RIA Intelligence

Investment Advisers in Massachusetts

1,610 registered firms

Sort by: AUM Name Employees Last Updated
SHARK CAPITAL MANAGEMENT, LLC
CRD #135106 BOSTON, MA
SEC
AUM
$6.3M
Employees
10
GREY, DAVID LAWRENCE
CRD #128654 SALEM, MA
SEC
AUM
$5M
Employees
5
RENAISSANCE WEALTH ADVISORS, LLC
CRD #300007 NEWTON, MA
SEC
AUM
$4.4M
Employees
2
AURORA LESLIE LLC
CRD #173739 LEXINGTON, MA
SEC
AUM
$3.7M
Employees
2
GL INVESTMENT SERVICES, LLC
CRD #152158 WALTHAM, MA
SEC
AUM
$3.6M
Employees
1
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
CRD #111631 NORTH ANDOVER, MA
SEC
AUM
$3.6M
Employees
3
BISHOP ASSET MANAGEMENT, LLC
CRD #154820 BOSTON, MA
SEC
AUM
$3.5M
Employees
1
FIRST EAGLE ALTERNATIVE CAPITAL BDC, INC.
CRD #161293 BOSTON, MA
SEC Private Funds
AUM
$3.1M
Employees
128
REVERE STREET CAPITAL MANAGEMENT LLC
CRD #111149 CAMBRIDGE, MA
SEC
AUM
$2.5M
Employees
5
LIBERTY COVE LLC
CRD #304762 BOSTON, MA
SEC
AUM
$2.1M
Employees
5
CAPITAL FORMATION GROUP, INC.
CRD #110958 WELLESLEY, MA
SEC
AUM
$2M
Employees
5
STACKWELL CAPITAL ADVISERS, LLC
CRD #316298 BOSTON, MA
SEC
AUM
$2M
Employees
6
ALLEN FINANCIAL ADVISORS INC
CRD #106525 BOSTON, MA
SEC
AUM
$1.3M
Employees
5
ALPHA DYNAMICS LLC
CRD #157382 CAMBRIDGE, MA
SEC
AUM
$855.4K
Employees
1
MOORS & CABOT INVESTOR SERVICES INC
CRD #110868 BOSTON, MA
SEC
AUM
$740K
Employees
5
AI ADVISORS, LLC
CRD #158688 BOSTON, MA
SEC Disclosures
AUM
$545K
Employees
1
ARS INVESTMENT MANAGEMENT, LLC
CRD #281079 NEEDHAM, MA
SEC
AUM
$490K
Employees
1
VINEYARD WEALTH GROUP, LLC
CRD #330619 WEST TISBURY, MA
SEC
AUM
$441K
Employees
1
SCIENTIFIC INVESTMENT MANAGEMENT LLC
CRD #306076 BOSTON, MA
SEC
AUM
$349.9K
Employees
1
SCALYR TECHNOLOGIES INC.
CRD #326836 BOSTON, MA
SEC
AUM
$330K
Employees
4
SAGEWELL INVESTMENT ADVISORS, LLC
CRD #323174 CAMBRIDGE, MA
SEC
AUM
$224K
Employees
10
SIMPLE CAPITAL, LLC
CRD #140791 NATICK, MA
SEC
AUM
$215.7K
Employees
5
WHATIFI ASSET MANAGEMENT INC
CRD #109494 WOBURN, MA
SEC
AUM
$107K
Employees
5
HARNESS INVESTMENT MANAGEMENT GROUP, LLC
CRD #146517 ROCKLAND, MA
SEC
AUM
$90K
Employees
5
UNIFIMONEY RIA QOZB, LLC
CRD #328842 SOMERVILLE, MA
SEC
AUM
$87K
Employees
5