Investment adviser firms in Massachusetts · Page 2
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: August 2026
- BOSTON FAMILY ADVISORS LLCCRD 299060 · BOSTON, MA$329,727,932.00Regulatory AUM · August 2026
- BOSTON FAMILY OFFICE LLCCRD 107141 · BOSTON, MA$2,019,164,947.00Regulatory AUM · August 2026
- BOSTON MANAGEMENT AND RESEARCHCRD 104853 · BOSTON, MA$154,728,180,497.00Regulatory AUM · August 2026
- BOSTON PARTNERS GLOBAL INVESTORS, INC.CRD 124982 · BOSTON, MA$116,165,718,248.00Regulatory AUM · August 2026
- BOSTON PORTFOLIO ADVISERS, LLCCRD 172374 · BOSTON, MA$121,540,818.00Regulatory AUM · August 2026
- BOSTON RESEARCH AND MANAGEMENT, INC.CRD 107643 · MANCHESTER, MA$676,187,250.00Regulatory AUM · August 2026
- BOSTON STANDARD WEALTH MANAGEMENT, LLCCRD 156452 · WINCHESTER, MA$647,622,502.00Regulatory AUM · August 2026
- BOSTON TRUST WALDEN INC.CRD 111266 · BOSTON, MA$4,583,146,056.00Regulatory AUM · August 2026
- BOSTONPREMIER WEALTH, LLCCRD 282268 · HINGHAM, MA$525,185,587.00Regulatory AUM · August 2026
- BOYD FINANCIAL STRATEGIES, INC.CRD 107505 · AUBURN, MA$139,591,676.00Regulatory AUM · August 2026
- BRACEBRIDGE CAPITAL, LLCCRD 158343 · BOSTON, MA$100,349,501,374.00Regulatory AUM · August 2026
- BREAKWATER FINANCIAL, LLCCRD 282401 · NEEDHAM, MA$127,853,636.00Regulatory AUM · August 2026
- BRECKINRIDGE CAPITAL ADVISORS INCCRD 107143 · BOSTON, MA$54,279,265,206.00Regulatory AUM · August 2026
- BRIGHT ROCK CAPITAL MANAGEMENT LLCCRD 152820 · HANOVER, MA$535,988,766.00Regulatory AUM · August 2026
- BROADWATER CAPITAL MANAGEMENT LLCCRD 125509 · BOSTON, MA$161,029,271.00Regulatory AUM · August 2026
- BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLCCRD 156772 · BOSTON, MA$1,942,819,455.00Regulatory AUM · August 2026
- BROOKNOLL ADVISORS LLCCRD 298297 · BOSTON, MA$1,189,731,041.00Regulatory AUM · August 2026
- BROOKWOOD ADVISORS, LLCCRD 338550 · BEVERLY, MA$964,497,094.00Regulatory AUM · August 2026
- BTS ASSET MANAGEMENT INCCRD 105215 · LINCOLN, MA$144,772,017.00Regulatory AUM · August 2026
- BUTTERWORTH FINANCIAL LLCCRD 325026 · DANVERS, MA$103,300,000.00Regulatory AUM · August 2026
- BV INVESTMENT PARTNERS, L.P.CRD 159349 · BOSTON, MA$7,944,214,524.00Regulatory AUM · August 2026
- BYRNE FINANCIAL FREEDOM, LLCCRD 167893 · FRANKLIN, MA$546,432,495.00Regulatory AUM · August 2026
- CABOT PROPERTIES L.P.CRD 118729 · BOSTON, MA$9,112,648,547.00Regulatory AUM · August 2026
- CABOT WEALTH MANAGEMENTCRD 107327 · BEVERLY, MA$1,217,598,885.00Regulatory AUM · August 2026
- CADENCE WEALTH MANAGEMENT LLCCRD 155080 · WESTBOROUGH, MA$447,975,000.00Regulatory AUM · August 2026
- CALLODINE BDC ADVISOR, LLCCRD 342427 · BOSTON, MANot availableRegulatory AUM · August 2026
- CALLODINE CAPITAL MANAGEMENT, LPCRD 297115 · BOSTON, MA$2,034,231,012.00Regulatory AUM · August 2026
- CALLODINE CREDIT MANAGEMENT, LLCCRD 313165 · BOSTON, MA$602,978,695.00Regulatory AUM · August 2026
- CAMBRIDGE ASSOCIATES LIMITED, LLCCRD 106003 · BOSTON, MA$8,202,964,130.00Regulatory AUM · August 2026
- CAMBRIDGE ASSOCIATES, LLCCRD 104942 · BOSTON, MA$326,698,493,016.00Regulatory AUM · August 2026
- CANBY FINANCIAL ADVISORS, LLCCRD 338797 · FRAMINGHAM, MA$729,447,855.00Regulatory AUM · August 2026
- CAPE ANN CAPITAL, INC.CRD 128942 · CONCORD, MA$193,009,183.00Regulatory AUM · August 2026
- CAPITAL ADVISORS GROUP, INCCRD 112000 · BOSTON, MA$23,032,827,960.00Regulatory AUM · August 2026
- CAPITAL IMPACT ADVISORS, LLCCRD 168313 · BOSTON, MA$1,486,837,952.00Regulatory AUM · August 2026
- CAPSHIFT ADVISORS, LLCCRD 309860 · WEST NEWTON, MA$627,980,982.00Regulatory AUM · August 2026
- CARL P. SHERR & CO., LLCCRD 3394 · WORCESTER, MA$505,418,629.00Regulatory AUM · August 2026
- CARR FINANCIAL GROUP CORPORATIONCRD 317321 · WORCESTER, MA$744,163,845.00Regulatory AUM · August 2026
- CASTANEA PARTNERS INC.CRD 160229 · NEWTON, MA$239,000,000.00Regulatory AUM · August 2026
- CASTLE ROCK ADVISORS LLCCRD 331429 · BOSTON, MA$2,383,765,925.00Regulatory AUM · August 2026
- CATALYST FINANCIAL PARTNERS LLCCRD 299335 · BOSTON, MA$1,722,297,612.00Regulatory AUM · August 2026
- CATHOLIC INVESTMENT SERVICES, INC.CRD 172467 · BOSTON, MA$1,516,759,419.00Regulatory AUM · August 2026
- CENTERPOINT ADVISORS, LLCCRD 156698 · NEEDHAM, MA$731,903,710.00Regulatory AUM · August 2026
- CENTURY EQUITY PARTNERS LLCCRD 281939 · BOSTON, MA$378,255,855.00Regulatory AUM · August 2026
- CHARLES RIVER WEALTH MANAGEMENT, LLCCRD 288017 · BURLINGTON, MA$110,312,780.00Regulatory AUM · August 2026
- CHARLESBANK CAPITAL PARTNERS, LLCCRD 160256 · BOSTON, MA$21,060,828,047.00Regulatory AUM · August 2026
- CHARLESBRIDGE ADVISORS, LLCCRD 341159 · DEDHAM, MANot availableRegulatory AUM · August 2026
- CHOATE INVESTMENT ADVISORS LLCCRD 106109 · BOSTON, MA$10,047,919,310.00Regulatory AUM · August 2026
- CLARENDON PRIVATE LLCCRD 316616 · BOSTON, MA$352,054,949.00Regulatory AUM · August 2026
- CLARITY RETIREMENT & WEALTH, LLCCRD 337718 · NEW BEDFORD, MA$139,547,607.00Regulatory AUM · August 2026
- CLARO ADVISORS INC.CRD 160294 · BOSTON, MA$1,407,659,698.00Regulatory AUM · August 2026
- CLARUS VENTURES, LLCCRD 160980 · CAMBRIDGE, MA$805,623,119.00Regulatory AUM · August 2026
- CLEAR BROOK ADVISORS, INC.CRD 132045 · BOSTON, MA$817,800,000.00Regulatory AUM · August 2026
- CLEARHAVEN PARTNERS LPCRD 309219 · BOSTON, MA$1,039,618,614.00Regulatory AUM · August 2026
- CLEARVIEW FAMILY WEALTH, LLCCRD 342171 · PEABODY, MANot availableRegulatory AUM · August 2026
- CLOUGH CAPITAL PARTNERS, LPCRD 131257 · BOSTON, MA$1,508,743,415.00Regulatory AUM · August 2026
- COHERE CAPITAL PARTNERS, LPCRD 305806 · BOSTON, MA$440,552,676.00Regulatory AUM · August 2026
- COLMAN KNIGHT ADVISORY GROUP, LLCCRD 119696 · ACTON, MA$187,675,186.00Regulatory AUM · August 2026
- COLRAIN CAPITAL LLCCRD 118098 · BOSTON, MA$222,159,862.00Regulatory AUM · August 2026
- COLUMBIA CENT CLO ADVISERS, LLCCRD 310864 · BOSTON, MA$2,995,750,368.00Regulatory AUM · August 2026
- COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCCRD 108257 · BOSTON, MA$502,404,181,723.00Regulatory AUM · August 2026
- COMMONS CAPITAL, LLCCRD 165738 · NEEDHAM, MA$307,403,881.00Regulatory AUM · August 2026
- COMMONWEALTH EQUITY SERVICES, LLCCRD 8032 · WALTHAM, MA$212,660,045,528.00Regulatory AUM · August 2026
- COMPASS CAPITAL CORPORATIONCRD 112323 · BRAINTREE, MA$663,564,349.00Regulatory AUM · August 2026
- CONCORDIA WEALTH MANAGEMENT, LLCCRD 164278 · CONCORD, MA$197,112,273.00Regulatory AUM · August 2026
- CONDON WEALTH MANAGEMENT, INC.CRD 128409 · PLYMOUTH, MA$122,106,202.00Regulatory AUM · August 2026
- CONGRESS ASSET MANAGEMENT COMPANY, LLPCRD 105161 · BOSTON, MA$14,199,956,103.00Regulatory AUM · August 2026
- CONSTANT GUIDANCE FINANCIAL, LLCCRD 172612 · NORTH ATTLEBORO, MA$197,973,814.00Regulatory AUM · August 2026
- CONSTITUTION CAPITAL EQUITY PARTNERS LPCRD 147248 · ANDOVER, MA$5,271,080,129.00Regulatory AUM · August 2026
- CONSTITUTION CAPITAL PM, L. P.CRD 319678 · ANDOVER, MA$910,776,734.00Regulatory AUM · August 2026
- CONTRAVISORY INVESTMENT MANAGEMENT, INC.CRD 109767 · NORWELL, MA$701,722,949.00Regulatory AUM · August 2026
- CORMORANT ASSET MANAGEMENT, LPCRD 167820 · BOSTON, MA$3,838,575,938.00Regulatory AUM · August 2026
- CORNERSTONE FINANCIAL MANAGEMENT LLCCRD 140967 · BURLINGTON, MA$166,991,911.00Regulatory AUM · August 2026
- COTTAGE STREET ADVISORS, LLCCRD 173487 · MARION, MA$333,802,501.00Regulatory AUM · August 2026
- COVALENT PARTNERS LLCCRD 140494 · CONCORD, MA$117,298,129.00Regulatory AUM · August 2026
- COVE HILL PARTNERS, L.P.CRD 288684 · BOSTON, MA$5,355,743,830.00Regulatory AUM · August 2026
- COX CAPITAL MANAGEMENT LLCCRD 117593 · ANDOVER, MA$360,953,558.00Regulatory AUM · August 2026
- CRAWFORD FUND MANAGEMENT, LLCCRD 158659 · BOSTON, MA$356,064,983.00Regulatory AUM · August 2026
- CRESTWOOD ADVISORS GROUP, LLCCRD 286243 · BOSTON, MA$8,021,455,218.00Regulatory AUM · August 2026
- CUTLER CAPITAL MANAGEMENT LLCCRD 107463 · WORCESTER, MA$430,827,783.00Regulatory AUM · August 2026
- CUTTER FINANCIAL GROUP LLCCRD 290016 · FALMOUTH, MA$216,940,062.00Regulatory AUM · August 2026
- CW ADVISORS, LLCCRD 310873 · BOSTON, MA$15,224,527,279.00Regulatory AUM · August 2026
- DARDANELLES CAPITAL LPCRD 323067 · BOSTON, MA$114,237,861.00Regulatory AUM · August 2026
- DATALIGN ADVISORY, INC.CRD 317004 · CAMBRIDGE, MANot availableRegulatory AUM · August 2026
- DAVIS INVESTMENT VENTURES, LLCCRD 161888 · BOSTON, MA$2,049,970,037.00Regulatory AUM · August 2026
- DELPHINUS FINANCIAL ADVISORS, LLCCRD 152952 · MANSFIELD, MA$157,091,655.00Regulatory AUM · August 2026
- DENHAM CAPITAL MANAGEMENT LPCRD 156605 · BOSTON, MA$5,264,574,125.00Regulatory AUM · August 2026
- DHM PARTNERS LLCCRD 339223 · BOSTON, MA$3,546,175,074.00Regulatory AUM · August 2026
- DIAMETRIC CAPITAL, LPCRD 288409 · BOSTON, MA$1,412,859,014.00Regulatory AUM · August 2026
- DINALE MANAGEMENT, LLCCRD 312887 · BOSTON, MA$830,647,973.00Regulatory AUM · August 2026
- DISCIPLINED ALPHA LLCCRD 167254 · BOSTON, MA$36,939,229.00Regulatory AUM · August 2026
- DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.CRD 171813 · NORWELL, MA$338,750,827.00Regulatory AUM · August 2026
- DIVIDEX MANAGEMENT LLCCRD 171322 · WESTWOOD, MANot availableRegulatory AUM · August 2026
- DONOGHUE FORLINES LLCCRD 285403 · BOSTON, MA$370,522,245.00Regulatory AUM · August 2026
- DSF ADVISORS, LLCCRD 283411 · BOSTON, MA$1,072,848,362.00Regulatory AUM · August 2026
- E.P.G., INCORPORATEDCRD 106821 · FRAMINGHAM, MA$3,203,784,558.00Regulatory AUM · August 2026
- EAGLECLAW CAPITAL MANAGEMENT LLCCRD 134045 · BOSTON, MA$803,279,126.00Regulatory AUM · August 2026
- EAST BRIDGE CAPITAL MANAGEMENT LPCRD 167207 · BOSTON, MA$442,334,238.00Regulatory AUM · August 2026
- EAST COAST ASSET MANAGEMENT, LLCCRD 147910 · ESSEX, MA$1,006,114,321.00Regulatory AUM · August 2026
- EASTERLY INVESTMENT PARTNERS LLCCRD 299607 · BEVERLY, MA$2,831,038,078.00Regulatory AUM · August 2026
- EASTWARD CAPITAL PARTNERS, LLCCRD 161422 · WEST NEWTON, MA$95,963,630.00Regulatory AUM · August 2026