RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
KALEEL INVESTMENT ADVISORS, LLC
CRD #131216 BOSTON, MA
SEC
AUM
$127.6M
Employees
2
VINCENT WEALTH ADVISORS, LLC
CRD #332759 HINGHAM, MA
SEC
AUM
$127.3M
Employees
2
RAPTOR CAPITAL MANAGEMENT LP
CRD #161118 BOSTON, MA
Private Funds
AUM
$127.1M
Employees
25
DAVID WITHERBEE & ASSOCIATES, INC.
CRD #109294 CONCORD, MA
SEC
AUM
$127M
Employees
3
FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD #327502 NORTH ANDOVER, MA
SEC
AUM
$126.6M
Employees
3
J.R. PRUNIER CAPITAL MANAGEMENT LLC
CRD #321026 HOLDEN, MA
SEC
AUM
$126.2M
Employees
1
THE PRACTICAL PLANNER, LLC
CRD #130601 GROTON, MA
SEC
AUM
$125.5M
Employees
2
TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
CRD #282041 GREENFIELD, MA
SEC
AUM
$125M
Employees
4
SEAMANS CAPITAL MANAGEMENT, LLC
CRD #118404 WALTHAM, MA
SEC Private Funds
AUM
$124.8M
Employees
8
INTEGRITY FINANCIAL ADVISORS, LLC
CRD #313369 WOBURN, MA
SEC Disclosures
AUM
$124.4M
Employees
10
PLASTRIDGE JOEL FLETCHER
CRD #108577 NEWBURYPORT, MA
SEC
AUM
$124.3M
Employees
1
RIGHTHAND CAPITAL, LLC
CRD #307517 WEST NEWTON, MA
SEC
AUM
$124M
Employees
3
MCCUSKER, JAMES
CRD #127249 CHELMSFORD, MA
SEC
AUM
$122.5M
Employees
2
SUMMIT PARTNERS SD IV, L.P.
CRD #146425 BOSTON, MA
SEC
AUM
$121.5M
Employees
51
COVALENT PARTNERS LLC
CRD #140494 CONCORD, MA
SEC Private Funds
AUM
$121M
Employees
4
BOYD FINANCIAL STRATEGIES, INC.
CRD #107505 AUBURN, MA
SEC
AUM
$121M
Employees
3
WILTON ASSET MANAGEMENT LLC
CRD #108821 BOSTON, MA
SEC Private Funds
AUM
$119.7M
Employees
6
FIREMAN CAPITAL PARTNERS LLC
CRD #162290 WALTHAM, MA
Private Funds
AUM
$119.4M
Employees
9
HERITAGE WEALTH MANAGEMENT, INC.
CRD #159158 MEDFORD, MA
SEC
AUM
$118.3M
Employees
2
IBS CAPITAL LLC
CRD #160585 MEDFIELD, MA
SEC Private Funds
AUM
$117.9M
Employees
4
NEW SUMMIT INVESTMENTS LLC
CRD #285219 MANCHESTER, MA
SEC Private Funds
AUM
$117M
Employees
10
RIP ROAD CAPITAL PARTNERS LP
CRD #297998 BOSTON, MA
SEC Private Funds
AUM
$116.8M
Employees
4
RHEECO, INC.
CRD #301106 NATICK, MA
SEC
AUM
$116.2M
Employees
3
WINSLOW MANAGEMENT COMPANY, LLC
CRD #135664 BOSTON, MA
SEC
AUM
$115.8M
Employees
--
SYMMETRIC CAPITAL, LLC
CRD #160936 BURLINGTON, MA
Private Funds
AUM
$115.2M
Employees
7