RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
CUTTER FINANCIAL GROUP LLC
CRD #290016 FALMOUTH, MA
SEC
AUM
$214.7M
Employees
6
OLD NORTH ADVISORS, LLC
CRD #132848 BOSTON, MA
SEC
AUM
$214.2M
Employees
3
RICHARDSON FINANCIAL SERVICES INC.
CRD #130715 MEDWAY, MA
SEC
AUM
$212.9M
Employees
5
COPPERTREE?, LLC
CRD #175222 WORCESTER, MA
SEC
AUM
$212M
Employees
4
OT MANAGEMENT, LLC
CRD #284192 BOSTON, MA
SEC Private Funds
AUM
$211.2M
Employees
5
HIGH STREET REALTY COMPANY, LLC
CRD #168416 BOSTON, MA
SEC Private Funds
AUM
$209.9M
Employees
15
ALTSCHULER, JAMES STEPHEN
CRD #130004 LEXINGTON, MA
SEC
AUM
$209.6M
Employees
3
BARKER FINANCIAL GROUP, INC.
CRD #116817 TOPSFIELD, MA
SEC Disclosures
AUM
$209.4M
Employees
3
ARCADIA FUNDS, LLC
CRD #166087 BURLINGTON, MA
SEC Private Funds
AUM
$208.5M
Employees
9
LEXINGTON/BRIDGEWATER WEALTH MANAGEMENT, LLC
CRD #132068 LEXINGTON, MA
SEC
AUM
$208M
Employees
10
GEODE CAPITAL MANAGEMENT LP
CRD #132365 BOSTON, MA
SEC Private Funds
AUM
$207.8M
Employees
102
ALAPOCAS INVESTMENT PARTNERS, INC.
CRD #300841 BEVERLY, MA
SEC
AUM
$206.6M
Employees
4
FAMILY FIDUCIARY SERVICES, INC.
CRD #146339 BEVERLY, MA
SEC
AUM
$204.8M
Employees
6
ORVIETO PARTNERS, L.P.
CRD #313475 BOSTON, MA
SEC Private Funds
AUM
$204.5M
Employees
4
THE CLIFFORD GROUP LLC
CRD #318897 WAYLAND, MA
SEC
AUM
$204.2M
Employees
7
NORTH RUN CAPITAL, LP
CRD #157922 BOSTON, MA
Private Funds
AUM
$204.1M
Employees
6
ONE CHARLES PRIVATE WEALTH, LLC
CRD #281121 HINGHAM, MA
SEC
AUM
$204M
Employees
7
ONE STONE GLOBAL LLC
CRD #175052 BOSTON, MA
SEC
AUM
$203.9M
Employees
1
NDVR, INC.
CRD #310602 BOSTON, MA
SEC
AUM
$203.8M
Employees
14
ADAMS HARKNESS ASSET MANAGEMENT, INC.
CRD #133103 BOSTON, MA
SEC
AUM
$203.1M
Employees
10
GRACE CAPITAL
CRD #139771 QUINCY, MA
SEC
AUM
$202.8M
Employees
4
LITTLE HARBOR ADVISORS, LLC
CRD #168700 MARBLEHEAD, MA
SEC Private Funds
AUM
$202.1M
Employees
12
SMITH WILLIAM BRUCE
CRD #107543 GRAFTON, MA
SEC
AUM
$202M
Employees
5
VODIA CAPITAL, LLC
CRD #131751 LINCOLN, MA
SEC Private Funds
AUM
$202M
Employees
5
ALBERT D MASON INC
CRD #107412 BOSTON, MA
SEC Private Funds
AUM
$202M
Employees
7