RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
RPG FAMILY WEALTH ADVISORY, LLC
CRD #158528 BURLINGTON, MA
SEC
AUM
$590.3M
Employees
21
FOREST CAPITAL PARTNERS, LLC
CRD #157355 BOSTON, MA
SEC Private Funds
AUM
$590.1M
Employees
--
SIHARUM ADVISORS, LLC
CRD #147957 BOSTON, MA
SEC
AUM
$589.9M
Employees
10
AGIS MANAGEMENT LLC
CRD #172457 BOSTON, MA
SEC Private Funds
AUM
$588.1M
Employees
16
LONGVUE ADVISORS LLC
CRD #120501 BOSTON, MA
SEC
AUM
$583.5M
Employees
--
FREEDMAN FINANCIAL ASSOCIATES, INC.
CRD #128666 PEABODY, MA
SEC
AUM
$582.7M
Employees
6
SANDIA INVESTMENT MANAGMENT LP
CRD #311098 BOSTON, MA
SEC
AUM
$581.7M
Employees
6
SANDY COVE ADVISORS, LLC
CRD #152482 HINGHAM, MA
SEC
AUM
$581.7M
Employees
8
VALUEQUEST/TA, LLC
CRD #106084 MARBLEHEAD, MA
SEC
AUM
$581.3M
Employees
--
MONUMENT GROUP WEALTH ADVISORS, LLC
CRD #111908 CONCORD, MA
SEC
AUM
$578.8M
Employees
7
DINALE MANAGEMENT, LLC
CRD #312887 BOSTON, MA
SEC Private Funds
AUM
$578.4M
Employees
9
NEW HARBOR FINANCIAL GROUP, LLC
CRD #155528 WORCESTER, MA
SEC
AUM
$576.9M
Employees
8
TWIN OAK ETF COMPANY
CRD #330365 WELLESLEY, MA
SEC
AUM
$572.3M
Employees
5
ACCESS CAPITAL STRATEGIES LLC
CRD #112358 BOSTON, MA
SEC
AUM
$572.2M
Employees
5
BAYHAWK CAPITAL LP
CRD #328829 BOSTON, MA
SEC Private Funds
AUM
$570.5M
Employees
10
SINGLE POINT PARTNERS, LLC
CRD #163793 BOSTON, MA
SEC
AUM
$567.6M
Employees
12
CLEARSTREAM INVESTMENTS, LLC
CRD #135903 BOSTON, MA
SEC
AUM
$560M
Employees
10
DIAMETRIC CAPITAL, LP
CRD #288409 BOSTON, MA
SEC Private Funds
AUM
$556.5M
Employees
13
O'ROURKE & COMPANY, INCORPORATED
CRD #132481 BOSTON, MA
SEC
AUM
$555.1M
Employees
4
THE BERRY GROUP, LLC
CRD #301876 WORCESTER, MA
SEC
AUM
$553M
Employees
4
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD #156452 WINCHESTER, MA
SEC
AUM
$549.5M
Employees
5
TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD #146220 BOSTON, MA
SEC
AUM
$549.2M
Employees
5
AEVITAS WEALTH MANAGEMENT, INC.
CRD #143873 WELLESLEY HILLS, MA
SEC
AUM
$546M
Employees
5
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD #282573 BOSTON, MA
SEC
AUM
$543.6M
Employees
11
NEW ENGLAND PORTFOLIO ADVISORS INC
CRD #105808 BOSTON, MA
SEC
AUM
$532M
Employees
5