RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
DIVERSIFIED FINANCIAL MANAGEMENT INC.
CRD #127264 NORWELL, MA
SEC
AUM
$114.9M
Employees
2
SKKY PARTNERS, LP
CRD #325101 BOSTON, MA
Private Funds Disclosures
AUM
$114.4M
Employees
10
TWIN GRYPHON ADVISORS LLC
CRD #297264 MARSHFIELD, MA
SEC Private Funds
AUM
$113.5M
Employees
4
RE CDO MANAGEMENT LLC
CRD #161222 BOSTON, MA
Private Funds
AUM
$113M
Employees
5
SAVIOR LLC
CRD #299178 WELLESLEY, MA
SEC Private Funds
AUM
$111.5M
Employees
3
MOORE FINANCIAL ADVISORS, LTD.
CRD #130421 BELMONT, MA
SEC
AUM
$111.1M
Employees
4
SAGE ADVISORY GROUP, LLC
CRD #136362 BOSTON, MA
SEC Disclosures
AUM
$111M
Employees
1
SIGNAL RIDGE CAPITAL PARTNERS, LLC
CRD #167576 FRAMINGHAM, MA
SEC
AUM
$110.6M
Employees
4
MOORS & CABOT INC
CRD #110869 BOSTON, MA
SEC
AUM
$110.1M
Employees
251
RANGE ROCK CAPITAL LLC
CRD #334203 WELLESLEY, MA
SEC Private Funds
AUM
$109.8M
Employees
3
BREAKWATER FINANCIAL, LLC
CRD #282401 NEEDHAM, MA
SEC
AUM
$109.8M
Employees
1
ALLOCATION PLUS ASSET MANAGEMENT CO INC
CRD #106767 BOSTON, MA
SEC
AUM
$108.5M
Employees
5
CAPITAL SECURITY ADVISORS LLC
CRD #170059 BOSTON, MA
Private Funds
AUM
$108M
Employees
5
INVESTMENT MANAGEMENT TRUST, LLC
CRD #129456 FITCHBURG, MA
SEC
AUM
$106.6M
Employees
1
BLUEDOOR PRIVATE WEALTH, LLC
CRD #301907 BEVERLY, MA
SEC
AUM
$105.9M
Employees
6
AEW ADVISORS INC
CRD #108621 BOSTON, MA
SEC
AUM
$105.2M
Employees
10
EASTWARD CAPITAL PARTNERS, LLC
CRD #161422 WEST NEWTON, MA
SEC Private Funds
AUM
$104.8M
Employees
12
FAMILY FINANCIAL ARCHITECTS, INC.
CRD #108071 NATICK, MA
SEC
AUM
$104.5M
Employees
5
BURL CAPITAL, LLC
CRD #143399 BOSTON, MA
SEC Private Funds
AUM
$103.1M
Employees
4
BOSTON RETIREMENT ADVISORS,LLC
CRD #116572 DEDHAM, MA
SEC
AUM
$102.4M
Employees
6
FAMILY PARTNERS CAPITAL, LLC
CRD #304176 HAMILTON, MA
SEC
AUM
$102M
Employees
2
DAVIS MICHAEL KIM
CRD #107215 MARION, MA
SEC
AUM
$101.5M
Employees
1
KNOTT ASSET MANAGEMENT, LLC
CRD #141640 CAMBRIDGE, MA
SEC
AUM
$101.3M
Employees
10
CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD #288017 BURLINGTON, MA
SEC
AUM
$100.8M
Employees
1
BUTTERWORTH FINANCIAL LLC
CRD #325026 DANVERS, MA
SEC
AUM
$100.3M
Employees
1