RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
ECM U.S. INC.
CRD #226605 COHASSET, MA
SEC Private Funds
AUM
$455.6M
Employees
1
HLM MANAGEMENT CO., LLC
CRD #162337 WALTHAM, MA
SEC Private Funds
AUM
$455.4M
Employees
14
GMO AUSTRALASIA LLC
CRD #109320 BOSTON, MA
SEC
AUM
$452.9M
Employees
501
PEAK FINANCIAL MANAGEMENT INC
CRD #110559 WELLESLEY, MA
SEC
AUM
$452.7M
Employees
9
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CRD #309546 WALTHAM, MA
SEC
AUM
$452.2M
Employees
9
EAST BRIDGE CAPITAL MANAGEMENT LP
CRD #167207 BOSTON, MA
SEC Private Funds
AUM
$451.2M
Employees
5
CARL P. SHERR & CO., LLC
CRD #3394 WORCESTER, MA
SEC
AUM
$450.5M
Employees
5
ALLIANCE PRIVATE WEALTH, LLC
CRD #316612 NORTH READING, MA
SEC
AUM
$449.6M
Employees
10
GB CREDIT PARTNERS, LLC
CRD #159492 BOSTON, MA
Private Funds
AUM
$447.8M
Employees
--
RESOLUTE FINANCIAL, LLC
CRD #125739 NEWBURYPORT, MA
SEC
AUM
$443.8M
Employees
7
BROMFIELD SNEIDER WEALTH ADVISORS, INC.
CRD #125623 WESTWOOD, MA
SEC
AUM
$436.7M
Employees
4
BYRNE FINANCIAL FREEDOM, LLC
CRD #167893 FRANKLIN, MA
SEC
AUM
$435.7M
Employees
10
POINT ALLERTON LLC
CRD #126144 QUINCY, MA
Private Funds
AUM
$435.7M
Employees
6
VIA GLOBAL ADVISORS LLC
CRD #171399 BROOKLINE, MA
SEC Disclosures
AUM
$435.6M
Employees
5
FLOREK FINANCIAL, LLC
CRD #152235 DUXBURY, MA
SEC
AUM
$432M
Employees
2
MCCARTER PRIVATE WEALTH SERVICES LLC
CRD #108191 BOSTON, MA
SEC
AUM
$427.7M
Employees
6
WELLESLEY INVESTMENT PARTNERS, LLC
CRD #144984 WELLESLEY, MA
SEC
AUM
$419.5M
Employees
9
SIGNATOR FINANCIAL SERVICES, INC.
CRD #19061 BOSTON, MA
SEC
AUM
$409.4M
Employees
73
FRONTIER PERFORMANCE ADVISERS LP
CRD #107482 BOSTON, MA
SEC
AUM
$407M
Employees
5
WEALTH EFFECTS LLC
CRD #315244 BOSTON, MA
SEC
AUM
$405.8M
Employees
16
AURORA FINANCIAL ADVISORS, LLC
CRD #120985 WELLESLEY, MA
SEC
AUM
$404.4M
Employees
11
MARATHON CAPITAL GROUP LLC
CRD #109306 BOSTON, MA
SEC
AUM
$403.6M
Employees
5
424 CAPITAL, LLC
CRD #167462 WAKEFIELD, MA
SEC Private Funds
AUM
$396.7M
Employees
20
NOBLE PARTNERS, L.P.
CRD #136951 BOSTON, MA
SEC
AUM
$395M
Employees
10
BEATON MANAGEMENT CO INC
CRD #104728 HAVERHILL, MA
SEC
AUM
$394.4M
Employees
2