Investment adviser firms in Massachusetts · Page 6
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
- SHELLBACK CAPITAL, LPCRD 169642 · BOSTON, MA$1,628,990,779.00Regulatory AUM · August 2026
- SHEPHERD FINANCIAL PARTNERS, LLCCRD 169093 · WINCHESTER, MA$1,379,061,513.00Regulatory AUM · August 2026
- SHEPHERD KAPLAN KROCHUK, LLCCRD 127304 · BOSTON, MA$10,884,215,665.00Regulatory AUM · August 2026
- SHEPHERD KAPLAN LLCCRD 128244 · BOSTON, MA$10,157,050,719.00Regulatory AUM · August 2026
- SHP WEALTH MANAGEMENT, LLCCRD 174697 · PLYMOUTH, MA$1,919,937,476.00Regulatory AUM · August 2026
- SIGNAL RIDGE CAPITAL PARTNERS, LLCCRD 167576 · FRAMINGHAM, MA$113,558,122.00Regulatory AUM · August 2026
- SIHARUM ADVISORS, LLCCRD 147957 · BOSTON, MA$687,464,747.00Regulatory AUM · August 2026
- SILVERARC CAPITAL MANAGEMENT, LLCCRD 304220 · BOSTON, MA$1,605,513,038.00Regulatory AUM · August 2026
- SILVERSMITH MANAGEMENT, L.P.CRD 281620 · BOSTON, MA$7,163,998,577.00Regulatory AUM · August 2026
- SINGLE POINT PARTNERS, LLCCRD 163793 · BOSTON, MA$641,329,267.00Regulatory AUM · August 2026
- SIPPICAN CAPITAL ADVISORS LLCCRD 155188 · BOSTON, MA$175,000,000.00Regulatory AUM · August 2026
- SIRIOS CAPITAL MANAGEMENT, L.P.CRD 160580 · BOSTON, MA$937,452,708.00Regulatory AUM · August 2026
- SMARTLEAF ASSET MANAGEMENT LLCCRD 172273 · BOSTON, MA$6,851,674,504.00Regulatory AUM · August 2026
- SOLAMERE CAPITAL, LLCCRD 156902 · BOSTON, MA$5,744,014,313.00Regulatory AUM · August 2026
- SOLEL PARTNERS LPCRD 305424 · BOSTON, MA$1,238,398,928.00Regulatory AUM · August 2026
- SOLUM PARTNERS LPCRD 310213 · BOSTON, MA$1,746,500,000.00Regulatory AUM · August 2026
- SOUTH SHORE CAPITAL ADVISORS, LLCCRD 142915 · BOSTON, MA$272,789,211.00Regulatory AUM · August 2026
- SOUTH SHORE INVESTMENT SERVICES LLCCRD 311450 · NORWELL, MA$117,927,211.00Regulatory AUM · August 2026
- SPECTRUM EQUITY MANAGEMENT, INC.CRD 160619 · BOSTON, MA$7,319,267,753.00Regulatory AUM · August 2026
- SPRING LAKE EQUITY GP LLCCRD 167613 · BURLINGTON, MA$179,161,798.00Regulatory AUM · August 2026
- SPRING LAKE EQUITY MANAGEMENT LLCCRD 167251 · BURLINGTON, MANot availableRegulatory AUM · August 2026
- SPRING LANE MANAGEMENT, LLCCRD 290181 · BOSTON, MA$424,742,261.00Regulatory AUM · August 2026
- SQUARE CIRCLE IA LPCRD 312718 · BOSTON, MA$448,908,446.00Regulatory AUM · August 2026
- SRB CORPORATIONCRD 161163 · BOSTON, MA$4,821,115,000.00Regulatory AUM · August 2026
- SSGA FUNDS MANAGEMENT, INC.CRD 111242 · BOSTON, MA$1,420,653,842,286.00Regulatory AUM · August 2026
- ST. GERMAIN INVESTMENT MANAGEMENT, INC.CRD 155186 · SPRINGFIELD, MA$3,791,815,997.00Regulatory AUM · August 2026
- STABLEPOINT PARTNERS, LLCCRD 328503 · BRAINTREE, MA$929,968,549.00Regulatory AUM · August 2026
- STACKWELL CAPITAL ADVISERS, LLCCRD 316298 · BOSTON, MA$2,310,890.00Regulatory AUM · August 2026
- STAGE HARBOR FINANCIAL, LLCCRD 289725 · WESTWOOD, MA$1,097,169,525.00Regulatory AUM · August 2026
- STANCE CAPITAL LLCCRD 284267 · BOSTON, MA$354,203,768.00Regulatory AUM · August 2026
- STOCKBRIDGE PARTNERS LLCCRD 160674 · BOSTON, MA$5,411,170,790.00Regulatory AUM · August 2026
- STONEHEARTH CAPITAL MANAGEMENT LLCCRD 128866 · DANVERS, MA$425,411,155.00Regulatory AUM · August 2026
- STRATEGIC ADVISERS LLCCRD 104555 · BOSTON, MA$1,370,125,325,211.00Regulatory AUM · August 2026
- STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.CRD 114922 · BOSTON, MA$2,838,890,251.00Regulatory AUM · August 2026
- STRATEGIC PLANNING GROUP, INC.CRD 124855 · WELLESLEY, MA$218,582,386.00Regulatory AUM · August 2026
- STRENGTHENING FAMILIES & COMMUNITIES, LLCCRD 282573 · BOSTON, MA$609,980,528.00Regulatory AUM · August 2026
- STRIDE CONSUMER PARTNERS LLCCRD 311501 · BOSTON, MA$740,339,884.00Regulatory AUM · August 2026
- SUCCESSFUL MONEY STRATEGIES INCCRD 109829 · FALL RIVER, MA$227,105,725.00Regulatory AUM · August 2026
- SUMMIT PARTNERS CREDIT ADVISORS, L.P.CRD 153195 · BOSTON, MA$418,976,513.00Regulatory AUM · August 2026
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCCRD 175100 · BOSTON, MA$4,617,406,031.00Regulatory AUM · August 2026
- SUMMIT PARTNERS, L.P.CRD 135271 · BOSTON, MA$42,008,600,050.00Regulatory AUM · August 2026
- SUN LIFE CAPITAL MANAGEMENT (U.S.) LLCCRD 109684 · WELLESLEY HILLS, MA$76,410,239,323.00Regulatory AUM · August 2026
- SUSTAINABLE INVESTMENT SOLUTIONS, LLCCRD 111456 · DEDHAM, MA$152,935,812.00Regulatory AUM · August 2026
- SV HEALTH INVESTORS, LLCCRD 160933 · BOSTON, MA$1,080,296,225.00Regulatory AUM · August 2026
- SVB WEALTH LLCCRD 172832 · BOSTON, MA$3,095,230,922.00Regulatory AUM · August 2026
- SVERICA CAPITAL MANAGEMENT LPCRD 156956 · BOSTON, MA$2,464,797,000.00Regulatory AUM · August 2026
- TA ASSOCIATES MANAGEMENT, L.P.CRD 156699 · BOSTON, MA$55,067,878,100.00Regulatory AUM · August 2026
- TA REALTY LLCCRD 108586 · BOSTON, MA$1,476,718,962.00Regulatory AUM · August 2026
- TABLEAUX LLCCRD 319355 · GREAT BARRINGTON, MA$229,743,914.00Regulatory AUM · August 2026
- TAC PARTNERS, INC.CRD 158249 · BOSTON, MA$983,376,786.00Regulatory AUM · August 2026
- TE ADVISORS LLCCRD 336139 · QUINCY, MA$10,715.00Regulatory AUM · August 2026
- TEA & TAXES COMPANY DBA PROSPERITEA PLANNINGCRD 282041 · GREENFIELD, MA$176,890,177.00Regulatory AUM · August 2026
- TELEMARK ASSET MANAGEMENT, LLCCRD 156770 · BOSTON, MA$1,140,636,524.00Regulatory AUM · August 2026
- TENSOR EDGE CAPITAL, LLCCRD 335633 · BOSTON, MA$584,780,263.00Regulatory AUM · August 2026
- TFC FINANCIAL MANAGEMENT, INC.CRD 105062 · BOSTON, MA$1,780,827,449.00Regulatory AUM · August 2026
- TFJ MANAGEMENT, LLCCRD 312132 · SOMERVILLE, MA$198,352,057.00Regulatory AUM · August 2026
- THE BAUPOST GROUP, L.L.C.CRD 109530 · BOSTON, MA$24,681,434,252.00Regulatory AUM · August 2026
- THE BOLLARD GROUP LLCCRD 155317 · BOSTON, MA$6,724,565,893.00Regulatory AUM · August 2026
- THE CLIFFORD GROUP LLCCRD 318897 · WAYLAND, MA$248,284,751.00Regulatory AUM · August 2026
- THE DARROW COMPANY, INC.CRD 105679 · NEEDHAM, MA$392,420,964.00Regulatory AUM · August 2026
- THE DE BURLO GROUP, INC.CRD 153435 · BOSTON, MA$1,133,360,000.00Regulatory AUM · August 2026
- THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLCCRD 172470 · WALPOLE, MA$2,639,463,916.00Regulatory AUM · August 2026
- THE PRACTICAL PLANNER, LLCCRD 130601 · GROTON, MA$145,318,074.00Regulatory AUM · August 2026
- THE PUTNAM ADVISORY COMPANY, LLCCRD 106631 · BOSTON, MA$33,189,776,888.00Regulatory AUM · August 2026
- THE SHER WEALTH MANAGEMENT GROUP, INC.CRD 172369 · NEEDHAM, MA$145,615,428.00Regulatory AUM · August 2026
- THL MANAGERS VII, LLCCRD 171042 · BOSTON, MA$21,483,389,334.00Regulatory AUM · August 2026
- THORNTREE CAPITAL PARTNERS LPCRD 283643 · BOSTON, MA$955,280,269.00Regulatory AUM · August 2026
- TIA WEALTH MANAGEMENT LLCCRD 327402 · NEWBURYPORT, MA$101,504,000.00Regulatory AUM · August 2026
- TIAA KASPICK, LLCCRD 104554 · BOSTON, MA$8,737,924,754.00Regulatory AUM · August 2026
- TIGER IRON CAPITAL, LLCCRD 283006 · ANDOVER, MA$4,166,591,838.00Regulatory AUM · August 2026
- TIMBER CREEK CAPITAL MANAGEMENT, LLCCRD 146220 · BOSTON, MA$636,827,527.00Regulatory AUM · August 2026
- TIMBUKTU CAPITAL MANAGEMENT, LLCCRD 131084 · BOSTON, MA$98,567,087.00Regulatory AUM · August 2026
- TIMMONS WEALTH MANAGEMENT, LLCCRD 165914 · ATTLEBORO, MA$179,244,928.00Regulatory AUM · August 2026
- TITANIUM ADVISORS, LLCCRD 153943 · FRANKLIN, MA$169,737,267.00Regulatory AUM · August 2026
- TQM WEALTH PARTNERS, LLCCRD 282979 · MARBLEHEAD, MA$123,716,769.00Regulatory AUM · August 2026
- TRAUB CAPITAL MANAGEMENT, LLCCRD 136851 · NEEDHAM, MA$210,790,661.00Regulatory AUM · August 2026
- TREMONT REALTY CAPITAL LLCCRD 283569 · NEWTON, MA$763,324,546.00Regulatory AUM · August 2026
- TRILLIUM ASSET MANAGEMENT, LLCCRD 110901 · BOSTON, MA$4,305,067,957.00Regulatory AUM · August 2026
- TURAS CAPITAL MANAGEMENT LPCRD 336516 · BOSTON, MA$613,541,000.00Regulatory AUM · August 2026
- TWELVE POINTS WEALTH MANAGEMENT LLCCRD 171107 · CONCORD, MA$2,243,862,574.00Regulatory AUM · August 2026
- TWIN FOCUS CAPITAL PARTNERS, LLCCRD 140522 · BOSTON, MA$4,584,699,376.00Regulatory AUM · August 2026
- TWIN GRYPHON ADVISORS LLCCRD 297264 · MARSHFIELD, MA$126,525,619.00Regulatory AUM · August 2026
- TWIN OAK ETF COMPANYCRD 330365 · WELLESLEY, MA$1,057,835,660.00Regulatory AUM · August 2026
- TYLER STREET CAPITALCRD 340011 · PLYMOUTH, MA$491,523,354.00Regulatory AUM · August 2026
- U. S. BOSTON CAPITAL CORPORATIONCRD 5251 · LINCOLN, MA$359,787,261.00Regulatory AUM · August 2026
- UNION PARK CAPITAL MANAGEMENT, L.P.CRD 169842 · BOSTON, MA$928,475,461.00Regulatory AUM · August 2026
- USA MUTUALS ADVISORS, INC.CRD 131750 · CONCORD, MA$73,724,628.00Regulatory AUM · August 2026
- VALENCE8 US LPCRD 317389 · CAMBRIDGE, MA$1,881,657,504.00Regulatory AUM · August 2026
- VERDAD ADVISERS, L.P.CRD 171048 · BOSTON, MA$1,180,312,357.00Regulatory AUM · August 2026
- VESTMARK ADVISORY SOLUTIONS, INC.CRD 221518 · WAKEFIELD, MA$49,854,767,353.00Regulatory AUM · August 2026
- VINCENT WEALTH ADVISORS LLCCRD 332759 · NORWELL, MA$152,876,009.00Regulatory AUM · August 2026
- WAINWRIGHT INVESTMENT COUNSEL LLCCRD 108711 · BOSTON, MA$5,516,243,000.00Regulatory AUM · August 2026
- WASHINGTON FINANCIAL GROUP, INC.CRD 132369 · OSTERVILLE, MA$119,042,191.00Regulatory AUM · August 2026
- WASHINGTON TRUST ADVISORS, INC.CRD 110407 · WELLESLEY, MA$2,392,791,362.00Regulatory AUM · August 2026
- WATERMILL MANAGEMENT COMPANY, LLCCRD 163370 · BOSTON, MA$178,078,003.00Regulatory AUM · August 2026
- WAVE EQUITY PARTNERS LLCCRD 170642 · BOSTON, MA$563,806,564.00Regulatory AUM · August 2026
- WEALTH EFFECTS LLCCRD 315244 · BOSTON, MA$472,000,000.00Regulatory AUM · August 2026
- WEATHERBIE CAPITAL, LLCCRD 105991 · BOSTON, MA$1,343,099,761.00Regulatory AUM · August 2026
- WEBSTER EQUITY PARTNERS, L.P.CRD 156729 · WALTHAM, MA$10,313,544,856.00Regulatory AUM · August 2026
- WEISS ASSET MANAGEMENT LPCRD 155564 · BOSTON, MA$15,557,388,898.00Regulatory AUM · August 2026