RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
GANSON & COMPANY FIDUCIARY SERVICES
CRD #133263 BOSTON, MA
SEC
AUM
$63M
Employees
5
FINARC LLC
CRD #107487 NEEDHAM, MA
SEC
AUM
$62.5M
Employees
1
CAMBRIDGE TRUSTEE ADVISORS INC
CRD #106149 WELLESLEY HILLS, MA
SEC
AUM
$62.4M
Employees
1
PORT ONE INVESTMENTS LLC
CRD #321725 BOSTON, MA
SEC Private Funds
AUM
$62.1M
Employees
5
WS SECURITIES INC
CRD #106910 LENOX, MA
SEC
AUM
$61.7M
Employees
6
GLOBALIS INVESTMENTS, LLC
CRD #141412 BOSTON, MA
SEC
AUM
$57.5M
Employees
10
THOMAS H. LEE ADVISORS II, L.P.
CRD #110215 BOSTON, MA
SEC
AUM
$57.3M
Employees
--
OPTIWEALTH LLC
CRD #306120 SUDBURY, MA
SEC
AUM
$56.3M
Employees
2
FREED FIESTA, LLC
CRD #112637 BOSTON, MA
SEC
AUM
$56.3M
Employees
5
PETER BANTA CULMAN
CRD #128625 LEXINGTON, MA
SEC
AUM
$56M
Employees
5
NATIONAL FINANCIAL SERVICES LLC
CRD #110042 BOSTON, MA
SEC
AUM
$55.9M
Employees
10
SUNDERLAND CAPITAL PARTNERS LP
CRD #282785 BOSTON, MA
SEC Private Funds
AUM
$55.6M
Employees
2
DETWILER, MITCHELL FENTON & GRAVES, INC.
CRD #1794 BOSTON, MA
SEC
AUM
$55.5M
Employees
--
2100 CAPITAL GROUP LLC
CRD #138026 BOSTON, MA
SEC
AUM
$55M
Employees
--
HERITAGE FINANCIAL NETWORK, INC.
CRD #128532 CONCORD, MA
SEC
AUM
$55M
Employees
1
SWENSON JACK WENDELL
CRD #109465 WESTON, MA
SEC Disclosures
AUM
$55M
Employees
1
CORNERSTONE WEALTH MANAGEMENT LLC
CRD #119560 BOSTON, MA
SEC
AUM
$54.1M
Employees
1
DEVONSHIRE ASSET MANAGEMENT, INC.
CRD #114966 STONEHAM, MA
SEC
AUM
$54M
Employees
1
CORBY ASSET MANAGEMENT, LLC
CRD #154074 BOSTON, MA
SEC
AUM
$54M
Employees
6
NEWPORT CAPITAL ADVISERS LLC
CRD #106241 NORTH QUINCY, MA
SEC Private Funds
AUM
$53.8M
Employees
3
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
CRD #109291 WAKEFIELD, MA
SEC
AUM
$53.5M
Employees
3
BELMONT FINANCIAL, LLC
CRD #108234 BELMONT, MA
SEC
AUM
$52.7M
Employees
1
HANCOCK VENTURE PARTNERS, INC.
CRD #109783 BOSTON, MA
SEC Private Funds
AUM
$52.5M
Employees
6
NORTHEAST MANAGEMENT & RESEARCH CO., INC.
CRD #108214 BOSTON, MA
SEC
AUM
$52M
Employees
6
MODEL CAPITAL MANAGEMENT LLC
CRD #166921 WALTHAM, MA
SEC
AUM
$50.6M
Employees
2