RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
FULHAM & CO, INC.
CRD #158374 WELLESLEY, MA
SEC Private Funds
AUM
$201.8M
Employees
11
KANAME CAPITAL, L.P.
CRD #300565 BOSTON, MA
SEC Private Funds
AUM
$201.7M
Employees
5
CAPITAL IMPACT ADVISORS, LLC
CRD #168313 BOSTON, MA
SEC
AUM
$201.2M
Employees
5
PARK STATE ASSET MANAGEMENT LLC
CRD #336573 BEVERLY, MA
SEC
AUM
$200.3M
Employees
6
SUCCESSFUL MONEY STRATEGIES INC
CRD #109829 FALL RIVER, MA
SEC
AUM
$199.1M
Employees
3
STRATEGIC PLANNING GROUP, INC.
CRD #124855 WELLESLEY, MA
SEC
AUM
$198.9M
Employees
3
CAPE ANN CAPITAL, INC.
CRD #128942 MANCHESTER, MA
SEC Disclosures
AUM
$198.8M
Employees
3
WINDSAIL CAPITAL GROUP, LLC
CRD #165352 BOSTON, MA
Private Funds
AUM
$196.3M
Employees
6
1620 INVESTMENT ADVISORS, INC.
CRD #119262 PLYMOUTH, MA
SEC
AUM
$196.1M
Employees
6
TECH SQUARE TRADING LP
CRD #283757 WELLESLEY, MA
Private Funds
AUM
$195M
Employees
5
APEX INVESTMENT GROUP, LLC
CRD #333593 HUDSON, MA
SEC
AUM
$194.6M
Employees
4
ETRE LLC
CRD #121355 CAMBRIDGE, MA
SEC
AUM
$192.1M
Employees
3
WINDHAM CAPITAL MANAGEMENT, LLC
CRD #110539 CAMBRIDGE, MA
SEC Private Funds
AUM
$192.1M
Employees
9
WERNAU ASSET MANAGEMENT INC.
CRD #129473 GLOUCESTER, MA
SEC
AUM
$191.3M
Employees
2
033 ASSET MANAGEMENT LLC
CRD #110245 BOSTON, MA
SEC
AUM
$190M
Employees
--
BTS ASSET MANAGEMENT INC
CRD #105215 LINCOLN, MA
SEC Disclosures
AUM
$188.8M
Employees
17
ROTHWELL INVESTMENT ADVISORS LLC
CRD #337504 SALEM, MA
SEC
AUM
$188.7M
Employees
4
CONCORDIA WEALTH MANAGEMENT, LLC
CRD #164278 CONCORD, MA
SEC
AUM
$188.7M
Employees
3
HERITAGE CAPITAL MANAGEMENT INC
CRD #107845 BOSTON, MA
SEC
AUM
$186.8M
Employees
10
THE HARVEST GROUP WEALTH MANAGEMENT, LLC
CRD #283572 WALTHAM, MA
SEC
AUM
$185.8M
Employees
7
CRAWFORD FUND MANAGEMENT, LLC
CRD #158659 BOSTON, MA
SEC Private Funds
AUM
$184.7M
Employees
4
DWORSKY ALAN JACOB
CRD #106703 BOSTON, MA
SEC
AUM
$184.6M
Employees
5
FLYING POINT FINANCIAL, INC.
CRD #107915 NORTH ANDOVER, MA
SEC
AUM
$184M
Employees
5
KRAEMATON INVESTMENT ADVISORS, INC
CRD #126869 BRAINTREE, MA
SEC
AUM
$183.3M
Employees
2
SECHREST FINANCIAL SERVICES LLC
CRD #128688 ACTON, MA
SEC
AUM
$183.2M
Employees
4