RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
ARCTARIS IMPACT INVESTORS, LLC
CRD #306898 WELLESLEY, MA
SEC Private Funds
AUM
$351M
Employees
27
TAYLOR WEALTH MANAGEMENT PARTNERS LLC
CRD #170457 BOSTON, MA
SEC
AUM
$347.3M
Employees
5
THE DE BURLO GROUP,INC.
CRD #107192 BOSTON, MA
SEC
AUM
$346.5M
Employees
10
JONATHAN D. POND, LLC
CRD #131395 NEWTON, MA
SEC
AUM
$346.4M
Employees
3
LEERINK PHARMACEUTICAL INVESTMENTS LLC
CRD #172514 BOSTON, MA
Private Funds
AUM
$346.2M
Employees
12
MONARCH PARTNERS ASSET MANAGEMENT LLC
CRD #152727 BOSTON, MA
SEC Private Funds
AUM
$345.5M
Employees
7
CLARENDON PRIVATE LLC
CRD #316616 BOSTON, MA
SEC
AUM
$344.3M
Employees
9
COOPER LAPMAN FINANCIAL, LLC
CRD #149971 BOSTON, MA
SEC
AUM
$341.4M
Employees
4
AUOUR INVESTMENTS LLC
CRD #173392 WOBURN, MA
SEC
AUM
$340.9M
Employees
7
CUTLER CAPITAL MANAGEMENT LLC
CRD #107463 WORCESTER, MA
SEC Private Funds
AUM
$339.9M
Employees
9
DELESSERT FINANCIAL SERVICES INC
CRD #106005 WALTHAM, MA
SEC
AUM
$339.8M
Employees
6
MRM-HORIZON ADVISORS, LLC
CRD #130585 BOSTON, MA
SEC Private Funds
AUM
$338.3M
Employees
4
JULEX CAPITAL MANAGEMENT, LLC
CRD #166053 NATICK, MA
SEC
AUM
$335.7M
Employees
3
FONTANA CAPITAL, L.L.C.
CRD #133554 BOSTON, MA
SEC
AUM
$331.2M
Employees
10
ALTA COMMUNICATIONS, INC.
CRD #162041 CONCORD, MA
Private Funds
AUM
$329.5M
Employees
--
COX CAPITAL MANAGEMENT LLC
CRD #117593 ANDOVER, MA
SEC
AUM
$328.7M
Employees
5
RF&L WEALTH MANAGEMENT, LLC
CRD #140210 ACTON, MA
SEC
AUM
$325.4M
Employees
3
BARCA CAPITAL, LLC
CRD #263786 NEWTON, MA
SEC Private Funds
AUM
$324.5M
Employees
3
PERENNIAL ADVISORS GROUP, LLC
CRD #128600 WESTFORD, MA
SEC
AUM
$324M
Employees
4
WEALTH MANAGEMENT ADVISORS, LLC
CRD #117764 TEWKSBURY, MA
SEC
AUM
$321.8M
Employees
4
ZEVIN ASSET MANAGEMENT, LLC
CRD #108151 BOSTON, MA
SEC
AUM
$321.4M
Employees
6
BALTER LIQUID ALTERNATIVES, LLC
CRD #169416 BOSTON, MA
SEC
AUM
$321.3M
Employees
12
BACK BAY FINANCIAL GROUP, INC.
CRD #108070 BOSTON, MA
SEC
AUM
$319.6M
Employees
10
LIVELIFE CAPITAL PARTNERS LLC
CRD #290008 SOUTHBOROUGH, MA
SEC
AUM
$318.7M
Employees
8
GAGE WILEY GROUP INC
CRD #106518 NORTHAMPTON, MA
SEC
AUM
$314.5M
Employees
12