Investment adviser firms in Massachusetts · Page 3
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
- EATON VANCE MANAGEMENTCRD 104859 · BOSTON, MA$97,020,545,041.00Regulatory AUM · August 2026
- EMBLEM GROUP, L.P.CRD 329533 · BOSTON, MA$419,422,918.00Regulatory AUM · August 2026
- EMERY PARTNERS, LLCCRD 336787 · BOSTON, MA$78,362,924.00Regulatory AUM · August 2026
- EMPIRICAL ASSET MANAGEMENT, LLCCRD 155436 · WELLESLEY, MA$560,018,982.00Regulatory AUM · August 2026
- ENTREPRENEURSHARES LLCCRD 153615 · BOSTON, MA$50,357,062.00Regulatory AUM · August 2026
- EPILOG PARTNERS, LP.CRD 325368 · BOSTON, MA$181,550,303.00Regulatory AUM · August 2026
- EQUALITY ASSET MANAGEMENT, LPCRD 300710 · BOSTON, MA$1,033,523,877.00Regulatory AUM · August 2026
- EQUITY RESOURCE INVESTMENTS, LLCCRD 161186 · CAMBRIDGE, MA$1,343,370,392.00Regulatory AUM · August 2026
- ESHEL SPRING LLCCRD 340187 · BURLINGTON, MANot availableRegulatory AUM · August 2026
- ESSEX INVESTMENT MANAGEMENT COMPANY, LLCCRD 109962 · BOSTON, MA$712,676,443.00Regulatory AUM · August 2026
- ESSEX PRIVATE WEALTH MANAGEMENT LLCCRD 149991 · TOPSFIELD, MA$330,541,181.00Regulatory AUM · August 2026
- ETHOS CAPITAL LPCRD 306874 · BOSTON, MA$6,313,185,072.00Regulatory AUM · August 2026
- ETRE LLCCRD 121355 · CAMBRIDGE, MA$216,807,051.00Regulatory AUM · August 2026
- EVENTIDE ASSET MANAGEMENT, LLCCRD 147110 · BOSTON, MA$7,377,821,862.00Regulatory AUM · August 2026
- EVOLUTION CREDIT PARTNERS MANAGEMENT, LLCCRD 292216 · BOSTON, MA$4,123,168,316.00Regulatory AUM · August 2026
- EXCALIBUR MANAGEMENT CORPCRD 110836 · WALTHAM, MA$712,076,143.00Regulatory AUM · August 2026
- EXCHANGE PLACE ADVISORS, LLCCRD 125240 · SUDBURY, MA$379,715,479.00Regulatory AUM · August 2026
- F L PUTNAM INVESTMENT MANAGEMENT CO.CRD 106223 · LYNNFIELD, MA$9,715,433,173.00Regulatory AUM · August 2026
- FAIRFIELD FINANCIAL ADVISORS LTDCRD 106408 · WELLESLEY, MA$333,225,374.00Regulatory AUM · August 2026
- FALCON INVESTMENT ADVISORS, LLCCRD 161548 · BOSTON, MA$3,270,478,250.00Regulatory AUM · August 2026
- FAMILY FIDUCIARY SERVICES, INC.CRD 146339 · BEVERLY, MA$254,151,904.00Regulatory AUM · August 2026
- FAMILY PARTNERS CAPITAL, LLCCRD 304176 · HAMILTON, MA$92,256,560.00Regulatory AUM · August 2026
- FAYERWEATHER MANAGEMENT, LLCCRD 187517 · CAMBRIDGE, MA$289,588,000.00Regulatory AUM · August 2026
- FEDERATED MDTA LLCCRD 109355 · BOSTON, MA$25,945,922,671.00Regulatory AUM · August 2026
- FELIS ADVANTAGE, LPCRD 335282 · BOSTON, MA$150,000,000.00Regulatory AUM · August 2026
- FENTON GREGORY COLEMANCRD 133301 · SANDWICH, MA$194,779,475.00Regulatory AUM · August 2026
- FIDELITY DIVERSIFYING SOLUTIONS LLCCRD 315088 · BOSTON, MA$18,878,085,695.00Regulatory AUM · August 2026
- FIDELITY INSTITUTIONAL WEALTH ADVISER LLCCRD 301896 · BOSTON, MA$9,384,114,700.00Regulatory AUM · August 2026
- FIDELITY MANAGEMENT & RESEARCH COMPANY LLCCRD 108281 · BOSTON, MA$5,685,041,930,529.00Regulatory AUM · August 2026
- FIDUCIARY TRUST INTERNATIONAL, LLCCRD 124062 · LINCOLN, MA$7,670,582,308.00Regulatory AUM · August 2026
- FIDUCIARY WEALTH PARTNERS, LLCCRD 160696 · NEWTON LOWER FALLS, MA$1,544,425,644.00Regulatory AUM · August 2026
- FINANCIALLY IN TUNE, LLCCRD 156200 · STONEHAM, MA$326,246,969.00Regulatory AUM · August 2026
- FINARC INVESTMENTS, INC.CRD 166571 · NORWOOD, MA$187,601,199.00Regulatory AUM · August 2026
- FINEPOINT CAPITAL LPCRD 170668 · BOSTON, MA$5,010,279,404.00Regulatory AUM · August 2026
- FINER WEALTH MANAGEMENT, INC.CRD 129987 · SALEM, MA$305,764,188.00Regulatory AUM · August 2026
- FINIVI INC.CRD 292329 · WESTBOROUGH, MA$308,429,675.00Regulatory AUM · August 2026
- FIRST EAGLE ALTERNATIVE CREDIT, LLCCRD 150900 · BOSTON, MA$12,562,376,360.00Regulatory AUM · August 2026
- FLAGSHIP HARBOR ADVISORS, LLCCRD 155733 · BOSTON, MA$3,419,401,101.00Regulatory AUM · August 2026
- FLAGSHIP PRIVATE WEALTH, LLCCRD 175277 · WOBURN, MA$447,232,172.00Regulatory AUM · August 2026
- FLAGSHIP WEALTH ADVISORS, LLC.CRD 131962 · WAKEFIELD, MA$748,622,409.00Regulatory AUM · August 2026
- FLOREK FINANCIAL, LLCCRD 152235 · DUXBURY, MA$510,993,000.00Regulatory AUM · August 2026
- FLYING POINT FINANCIAL, INC.CRD 107915 · NORTH ANDOVER, MA$206,723,000.00Regulatory AUM · August 2026
- FMA WEALTH MANAGEMENT, LLCCRD 313049 · DUXBURY, MA$174,004,778.00Regulatory AUM · August 2026
- FOLIUM CAPITAL LPCRD 284801 · BURLINGTON, MA$960,281,868.00Regulatory AUM · August 2026
- FORNESS FINANCIAL LLCCRD 172473 · NEEDHAM, MA$202,756,809.00Regulatory AUM · August 2026
- FORT POINT CAPITAL, LLCCRD 164067 · BOSTON, MA$522,572,989.00Regulatory AUM · August 2026
- FOSTER DYKEMA CABOT & PARTNERS, LLCCRD 300282 · WALTHAM, MA$2,223,188,313.00Regulatory AUM · August 2026
- FOX HILL WEALTH MANAGEMENTCRD 321881 · DEDHAM, MA$290,160,485.00Regulatory AUM · August 2026
- FRONTIER CAPITAL MANAGEMENT CO LLCCRD 106274 · BOSTON, MA$9,597,310,562.00Regulatory AUM · August 2026
- FULHAM & CO, INC.CRD 158374 · WELLESLEY, MA$200,165,307.00Regulatory AUM · August 2026
- GAME CREEK CAPITAL, LPCRD 158973 · BOSTON, MA$328,955,099.00Regulatory AUM · August 2026
- GARRETT NAGLE & CO., INC.CRD 7071 · WOBURN, MA$98,358,821.00Regulatory AUM · August 2026
- GC WEALTH MANAGEMENT RIA, LLCCRD 327269 · CAMBRIDGE, MA$5,832,937,576.00Regulatory AUM · August 2026
- GENERAL CATALYST GROUP MANAGEMENT, LLCCRD 162548 · CAMBRIDGE, MA$45,502,659,880.00Regulatory AUM · August 2026
- GENESIS WEALTH ADVISORS, LLCCRD 158388 · BRAINTREE, MA$200,074,039.00Regulatory AUM · August 2026
- GEODE CAPITAL MANAGEMENT, LLCCRD 115504 · BOSTON, MA$1,736,523,234,533.00Regulatory AUM · August 2026
- GHISALLO CAPITAL MANAGEMENT LLCCRD 309856 · BOSTON, MA$4,888,459,273.00Regulatory AUM · August 2026
- GLOBAL DELTA CAPITAL, LLCCRD 324485 · SOMERVILLE, MA$224,931,186.00Regulatory AUM · August 2026
- GLOUSTON CAPITAL PARTNERS, LLCCRD 133792 · BOSTON, MA$1,897,798,215.00Regulatory AUM · August 2026
- GOLDENX COMPANYCRD 326730 · WOBURN, MA$1,316,714,227.00Regulatory AUM · August 2026
- GOOD HARBOR ADVISORS, INC.CRD 143492 · GLOUCESTER, MA$333,748,183.00Regulatory AUM · August 2026
- GOODMAN ADVISORY GROUP, LLCCRD 285637 · NEEDHAM, MA$415,478,640.00Regulatory AUM · August 2026
- GOSSELIN CONSULTING GROUP LLCCRD 161019 · BRAINTREE, MANot availableRegulatory AUM · August 2026
- GOVERMAN FINANCIAL SOLUTIONS, LLCCRD 130397 · DEDHAM, MA$171,891,000.00Regulatory AUM · August 2026
- GRANAHAN INVESTMENT MANAGEMENT LLCCRD 107745 · WALTHAM, MA$2,362,974,589.00Regulatory AUM · August 2026
- GRANTHAM MAYO VAN OTTERLOO & CO LLCCRD 106220 · BOSTON, MA$80,973,395,281.00Regulatory AUM · August 2026
- GRAY PRIVATE WEALTH, LLCCRD 128547 · CANTON, MA$540,678,977.00Regulatory AUM · August 2026
- GREAT HILL PARTNERS, LPCRD 158158 · BOSTON, MA$18,994,159,000.00Regulatory AUM · August 2026
- GREAT OAK CAPITAL PARTNERS, LLCCRD 281045 · SOUTH EASTON, MA$477,932,440.00Regulatory AUM · August 2026
- GREAT POINT WEALTH ADVISORS, LLCCRD 147082 · BOSTON, MA$725,768,485.00Regulatory AUM · August 2026
- GREEN CENTURY CAPITAL MANAGEMENT INCCRD 112442 · BOSTON, MA$1,258,196,265.00Regulatory AUM · August 2026
- GREENPORT CAPITAL ADVISORS, LLCCRD 205511 · MARLBOROUGH, MA$119,177,562.00Regulatory AUM · August 2026
- GRIMES & COMPANY WEALTH MANAGEMENT, LLCCRD 109420 · WESTBOROUGH, MA$6,298,759,513.00Regulatory AUM · August 2026
- GROVE STREET ADVISORS, LLCCRD 111497 · NEWTON, MA$7,143,261,216.00Regulatory AUM · August 2026
- GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.CRD 161579 · BOSTON, MA$1,721,511,913.00Regulatory AUM · August 2026
- GW&K INVESTMENT MANAGEMENT, LLCCRD 121942 · BOSTON, MA$52,782,948,184.00Regulatory AUM · August 2026
- HARBOR ISLAND CAPITAL LLCCRD 107457 · TOPSFIELD, MA$277,626,655.00Regulatory AUM · August 2026
- HARBOURVEST PARTNERS, LLCCRD 109846 · BOSTON, MA$191,177,888,563.00Regulatory AUM · August 2026
- HARBOURVEST REGISTERED ADVISERS II L.P.CRD 341198 · BOSTON, MANot availableRegulatory AUM · August 2026
- HARBOURVEST REGISTERED ADVISERS L.P.CRD 332106 · BOSTON, MA$538,677,761.00Regulatory AUM · August 2026
- HARVEST CAPITAL PARTNERS LLCCRD 133026 · BOSTON, MANot availableRegulatory AUM · August 2026
- HASTINGS EQUITY PARTNERS, LLCCRD 167499 · BOSTON, MA$498,453,000.00Regulatory AUM · August 2026
- HEMISTA INC.CRD 301888 · BOSTON, MANot availableRegulatory AUM · July 2026
- HERITAGE HOLDING MANAGEMENT, LPCRD 331677 · BOSTON, MA$277,650,636.00Regulatory AUM · August 2026
- HERITAGE WEALTH MANAGEMENT, INC.CRD 159158 · MEDFORD, MA$153,221,579.00Regulatory AUM · August 2026
- HIGH PINES WEALTH MANAGEMENT LLCCRD 285191 · DUXBURY, MA$184,043,653.00Regulatory AUM · August 2026
- HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLCCRD 139068 · BOSTON, MA$6,479,668,931.00Regulatory AUM · August 2026
- HIGHVISTA STRATEGIES LLCCRD 155759 · BOSTON, MA$9,102,091,254.00Regulatory AUM · August 2026
- HILL CITY CAPITAL LPCRD 306709 · BOSTON, MA$4,864,041,930.00Regulatory AUM · August 2026
- HIRST FINANCIAL INDEPENDENCE PLANNING, INC.CRD 342919 · FALL RIVER, MANot availableRegulatory AUM · August 2026
- HITE HEDGE ASSET MANAGEMENT LLCCRD 160173 · BRAINTREE, MA$2,182,095,755.00Regulatory AUM · August 2026
- HLM MANAGEMENT CO., LLCCRD 162337 · WALTHAM, MA$411,438,382.00Regulatory AUM · August 2026
- HOWLAND CAPITAL MANAGEMENT LLCCRD 104726 · BOSTON, MA$3,739,989,265.00Regulatory AUM · August 2026
- IBS CAPITAL LLCCRD 160585 · MEDFIELD, MA$123,019,000.00Regulatory AUM · August 2026
- ICAPITAL, LLCCRD 122816 · BOSTON, MA$1,452,570,340.00Regulatory AUM · August 2026
- IMPRESA MANAGEMENT LLCCRD 168741 · BOSTON, MA$13,041,700,000.00Regulatory AUM · August 2026
- INCOME RESEARCH + MANAGEMENTCRD 104863 · BOSTON, MA$130,653,386,930.00Regulatory AUM · August 2026
- INNOVATIVE ADVISORY GROUP, LLCCRD 146618 · LEXINGTON, MA$194,000,000.00Regulatory AUM · August 2026
- INTEGRATED WEALTH CONCEPTS LLCCRD 284656 · WALTHAM, MA$23,576,950,000.00Regulatory AUM · August 2026
- INTEGRITY FINANCIAL ADVISORS, LLCCRD 313369 · WOBURN, MA$134,863,176.00Regulatory AUM · August 2026