RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
RICHARD L. SUMBERG DBA THE FINANCIAL ADVISORS
CRD #128691 ANDOVER, MA
SEC
AUM
$80.4M
Employees
10
WHITNEY PEAK CAPITAL, LP
CRD #300269 BOSTON, MA
SEC Private Funds
AUM
$80.2M
Employees
1
NULAND & ARSHAD INC
CRD #104706 BOSTON, MA
SEC Private Funds
AUM
$80.2M
Employees
2
BONACCORSI & ZABLOSKI FINANCIAL & TAX CONSULTANTS
CRD #105300 DEDHAM, MA
SEC
AUM
$79.8M
Employees
5
EMERY PARTNERS, LLC
CRD #336787 BOSTON, MA
SEC
AUM
$79.7M
Employees
2
EASTERN POINT ADVISORS INC.
CRD #107123 LYNNFIELD, MA
SEC
AUM
$78M
Employees
10
F-SQUARED RETIREMENT SOLUTIONS, LLC
CRD #157639 WELLESLEY, MA
SEC Disclosures
AUM
$75.5M
Employees
115
BALTER CAPITAL MANAGEMENT, LLC
CRD #141686 BOSTON, MA
SEC
AUM
$75.5M
Employees
5
VENUS INVESTMENT PARTNERS, LLC
CRD #136727 BOSTON, MA
SEC
AUM
$75M
Employees
5
ANDESITE MANAGEMENT COMPANY, L.P.
CRD #137076 BOSTON, MA
SEC
AUM
$74.4M
Employees
5
THE DANFORTH ASSOCIATES, INC
CRD #107781 WELLESLEY, MA
SEC
AUM
$74.1M
Employees
1
PINE COBBLE CAPITAL, LLC
CRD #157824 WELLESLEY, MA
SEC Private Funds
AUM
$73.8M
Employees
4
LEXINGTON ADVISORS, INC.
CRD #128683 LEXINGTON, MA
SEC
AUM
$70M
Employees
5
CATURANO WEALTH MANAGEMENT, LLC
CRD #125435 BOSTON, MA
SEC
AUM
$69.3M
Employees
10
ACUMEN CAPITAL MANAGEMENT LLC
CRD #135552 BOSTON, MA
SEC
AUM
$68.6M
Employees
5
SUMMIT ACCELERATOR PARTNERS, LLC
CRD #135256 BOSTON, MA
SEC
AUM
$67.8M
Employees
51
AMERICAN SHAREHOLDERS INVESTMENT CORP
CRD #105256 NANTUCKET, MA
SEC
AUM
$67.1M
Employees
1
REGIMENT CAPITAL MANAGEMENT, LLC
CRD #160952 BOSTON, MA
Private Funds
AUM
$66.9M
Employees
11
SIMPSON ALAN CARTER
CRD #107499 LEXINGTON, MA
SEC
AUM
$66.8M
Employees
1
MASSEY, JOSHUA
CRD #132336 HAMILTON, MA
SEC
AUM
$66.8M
Employees
1
CONGRESS CAPITAL PARTNERS, LLP
CRD #170030 BOSTON, MA
SEC
AUM
$65.9M
Employees
4
MIDWOOD CAPITAL MANAGEMENT, LLC
CRD #137533 BOSTON, MA
SEC
AUM
$64.7M
Employees
5
TH LEE, PUTNAM CAPITAL MANAGEMENT, L.L.C.
CRD #113285 BOSTON, MA
SEC
AUM
$64.6M
Employees
10
WELLESLEY FINANCIAL ARCHITECTS INC
CRD #110396 WELLESLEY, MA
SEC
AUM
$63.7M
Employees
5
FINANCIAL RESOURCES NETWORK INC
CRD #107651 WOBURN, MA
SEC
AUM
$63.5M
Employees
5