LLC
CRD #330145 TAUNTON, MA
SEC
AUM
$876.5M
Employees
8
BRAVER WEALTH MANAGEMENT, LLC
CRD #104747 NEEDHAM, MA
SEC
AUM
$875.5M
Employees
21
PROMETHOS CAPITAL, LLC
CRD #300915 BOSTON, MA
SEC
AUM
$875.3M
Employees
4
WESTON PRESIDIO SERVICE COMPANY, LLC
CRD #160473 BOSTON, MA
Private Funds
AUM
$874.8M
Employees
7
VERDAD ADVISERS, L.P.
CRD #171048 BOSTON, MA
SEC Private Funds
AUM
$867.3M
Employees
7
CLEAR BROOK ADVISORS, INC.
CRD #132045 BOSTON, MA
SEC
AUM
$867.1M
Employees
7
FIDELITY PERSONAL TRUST COMPANY, FSB
CRD #109516 BOSTON, MA
SEC
AUM
$857.1M
Employees
51
BNY MELLON INVESTOR SOLUTIONS, LLC
CRD #277132 BOSTON, MA
SEC
AUM
$853M
Employees
54
HERMES FUND MANAGERS (NORTH AMERICA) LP
CRD #151800 BOSTON, MA
SEC
AUM
$841.5M
Employees
11
BEACON FIDUCIARY ADVISORS, INC.
CRD #107201 BOSTON, MA
SEC
AUM
$835.6M
Employees
10
LIBERTY ADVISORY SERVICES CORP
CRD #106035 BOSTON, MA
SEC
AUM
$834.3M
Employees
10
DION MONEY MANAGEMENT INC
CRD #110914 WILLIAMSTOWN, MA
SEC
AUM
$822.5M
Employees
--
PINNACLE PRIVATE WEALTH, LLC
CRD #170315 BURLINGTON, MA
SEC
AUM
$820.3M
Employees
17