RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
CREW MICHAEL JOHN
CRD #104877 FALMOUTH, MA
SEC
AUM
$143.8M
Employees
3
SEAWALL CAPITAL MANAGEMENT, LLC
CRD #149834 BOSTON, MA
SEC Private Funds
AUM
$143.5M
Employees
1
BEACON FINANCIAL PLANNING, INC.
CRD #128757 SOUTH EASTON, MA
SEC
AUM
$143.2M
Employees
6
CARRTHAXTON FINANCIAL GROUP, LLC
CRD #174135 LEXINGTON, MA
SEC
AUM
$139.8M
Employees
6
FAMILY CAPITAL FIDUCIARY LLC
CRD #112220 BOSTON, MA
SEC
AUM
$139.7M
Employees
10
GLOBAL DELTA CAPITAL, LLC
CRD #324485 BOSTON, MA
SEC Private Funds
AUM
$137.9M
Employees
13
RENAISSANCE INVESTMENT GROUP, LLC
CRD #108615 PITTSFIELD, MA
SEC
AUM
$137.8M
Employees
10
JOHN HANCOCK DISTRIBUTORS LLC
CRD #5249 BOSTON, MA
SEC
AUM
$137.4M
Employees
5
BLUEBIRD WEALTH MANAGEMENT LLC
CRD #293420 MEDFIELD, MA
SEC
AUM
$136.8M
Employees
5
BLUE MOON CAPITAL MANAGEMENT LLC
CRD #311941 BOSTON, MA
SEC Private Funds
AUM
$136.5M
Employees
11
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD #111456 DEDHAM, MA
SEC
AUM
$136M
Employees
1
CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD #140967 BURLINGTON, MA
SEC
AUM
$135.2M
Employees
7
MINDORO CAPITAL PARTNERS LLC
CRD #328488 BOSTON, MA
SEC
AUM
$134.3M
Employees
8
NORTHERN PINES CAPITAL, LLC
CRD #162260 BOSTON, MA
Private Funds
AUM
$134.3M
Employees
4
BETRO MILESZKO & COMPANY, LLC
CRD #145184 FOXBORO, MA
SEC
AUM
$133.3M
Employees
2
COLRAIN CAPITAL LLC
CRD #118098 BOSTON, MA
SEC
AUM
$132.8M
Employees
4
DELPHINUS FINANCIAL ADVISORS, LLC
CRD #152952 MANSFIELD, MA
SEC
AUM
$132.6M
Employees
2
BRADWAY FINANCIAL, LLC
CRD #117480 LONGMEADOW, MA
SEC Private Funds
AUM
$132.4M
Employees
6
ADCM, LLC
CRD #150814 PITTSFIELD, MA
SEC
AUM
$132.4M
Employees
4
NEW ENGLAND SCHOONER, INC.
CRD #129552 PEABODY, MA
SEC
AUM
$130.8M
Employees
5
PROFICIENT WEALTH COUNSELORS, LLC
CRD #152640 NORWOOD, MA
SEC
AUM
$129.7M
Employees
1
THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD #172369 NEEDHAM, MA
SEC
AUM
$129.6M
Employees
2
ATLANTIC CAPITAL MANAGEMENT, INC.
CRD #128361 HOLLISTON, MA
SEC
AUM
$128.8M
Employees
3
PW CAPITAL LLC
CRD #146816 BOSTON, MA
SEC
AUM
$128M
Employees
5
D.G. CAPITAL MANAGEMENT TRUST
CRD #119283 BOSTON, MA
SEC Private Funds
AUM
$127.9M
Employees
4