EXPLORE THE DIRECTORY

Investment adviser firms in Massachusetts · Page 4

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

INTERCONTINENTAL REAL ESTATE CORPORATIONCRD 112332 · BOSTON, MA
$12,175,868,901.00Regulatory AUM · August 2026
INVENOMIC CAPITAL MANAGEMENT LPCRD 287617 · BOSTON, MA
$3,392,830,959.00Regulatory AUM · August 2026
INVESTMENT MANAGEMENT TRUST, LLCCRD 129456 · FITCHBURG, MA
$123,450,001.00Regulatory AUM · August 2026
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.CRD 106625 · BEVERLY, MA
$730,158,575.00Regulatory AUM · August 2026
IRONWOOD INVESTMENT MANAGEMENT, LLCCRD 108467 · BOSTON, MA
$278,157,501.00Regulatory AUM · August 2026
J.M. FORBES & CO. LLPCRD 107422 · BOSTON, MA
$1,674,306,720.00Regulatory AUM · August 2026
J.P. MARVEL INVESTMENT ADVISORS, INC.CRD 144364 · BOSTON, MA
$820,745,015.00Regulatory AUM · August 2026
J.R. PRUNIER CAPITAL MANAGEMENT LLCCRD 321026 · HOLDEN, MA
$407,009,712.00Regulatory AUM · August 2026
JAHD MANAGEMENT COMPANY, LLCCRD 282189 · BOSTON, MA
$3,557,862,324.00Regulatory AUM · August 2026
JMC MANAGEMENT, LLCCRD 169235 · BOSTON, MA
$211,939,000.00Regulatory AUM · August 2026
JOHCM (USA) INCCRD 167596 · BOSTON, MA
$9,010,576,370.00Regulatory AUM · August 2026
JOHN HANCOCK INVESTMENT MANAGEMENT LLCCRD 105790 · BOSTON, MA
$212,052,000,251.00Regulatory AUM · August 2026
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLCCRD 174433 · BOSTON, MA
$2,198,064,234.00Regulatory AUM · August 2026
JOHN HANCOCK VARIABLE TRUST ADVISERS LLCCRD 16009 · BOSTON, MA
$68,590,778,624.00Regulatory AUM · August 2026
JULEX CAPITAL MANAGEMENT, LLCCRD 166053 · NATICK, MA
$246,703,138.00Regulatory AUM · August 2026
KALEIDOSCOPE CAPITAL LPCRD 282159 · BOSTON, MA
$706,192,306.00Regulatory AUM · August 2026
KANAME CAPITAL, L.P.CRD 300565 · BOSTON, MA
$319,703,992.00Regulatory AUM · August 2026
KASTEL CAPITAL ADVISORS, LLCCRD 226520 · WELLESLEY, MA
$193,282,908.00Regulatory AUM · August 2026
KEENAN, LLCCRD 285673 · BOSTON, MA
$202,481,625.00Regulatory AUM · August 2026
KELLY FINANCIAL SERVICES LLCCRD 291996 · BRAINTREE, MA
$623,597,927.00Regulatory AUM · August 2026
KRAEMATON INVESTMENT ADVISORS, INC.CRD 126869 · BRAINTREE, MA
$201,501,574.00Regulatory AUM · August 2026
LANDON CAPITAL PARTNERS, LLCCRD 292398 · BOSTON, MA
$144,773,806.00Regulatory AUM · August 2026
LEEWARD INVESTMENTS, LLCCRD 312557 · BOSTON, MA
$2,869,858,644.00Regulatory AUM · August 2026
LENK LADNER INVESTMENT SOLUTIONS LLCCRD 109927 · OSTERVILLE, MA
$337,349,864.00Regulatory AUM · August 2026
LEVATUS LLCCRD 287811 · BOSTON, MA
$173,887,237.00Regulatory AUM · August 2026
LIBERTY FORGE LLCCRD 343208 · BOSTON, MA
Not availableRegulatory AUM · August 2026
LINCOLN PEAK CAPITAL MANAGEMENT, LLCCRD 292864 · BOSTON, MA
$706,514,983.00Regulatory AUM · August 2026
LIONSTONE PARTNERS, LLCCRD 160214 · BOSTON, MA
$224,400,264.00Regulatory AUM · August 2026
LITTLE HARBOR ADVISORS, LLCCRD 168700 · MARBLEHEAD, MA
$242,633,524.00Regulatory AUM · August 2026
LITTLE HOUSE CAPITAL, LLCCRD 290070 · BRAINTREE, MA
$675,245,909.00Regulatory AUM · August 2026
LIVELIFE CAPITAL PARTNERS LLCCRD 290008 · SOUTHBOROUGH, MA
$372,095,310.00Regulatory AUM · August 2026
LMCG INVESTMENTS, LLCCRD 149936 · BOSTON, MA
$6,834,293,270.00Regulatory AUM · August 2026
LONG WHARF CAPITAL LLCCRD 158038 · BOSTON, MA
$919,100,000.00Regulatory AUM · August 2026
LONGFELLOW INVESTMENT MANAGEMENT CO. LLCCRD 104945 · BOSTON, MA
$23,442,074,430.00Regulatory AUM · August 2026
LONGPOINT PARTNERS LPCRD 283800 · BOSTON, MA
$5,707,846,611.00Regulatory AUM · August 2026
LOOMIS, SAYLES & COMPANY, L.P.CRD 105377 · BOSTON, MA
$386,881,827,641.00Regulatory AUM · August 2026
LOON LAKE CAPITAL MANAGEMENT LPCRD 339830 · BOSTON, MA
$336,024,596.00Regulatory AUM · August 2026
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLPCRD 107153 · BOSTON, MA
$12,835,550,894.00Regulatory AUM · August 2026
LTG CAPITAL LLCCRD 128216 · FRAMINGHAM, MA
$142,173,011.00Regulatory AUM · August 2026
LUMINT CORPORATIONCRD 324443 · BOSTON, MA
$3,668,756,297.00Regulatory AUM · August 2026
M3 ADVISORY GROUP, LLCCRD 156208 · NEEDHAM HEIGHTS, MA
$342,000,000.00Regulatory AUM · August 2026
MACKENZIE INVESTMENTS CORPORATIONCRD 165899 · BOSTON, MA
$18,068,039,261.00Regulatory AUM · August 2026
MAIN CAPITAL PARTNERS NORTH AMERICA LLCCRD 329886 · BOSTON, MA
$471,601,022.00Regulatory AUM · August 2026
MAN ADVISERS LLCCRD 343021 · BOSTON, MA
Not availableRegulatory AUM · August 2026
MANULIFE INVESTMENT MANAGEMENT (US) LLCCRD 106435 · BOSTON, MA
$228,040,017,631.00Regulatory AUM · August 2026
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLCCRD 145508 · BOSTON, MA
$48,314,848,825.00Regulatory AUM · August 2026
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INCCRD 109641 · BOSTON, MA
$6,741,281,747.00Regulatory AUM · August 2026
MAP FUNDS MANAGEMENT, LLCCRD 165979 · MARBLEHEAD, MA
$25,785,114.00Regulatory AUM · August 2026
MARATHON WEALTH ADVISORS, LLCCRD 338006 · BOSTON, MA
$307,831,128.00Regulatory AUM · August 2026
MARBLE HARBOR INVESTMENT COUNSEL, LLCCRD 138538 · BOSTON, MA
$1,320,179,700.00Regulatory AUM · August 2026
MARCUS PARTNERS, LLCCRD 161326 · BOSTON, MA
$2,678,508,772.00Regulatory AUM · August 2026
MARINO, STRAM AND ASSOCIATES LLCCRD 107768 · BRAINTREE, MA
$1,405,327,219.00Regulatory AUM · August 2026
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCCRD 291599 · WEST TISBURY, MA
$342,913,476.00Regulatory AUM · August 2026
MARTINGALE ASSET MANAGEMENT LPCRD 108526 · BOSTON, MA
$4,177,115,595.00Regulatory AUM · August 2026
MASSACHUSETTS FINANCIAL SERVICES COMPANYCRD 110045 · BOSTON, MA
$514,051,177,297.00Regulatory AUM · August 2026
MASSACHUSETTS WEALTH MANAGEMENT, LLCCRD 160235 · NORTH ANDOVER, MA
$301,486,276.00Regulatory AUM · August 2026
MAY HILL CAPITAL, LLCCRD 332076 · COHASSET, MA
$548,601,789.00Regulatory AUM · August 2026
MAYFLOWER FINANCIAL ADVISORS, LLCCRD 307857 · BOSTON, MA
$5,815,579,654.00Regulatory AUM · August 2026
MCCARTER PRIVATE WEALTH SERVICES LLCCRD 108191 · BOSTON, MA
$427,720,202.00Regulatory AUM · August 2026
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.CRD 105522 · ORLEANS, MA
$172,003,910.00Regulatory AUM · August 2026
MCNAMARA FINANCIAL SERVICES, INC.CRD 154311 · MARSHFIELD, MA
$797,882,019.00Regulatory AUM · August 2026
MEKETA INVESTMENT GROUP INCCRD 110601 · WESTWOOD, MA
$9,992,100,000.00Regulatory AUM · August 2026
MELFA WEALTH MANAGEMENT, INC.CRD 315131 · WESTBOROUGH, MA
$348,829,624.00Regulatory AUM · August 2026
MERCER INVESTMENTS LLCCRD 133449 · BOSTON, MA
$226,040,693,134.00Regulatory AUM · August 2026
MERGANSER CAPITAL MANAGEMENT, LLCCRD 169258 · BOSTON, MA
$17,661,273,000.00Regulatory AUM · August 2026
MERIDIAN FINANCIAL ADVISORS, LLCCRD 119679 · HOLLISTON, MA
$283,927,964.00Regulatory AUM · August 2026
MFN PARTNERS MANAGEMENT, LPCRD 291755 · BOSTON, MA
$12,421,438,732.00Regulatory AUM · August 2026
MFS INSTITUTIONAL ADVISORS INC.CRD 107144 · BOSTON, MA
$113,585,882,234.00Regulatory AUM · August 2026
MG FINANCIAL LLCCRD 107649 · BRAINTREE, MA
$1,128,972,031.00Regulatory AUM · August 2026
MIDDLETON & COMPANY INC.CRD 104549 · BOSTON, MA
$1,234,225,339.00Regulatory AUM · August 2026
MILLSTREET CAPITAL MANAGEMENT LLCCRD 161566 · BOSTON, MA
$5,821,270,178.00Regulatory AUM · August 2026
MINOT DEBLOIS ADVISORS LLCCRD 140170 · BOSTON, MA
$2,044,115,331.00Regulatory AUM · August 2026
MIRI CAPITAL MANAGEMENT LLCCRD 311308 · BOSTON, MA
$929,670,355.00Regulatory AUM · August 2026
MIROVA US LLCCRD 300152 · BOSTON, MA
$13,616,354,795.00Regulatory AUM · August 2026
MML INVESTMENT ADVISERS, LLCCRD 169568 · SPRINGFIELD, MA
$24,548,284,732.00Regulatory AUM · August 2026
MML INVESTORS SERVICES, LLCCRD 10409 · SPRINGFIELD, MA
$115,638,239,231.00Regulatory AUM · August 2026
MONASHEE INVESTMENT MANAGEMENT, LLCCRD 163148 · BOSTON, MA
$1,856,181,965.00Regulatory AUM · August 2026
MONTIS FINANCIAL, LLCCRD 163986 · WALTHAM, MA
$1,258,932,129.00Regulatory AUM · August 2026
MONUMENT GROUP WEALTH ADVISORS, LLCCRD 111908 · CONCORD, MA
$678,889,192.00Regulatory AUM · August 2026
MOODY ALDRICH PARTNERS, LLCCRD 106920 · MARBLEHEAD, MA
$864,323,569.00Regulatory AUM · August 2026
MOODY, LYNN, LIEBERSON & WALKER, LLCCRD 283549 · BOSTON, MA
$2,410,564,401.00Regulatory AUM · August 2026
MOORE FINANCIAL ADVISORS, LTD.CRD 130421 · BELMONT, MA
$127,239,098.00Regulatory AUM · August 2026
MOORS & CABOT, INC.CRD 594 · BOSTON, MA
$3,437,764,388.00Regulatory AUM · August 2026
MORTON WEALTH ADVISORSCRD 142912 · DANVERS, MA
$305,528,265.00Regulatory AUM · August 2026
MPM ASSET MANAGEMENT LLCCRD 148467 · BOSTON, MA
$3,558,119,290.00Regulatory AUM · August 2026
MRM-HORIZON ADVISORS, LLCCRD 130585 · BOSTON, MA
$403,531,748.00Regulatory AUM · August 2026
NAPIER FINANCIAL, LLCCRD 336725 · BRAINTREE, MA
$587,928,017.00Regulatory AUM · August 2026
NATIXIS ADVISORS, LLCCRD 106800 · BOSTON, MA
$108,654,613,620.00Regulatory AUM · August 2026
NCP GROUP, LPCRD 293803 · BOSTON, MA
$1,780,743,239.00Regulatory AUM · August 2026
NEEDHAM R B ADVISORY CORPCRD 105378 · NORTH ANDOVER, MA
$102,400,806.00Regulatory AUM · August 2026
NEPC, LLCCRD 110562 · BOSTON, MA
$152,723,794,951.00Regulatory AUM · August 2026
NEW ENGLAND FINANCIAL PLANNING GROUP, LLCCRD 105254 · BURLINGTON, MA
$246,119,348.00Regulatory AUM · August 2026
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLCCRD 133790 · WELLESLEY, MA
$5,088,194,405.00Regulatory AUM · August 2026
NEW ENGLAND RETIREMENT CONSULTANTS, LLCCRD 141573 · BOSTON, MA
$2,113,790,906.00Regulatory AUM · August 2026
NEW ENGLAND SCHOONER, INC.CRD 129552 · PEABODY, MA
$165,206,151.00Regulatory AUM · August 2026
NEW FRONTIER ADVISORS, LLCCRD 147181 · BOSTON, MA
$3,990,139,274.00Regulatory AUM · August 2026
NEW HARBOR FINANCIAL GROUP, LLCCRD 155528 · WORCESTER, MA
$820,929,255.00Regulatory AUM · August 2026
NEW HERITAGE CAPITAL, LLCCRD 160083 · BOSTON, MA
$830,004,955.00Regulatory AUM · August 2026
NEW WORLD ADVISORS LLCCRD 296798 · HINGHAM, MA
$884,935,674.00Regulatory AUM · August 2026
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLCCRD 312937 · BOSTON, MA
$59,157,957,857.00Regulatory AUM · August 2026