RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
ONEWORLD INVESTMENTS LP
CRD #109403 BOSTON, MA
SEC
AUM
$230M
Employees
10
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD #309943 HINGHAM, MA
SEC
AUM
$229.2M
Employees
4
STANCE CAPITAL LLC
CRD #284267 BOSTON, MA
SEC
AUM
$228.4M
Employees
3
SEMANTEON CAPITAL MANAGEMENT, LP
CRD #289196 NEWTON, MA
SEC Private Funds
AUM
$227.8M
Employees
2
HAMMERMAN CAPITAL MANAGEMENT LLC
CRD #137823 BOSTON, MA
SEC
AUM
$227.3M
Employees
5
HARBOR ISLAND CAPITAL LLC
CRD #107457 TOPSFIELD, MA
SEC
AUM
$226.9M
Employees
2
NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD #105254 BURLINGTON, MA
SEC
AUM
$226.9M
Employees
6
ALTERNATIVE FUND ADVISORS, LLC
CRD #313109 BOSTON, MA
SEC
AUM
$226.5M
Employees
8
NORTH BAY CAPITAL MANAGEMENT, LP
CRD #162782 BOSTON, MA
SEC Private Funds
AUM
$226.3M
Employees
--
SOUTH SHORE CAPITAL ADVISORS, LLC
CRD #142915 COHASSET, MA
SEC
AUM
$226.1M
Employees
3
WOODSIDE WEALTH MANAGEMENT LLC
CRD #175118 FRAMINGHAM, MA
SEC
AUM
$226M
Employees
2
FREED INVESTMENT GROUP, LLC
CRD #140679 BOSTON, MA
SEC
AUM
$225.2M
Employees
5
THE PROGRAM WORKS, INC.
CRD #132797 NEWTON, MA
SEC
AUM
$224M
Employees
4
HERITAGE HOLDING MANAGEMENT, LP
CRD #331677 BOSTON, MA
SEC Private Funds
AUM
$222.7M
Employees
13
ATWATER WEALTH MANAGEMENT, INC.
CRD #172749 BOSTON, MA
SEC
AUM
$222M
Employees
4
IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD #108467 BOSTON, MA
SEC Private Funds
AUM
$221.9M
Employees
9
OUELLETTE WEALTH ADVISORY LLC
CRD #289242 LEXINGTON, MA
SEC
AUM
$220.7M
Employees
6
ASSET MANAGEMENT RESOURCES, LLC
CRD #145296 HYANNIS, MA
SEC
AUM
$220.7M
Employees
9
NINTH ETERNITY ASSET MANAGEMENT LLC
CRD #306985 CAMBRIDGE, MA
SEC Private Funds
AUM
$219.3M
Employees
5
BEACON INVESTMENT MANAGEMENT, LLC
CRD #122639 BOSTON, MA
SEC
AUM
$216.6M
Employees
4
VENTURE GUIDES MANAGEMENT, L.P.
CRD #324431 BOSTON, MA
Private Funds
AUM
$216.5M
Employees
19
PEGASUS INVESTMENTS INC
CRD #109450 BOSTON, MA
SEC
AUM
$216.2M
Employees
10
BEACON ASSET MANAGEMENT LLC
CRD #108684 BOSTON, MA
SEC
AUM
$216.2M
Employees
10
WAINWRIGHT ASSET MANAGEMENT LLC
CRD #108733 BOSTON, MA
SEC
AUM
$215M
Employees
5
PORTOLAN CAPITAL MANAGEMENT LLC
CRD #138440 BOSTON, MA
SEC
AUM
$215M
Employees
5