RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
LOCH CAPITAL MANAGEMENT LLC
CRD #136516 BOSTON, MA
SEC
AUM
$393.7M
Employees
10
SPRING LANE MANAGEMENT, LLC
CRD #290181 BOSTON, MA
SEC Private Funds
AUM
$393.1M
Employees
16
WRP MANAGEMENT, LLC
CRD #161196 BOSTON, MA
SEC Private Funds
AUM
$390.9M
Employees
--
GREAT OAK CAPITAL PARTNERS, LLC
CRD #281045 SOUTH EASTON, MA
SEC
AUM
$390.3M
Employees
7
DONOGHUE FORLINES LLC
CRD #285403 BOSTON, MA
SEC
AUM
$389.2M
Employees
8
BEACON FINANCIAL PLANNING, INC
CRD #175372 HYANNIS, MA
SEC
AUM
$388.4M
Employees
8
STONEHEARTH CAPITAL MANAGEMENT LLC
CRD #128866 DANVERS, MA
SEC
AUM
$386.7M
Employees
7
FLAGSHIP PRIVATE WEALTH, LLC
CRD #175277 WOBURN, MA
SEC
AUM
$383.3M
Employees
4
MAY HILL CAPITAL, LLC
CRD #332076 COHASSET, MA
SEC
AUM
$380.7M
Employees
3
BOSTON HARBOR WEALTH ADVISORS, LLC
CRD #282486 ACTON, MA
SEC
AUM
$379.9M
Employees
32
ASPIRE WEALTH MANAGEMENT CORPORATION
CRD #160779 WALTHAM, MA
SEC
AUM
$379.5M
Employees
4
FORT WARREN CAPITAL MANAGEMENT, LP
CRD #171941 BOSTON, MA
SEC Private Funds
AUM
$376.3M
Employees
7
BENNBRIDGE US LLC
CRD #301191 BOSTON, MA
SEC Private Funds
AUM
$371.6M
Employees
3
GOODMAN ADVISORY GROUP, LLC
CRD #285637 NEEDHAM, MA
SEC
AUM
$370.4M
Employees
8
MAIN CAPITAL PARTNERS NORTH AMERICA LLC
CRD #329886 BOSTON, MA
SEC Private Funds
AUM
$367.6M
Employees
7
FRONTLIGHT CAPITAL LP
CRD #282121 BOSTON, MA
SEC Private Funds
AUM
$366.8M
Employees
17
TURAS CAPITAL MANAGEMENT LP
CRD #336516 BOSTON, MA
SEC
AUM
$363.3M
Employees
4
PROCTOR FINANCIAL, INC.
CRD #122021 SHERBORN, MA
SEC
AUM
$363M
Employees
10
AFFINIA FINANCIAL GROUP, LLC
CRD #304665 BURLINGTON, MA
SEC
AUM
$362.9M
Employees
10
U. S. BOSTON CAPITAL CORPORATION
CRD #5251 LINCOLN, MA
SEC
AUM
$359.8M
Employees
5
COHERE CAPITAL PARTNERS, LP
CRD #305806 BOSTON, MA
SEC Private Funds
AUM
$358.9M
Employees
7
LEERINK TRANSFORMATION PARTNERS LLC
CRD #283215 BOSTON, MA
SEC Private Funds
AUM
$355.3M
Employees
8
EXCHANGE PLACE ADVISORS, LLC
CRD #125240 SUDBURY, MA
SEC
AUM
$354M
Employees
3
BAKER INVESTMENT GROUP LLC
CRD #108563 BOSTON, MA
SEC
AUM
$351.5M
Employees
10
BOSTONPREMIER WEALTH, LLC
CRD #282268 HANOVER, MA
SEC
AUM
$351.1M
Employees
7