RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
RDC CAPITAL PARTNERS LP
CRD #281480 BOSTON, MA
Private Funds
AUM
$288.7M
Employees
9
SUMMIT PARTNERS SD III, LLC
CRD #135269 BOSTON, MA
SEC
AUM
$288.2M
Employees
51
SUMMIT PARTNERS SD III, L.P.
CRD #135270 BOSTON, MA
SEC
AUM
$288.2M
Employees
51
PELICAN INVESTMENT MANAGEMENT
CRD #115638 BOSTON, MA
SEC
AUM
$287.5M
Employees
10
ROCKINGSTONE ADVISORS LLC
CRD #149592 GREAT BARRINGTON, MA
SEC
AUM
$285.8M
Employees
2
SALUS CAPITAL PARTNERS II, LLC
CRD #166574 NEEDHAM HEIGHTS, MA
SEC Private Funds
AUM
$285.7M
Employees
14
SALEM CAPITAL MANAGEMENT INC
CRD #108622 WOBURN, MA
SEC
AUM
$285M
Employees
5
BOSTON FAMILY ADVISORS LLC
CRD #299060 BOSTON, MA
SEC Private Funds
AUM
$284.9M
Employees
11
FAYERWEATHER MANAGEMENT, LLC
CRD #187517 CAMBRIDGE, MA
SEC Private Funds
AUM
$284M
Employees
3
ANCHOR/RUSSELL CAPITAL ADVISORS LLC
CRD #105331 BOSTON, MA
SEC
AUM
$282.2M
Employees
6
ASSETGRADE, LLC
CRD #168779 BOSTON, MA
SEC
AUM
$281.8M
Employees
3
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD #291599 WEST TISBURY, MA
SEC
AUM
$280.7M
Employees
6
WORLDLY PARTNERS MANAGEMENT, LLC
CRD #309792 NEEDHAM, MA
SEC Private Funds
AUM
$277.6M
Employees
10
RMR ADVISORS LLC
CRD #123525 NEWTON, MA
SEC
AUM
$276.6M
Employees
10
HART & PATTERSON FINANCIAL GROUP, LLC
CRD #310639 AMHERST, MA
SEC
AUM
$275.6M
Employees
4
FINANCIALLY IN TUNE, LLC
CRD #156200 STONEHAM, MA
SEC
AUM
$273.9M
Employees
4
KELLY, WILLIAM, ANTHONY
CRD #127462 BRAINTREE, MA
SEC
AUM
$273.6M
Employees
8
CROW POINT PARTNERS, LLC
CRD #141836 BOSTON, MA
SEC Private Funds
AUM
$273.6M
Employees
5
BERKSHIRE REALTY VENTURES, L.L.C.
CRD #163834 BOSTON, MA
SEC Private Funds
AUM
$270.4M
Employees
10
10TALENTS INVESTORS, LLC
CRD #262786 FOXBOROUGH, MA
SEC Private Funds
AUM
$268.2M
Employees
6
WPH GP, LLC
CRD #295192 BOSTON, MA
SEC Private Funds
AUM
$266.7M
Employees
11
NYES LEDGE CAPITAL MANAGEMENT, LLC
CRD #156746 BOSTON, MA
SEC Private Funds
AUM
$265.9M
Employees
4
HIGHER MOMENT CAPITAL LP
CRD #286695 BOSTON, MA
Private Funds
AUM
$263M
Employees
10
PUREFI WEALTH, LLC
CRD #328459 BOSTON, MA
SEC
AUM
$262.5M
Employees
7
TRITON FINANCIAL GROUP, INC.
CRD #153048 MARLBOROUGH, MA
SEC
AUM
$261.3M
Employees
4