Investment adviser firms in Massachusetts · Page 5
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
- NEXTECH VENTURES (US) LLCCRD 316683 · BOSTON, MA$1,740,921,488.00Regulatory AUM · August 2026
- NICHOLS & PRATT ADVISERS LLPCRD 107113 · BOSTON, MA$2,430,399,569.00Regulatory AUM · August 2026
- NOBSCOT INVESTMENT MANAGEMENT LLCCRD 283289 · WELLESLEY, MA$164,246,947.00Regulatory AUM · August 2026
- NORTH RUN CAPITAL, LPCRD 157922 · BOSTON, MA$334,540,005.00Regulatory AUM · August 2026
- NORTHEAST INVESTMENT MANAGEMENT INCCRD 105051 · BOSTON, MA$3,273,998,868.00Regulatory AUM · August 2026
- NORTHSTAR ASSET MANAGEMENT, INCCRD 107138 · BOSTON, MA$805,920,869.00Regulatory AUM · August 2026
- NUMERIC INVESTORS LLCCRD 131684 · BOSTON, MA$94,400,959,000.00Regulatory AUM · August 2026
- NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIPCRD 105461 · BOSTON, MA$2,963,283,082.00Regulatory AUM · August 2026
- O.F.O. PARTNERS, LLCCRD 297424 · HINGHAM, MA$110,005,402.00Regulatory AUM · August 2026
- O'ROURKE & COMPANY, INCORPORATEDCRD 132481 · BOSTON, MA$555,070,677.00Regulatory AUM · August 2026
- OLD IRONSIDES ENERGY, LLCCRD 168670 · WALTHAM, MA$1,214,918,402.00Regulatory AUM · August 2026
- OMEGA FUND MANAGEMENT, LLCCRD 157753 · BOSTON, MA$1,713,751,848.00Regulatory AUM · August 2026
- ONE CHARLES PRIVATE WEALTH SERVICES, LLCCRD 286635 · HINGHAM, MA$1,094,633,947.00Regulatory AUM · August 2026
- ONE STONE GLOBAL LLCCRD 175052 · BOSTON, MANot availableRegulatory AUM · August 2026
- OPALEYE MANAGEMENT INC.CRD 124513 · BOSTON, MA$802,773,181.00Regulatory AUM · August 2026
- OPENVIEW ADVISORS, LLCCRD 316766 · BOSTON, MA$839,018,580.00Regulatory AUM · August 2026
- ORVIETO PARTNERS, L.P.CRD 313475 · BOSTON, MA$188,626,235.00Regulatory AUM · August 2026
- OSBON CAPITAL MANAGEMENT, LLCCRD 134731 · BOSTON, MA$205,298,967.00Regulatory AUM · August 2026
- OT MANAGEMENT, LLCCRD 284192 · BOSTON, MA$232,426,928.00Regulatory AUM · August 2026
- OUELLETTE WEALTH ADVISORY LLCCRD 289242 · LEXINGTON, MA$274,418,783.00Regulatory AUM · August 2026
- OXBOW HOLDINGS, INC.CRD 339061 · CHARLEMONT, MANot availableRegulatory AUM · August 2026
- P/E GLOBAL LLCCRD 155642 · BOSTON, MA$1,708,749,927.00Regulatory AUM · August 2026
- PACIFIC LAKE PARTNERS, L.L.C.CRD 160377 · BOSTON, MA$2,179,904,230.00Regulatory AUM · August 2026
- PALLADIN CONSUMER RETAIL PARTNERS, LLCCRD 164689 · BOSTON, MA$457,340,655.00Regulatory AUM · August 2026
- PALLAS CAPITAL ADVISORS, LLCCRD 310327 · BRAINTREE, MA$4,311,253,998.00Regulatory AUM · August 2026
- PANAGORA ASSET MANAGEMENT INCCRD 105201 · BOSTON, MA$44,129,364,870.00Regulatory AUM · August 2026
- PAR CAPITAL MANAGEMENT, INC.CRD 156596 · BOSTON, MA$1,471,249,761.00Regulatory AUM · August 2026
- PARK STATE ASSET MANAGEMENT LLCCRD 336573 · BEVERLY, MA$192,387,471.00Regulatory AUM · August 2026
- PARTNERS CAPITAL INVESTMENT GROUP, LLPCRD 120663 · BOSTON, MA$50,507,169,290.00Regulatory AUM · August 2026
- PATHLIGHT CAPITAL LPCRD 291106 · BOSTON, MA$3,518,772,120.00Regulatory AUM · August 2026
- PEAK FINANCIAL MANAGEMENT INCCRD 110559 · WELLESLEY, MA$534,424,348.00Regulatory AUM · August 2026
- PEAR TREE ADVISORS, INC.CRD 104576 · LINCOLN, MA$3,089,429,330.00Regulatory AUM · August 2026
- PEDDOCK CAPITAL ADVISORS, LLCCRD 148216 · BRAINTREE, MA$836,154,847.00Regulatory AUM · August 2026
- PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.CRD 105060 · BOSTON, MA$1,635,025,695.00Regulatory AUM · August 2026
- PENSION & WEALTH MANAGEMENT ADVISORS, INC.CRD 309546 · WALTHAM, MA$529,811,638.00Regulatory AUM · August 2026
- PERENNIAL ADVISORS GROUP, LLCCRD 128600 · WESTFORD, MA$397,397,651.00Regulatory AUM · August 2026
- PINNACLE PENSION CONSULTANTS LLCCRD 133442 · NEEDHAM, MA$2,169,070,234.00Regulatory AUM · August 2026
- PINNEY & SCOFIELD, INC.CRD 105365 · CAMBRIDGE, MA$858,739,612.00Regulatory AUM · August 2026
- POLARIS CAPITAL MANAGEMENT, LLCCRD 106278 · BOSTON, MA$5,452,307,694.00Regulatory AUM · August 2026
- POLARIS GROWTH MANAGEMENT, LLCCRD 297431 · BOSTON, MA$4,216,506,351.00Regulatory AUM · August 2026
- POLARIS INVESTMENT ADVISORS, LLCCRD 324093 · FRAMINGHAM, MA$217,051,377.00Regulatory AUM · August 2026
- POLEN CAPITAL CLO MANAGEMENT, LLCCRD 330470 · WALTHAM, MA$808,397,779.00Regulatory AUM · August 2026
- POLEN CAPITAL CREDIT, LLCCRD 108468 · WALTHAM, MA$6,129,466,812.00Regulatory AUM · August 2026
- PORTOLAN CAPITAL MANAGEMENT, LLCCRD 157542 · BOSTON, MA$2,021,361,155.00Regulatory AUM · August 2026
- PROCTOR FINANCIAL, INC.CRD 122021 · SHERBORN, MA$382,297,097.00Regulatory AUM · August 2026
- PROFICIENT WEALTH COUNSELORS, LLCCRD 152640 · NORWOOD, MA$146,889,279.00Regulatory AUM · August 2026
- PROFICIO CAPITAL PARTNERS LLCCRD 269931 · NEWTON, MA$5,266,070,265.00Regulatory AUM · August 2026
- PROMETHOS CAPITAL, LLCCRD 300915 · BOSTON, MA$1,274,632,470.00Regulatory AUM · August 2026
- PROSPECT HILL GROWTH PARTNERS, L.P.CRD 171462 · WALTHAM, MA$310,642,036.00Regulatory AUM · August 2026
- PSG EQUITY L.L.C.CRD 295103 · BOSTON, MA$30,177,186,496.00Regulatory AUM · August 2026
- PUREFI WEALTH, LLCCRD 328459 · BOSTON, MA$326,410,945.00Regulatory AUM · August 2026
- PUTNAM INVESTMENT MANAGEMENT, LLCCRD 106629 · BOSTON, MA$117,238,832,053.00Regulatory AUM · August 2026
- QTRON INVESTMENTS LLCCRD 285608 · BOSTON, MA$1,226,565,854.00Regulatory AUM · August 2026
- QUABBIN ADVISORS, LLCCRD 160019 · AMHERST, MA$109,766,450.00Regulatory AUM · August 2026
- RA CAPITAL MANAGEMENT, LPCRD 160174 · BOSTON, MA$16,401,931,385.00Regulatory AUM · August 2026
- RADIUS WEALTH MANAGEMENT, INC.CRD 168159 · BOSTON, MA$158,706,471.00Regulatory AUM · August 2026
- RANGE ROCK CAPITAL LLCCRD 334203 · WELLESLEY, MA$548,307,696.00Regulatory AUM · August 2026
- REDWOOD INVESTMENTS, LLCCRD 133028 · BOSTON, MA$710,148,725.00Regulatory AUM · August 2026
- REFINITIV GLOBAL MARKETS INC.CRD 109120 · BOSTON, MANot availableRegulatory AUM · August 2026
- RENAISSANCE INVESTMENT GROUP, LLCCRD 153679 · LENOX, MA$726,084,772.00Regulatory AUM · August 2026
- RENAISSANCE WEALTH ADVISORS, LLCCRD 300007 · NEWTON, MA$109,897,240.00Regulatory AUM · August 2026
- RETIREMENT RESOURCES INVESTMENT CORPORATIONCRD 47723 · ANDOVER, MA$2,444,639,519.00Regulatory AUM · August 2026
- REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLCCRD 137342 · BOSTON, MA$4,227,841,161.00Regulatory AUM · August 2026
- RF&L WEALTH MANAGEMENT, LLCCRD 140210 · ACTON, MA$381,085,305.00Regulatory AUM · August 2026
- RFG - BRISTOL WEALTH ADVISORS, LLCCRD 330145 · TAUNTON, MA$985,583,020.00Regulatory AUM · August 2026
- RHEECO, INC.CRD 301106 · NATICK, MA$119,224,000.00Regulatory AUM · August 2026
- RHUMBLINE ADVISERS LTD PARTNERSHIPCRD 107151 · BOSTON, MA$136,475,186,874.00Regulatory AUM · August 2026
- RICHARDSON FINANCIAL SERVICES INC.CRD 130715 · MEDWAY, MA$256,090,825.00Regulatory AUM · August 2026
- RIGHTHAND CAPITAL, LLCCRD 307517 · WEST NEWTON, MA$182,322,481.00Regulatory AUM · August 2026
- RISK PARADIGM GROUP, LLCCRD 155870 · BURLINGTON, MA$115,551,333.00Regulatory AUM · August 2026
- RIVERSIDE PARTNERS, LLCCRD 160754 · BOSTON, MA$923,673,729.00Regulatory AUM · August 2026
- RIVERVIEW CAPITAL ADVISERS LLCCRD 140377 · BOSTON, MA$624,065,302.00Regulatory AUM · August 2026
- RNC RIA LLCCRD 336740 · BRAINTREE, MA$50,556,312.00Regulatory AUM · August 2026
- ROCKINGSTONE ADVISORS LLCCRD 149592 · GREAT BARRINGTON, MA$280,098,256.00Regulatory AUM · August 2026
- ROCKPOINT GROUP, L.L.C.CRD 156630 · BOSTON, MA$13,042,546,969.00Regulatory AUM · August 2026
- ROCKY HILL ADVISORS INC.CRD 123242 · PEABODY, MA$102,418,700.00Regulatory AUM · August 2026
- ROSE GROVE CAPITAL MANAGEMENT, LLCCRD 156572 · WELLESLEY, MA$1,936,281,345.00Regulatory AUM · August 2026
- ROSE PARK ADVISORS, LLCCRD 162017 · BOSTON, MA$629,855,538.00Regulatory AUM · August 2026
- ROTHWELL INVESTMENT ADVISORS LLCCRD 337504 · SALEM, MA$187,689,302.00Regulatory AUM · August 2026
- RPG FAMILY WEALTH ADVISORY, LLCCRD 158528 · BURLINGTON, MA$700,744,314.00Regulatory AUM · August 2026
- RWA WEALTH PARTNERS, LLCCRD 156984 · BOSTON, MA$19,795,286,684.00Regulatory AUM · August 2026
- S & CO., INC.CRD 110026 · BOSTON, MA$2,456,013,267.00Regulatory AUM · August 2026
- SACHETTA, LLCCRD 145713 · LYNNFIELD, MA$1,000,312,141.00Regulatory AUM · August 2026
- SAFFORD NICHOLAS H & CO INCCRD 104740 · ROCKPORT, MA$1,795,604,516.00Regulatory AUM · August 2026
- SANDIA INVESTMENT MANAGEMENT LPCRD 311098 · BOSTON, MA$625,412,805.00Regulatory AUM · August 2026
- SANDY COVE ADVISORS, LLCCRD 152482 · HINGHAM, MA$684,905,062.00Regulatory AUM · August 2026
- SANTANDER SECURITIES LLCCRD 41791 · BOSTON, MA$3,140,983,898.00Regulatory AUM · August 2026
- SAVIOR LLCCRD 299178 · WELLESLEY, MA$140,239,469.00Regulatory AUM · August 2026
- SAVVI FINANCIAL LLCCRD 169196 · WALTHAM, MA$44,700,000.00Regulatory AUM · August 2026
- SAWYER & CO INCCRD 112849 · BOSTON, MA$320,113,014.00Regulatory AUM · August 2026
- SCHWERIN BOYLE CAPITAL MANAGEMENT INCCRD 105004 · SPRINGFIELD, MA$1,209,259,520.00Regulatory AUM · August 2026
- SCS CAPITAL MANAGEMENT LLCCRD 122258 · BOSTON, MA$48,650,197,284.00Regulatory AUM · August 2026
- SEAMANS CAPITAL MANAGEMENT, LLCCRD 118404 · WALTHAM, MA$170,677,730.00Regulatory AUM · August 2026
- SEAPORT GLOBAL ADVISORS, LLCCRD 154287 · BOSTON, MA$46,294,391.00Regulatory AUM · August 2026
- SECHREST FINANCIAL SERVICES LLCCRD 128688 · ACTON, MA$199,211,839.00Regulatory AUM · August 2026
- SEMPOLINSKI, WILLIAM JOHNCRD 338120 · EASTON, MA$292,000,000.00Regulatory AUM · August 2026
- SENTINEL PENSION ADVISORS, LLCCRD 109901 · WAKEFIELD, MA$11,941,931,134.00Regulatory AUM · August 2026
- SEQUENTIS CAPITAL LLCCRD 298533 · BOSTON, MA$101,535,976.00Regulatory AUM · August 2026
- SF ADVISERS, LLCCRD 316518 · BOSTON, MA$172,516,345.00Regulatory AUM · August 2026
- SHAWSPRING PARTNERS, LLCCRD 172766 · BOSTON, MA$438,723,788.00Regulatory AUM · August 2026