Investment adviser firms in Massachusetts
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
627 firms · Source months shown: July 2026 and August 2026
- 10TALENTS INVESTORS, LLCCRD 262786 · FOXBOROUGH, MA$353,024,880.00Regulatory AUM · August 2026
- 1620 INVESTMENT ADVISORS, INC.CRD 119262 · PLYMOUTH, MA$241,583,460.00Regulatory AUM · August 2026
- 424 CAPITAL, LLCCRD 167462 · WAKEFIELD, MA$584,498,760.00Regulatory AUM · August 2026
- 55I, LLCCRD 286620 · BOSTON, MA$36,740,224,268.00Regulatory AUM · August 2026
- 71 WEST CAPITAL PARTNERS, LLCCRD 338756 · BOSTON, MA$5,505,194,061.00Regulatory AUM · August 2026
- 93 FINANCIAL GROUP, LLCCRD 144235 · WOBURN, MA$899,661,209.00Regulatory AUM · August 2026
- AAF WEALTH MANAGEMENT, LLCCRD 164646 · WESTBOROUGH, MA$727,644,200.00Regulatory AUM · August 2026
- ABBOT FINANCIAL MANAGEMENT, INCCRD 111040 · ANDOVER, MA$302,994,864.00Regulatory AUM · August 2026
- ABRAMS CAPITAL MANAGEMENT, L.P.CRD 155729 · BOSTON, MA$13,737,086,549.00Regulatory AUM · August 2026
- ABRY PARTNERS II, LLCCRD 161154 · BOSTON, MA$14,903,579,747.00Regulatory AUM · August 2026
- ABRY PARTNERS III, LLCCRD 323712 · BOSTON, MA$1,111,447,823.00Regulatory AUM · August 2026
- ABRY PARTNERS, LLCCRD 161153 · BOSTON, MA$69,285,676.00Regulatory AUM · August 2026
- ACADIAN ASSET MANAGEMENT LLCCRD 106609 · BOSTON, MA$177,464,258,309.00Regulatory AUM · August 2026
- ADAGE CAPITAL MANAGEMENT, L.P.CRD 160679 · BOSTON, MA$70,436,360,710.00Regulatory AUM · August 2026
- ADAPTIVE ADVISERS, LLCCRD 318716 · BOSTON, MA$450,000.00Regulatory AUM · August 2026
- ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLCCRD 174333 · BOSTON, MA$2,015,779,403.00Regulatory AUM · August 2026
- ADVENT INTERNATIONAL, L.P.CRD 105673 · BOSTON, MA$91,634,619,258.00Regulatory AUM · August 2026
- AEQUITAS INVESTMENT ADVISORS, LLCCRD 127625 · HINGHAM, MA$826,100,169.00Regulatory AUM · August 2026
- AEW CAPITAL MANAGEMENT LPCRD 108633 · BOSTON, MA$3,024,891,606.00Regulatory AUM · August 2026
- AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPCRD 309943 · HINGHAM, MA$166,256,181.00Regulatory AUM · August 2026
- AGF INVESTMENTS LLCCRD 153781 · BOSTON, MA$4,921,927,233.00Regulatory AUM · August 2026
- AJOVISTA, LLCCRD 314924 · BOSTON, MA$269,023,336.00Regulatory AUM · August 2026
- ALBANY ROAD INVESTMENT ADVISERS, LLCCRD 290302 · DEDHAM, MA$1,245,098,453.00Regulatory AUM · August 2026
- ALBERT D MASON INCCRD 107412 · BOSTON, MA$210,604,947.00Regulatory AUM · August 2026
- ALCION VENTURES, LIMITED PARTNERSHIPCRD 160505 · BURLINGTON, MA$153,835,466.00Regulatory AUM · July 2026
- ALGEBRIS INVESTMENTS (US) INC.CRD 169236 · BOSTON, MA$6,944,681,122.00Regulatory AUM · August 2026
- ALGORITHMIC INVESTMENT MODELS, LLCCRD 306354 · BOSTON, MA$90,885,460.00Regulatory AUM · August 2026
- ALLIANCE PRIVATE WEALTH, LLCCRD 316612 · NORTH READING, MA$466,159,954.00Regulatory AUM · August 2026
- ALPHASIMPLEX GROUP, LLCCRD 128356 · BOSTON, MA$3,085,939,176.00Regulatory AUM · August 2026
- ALTA WEALTH ADVISORS LLCCRD 293675 · WOBURN, MA$664,634,808.00Regulatory AUM · August 2026
- ALTERNATIVE FUND ADVISORS, LLCCRD 313109 · BOSTON, MA$245,614,130.00Regulatory AUM · August 2026
- AMERICAN INVESTMENT SERVICES INCCRD 110043 · GREAT BARRINGTON, MA$1,072,980,569.00Regulatory AUM · August 2026
- AMPERSAND MANAGEMENT LLCCRD 161522 · BOSTON, MA$3,093,543,241.00Regulatory AUM · August 2026
- AMUNDI US INVESTMENT ADVISORS LLCCRD 334151 · BOSTON, MA$1,132,473,403.00Regulatory AUM · August 2026
- ANCHOR CAPITAL ADVISORS LLCCRD 105540 · BOSTON, MA$2,373,821,053.00Regulatory AUM · August 2026
- APEX INVESTMENT GROUP, LLCCRD 333593 · HUDSON, MA$211,108,269.00Regulatory AUM · August 2026
- APPLETON PARTNERS, INC.CRD 110049 · BOSTON, MA$12,552,053,767.00Regulatory AUM · August 2026
- APPLIED FUNDAMENTAL RESEARCH, LLCCRD 167645 · CAMBRIDGE, MA$142,861,474.00Regulatory AUM · August 2026
- ARBORSTONE FINANCIAL, LLCCRD 338225 · ANDOVER, MA$476,000,000.00Regulatory AUM · August 2026
- ARCADIA FUNDS, LLCCRD 166087 · BURLINGTON, MA$192,754,708.00Regulatory AUM · August 2026
- ARCLIGHT CAPITAL PARTNERS, LLCCRD 161228 · BOSTON, MA$13,544,705,540.00Regulatory AUM · August 2026
- ARCTARIS IMPACT INVESTORS, LLCCRD 306898 · WELLESLEY, MA$347,298,770.00Regulatory AUM · August 2026
- ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCCRD 316736 · WELLESLEY, MA$532,889,266.00Regulatory AUM · August 2026
- ARISTOTLE CAPITAL BOSTON, LLCCRD 173198 · BOSTON, MA$1,831,250,587.00Regulatory AUM · August 2026
- ARJUNA CAPITAL, LLCCRD 283713 · MANCHESTER, MA$642,360,277.00Regulatory AUM · August 2026
- ARMSTRONG ADVISORY GROUP INC.CRD 318662 · NEEDHAM, MA$1,668,179,022.00Regulatory AUM · August 2026
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCRD 111298 · BOSTON, MA$351,322,949,038.00Regulatory AUM · August 2026
- ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLCCRD 285607 · BOSTON, MA$441,542,162.00Regulatory AUM · August 2026
- ASCENSUS INVESTMENT ADVISORS, LLCCRD 120632 · NEWTON, MA$12,973,029,698.00Regulatory AUM · August 2026
- ASHWOOD ADVISORS, LLCCRD 128811 · MEDFIELD, MA$126,948,136.00Regulatory AUM · August 2026
- ASSABET ADVISORS, LLCCRD 127795 · HOLDEN, MA$171,382,707.00Regulatory AUM · August 2026
- ASSET STRATEGY ADVISORS, LLCCRD 139879 · WAYLAND, MA$649,260,559.00Regulatory AUM · August 2026
- ASSETGRADE, LLCCRD 168779 · BOSTON, MA$337,720,606.00Regulatory AUM · August 2026
- ASTIRA CAPITAL PARTNERS LPCRD 327034 · BOSTON, MA$777,314,919.00Regulatory AUM · August 2026
- ATREIDES MANAGEMENT, LPCRD 301152 · BOSTON, MA$8,943,718,846.00Regulatory AUM · August 2026
- ATWATER WEALTH MANAGEMENT, INC.CRD 172749 · BOSTON, MA$248,226,322.00Regulatory AUM · August 2026
- AUDAX MANAGEMENT COMPANY, LLCCRD 160483 · BOSTON, MA$20,123,854,195.00Regulatory AUM · August 2026
- AUOUR INVESTMENTS LLCCRD 173392 · WOBURN, MA$378,007,116.00Regulatory AUM · August 2026
- AUREUS ASSET MANAGEMENT, LLCCRD 136674 · BOSTON, MA$8,396,789,302.00Regulatory AUM · August 2026
- BAIN CAPITAL ASSET MANAGEMENT, LPCRD 183517 · BOSTON, MA$16,294,282,000.00Regulatory AUM · August 2026
- BAIN CAPITAL CREDIT, LPCRD 134852 · BOSTON, MA$76,302,227,970.00Regulatory AUM · August 2026
- BAIN CAPITAL INSURANCE SOLUTIONS, LPCRD 305575 · BOSTON, MA$5,393,224,591.00Regulatory AUM · August 2026
- BAIN CAPITAL PARTNERSHIP STRATEGIES, LPCRD 297457 · BOSTON, MA$1,652,170,000.00Regulatory AUM · August 2026
- BAIN CAPITAL PRIVATE EQUITY, LPCRD 145653 · BOSTON, MA$96,429,353,000.00Regulatory AUM · August 2026
- BAIN CAPITAL PUBLIC EQUITY, LPCRD 145650 · BOSTON, MA$242,234,196.00Regulatory AUM · August 2026
- BAIN CAPITAL REAL ESTATE, LPCRD 291809 · BOSTON, MA$9,995,431,000.00Regulatory AUM · August 2026
- BAIN CAPITAL VENTURES, LPCRD 145652 · BOSTON, MA$9,837,931,000.00Regulatory AUM · August 2026
- BALANCED ROCK INVESTMENT ADVISORS LLCCRD 157424 · ROSLINDALE, MA$193,233,075.00Regulatory AUM · August 2026
- BALDWIN WEALTH PARTNERS, LLCCRD 105343 · MARION, MA$2,334,719,354.00Regulatory AUM · August 2026
- BALLENTINE PARTNERS, LLCCRD 152802 · WALTHAM, MA$15,316,738,538.00Regulatory AUM · August 2026
- BALLYROCK INVESTMENT ADVISORS LLCCRD 115324 · BOSTON, MA$10,994,891,542.00Regulatory AUM · August 2026
- BARCA CAPITAL, LLCCRD 263786 · WEST NEWTON, MA$438,995,290.00Regulatory AUM · August 2026
- BARRY INVESTMENT ADVISORS, LLCCRD 144955 · NEW BEDFORD, MA$846,769,663.00Regulatory AUM · August 2026
- BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLCCRD 342680 · WORCESTER, MANot availableRegulatory AUM · August 2026
- BATTERY GLOBAL ADVISORS, LLCCRD 158508 · BOSTON, MA$8,374,300,000.00Regulatory AUM · August 2026
- BATTERY MANAGEMENT CORP.CRD 160921 · BOSTON, MA$15,609,095,762.00Regulatory AUM · August 2026
- BAY COLONY ADVISORY GROUP, INC.CRD 152583 · CONCORD, MA$1,434,891,449.00Regulatory AUM · August 2026
- BAYHAWK CAPITAL LPCRD 328829 · BOSTON, MA$730,750,567.00Regulatory AUM · August 2026
- BAYPINE HOLDINGS LPCRD 311154 · BOSTON, MA$5,097,819,598.00Regulatory AUM · August 2026
- BCPC ADVISORS, LPCRD 327851 · BOSTON, MA$1,739,531,991.00Regulatory AUM · August 2026
- BCSF ADVISORS, LPCRD 282092 · BOSTON, MA$3,647,381,756.00Regulatory AUM · August 2026
- BEACON CAPITAL PARTNERS, LLCCRD 158137 · BOSTON, MA$1,298,485,910.00Regulatory AUM · August 2026
- BEACON FINANCIAL PLANNING, INCCRD 175372 · HYANNIS, MA$397,111,083.00Regulatory AUM · August 2026
- BEATON MANAGEMENT CO INCCRD 104728 · HAVERHILL, MA$445,694,434.00Regulatory AUM · August 2026
- BEAUMONT FINANCIAL ADVISORS, LLCCRD 322925 · NEEDHAM, MA$3,758,573,501.00Regulatory AUM · August 2026
- BECK BODE LLCCRD 282611 · DEDHAM, MA$666,352,130.00Regulatory AUM · August 2026
- BERKSHIRE MONEY MANAGEMENT, INC.CRD 124873 · DALTON, MA$1,227,078,134.00Regulatory AUM · August 2026
- BERKSHIRE PARTNERS LLCCRD 160675 · BOSTON, MA$29,003,502,903.00Regulatory AUM · August 2026
- BERKSHIRE PROPERTY ADVISORS, LLCCRD 161374 · BOSTON, MA$19,239,509,462.00Regulatory AUM · August 2026
- BETRO MILESZKO & COMPANY, LLCCRD 145184 · FOXBORO, MA$144,815,821.00Regulatory AUM · August 2026
- BEYOND YOUR HAMMOCK LLCCRD 168738 · BOSTON, MA$115,437,648.00Regulatory AUM · August 2026
- BIRCH HILL INVESTMENT ADVISORS LLCCRD 143750 · BOSTON, MA$2,947,308,859.00Regulatory AUM · August 2026
- BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.CRD 304477 · CAMBRIDGE, MA$13,185,938,600.00Regulatory AUM · August 2026
- BLUE MOON CAPITAL MANAGEMENT LLCCRD 311941 · BOSTON, MA$159,527,074.00Regulatory AUM · August 2026
- BLUEBIRD WEALTH MANAGEMENT LLCCRD 293420 · MEDFIELD, MA$154,021,423.00Regulatory AUM · August 2026
- BLUEDOOR PRIVATE WEALTH, LLCCRD 301907 · BEVERLY, MA$337,266,388.00Regulatory AUM · August 2026
- BNY MELLON ETF INVESTMENT ADVISER, LLCCRD 306148 · BOSTON, MA$11,095,609,290.00Regulatory AUM · August 2026
- BOLTON SECURITIES CORPCRD 129376 · BOLTON, MA$8,275,512,495.00Regulatory AUM · August 2026
- BORABOND, LLCCRD 336456 · FRAMINGHAM, MA$83,085.00Regulatory AUM · August 2026
- BOSTON COMMON ASSET MANAGEMENT, LLCCRD 123558 · BOSTON, MA$4,171,137,148.00Regulatory AUM · August 2026