RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
CSV CAPITAL MANAGEMENT LTD.
CRD #167361 ANDOVER, MA
Private Funds
AUM
$34.5M
Employees
8
FANEUIL CAPITAL MANAGEMENT LLC
CRD #117716 BOSTON, MA
SEC
AUM
$34M
Employees
5
NEUMEIER CAPITAL MANAGEMENT,INC
CRD #115911 BOSTON, MA
SEC
AUM
$33.8M
Employees
5
LEGACY FINANCIAL SERVICES, INC.
CRD #115495 LEXINGTON, MA
SEC
AUM
$33.7M
Employees
5
DISCIPLINED ALPHA LLC
CRD #167254 BOSTON, MA
SEC Private Funds
AUM
$33.6M
Employees
3
ROCKY HILL ADVISORS INC.
CRD #123242 PEABODY, MA
SEC
AUM
$33.6M
Employees
3
IBA INVESTMENT ADVISORS, LLC
CRD #149865 DANVERS, MA
SEC
AUM
$33.4M
Employees
5
PATRIOT MULLARE ASSOCIATES
CRD #122986 HINGHAM, MA
SEC
AUM
$33M
Employees
1
ALCO ADVISORS, INC.
CRD #129513 MARSHFIELD, MA
SEC
AUM
$32.4M
Employees
1
ABRAMS FINANCIAL MANAGEMENT, INC.
CRD #129243 WELLESLEY, MA
SEC
AUM
$32.4M
Employees
1
BOSTON CAPITAL ADVISORS INC
CRD #105740 BOSTON, MA
SEC
AUM
$32.2M
Employees
1
SEIDMAN DANIEL JAY
CRD #106894 VINEYARD HAVEN, MA
SEC
AUM
$32M
Employees
1
BEECHWOOD INVESTMENT MANAGEMENT INC.
CRD #129313 NORFOLK, MA
SEC
AUM
$32M
Employees
5
SIERRA FINANCIAL MANAGEMENT CORPORATION
CRD #138696 WELLESLEY, MA
SEC
AUM
$32M
Employees
1
YATES CAPITAL MANAGEMENT CORP
CRD #107052 BOSTON, MA
SEC
AUM
$31.3M
Employees
5
SMITH RAPACZ, LLC
CRD #128298 BOSTON, MA
SEC
AUM
$31.1M
Employees
5
MILLSTONE WEALTH PARTNERS, LLC
CRD #174410 BOSTON, MA
SEC
AUM
$30M
Employees
1
SENTINEL ADVISORY CORP
CRD #108720 PLYMOUTH, MA
SEC
AUM
$29.8M
Employees
1
EDELSTEIN WEALTH MANAGEMENT, LLC
CRD #121596 BOSTON, MA
SEC
AUM
$29.6M
Employees
5
STUART, DAVID BALDWIN
CRD #129299 BOSTON, MA
SEC
AUM
$29.5M
Employees
1
GOTTA RETIREMENT SERVICES, INC.
CRD #128609 BRAINTREE, MA
SEC
AUM
$29.1M
Employees
1
RYAN FINANCIAL ADVISORS INC
CRD #106834 ANDOVER, MA
SEC
AUM
$29M
Employees
1
SINCLAIR, TOTTEN & DERINGER, INC.
CRD #129507 ROCKPORT, MA
SEC
AUM
$29M
Employees
1
VERITAS FINANCIAL ADVISORS LLC
CRD #130614 BOSTON, MA
SEC
AUM
$28.8M
Employees
5
IRONSIDES PARTNERS LLC
CRD #157278 CAMBRIDGE, MA
SEC
AUM
$28.6M
Employees
3