RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
SHEPHERD KAPLAN & ACUNA LLC
CRD #109573 BOSTON, MA
SEC
AUM
$28.5M
Employees
5
ENSIGN INVESTMENT ADVISERS LLC
CRD #125416 BOSTON, MA
SEC
AUM
$28.4M
Employees
5
STANDARD GROUP HOLDINGS LLC
CRD #109284 WELLESLEY, MA
SEC
AUM
$28.4M
Employees
5
LIM FUND MANAGEMENT, LLC
CRD #304867 BOSTON, MA
SEC Private Funds
AUM
$28.4M
Employees
47
MIDWOOD CAPITAL MANAGEMENT LLC
CRD #164302 BOSTON, MA
Private Funds
AUM
$28.4M
Employees
2
PULSIFER NATHANIEL
CRD #107349 IPSWICH, MA
SEC
AUM
$27.8M
Employees
5
YANKEE ADVISERS LLC
CRD #109365 WALTHAM, MA
SEC
AUM
$27.6M
Employees
5
ROSEVIEW INVESTMENT ADVISORS, LLC
CRD #290914 BOSTON, MA
SEC Private Funds
AUM
$27.3M
Employees
10
DYER CAPITAL MANAGEMENT, INC.
CRD #118645 MARION, MA
SEC
AUM
$27.1M
Employees
1
MARSH & CUNNINGHAM
CRD #105566 BOSTON, MA
SEC
AUM
$27M
Employees
5
LLM CAPITAL PARTNERS LLC
CRD #163107 BOSTON, MA
Private Funds
AUM
$26.9M
Employees
6
WINSLOW WEALTH MANAGEMENT LLC
CRD #166196 BOSTON, MA
SEC Disclosures
AUM
$26.6M
Employees
1
BURR & COMPANY, INC.
CRD #132781 OSTERVILLE, MA
SEC
AUM
$26.3M
Employees
5
BURR & COMPANY, LLC
CRD #141975 OSTERVILLE, MA
SEC
AUM
$25.9M
Employees
1
V SQUARED INVESTMENT MANAGEMENT, LLC
CRD #138328 CAMBRIDGE, MA
SEC
AUM
$25.8M
Employees
5
TDC GROUP, LLC.
CRD #119571 BEVERLY, MA
SEC
AUM
$25M
Employees
5
VERTEX INVESTMENT MANAGEMENT INC
CRD #108643 BOSTON, MA
SEC
AUM
$25M
Employees
10
QUEST FINANCIAL SERVICES, INC.
CRD #132940 LYNNFIELD, MA
SEC
AUM
$22.2M
Employees
5
SUMMIT PARTNERS V, L.P.
CRD #135258 BOSTON, MA
SEC
AUM
$21.8M
Employees
51
MAPLE LEAF INVESTMENT MANAGEMENT INC
CRD #112205 SPRINGFIELD, MA
SEC
AUM
$21.8M
Employees
1
CONCENTRIC INVESTMENT MANAGEMENT LLC
CRD #138039 BOSTON, MA
SEC
AUM
$21.7M
Employees
5
KUAHIWI MANAGEMENT LLC
CRD #334146 BOSTON, MA
SEC Private Funds
AUM
$21.4M
Employees
5
SEQUENTIS CAPITAL LLC
CRD #298533 BOSTON, MA
SEC
AUM
$20.7M
Employees
2
SALTBOX CAPITAL, LLC
CRD #138542 BOSTON, MA
SEC Private Funds
AUM
$20.3M
Employees
0
LMC INVESTMENTS, INC.
CRD #105351 WELLESLEY, MA
SEC
AUM
$17.9M
Employees
5