RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
ARTEMIS FINANCIAL ADVISORS LLC
CRD #146203 BOSTON, MA
SEC
AUM
$313.1M
Employees
4
SAWYER & CO INC
CRD #112849 BOSTON, MA
SEC Disclosures
AUM
$313.1M
Employees
4
FINANCIAL PLANNING SOLUTIONS, LLC
CRD #168211 AUBURNDALE, MA
SEC
AUM
$312.4M
Employees
8
ABRY PARTNERS, LLC
CRD #161153 BOSTON, MA
SEC Private Funds
AUM
$311.1M
Employees
3
LENK LADNER INVESTMENT SOLUTIONS LLC
CRD #109927 OSTERVILLE, MA
SEC
AUM
$310.6M
Employees
3
THOMPSON WEALTH MANAGEMENT, LTD.
CRD #108313 CONCORD, MA
SEC
AUM
$310M
Employees
6
M3 ADVISORY GROUP, LLC
CRD #156208 NEEDHAM HEIGHTS, MA
SEC
AUM
$310M
Employees
5
MELFA WEALTH MANAGEMENT, INC.
CRD #315131 WESTBOROUGH, MA
SEC
AUM
$309.5M
Employees
6
THE DARROW COMPANY, INC.
CRD #105679 NEEDHAM, MA
SEC
AUM
$308.1M
Employees
6
CADENCE WEALTH MANAGEMENT LLC
CRD #155080 WESTBOROUGH, MA
SEC
AUM
$305.4M
Employees
8
ABBOT FINANCIAL MANAGEMENT, INC
CRD #111040 ANDOVER, MA
SEC
AUM
$303M
Employees
4
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
CRD #171813 NORWELL, MA
SEC
AUM
$302.4M
Employees
5
TAYLOR INVESTMENT ASSOCIATES LTD
CRD #106083 BOSTON, MA
SEC
AUM
$300.1M
Employees
--
FAIRFIELD FINANCIAL ADVISORS LTD
CRD #106408 WELLESLEY, MA
SEC
AUM
$298.1M
Employees
4
ALLMERICA INVESTMENT MANAGEMENT CO INC
CRD #105796 WORCESTER, MA
SEC
AUM
$297.4M
Employees
5
CLAYBROOK CAPITAL, LLC
CRD #286209 WELLESLEY, MA
SEC
AUM
$295.8M
Employees
3
SPRING LAKE EQUITY GP LLC
CRD #167613 BURLINGTON, MA
SEC Private Funds
AUM
$295M
Employees
3
ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD #149991 TOPSFIELD, MA
SEC
AUM
$293.6M
Employees
5
ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC
CRD #285607 BOSTON, MA
SEC Private Funds
AUM
$293.6M
Employees
13
FASA, LLC
CRD #139488 BOSTON, MA
SEC Private Funds
AUM
$292.2M
Employees
3
COTTAGE STREET ADVISORS, LLC
CRD #173487 MARION, MA
SEC
AUM
$290.2M
Employees
3
18NORTH ADVISORS LLC
CRD #298273 BOSTON, MA
SEC Private Funds
AUM
$289.8M
Employees
27
GOOD HARBOR ADVISORS, INC.
CRD #143492 GLOUCESTER, MA
SEC
AUM
$289.7M
Employees
4
ANDOVER CAPITAL ADVISORS L.P.
CRD #128977 ANDOVER, MA
SEC
AUM
$289.5M
Employees
5
MARATHON WEALTH ADVISORS, LLC
CRD #338006 BOSTON, MA
SEC
AUM
$289.1M
Employees
6