Registered investment advisers in Massachusetts

AUM: $5.7T
Per adviser: $7.6B
Advisers: 744

Geode Capital Management, LLC

Boston, MA · Est. 2002

★4.3(7)NationalInternational

AUM: $1.7T
Per adviser: $46.9B
Advisers: 37

No reported disclosures

Wellington Management Company LLP

Boston, MA · Est. 1979

AUM: $1.4T
Per adviser: $2.9B
Advisers: 497

Ssga Funds Management, INC.

Boston, MA · Est. 2001

AUM: $1.4T
Per adviser: $6.5B
Advisers: 220

Strategic Advisers LLC

Boston, MA · Est. 1977

AUM: $1.4T
Per adviser: $80M
Advisers: 17,112

Mfs Investment Management

Boston, MA · Est. 1982

AUM: $514.1B
Per adviser: $1.6B
Advisers: 327

Columbia Management Investment Advisers, LLC

Boston, MA · Est. 1985

AUM: $502.4B
Per adviser: $1.1B
Advisers: 440

No reported disclosures

Loomis, Sayles & Company, L.P.

Boston, MA · Est. 1977

AUM: $386.9B
Per adviser: $531M
Advisers: 728

No reported disclosures

Arrowstreet Capital, Limited Partnership

Boston, MA · Est. 1999

AUM: $351.3B
Per adviser: $3.4B
Advisers: 102

Cambridge Associates, LLC

Boston, MA · Est. 1978

AUM: $326.7B
Per adviser: $771M
Advisers: 424

No reported disclosures

Manulife Investment Management (US) LLC

Boston, MA · Est. 1992

AUM: $228.0B
Per adviser: $1.6B
Advisers: 146

No reported disclosures

Mercer Investments LLC

Boston, MA · Est. 2005

AUM: $226.0B
Per adviser: $341M
Advisers: 662

Commonwealth Financial Network

Waltham, MA · Est. 1992

AUM: $212.7B
Per adviser: $80M
Advisers: 2,650

No reported disclosures

John Hancock Investment Management LLC

Boston, MA · Est. 1971

AUM: $212.1B
Per adviser: $7.6B
Advisers: 28

No reported disclosures

Harbourvest Partners, LLC

Boston, MA · Est. 1996

AUM: $191.2B
Per adviser: $646M
Advisers: 296

No reported disclosures

Acadian Asset Management

Boston, MA · Est. 1986

AUM: $177.5B
Per adviser: $1.4B
Advisers: 125

No reported disclosures

Boston Management And Research

Boston, MA · Est. 1993

AUM: $154.7B
Per adviser: $1.1B
Advisers: 144

No reported disclosures

Nepc, LLC

Boston, MA · Est. 1990

AUM: $152.7B
Per adviser: $1.2B
Advisers: 132

Rhumbline Advisers

Boston, MA · Est. 1992

AUM: $136.5B
Per adviser: $15.2B
Advisers: 9

No reported disclosures

Income Research + Management

Boston, MA · Est. 1987

AUM: $130.7B
Per adviser: $2.1B
Advisers: 63

No reported disclosures

Putnam Investment Management, LLC

Boston, MA · Est. 1971

AUM: $117.2B
Per adviser: $1.6B
Advisers: 72

Boston Partners

Boston, MA · Est. 2003

AUM: $116.2B
Per adviser: $2.0B
Advisers: 59

No reported disclosures

Mml Investors Services, LLC

Springfield, MA · Est. 1993

AUM: $115.6B
Per adviser: $23M
Advisers: 4,961

Mfs Institutional Advisors INC.

Boston, MA · Est. 1994

AUM: $113.6B
Per adviser: $347M
Advisers: 327

No reported disclosures

Natixis Advisors, LLC

Boston, MA · Est. 1995

AUM: $108.7B
Per adviser: $2.3B
Advisers: 48

No reported disclosures

Bracebridge Capital, LLC

Boston, MA · Est. 2012

AUM: $100.3B
Per adviser: $1.7B
Advisers: 59

No reported disclosures

Eaton Vance Management

Boston, MA · Est. 1981

AUM: $97.0B
Per adviser: $606M
Advisers: 160

No reported disclosures

Bain Capital Private Equity, LP

Boston, MA · Est. 2008

AUM: $96.4B
Per adviser: $221M
Advisers: 436

No reported disclosures

Numeric Investors LLC

Boston, MA · Est. 2004

AUM: $94.4B
Per adviser: $2.1B
Advisers: 45

Wellington Alternative Investments

Boston, MA · Est. 2016

AUM: $92.2B
Per adviser: $92.2B
Advisers: 1

No reported disclosures

Advent International, L.P.

Boston, MA · Est. 1987

AUM: $91.6B
Per adviser: $890M
Advisers: 103

No reported disclosures

Grantham Mayo Van Otterloo & Co LLC

Boston, MA · Est. 1979

AUM: $81.0B
Per adviser: $890M
Advisers: 91

No reported disclosures

Slc Management

Wellesley Hills, MA · Est. 1991

AUM: $76.4B
Per adviser: $708M
Advisers: 108

No reported disclosures

Bain Capital Credit, LP

Boston, MA · Est. 2008

AUM: $76.3B
Per adviser: $281M
Advisers: 272

No reported disclosures

Adage Capital Management, L.P.

Boston, MA · Est. 2012

AUM: $70.4B
Per adviser: $1.7B
Advisers: 42

John Hancock Variable Trust Advisers LLC

Boston, MA · Est. 1987

AUM: $68.6B
Per adviser: $2.4B
Advisers: 28

No reported disclosures

Newton Investment Management North America

Boston, MA · Est. 2021

AUM: $59.2B
Per adviser: $1.1B
Advisers: 55

No reported disclosures

Ta Associates

Boston, MA · Est. 2012

AUM: $55.1B
Per adviser: $287M
Advisers: 192

No reported disclosures

Breckinridge Capital Advisors INC

Boston, MA · Est. 1993

AUM: $54.3B
Per adviser: $1.3B
Advisers: 41

No reported disclosures

Gw&K Investment Management, LLC

Boston, MA · Est. 2002

AUM: $52.8B
Per adviser: $838M
Advisers: 63

No reported disclosures

Partners Capital Investment Group, LLP

Boston, MA · Est. 2002

AUM: $50.5B
Per adviser: $495M
Advisers: 102

No reported disclosures

Vestmark Advisory Solutions, INC.

Wakefield, MA · Est. 2018

AUM: $49.9B
Per adviser: $2.0B
Advisers: 25

No reported disclosures

Scs Capital Management LLC

Boston, MA · Est. 2002

AUM: $48.7B
Per adviser: $491M
Advisers: 99

No reported disclosures

Manulife Investment Management Private Markets (US) LLC

Boston, MA · Est. 2007

AUM: $48.3B
Per adviser: $406M
Advisers: 119

No reported disclosures

General Catalyst

Cambridge, MA · Est. 2019

AUM: $45.5B
Per adviser: $669M
Advisers: 68

No reported disclosures

Panagora Asset Management INC

Boston, MA · Est. 1989

AUM: $44.1B
Per adviser: $1.0B
Advisers: 44

No reported disclosures

Summit Partners, L.P.

Boston, MA · Est. 2005

AUM: $42.0B
Per adviser: $356M
Advisers: 118

No reported disclosures

55ip

Boston, MA · Est. 2017

AUM: $36.7B
Per adviser: $432M
Advisers: 85

No reported disclosures

The Putnam Advisory Company, LLC

Boston, MA · Est. 1968

AUM: $33.2B
Per adviser: $4.7B
Advisers: 7

Psg Equity L.L.C.

Boston, MA · Est. 2020

AUM: $30.2B
Per adviser: $196M
Advisers: 154

No reported disclosures

Berkshire Partners LLC

Boston, MA · Est. 2012

AUM: $29.0B
Per adviser: $312M
Advisers: 93

No reported disclosures

Mdt Advisers, A Division Of Federated Mdta LLC

Boston, MA · Est. 1997

AUM: $25.9B
Per adviser: $1.4B
Advisers: 19

No reported disclosures

The Baupost Group, L.L.C.

Boston, MA · Est. 1998

AUM: $24.7B
Per adviser: $548M
Advisers: 45

Mml Investment Advisers, LLC

Springfield, MA · Est. 2013

AUM: $24.5B
Per adviser: $2.2B
Advisers: 11

No reported disclosures

Westfield Capital Management Company, L.P.

Boston, MA · Est. 2008

AUM: $24.4B
Per adviser: $1.4B
Advisers: 17

No reported disclosures

Longfellow Investment Management Co. LLC

Boston, MA · Est. 1986

AUM: $23.4B
Per adviser: $977M
Advisers: 24

No reported disclosures

Capital Advisors Group, INC

Boston, MA · Est. 2001

AUM: $23.0B
Per adviser: $1.2B
Advisers: 20

No reported disclosures

Thl Managers Vii, LLC

Boston, MA · Est. 2014

AUM: $21.5B
Per adviser: $234M
Advisers: 92

No reported disclosures

Charlesbank Capital Partners, LLC

Boston, MA · Est. 2012

AUM: $21.1B
Per adviser: $239M
Advisers: 88

No reported disclosures

Audax Private Equity

Boston, MA · Est. 2012

AUM: $20.1B
Per adviser: $181M
Advisers: 111

No reported disclosures

Rwa Wealth Partners

Boston, MA · Est. 2012

AUM: $19.8B
Per adviser: $314M
Advisers: 63

No reported disclosures

Berkshire Property Advisors, LLC

Boston, MA · Est. 2012

AUM: $19.2B
Per adviser: $257M
Advisers: 75

No reported disclosures

Great Hill Partners

Boston, MA · Est. 2012

AUM: $19.0B
Per adviser: $275M
Advisers: 69

No reported disclosures

Integrated Wealth Concepts LLC

Waltham, MA · Est. 2016

AUM: $18.9B
Per adviser: $39M
Advisers: 491

No reported disclosures

Fidelity Diversifying Solutions LLC

Boston, MA · Est. 2021

AUM: $18.9B
Per adviser: $429M
Advisers: 44

No reported disclosures

Mackenzie Investments

Boston, MA · Est. 2013

AUM: $18.1B
Per adviser: $1.8B
Advisers: 10

No reported disclosures

Merganser Capital Management, LLC

Boston, MA · Est. 2013

AUM: $17.7B
Per adviser: $1.6B
Advisers: 11

No reported disclosures

Ra Capital Management, LP

Boston, MA · Est. 2012

AUM: $16.4B
Per adviser: $173M
Advisers: 95

No reported disclosures

Bain Capital Asset Management, LP

Boston, MA · Est. 2016

AUM: $16.3B
Per adviser: $1.8B
Advisers: 9

No reported disclosures

Battery Management Corp.

Boston, MA · Est. 2014

AUM: $15.6B
Per adviser: $223M
Advisers: 70

No reported disclosures

Weiss Asset Management

Boston, MA · Est. 2012

AUM: $15.6B
Per adviser: $243M
Advisers: 64

Ballentine Partners

Waltham, MA · Est. 2010

AUM: $15.3B
Per adviser: $176M
Advisers: 87

No reported disclosures

Cw Advisors, LLC

Boston, MA · Est. 2020

AUM: $15.2B
Per adviser: $171M
Advisers: 89

Abry Partners II, LLC

Boston, MA · Est. 2012

AUM: $14.9B
Per adviser: $14.9B
Advisers: 1

No reported disclosures

Congress Asset Management Company, LLP

Boston, MA · Est. 1985

AUM: $14.2B
Per adviser: $507M
Advisers: 28

No reported disclosures

Abrams Capital Management, L.P.

Boston, MA · Est. 2012

AUM: $13.7B
Per adviser: $2.3B
Advisers: 6

No reported disclosures

Mirova US

Boston, MA · Est. 2019

AUM: $13.6B
Per adviser: $368M
Advisers: 37

No reported disclosures

Arclight Capital Partners, LLC

Boston, MA · Est. 2012

AUM: $13.5B
Per adviser: $437M
Advisers: 31

No reported disclosures

Blackstone Life Sciences Advisors L.L.C.

Cambridge, MA · Est. 2019

AUM: $13.2B
Per adviser: $628M
Advisers: 21

No reported disclosures

Rockpoint

Boston, MA · Est. 2012

AUM: $13.0B
Per adviser: $326M
Advisers: 40

No reported disclosures

Impresa Management LLC

Boston, MA · Est. 2014

AUM: $13.0B
Per adviser: $179M
Advisers: 73

No reported disclosures

Whale Rock Capital Management

Boston, MA · Est. 2010

AUM: $13.0B
Per adviser: $1.3B
Advisers: 10

No reported disclosures

Ascensus Investment Advisors, LLC

Newton, MA · Est. 2002

AUM: $13.0B
Per adviser: $6.5B
Advisers: 2

No reported disclosures

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Boston, MA · Est. 1994

AUM: $12.8B
Per adviser: $987M
Advisers: 13

No reported disclosures

First Eagle Alternative Credit, LLC

Boston, MA · Est. 2010

AUM: $12.6B
Per adviser: $299M
Advisers: 42

No reported disclosures

Appleton Partners, INC.

Boston, MA · Est. 1987

AUM: $12.6B
Per adviser: $405M
Advisers: 31

No reported disclosures

Mfn Partners Management, LP

Boston, MA · Est. 2018

AUM: $12.4B
Per adviser: $1.8B
Advisers: 7

No reported disclosures

Intercontinental Real Estate Corporation

Boston, MA · Est. 1999

AUM: $12.2B
Per adviser: $312M
Advisers: 39

No reported disclosures

Sentinel Pension Advisors, LLC.

Wakefield, MA · Est. 1998

AUM: $11.9B
Per adviser: $249M
Advisers: 48

No reported disclosures

Bny Mellon Etf Investment Adviser, LLC

Boston, MA · Est. 2019

AUM: $11.1B
Per adviser: $5.5B
Advisers: 2

No reported disclosures

Ballyrock Investment Advisors LLC

Boston, MA · Est. 2001

AUM: $11.0B
Per adviser: $3.7B
Advisers: 3

No reported disclosures

Shepherd Kaplan Krochuk, LLC

Boston, MA · Est. 2003

AUM: $10.9B
Per adviser: $726M
Advisers: 15

No reported disclosures

Webster Equity Partners, L.P.

Waltham, MA · Est. 2012

AUM: $10.3B
Per adviser: $469M
Advisers: 22

No reported disclosures

Shepherd Kaplan LLC

Boston, MA · Est. 2003

AUM: $10.2B
Per adviser: $423M
Advisers: 24

No reported disclosures

Choate Investment Advisors

Boston, MA · Est. 1996

AUM: $10.0B
Per adviser: $502M
Advisers: 20

No reported disclosures

Bain Capital Real Estate, LP

Boston, MA · Est. 2018

AUM: $10.0B
Per adviser: $151M
Advisers: 66

No reported disclosures

Meketa Investment Group INC

Westwood, MA · Est. 1979

AUM: $10.0B
Per adviser: $85M
Advisers: 118

No reported disclosures

Welch & Forbes LLC

Boston, MA · Est. 2001

AUM: $9.9B
Per adviser: $825M
Advisers: 12

No reported disclosures

Bain Capital Ventures, LP

Boston, MA · Est. 2008

AUM: $9.8B
Per adviser: $209M
Advisers: 47

No reported disclosures

F L Putnam Investment Management Co.

Lynnfield, MA · Est. 1984

AUM: $9.7B
Per adviser: $108M
Advisers: 90

Frontier Capital Management Co LLC

Boston, MA · Est. 1981

AUM: $9.6B
Per adviser: $505M
Advisers: 19

No reported disclosures

Fidelity Institutional Wealth Adviser LLC

Boston, MA · Est. 2019

AUM: $9.4B
Per adviser: $93M
Advisers: 101

No reported disclosures

Cabot Properties L.P.

Boston, MA · Est. 2001

AUM: $9.1B
Per adviser: $68M
Advisers: 134

No reported disclosures

Highvista Strategies LLC

Boston, MA · Est. 2012

AUM: $9.1B
Per adviser: $303M
Advisers: 30

No reported disclosures

Johcm (USA) INC

Boston, MA · Est. 2013

AUM: $9.0B
Per adviser: $429M
Advisers: 21

No reported disclosures

Atreides Management, LP

Boston, MA · Est. 2019

AUM: $8.9B
Per adviser: $596M
Advisers: 15

No reported disclosures

Tiaa Kaspick, LLC

Boston, MA · Est. 1986

AUM: $8.7B
Per adviser: $546M
Advisers: 16

No reported disclosures

Aureus Asset Management, LLC

Boston, MA · Est. 2005

AUM: $8.4B
Per adviser: $840M
Advisers: 10

No reported disclosures

Battery Global Advisors, LLC

Boston, MA · Est. 2012

AUM: $8.4B
Per adviser: $698M
Advisers: 12

No reported disclosures

Bolton Global Asset Management

Bolton, MA · Est. 2006

AUM: $8.3B
Per adviser: $75M
Advisers: 110

Cambridge Associates Limited, LLC

Boston, MA · Est. 1994

AUM: $8.2B
Per adviser: $586M
Advisers: 14

No reported disclosures

Crestwood Advisors

Boston, MA · Est. 2017

AUM: $8.0B
Per adviser: $143M
Advisers: 56

No reported disclosures

Bv Investment Partners, L.P.

Boston, MA · Est. 2012

AUM: $7.9B
Per adviser: $248M
Advisers: 32

No reported disclosures

Wgi Dm, LLC

Boston, MA · Est. 2025

AUM: $7.8B
Per adviser: $1.3B
Advisers: 6

No reported disclosures

Fiduciary Trust International, LLC

Lincoln, MA · Est. 2003

AUM: $7.7B
Per adviser: $334M
Advisers: 23

No reported disclosures

Eventide Asset Management, LLC

Boston, MA · Est. 2008

AUM: $7.4B
Per adviser: $369M
Advisers: 20

No reported disclosures

Spectrum Equity

Boston, MA · Est. 2012

AUM: $7.3B
Per adviser: $174M
Advisers: 42

No reported disclosures

Silversmith Capital Partners

Boston, MA · Est. 2017

AUM: $7.2B
Per adviser: $189M
Advisers: 38

No reported disclosures

Grovestreet

Newton, MA · Est. 2001

AUM: $7.1B
Per adviser: $1.0B
Advisers: 7

No reported disclosures

Algebris Investments (US) INC.

Boston, MA · Est. 2013

AUM: $6.9B
Per adviser: $1.7B
Advisers: 4

No reported disclosures

Smartleaf Asset Management LLC

Boston, MA · Est. 2015

AUM: $6.9B
Per adviser: $1.7B
Advisers: 4

No reported disclosures

Lmcg Investments, LLC

Boston, MA · Est. 2009

AUM: $6.8B
Per adviser: $427M
Advisers: 16

No reported disclosures

Manulife Investment Management Timberland And Agriculture INC

Boston, MA · Est. 2000

AUM: $6.7B
Per adviser: $71M
Advisers: 95

No reported disclosures

The Bollard Group LLC

Boston, MA · Est. 2011

AUM: $6.7B
Per adviser: $560M
Advisers: 12

No reported disclosures

Highvista Private Capital Management LLC

Boston, MA · Est. 2006

AUM: $6.5B
Per adviser: $216M
Advisers: 30

No reported disclosures

Ethos Capital LP

Boston, MA · Est. 2021

AUM: $6.3B
Per adviser: $902M
Advisers: 7

No reported disclosures

Grimes & Company

Westborough, MA · Est. 2000

AUM: $6.3B
Per adviser: $175M
Advisers: 36

No reported disclosures

Polen Capital Credit, LLC

Waltham, MA · Est. 1997

AUM: $6.1B
Per adviser: $219M
Advisers: 28

No reported disclosures

Gc Wealth Management Ria, LLC

Cambridge, MA · Est. 2023

AUM: $5.8B
Per adviser: $172M
Advisers: 34

No reported disclosures

Millstreet Capital Management LLC

Boston, MA · Est. 2012

AUM: $5.8B
Per adviser: $1.2B
Advisers: 5

No reported disclosures

Mayflower Advisors

Boston, MA · Est. 2020

AUM: $5.8B
Per adviser: $215M
Advisers: 27

No reported disclosures

Solamere Capital, LLC

Boston, MA · Est. 2012

AUM: $5.7B
Per adviser: $479M
Advisers: 12

No reported disclosures

Longpoint Partners LP

Boston, MA · Est. 2016

AUM: $5.7B
Per adviser: $204M
Advisers: 28

Wainwright Investment Counsel LLC

Boston, MA · Est. 1999

AUM: $5.5B
Per adviser: $552M
Advisers: 10

No reported disclosures

71 West Capital Partners

Boston, MA · Est. 2025

AUM: $5.5B
Per adviser: $688M
Advisers: 8

No reported disclosures

Polaris Capital Management, LLC

Boston, MA · Est. 1993

AUM: $5.5B
Per adviser: $545M
Advisers: 10

No reported disclosures

Stockbridge Investors

Boston, MA · Est. 2012

AUM: $5.4B
Per adviser: $301M
Advisers: 18

No reported disclosures

Wellington Funds (US) LLC

Boston, MA · Est. 2017

AUM: $5.4B
Per adviser: $5.4B
Advisers: 1

No reported disclosures

Bain Capital Insurance Solutions, LP

Boston, MA · Est. 2021

AUM: $5.4B
Per adviser: $169M
Advisers: 32

No reported disclosures

Cove Hill Partners, L.P.

Boston, MA · Est. 2017

AUM: $5.4B
Per adviser: $173M
Advisers: 31

No reported disclosures

Constitution Capital Equity Partners LP

Andover, MA · Est. 2008

AUM: $5.3B
Per adviser: $220M
Advisers: 24

No reported disclosures

Proficio Capital Partners LLC

Newton, MA · Est. 2015

AUM: $5.3B
Per adviser: $479M
Advisers: 11

No reported disclosures

Denham Capital Management LP

Boston, MA · Est. 2012

AUM: $5.3B
Per adviser: $211M
Advisers: 25

No reported disclosures

Baypine Holdings LP

Boston, MA · Est. 2020

AUM: $5.1B
Per adviser: $159M
Advisers: 32

No reported disclosures

New England Private Wealth Advisors, LLC

Wellesley, MA · Est. 2005

AUM: $5.1B
Per adviser: $509M
Advisers: 10

No reported disclosures

Finepoint Capital LP

Boston, MA · Est. 2014

AUM: $5.0B
Per adviser: $385M
Advisers: 13

No reported disclosures

Agf Investments

Boston, MA · Est. 2010

AUM: $4.9B
Per adviser: $214M
Advisers: 23

No reported disclosures

Ghisallo Capital Management LLC

Boston, MA · Est. 2020

AUM: $4.9B
Per adviser: $213M
Advisers: 23

No reported disclosures

Hill City Capital LP

Boston, MA · Est. 2020

AUM: $4.9B
Per adviser: $973M
Advisers: 5

No reported disclosures

Srb Corporation

Boston, MA · Est. 2012

AUM: $4.8B
Per adviser: $2.4B
Advisers: 2

No reported disclosures

Summit Partners Public Asset Management, LLC

Boston, MA · Est. 2015

AUM: $4.6B
Per adviser: $272M
Advisers: 17

No reported disclosures

Twin Focus Capital Partners, LLC

Boston, MA · Est. 2006

AUM: $4.6B
Per adviser: $255M
Advisers: 18

No reported disclosures

Boston Trust Walden INC.

Boston, MA · Est. 2001

AUM: $4.6B
Per adviser: $241M
Advisers: 19

No reported disclosures

Pallas Capital Advisors, LLC

Braintree, MA · Est. 2020

AUM: $4.3B
Per adviser: $187M
Advisers: 23

No reported disclosures

Trillium Asset Management

Boston, MA · Est. 1982

AUM: $4.3B
Per adviser: $113M
Advisers: 38

No reported disclosures

Reynders, Mcveigh Capital Management, LLC

Boston, MA · Est. 2005

AUM: $4.2B
Per adviser: $249M
Advisers: 17

No reported disclosures

Polaris Growth Management, LLC

Boston, MA · Est. 2018

AUM: $4.2B
Per adviser: $136M
Advisers: 31

No reported disclosures

Martingale Asset Management

Boston, MA · Est. 1987

AUM: $4.2B
Per adviser: $464M
Advisers: 9

No reported disclosures

Boston Common Asset Management, LLC

Boston, MA · Est. 2002

AUM: $4.2B
Per adviser: $199M
Advisers: 21

No reported disclosures

Tiger Iron Capital, LLC

Andover, MA · Est. 2017

AUM: $4.2B
Per adviser: $1.0B
Advisers: 4

No reported disclosures

Evolution Credit Partners Management, LLC

Boston, MA · Est. 2018

AUM: $4.1B
Per adviser: $217M
Advisers: 19

No reported disclosures

New Frontier Advisors, LLC

Boston, MA · Est. 2011

AUM: $4.0B
Per adviser: $998M
Advisers: 4

No reported disclosures

Cormorant Asset Management, LP

Boston, MA · Est. 2014

AUM: $3.8B
Per adviser: $1.3B
Advisers: 3

No reported disclosures

St. Germain Investment Management

Springfield, MA · Est. 1976

AUM: $3.8B
Per adviser: $126M
Advisers: 30

No reported disclosures

Beaumont Financial Partners

Needham, MA · Est. 2022

AUM: $3.8B
Per adviser: $251M
Advisers: 15

No reported disclosures

Howland Capital Management LLC

Boston, MA · Est. 1972

AUM: $3.7B
Per adviser: $340M
Advisers: 11

No reported disclosures

Lumint Corporation

Boston, MA · Est. 2023

AUM: $3.7B
Per adviser: $917M
Advisers: 4

No reported disclosures

Bcsf Advisors, LP

Boston, MA · Est. 2016

AUM: $3.6B
Per adviser: $13M
Advisers: 272

No reported disclosures

Mpm Bioimpact

Boston, MA · Est. 2016

AUM: $3.6B
Per adviser: $132M
Advisers: 27

No reported disclosures

Elephant

Boston, MA · Est. 2022

AUM: $3.6B
Per adviser: $274M
Advisers: 13

No reported disclosures

Eterna Growth Partners

Boston, MA · Est. 2025

AUM: $3.5B
Per adviser: $104M
Advisers: 34

No reported disclosures

Pathlight Capital

Boston, MA · Est. 2017

AUM: $3.5B
Per adviser: $153M
Advisers: 23

No reported disclosures

Moors & Cabot, INC

Boston, MA · Est. 1995

AUM: $3.4B
Per adviser: $40M
Advisers: 85

Flagship Harbor Advisors, LLC

Boston, MA · Est. 2010

AUM: $3.4B
Per adviser: $60M
Advisers: 57

No reported disclosures

Invenomic Capital Management LP

Boston, MA · Est. 2017

AUM: $3.4B
Per adviser: $485M
Advisers: 7

No reported disclosures

Northeast Investment Management INC

Boston, MA · Est. 1984

AUM: $3.3B
Per adviser: $298M
Advisers: 11

No reported disclosures

Falcon Investment Advisors, LLC

Boston, MA · Est. 2012

AUM: $3.3B
Per adviser: $156M
Advisers: 21

No reported disclosures

Epg Incorporated

Framingham, MA · Est. 1996

AUM: $3.2B
Per adviser: $801M
Advisers: 4

No reported disclosures

Santander Securities

Boston, MA · Est. 1999

AUM: $3.1B
Per adviser: $29M
Advisers: 108

Winthrop Wealth

Boston, MA · Est. 2017

AUM: $3.1B
Per adviser: $115M
Advisers: 27

No reported disclosures

Svb Wealth

Boston, MA · Est. 2014

AUM: $3.1B
Per adviser: $86M
Advisers: 36

No reported disclosures

Ampersand Capital Partners

Boston, MA · Est. 2012

AUM: $3.1B
Per adviser: $94M
Advisers: 33

No reported disclosures

Pear Tree Advisors, INC.

Lincoln, MA · Est. 1983

AUM: $3.1B
Per adviser: $3.1B
Advisers: 1

No reported disclosures

Alphasimplex Group, LLC

Boston, MA · Est. 2003

AUM: $3.1B
Per adviser: $182M
Advisers: 17

No reported disclosures

Aew Capital Management LP

Boston, MA · Est. 1996

AUM: $3.0B
Per adviser: $23M
Advisers: 130

No reported disclosures

Columbia Cent Clo Advisers, LLC

Boston, MA · Est. 2020

AUM: $3.0B
Per adviser: $230M
Advisers: 13

No reported disclosures

Nutter Investment Advisors

Boston, MA · Est. 1988

AUM: $3.0B
Per adviser: $741M
Advisers: 4

No reported disclosures

Birch Hill Investment Advisors LLC

Boston, MA · Est. 2007

AUM: $2.9B
Per adviser: $327M
Advisers: 9

No reported disclosures

Leeward Investments

Boston, MA · Est. 2021

AUM: $2.9B
Per adviser: $574M
Advisers: 5

No reported disclosures

Strategic Capital Allocation Group, L.L.C.

Boston, MA · Est. 2001

AUM: $2.8B
Per adviser: —
Advisers: —

No reported disclosures

Easterly Investment Partners LLC

Beverly, MA · Est. 2019

AUM: $2.8B
Per adviser: $105M
Advisers: 27

No reported disclosures

Marcus Partners, LLC

Boston, MA · Est. 2012

AUM: $2.7B
Per adviser: $89M
Advisers: 30

No reported disclosures

Windrose Advisors LLC

Waltham, MA · Est. 2009

AUM: $2.7B
Per adviser: $334M
Advisers: 8

No reported disclosures

The Patriot Financial Group, LLC

Walpole, MA · Est. 2014

AUM: $2.6B
Per adviser: $80M
Advisers: 33

No reported disclosures

Sverica Capital Management

Boston, MA · Est. 2012

AUM: $2.5B
Per adviser: $123M
Advisers: 20

No reported disclosures

S & Co., INC.

Boston, MA · Est. 1988

AUM: $2.5B
Per adviser: $409M
Advisers: 6

No reported disclosures

Retirement Resources Investment Corporation

Andover, MA · Est. 2005

AUM: $2.4B
Per adviser: $1.2B
Advisers: 2

No reported disclosures

Nichols & Pratt Advisers LLP

Boston, MA · Est. 1994

AUM: $2.4B
Per adviser: $243M
Advisers: 10

No reported disclosures

Moody, Lynn, Lieberson & Walker, LLC

Boston, MA · Est. 2016

AUM: $2.4B
Per adviser: $301M
Advisers: 8

No reported disclosures

Washington Trust Advisors

Wellesley, MA · Est. 1983

AUM: $2.4B
Per adviser: $184M
Advisers: 13

No reported disclosures

Castle Rock Advisors LLC

Boston, MA · Est. 2024

AUM: $2.4B
Per adviser: $88M
Advisers: 27

No reported disclosures

Yellow Wood Partners

Boston, MA · Est. 2013

AUM: $2.4B
Per adviser: $108M
Advisers: 22

No reported disclosures

Anchor Capital Advisors LLC

Boston, MA · Est. 1983

AUM: $2.4B
Per adviser: $158M
Advisers: 15

No reported disclosures

Granahan Investment Management LLC

Waltham, MA · Est. 1985

AUM: $2.4B
Per adviser: $295M
Advisers: 8

No reported disclosures

Baldwin Wealth Partners, LLC

Marion, MA · Est. 1980

AUM: $2.3B
Per adviser: $167M
Advisers: 14

No reported disclosures

Twelve Points Wealth Management

Concord, MA · Est. 2017

AUM: $2.2B
Per adviser: $173M
Advisers: 13

No reported disclosures

Foster Dykema Cabot & Partners, LLC

Waltham, MA · Est. 2019

AUM: $2.2B
Per adviser: $278M
Advisers: 8

No reported disclosures

John Hancock Personal Financial Services, LLC

Boston, MA · Est. 2015

AUM: $2.2B
Per adviser: $147M
Advisers: 15

No reported disclosures

Hite Hedge Asset Management LLC

Braintree, MA · Est. 2012

AUM: $2.2B
Per adviser: $168M
Advisers: 13

Pacific Lake Partners, L.L.C.

Boston, MA · Est. 2017

AUM: $2.2B
Per adviser: $99M
Advisers: 22

No reported disclosures

Pinnacle Pension Consultants LLC

Needham, MA · Est. 2007

AUM: $2.2B
Per adviser: $723M
Advisers: 3

No reported disclosures

Westview Capital Management LLC

Boston, MA · Est. 2012

AUM: $2.1B
Per adviser: $118M
Advisers: 18

No reported disclosures

New England Retirement Consultants, LLC

Boston, MA · Est. 2012

AUM: $2.1B
Per adviser: $705M
Advisers: 3

No reported disclosures

D/B/A The Davis Companies Or Davis

Boston, MA · Est. 2012

AUM: $2.0B
Per adviser: $48M
Advisers: 43

No reported disclosures

Minot Deblois Advisors LLC

Boston, MA · Est. 2009

AUM: $2.0B
Per adviser: $681M
Advisers: 3

No reported disclosures

Callodine Capital Management

Boston, MA · Est. 2018

AUM: $2.0B
Per adviser: $407M
Advisers: 5

No reported disclosures

Portolan Capital Management, LLC

Boston, MA · Est. 2012

AUM: $2.0B
Per adviser: $505M
Advisers: 4

No reported disclosures

Boston Family Office LLC

Boston, MA · Est. 1996

AUM: $2.0B
Per adviser: $202M
Advisers: 10

Advent Global Opportunities Management LLC

Boston, MA · Est. 2015

AUM: $2.0B
Per adviser: $252M
Advisers: 8

No reported disclosures

Brooke Private Equity Associates Management LLC

Boston, MA · Est. 2012

AUM: $1.9B
Per adviser: $194M
Advisers: 10

No reported disclosures

Rose Grove Capital Management, LLC

Wellesley, MA · Est. 2012

AUM: $1.9B
Per adviser: $277M
Advisers: 7

No reported disclosures

Shp Wealth Management, LLC

Plymouth, MA · Est. 2016

AUM: $1.9B
Per adviser: $60M
Advisers: 32

Glouston Capital Partners, LLC

Boston, MA · Est. 2005

AUM: $1.9B
Per adviser: $158M
Advisers: 12

No reported disclosures

Valence8

Cambridge, MA · Est. 2021

AUM: $1.9B
Per adviser: $314M
Advisers: 6

No reported disclosures

Monashee Investment Management, LLC

Boston, MA · Est. 2014

AUM: $1.9B
Per adviser: $232M
Advisers: 8

No reported disclosures

Aristotle Capital Boston, LLC

Boston, MA · Est. 2014

AUM: $1.8B
Per adviser: $229M
Advisers: 8

No reported disclosures

Safford Nicholas H & Co INC

Rockport, MA · Est. 1983

AUM: $1.8B
Per adviser: $449M
Advisers: 4

No reported disclosures

Tfc Financial Management INC

Boston, MA · Est. 1982

AUM: $1.8B
Per adviser: $148M
Advisers: 12

No reported disclosures

Nonantum Capital Partners

Boston, MA · Est. 2018

AUM: $1.8B
Per adviser: $74M
Advisers: 24

No reported disclosures

Solum Partners

Boston, MA · Est. 2020

AUM: $1.7B
Per adviser: $125M
Advisers: 14

No reported disclosures

Nextech Ventures (US) LLC

Boston, MA · Est. 2022

AUM: $1.7B
Per adviser: $290M
Advisers: 6

No reported disclosures

Bcpc Advisors, LP

Boston, MA · Est. 2023

AUM: $1.7B
Per adviser: $6M
Advisers: 272

No reported disclosures

Catalyst Financial Partners

Boston, MA · Est. 2018

AUM: $1.7B
Per adviser: $287M
Advisers: 6

No reported disclosures

Guidepost Growth Equity Management Company, L.P.

Boston, MA · Est. 2020

AUM: $1.7B
Per adviser: $101M
Advisers: 17

No reported disclosures

Omega Fund Management, LLC

Boston, MA · Est. 2012

AUM: $1.7B
Per adviser: $214M
Advisers: 8

No reported disclosures

P/E Global LLC

Boston, MA · Est. 2011

AUM: $1.7B
Per adviser: $47M
Advisers: 36

No reported disclosures

J.M. Forbes & Co. LLP

Boston, MA · Est. 1960

AUM: $1.7B
Per adviser: $335M
Advisers: 5

No reported disclosures

Armstrong Advisory Group INC.

Needham, MA · Est. 2022

AUM: $1.7B
Per adviser: $167M
Advisers: 10

No reported disclosures

Bain Capital Partnership Strategies, LP

Boston, MA · Est. 2018

AUM: $1.7B
Per adviser: $826M
Advisers: 2

No reported disclosures

Penobscot Investment Management Company, INC.

Boston, MA · Est. 1988

AUM: $1.6B
Per adviser: $204M
Advisers: 8

No reported disclosures

Shellback Capital, LP

Boston, MA · Est. 2013

AUM: $1.6B
Per adviser: $407M
Advisers: 4

No reported disclosures

Silverarc Capital Management, LLC

Boston, MA · Est. 2019

AUM: $1.6B
Per adviser: $321M
Advisers: 5

No reported disclosures

Fiduciary Wealth Partners, LLC

Newton Lower Falls, MA · Est. 2012

AUM: $1.5B
Per adviser: $193M
Advisers: 8

No reported disclosures

Catholic Investment Services, INC.

Boston, MA · Est. 2015

AUM: $1.5B
Per adviser: $379M
Advisers: 4

No reported disclosures

Clough Capital Partners, LP

Boston, MA · Est. 2004

AUM: $1.5B
Per adviser: $377M
Advisers: 4

No reported disclosures

Capital Impact Advisors

Boston, MA · Est. 2013

AUM: $1.5B
Per adviser: $372M
Advisers: 4

No reported disclosures

Ta Realty LLC

Boston, MA · Est. 2000

AUM: $1.5B
Per adviser: $17M
Advisers: 88

No reported disclosures

Par Capital Management, INC.

Boston, MA · Est. 2012

AUM: $1.5B
Per adviser: $210M
Advisers: 7

No reported disclosures

Icapital, LLC

Boston, MA · Est. 2002

AUM: $1.5B
Per adviser: $242M
Advisers: 6

No reported disclosures

Bay Colony Advisors

Concord, MA · Est. 2016

AUM: $1.4B
Per adviser: $48M
Advisers: 30

No reported disclosures

Wingate Wealth Advisors, INC.

Lexington, MA · Est. 1987

AUM: $1.4B
Per adviser: $94M
Advisers: 15

No reported disclosures

Diametric Capital, LP

Boston, MA · Est. 2017

AUM: $1.4B
Per adviser: $141M
Advisers: 10

No reported disclosures

Claro Advisors INC.

Boston, MA · Est. 2014

AUM: $1.4B
Per adviser: $78M
Advisers: 18

No reported disclosures

Msa Financial

Braintree, MA · Est. 2011

AUM: $1.4B
Per adviser: $176M
Advisers: 8

No reported disclosures

Shepherd Financial Partners, LLC

Winchester, MA · Est. 2015

AUM: $1.4B
Per adviser: $197M
Advisers: 7

No reported disclosures

Equity Resource Investments, LLC

Cambridge, MA · Est. 2012

AUM: $1.3B
Per adviser: $64M
Advisers: 21

No reported disclosures

Weatherbie Capital, LLC

Boston, MA · Est. 1995

AUM: $1.3B
Per adviser: $192M
Advisers: 7

No reported disclosures

Marble Harbor Investment Counsel, LLC

Boston, MA · Est. 2006

AUM: $1.3B
Per adviser: $220M
Advisers: 6

No reported disclosures

Canopy Capital Group

Woburn, MA · Est. 2025

AUM: $1.3B
Per adviser: $263M
Advisers: 5

No reported disclosures

Beacon Capital Partners, LLC

Boston, MA · Est. 2012

AUM: $1.3B
Per adviser: $50M
Advisers: 26

No reported disclosures

Woodstock Corporation

Boston, MA · Est. 1968

AUM: $1.3B
Per adviser: $161M
Advisers: 8

No reported disclosures

Promethos Capital, LLC

Boston, MA · Est. 2019

AUM: $1.3B
Per adviser: $255M
Advisers: 5

No reported disclosures

Montis Financial, LLC

Waltham, MA · Est. 2012

AUM: $1.3B
Per adviser: $79M
Advisers: 16

No reported disclosures

Green Century Capital Management INC

Boston, MA · Est. 1991

AUM: $1.3B
Per adviser: $210M
Advisers: 6

No reported disclosures

Albany Road Real Estate Partners, LLC

Dedham, MA · Est. 2018

AUM: $1.2B
Per adviser: $83M
Advisers: 15

No reported disclosures

Solel Partners LP

Boston, MA · Est. 2019

AUM: $1.2B
Per adviser: $248M
Advisers: 5

No reported disclosures

Middleton & Company INC.

Boston, MA · Est. 1984

AUM: $1.2B
Per adviser: $176M
Advisers: 7

No reported disclosures

Berkshire Money Management, INC.

Dalton, MA · Est. 2003

AUM: $1.2B
Per adviser: $153M
Advisers: 8

No reported disclosures

Qtron Investments LLC

Boston, MA · Est. 2017

AUM: $1.2B
Per adviser: $307M
Advisers: 4

No reported disclosures

Cabot Wealth Management

Beverly, MA · Est. 1983

AUM: $1.2B
Per adviser: $152M
Advisers: 8

No reported disclosures

Old Ironsides Energy, LLC

Waltham, MA · Est. 2013

AUM: $1.2B
Per adviser: $202M
Advisers: 6

Schwerin Boyle Capital Management, INC

Springfield, MA · Est. 1989

AUM: $1.2B
Per adviser: $302M
Advisers: 4

No reported disclosures

Brooknoll Advisors LLC

Boston, MA · Est. 2018

AUM: $1.2B
Per adviser: $1.2B
Advisers: 1

No reported disclosures

Verdad Advisers, L.P.

Boston, MA · Est. 2019

AUM: $1.2B
Per adviser: $148M
Advisers: 8

No reported disclosures

Telemark Asset Management, LLC

Boston, MA · Est. 2012

AUM: $1.1B
Per adviser: $570M
Advisers: 2

No reported disclosures

The De Burlo Group, INC.

Boston, MA · Est. 2010

AUM: $1.1B
Per adviser: $378M
Advisers: 3

No reported disclosures

Amundi US

Boston, MA · Est. 2025

AUM: $1.1B
Per adviser: $67M
Advisers: 17

No reported disclosures

Mg Financial LLC

Braintree, MA · Est. 1996

AUM: $1.1B
Per adviser: $282M
Advisers: 4

No reported disclosures

Wilkins Investment Counsel, INC

Boston, MA · Est. 1989

AUM: $1.1B
Per adviser: $186M
Advisers: 6

No reported disclosures

Abry Partners III, LLC

Boston, MA · Est. 2023

AUM: $1.1B
Per adviser: $19M
Advisers: 59

No reported disclosures

Stage Harbor Financial

Westwood, MA · Est. 2018

AUM: $1.1B
Per adviser: $137M
Advisers: 8

No reported disclosures

One Charles Private Wealth

Hingham, MA · Est. 2017

AUM: $1.1B
Per adviser: $219M
Advisers: 5

No reported disclosures

Sv Health Investors, LLC

Boston, MA · Est. 2017

AUM: $1.1B
Per adviser: $68M
Advisers: 16

No reported disclosures

American Investment Services INC

Great Barrington, MA · Est. 1979

AUM: $1.1B
Per adviser: $215M
Advisers: 5

No reported disclosures

Dsf Advisors, LLC

Boston, MA · Est. 2016

AUM: $1.1B
Per adviser: $56M
Advisers: 19

No reported disclosures

Twin Oak Etf Company

Wellesley, MA · Est. 2024

AUM: $1.1B
Per adviser: $353M
Advisers: 3

No reported disclosures

Clearhaven Partners LP

Boston, MA · Est. 2022

AUM: $1.0B
Per adviser: $65M
Advisers: 16

No reported disclosures

Equality Asset Management

Boston, MA · Est. 2019

AUM: $1.0B
Per adviser: $115M
Advisers: 9

No reported disclosures

Zevin Asset Management, LLC

Boston, MA · Est. 2012

AUM: $1.0B
Per adviser: $113M
Advisers: 9

No reported disclosures

East Coast Asset Management, LLC

Essex, MA · Est. 2008

AUM: $1.0B
Per adviser: $201M
Advisers: 5

No reported disclosures

Sachetta, LLC

Lynnfield, MA · Est. 2015

AUM: $1.0B
Per adviser: $100M
Advisers: 10

No reported disclosures

Bristol Wealth Group

Taunton, MA · Est. 2024

AUM: $986M
Per adviser: $164M
Advisers: 6

No reported disclosures

Tac Partners, INC.

Boston, MA · Est. 2012

AUM: $983M
Per adviser: $76M
Advisers: 13

No reported disclosures

Brookwood Advisors, LLC

Beverly, MA · Est. 2026

AUM: $964M
Per adviser: $321M
Advisers: 3

No reported disclosures

Folium Capital LP

Burlington, MA · Est. 2017

AUM: $960M
Per adviser: $96M
Advisers: 10

No reported disclosures

Thorntree Capital Partners LP

Boston, MA · Est. 2016

AUM: $955M
Per adviser: $159M
Advisers: 6

No reported disclosures

Sirios Capital Management, L.P.

Boston, MA · Est. 2012

AUM: $937M
Per adviser: $94M
Advisers: 10

No reported disclosures

Stablepoint Partners, LLC

Braintree, MA · Est. 2023

AUM: $930M
Per adviser: $186M
Advisers: 5

No reported disclosures

Miri Capital Management LLC

Boston, MA · Est. 2023

AUM: $930M
Per adviser: $133M
Advisers: 7

No reported disclosures

Union Park Capital Management, L.P.

Boston, MA · Est. 2016

AUM: $928M
Per adviser: $103M
Advisers: 9

No reported disclosures

Riverside Partners, LLC

Boston, MA · Est. 2012

AUM: $924M
Per adviser: $71M
Advisers: 13

No reported disclosures

Long Wharf Capital LLC

Boston, MA · Est. 2011

AUM: $919M
Per adviser: $184M
Advisers: 5

No reported disclosures

Constitution Capital Pm, L. P.

Andover, MA · Est. 2022

AUM: $911M
Per adviser: $38M
Advisers: 24

No reported disclosures

93 Financial Group, LLC

Woburn, MA · Est. 2013

AUM: $900M
Per adviser: $180M
Advisers: 5

No reported disclosures

New World Advisors LLC

Hingham, MA · Est. 2018

AUM: $885M
Per adviser: $442M
Advisers: 2

No reported disclosures

Moody Aldrich Partners, LLC

Marblehead, MA · Est. 1988

AUM: $864M
Per adviser: $123M
Advisers: 7

No reported disclosures

Pinney & Scofield, INC.

Cambridge, MA · Est. 1985

AUM: $859M
Per adviser: $286M
Advisers: 3

No reported disclosures

Barry Investment Advisors, LLC

New Bedford, MA · Est. 2007

AUM: $847M
Per adviser: $106M
Advisers: 8

No reported disclosures

Openview Advisors, LLC

Boston, MA · Est. 2021

AUM: $839M
Per adviser: $168M
Advisers: 5

No reported disclosures

Peddock Capital Advisors, LLC

Braintree, MA · Est. 2008

AUM: $836M
Per adviser: $167M
Advisers: 5

No reported disclosures

Denali Growth Partners

Boston, MA · Est. 2021

AUM: $831M
Per adviser: $92M
Advisers: 9

No reported disclosures

New Heritage Capital, LLC

Boston, MA · Est. 2012

AUM: $830M
Per adviser: $83M
Advisers: 10

No reported disclosures

Aequitas Investment Advisors, LLC

Hingham, MA · Est. 2017

AUM: $826M
Per adviser: $165M
Advisers: 5

No reported disclosures

New Harbor Financial Group, LLC

Worcester, MA · Est. 2010

AUM: $821M
Per adviser: $137M
Advisers: 6

No reported disclosures

J.P. Marvel Wealth Management, INC.

Boston, MA · Est. 2007

AUM: $821M
Per adviser: $137M
Advisers: 6

No reported disclosures

Clear Brook Advisors, INC.

Boston, MA · Est. 2006

AUM: $818M
Per adviser: $204M
Advisers: 4

No reported disclosures

Polen Capital Clo Management, LLC

Waltham, MA · Est. 2024

AUM: $808M
Per adviser: $29M
Advisers: 28

No reported disclosures

Northstar Asset Management, INC

Boston, MA · Est. 1990

AUM: $806M
Per adviser: $90M
Advisers: 9

No reported disclosures

Clarus Ventures, LLC

Cambridge, MA · Est. 2019

AUM: $806M
Per adviser: $38M
Advisers: 21

No reported disclosures

Eagleclaw Capital Management LLC

Boston, MA · Est. 2005

AUM: $803M
Per adviser: $201M
Advisers: 4

No reported disclosures

Opaleye Management INC.

Boston, MA · Est. 2013

AUM: $803M
Per adviser: $201M
Advisers: 4

No reported disclosures

Mcnamara Financial Services, INC.

Marshfield, MA · Est. 2010

AUM: $798M
Per adviser: $199M
Advisers: 4

No reported disclosures

Astira Capital Partners LP

Boston, MA · Est. 2023

AUM: $777M
Per adviser: $65M
Advisers: 12

No reported disclosures

Tremont Realty Capital LLC

Newton, MA · Est. 2016

AUM: $763M
Per adviser: $42M
Advisers: 18

No reported disclosures

Flagship Wealth Advisors, LLC.

Wakefield, MA · Est. 2017

AUM: $749M
Per adviser: $187M
Advisers: 4

No reported disclosures

Carr Financial Group

Worcester, MA · Est. 2022

AUM: $744M
Per adviser: $106M
Advisers: 7

No reported disclosures

Stride Consumer

Boston, MA · Est. 2020

AUM: $740M
Per adviser: $44M
Advisers: 17

No reported disclosures

Centerpoint Advisors, LLC

Needham, MA · Est. 2011

AUM: $732M
Per adviser: $105M
Advisers: 7

No reported disclosures

Bayhawk Capital LP

Boston, MA · Est. 2025

AUM: $731M
Per adviser: $104M
Advisers: 7

No reported disclosures

Ipswich Investment Management Company, INC

Beverly, MA · Est. 1986

AUM: $730M
Per adviser: $122M
Advisers: 6

No reported disclosures

Canby Financial Advisors

Framingham, MA · Est. 2025

AUM: $729M
Per adviser: $146M
Advisers: 5

No reported disclosures

Aaf Wealth Management, LLC

Westborough, MA · Est. 2012

AUM: $728M
Per adviser: $121M
Advisers: 6

No reported disclosures

Renaissance Investment Group, LLC

Lenox, MA · Est. 2010

AUM: $726M
Per adviser: $145M
Advisers: 5

No reported disclosures

Great Point Wealth Advisors, LLC

Boston, MA · Est. 2009

AUM: $726M
Per adviser: $242M
Advisers: 3

No reported disclosures

Essex Investment Management Company, LLC

Boston, MA · Est. 1998

AUM: $713M
Per adviser: $79M
Advisers: 9

No reported disclosures

Excalibur Management Corp

Waltham, MA · Est. 1991

AUM: $712M
Per adviser: $102M
Advisers: 7

No reported disclosures

Redwood Investments, LLC

Boston, MA · Est. 2004

AUM: $710M
Per adviser: $118M
Advisers: 6

No reported disclosures

Lincoln Peak Capital Management, LLC

Boston, MA · Est. 2018

AUM: $707M
Per adviser: $118M
Advisers: 6

No reported disclosures

Kaleidoscope Capital

Boston, MA · Est. 2017

AUM: $706M
Per adviser: $118M
Advisers: 6

No reported disclosures

Contravisory Investment Management, INC.

Norwell, MA · Est. 1973

AUM: $702M
Per adviser: $175M
Advisers: 4

No reported disclosures

Rpg Family Wealth Advisory, LLC

Burlington, MA · Est. 2011

AUM: $701M
Per adviser: $78M
Advisers: 9

No reported disclosures

West Branch Capital LLC

Amherst, MA · Est. 2013

AUM: $690M
Per adviser: $230M
Advisers: 3

No reported disclosures

Siharum Advisors, LLC

Boston, MA · Est. 2008

AUM: $687M
Per adviser: $229M
Advisers: 3

No reported disclosures

Sandy Cove Advisors, LLC

Hingham, MA · Est. 2016

AUM: $685M
Per adviser: $171M
Advisers: 4

No reported disclosures

Monument Group Wealth Advisors, LLC

Concord, MA · Est. 2001

AUM: $679M
Per adviser: $226M
Advisers: 3

No reported disclosures

Boston Research And Management, INC.

Manchester, MA · Est. 1991

AUM: $676M
Per adviser: $113M
Advisers: 6

No reported disclosures

Little House Capital, LLC

Braintree, MA · Est. 2017

AUM: $675M
Per adviser: $96M
Advisers: 7

No reported disclosures

Beck Bode LLC

Dedham, MA · Est. 2016

AUM: $666M
Per adviser: $42M
Advisers: 16

No reported disclosures

Alta Wealth Advisors LLC

Woburn, MA · Est. 2018

AUM: $665M
Per adviser: $44M
Advisers: 15

No reported disclosures

Compass Capital Corporation

Braintree, MA · Est. 1984

AUM: $664M
Per adviser: $47M
Advisers: 14

No reported disclosures

Asset Strategy Advisors, LLC

Wayland, MA · Est. 2006

AUM: $649M
Per adviser: $81M
Advisers: 8

No reported disclosures

Boston Standard Wealth Management, LLC

Winchester, MA · Est. 2015

AUM: $648M
Per adviser: $162M
Advisers: 4

No reported disclosures

Arjuna Capital, LLC

Manchester, MA · Est. 2016

AUM: $642M
Per adviser: $214M
Advisers: 3

No reported disclosures

Single Point Partners

Boston, MA · Est. 2018

AUM: $641M
Per adviser: $53M
Advisers: 12

No reported disclosures

Timber Creek Capital Management, LLC

Boston, MA · Est. 2008

AUM: $637M
Per adviser: $212M
Advisers: 3

No reported disclosures

Rose Park Advisors, LLC

Boston, MA · Est. 2015

AUM: $630M
Per adviser: $126M
Advisers: 5

No reported disclosures

Capshift Advisors

West Newton, MA · Est. 2020

AUM: $628M
Per adviser: $70M
Advisers: 9

No reported disclosures

Sandia Investment Management LP

Boston, MA · Est. 2021

AUM: $625M
Per adviser: $125M
Advisers: 5

No reported disclosures

Riverview Capital Advisers LLC

Boston, MA · Est. 2006

AUM: $624M
Per adviser: $104M
Advisers: 6

No reported disclosures

Kelly Financial Services LLC

Braintree, MA · Est. 2018

AUM: $624M
Per adviser: $104M
Advisers: 6

No reported disclosures

Turas Capital Management

Boston, MA · Est. 2025

AUM: $614M
Per adviser: $307M
Advisers: 2

No reported disclosures

Hoopoe Advisors

Boston, MA · Est. 2019

AUM: $610M
Per adviser: $68M
Advisers: 9

No reported disclosures

Callodine Credit Management

Boston, MA · Est. 2023

AUM: $603M
Per adviser: $75M
Advisers: 8

No reported disclosures

Tensor Edge Capital, LLC

Boston, MA · Est. 2025

AUM: $585M
Per adviser: $117M
Advisers: 5

No reported disclosures

424 Capital, LLC

Wakefield, MA · Est. 2022

AUM: $584M
Per adviser: $37M
Advisers: 16

No reported disclosures

Wave Equity Partners

Boston, MA · Est. 2020

AUM: $564M
Per adviser: $141M
Advisers: 4

Empirical Asset Management, LLC

Wellesley, MA · Est. 2010

AUM: $560M
Per adviser: $56M
Advisers: 10

No reported disclosures

O'Rourke & Company, Incorporated

Boston, MA · Est. 2005

AUM: $555M
Per adviser: $278M
Advisers: 2

No reported disclosures

Napier Financial

Braintree, MA · Est. 2025

AUM: $550M
Per adviser: $69M
Advisers: 8

No reported disclosures

May Hill Capital, LLC

Cohasset, MA · Est. 2024

AUM: $549M
Per adviser: $183M
Advisers: 3

No reported disclosures

Range Rock Capital

Wellesley, MA · Est. 2025

AUM: $548M
Per adviser: $183M
Advisers: 3

No reported disclosures

Byrne Financial Freedom, LLC

Franklin, MA · Est. 2016

AUM: $546M
Per adviser: $91M
Advisers: 6

No reported disclosures

Gray Private Wealth, LLC

Canton, MA · Est. 2018

AUM: $541M
Per adviser: $135M
Advisers: 4

No reported disclosures

Harbourvest Registered Advisers

Boston, MA · Est. 2024

AUM: $539M
Per adviser: $2M
Advisers: 296

No reported disclosures

Bright Rock Capital Management LLC

Hanover, MA · Est. 2010

AUM: $536M
Per adviser: $179M
Advisers: 3

No reported disclosures

Peak Financial Management INC

Wellesley, MA · Est. 1991

AUM: $534M
Per adviser: $76M
Advisers: 7

No reported disclosures

Argonautica Private Wealth Management, INC

Wellesley, MA · Est. 2021

AUM: $533M
Per adviser: $133M
Advisers: 4

No reported disclosures

Pension & Wealth Management Advisors

Waltham, MA · Est. 2020

AUM: $530M
Per adviser: $59M
Advisers: 9

No reported disclosures

Bostonpremier Wealth

Hingham, MA · Est. 2024

AUM: $525M
Per adviser: $131M
Advisers: 4

No reported disclosures

Fort Point Capital

Boston, MA · Est. 2020

AUM: $523M
Per adviser: $44M
Advisers: 12

No reported disclosures

Florek Financial, LLC

Duxbury, MA · Est. 2017

AUM: $511M
Per adviser: $255M
Advisers: 2

No reported disclosures

Carl P. Sherr & Co., LLC

Worcester, MA · Est. 2006

AUM: $505M
Per adviser: $168M
Advisers: 3

No reported disclosures

Hastings Equity Partners, LLC

Boston, MA · Est. 2015

AUM: $498M
Per adviser: $50M
Advisers: 10

No reported disclosures

Tyler Street Capital

Plymouth, MA · Est. 2026

AUM: $492M
Per adviser: $492M
Advisers: 1

No reported disclosures

Wincove

Boston, MA · Est. 2021

AUM: $489M
Per adviser: $61M
Advisers: 8

No reported disclosures

Great Oak Capital Partners, LLC

South Easton, MA · Est. 2019

AUM: $478M
Per adviser: $96M
Advisers: 5

No reported disclosures

Arborstone Financial, LLC

Andover, MA · Est. 2026

AUM: $476M
Per adviser: $119M
Advisers: 4

No reported disclosures

Wealth Effects

Boston, MA · Est. 2021

AUM: $472M
Per adviser: $52M
Advisers: 9

No reported disclosures

Main Capital Partners North America LLC

Boston, MA · Est. 2024

AUM: $472M
Per adviser: $67M
Advisers: 7

No reported disclosures

Alliance Private Wealth, LLC

North Reading, MA · Est. 2025

AUM: $466M
Per adviser: $117M
Advisers: 4

No reported disclosures

Palladin Consumer Retail Partners, LLC

Boston, MA · Est. 2013

AUM: $457M
Per adviser: $57M
Advisers: 8

No reported disclosures

Square Circle Ia LP

Boston, MA · Est. 2022

AUM: $449M
Per adviser: $224M
Advisers: 2

No reported disclosures

Cadence Wealth Management LLC

Westborough, MA · Est. 2014

AUM: $448M
Per adviser: $75M
Advisers: 6

No reported disclosures

Flagship Private Wealth

Woburn, MA · Est. 2016

AUM: $447M
Per adviser: $112M
Advisers: 4

No reported disclosures

Beaton Management Co INC

Haverhill, MA · Est. 1984

AUM: $446M
Per adviser: $149M
Advisers: 3

No reported disclosures

East Bridge Capital Management LP

Boston, MA · Est. 2013

AUM: $442M
Per adviser: $221M
Advisers: 2

No reported disclosures

Artemis Capital Partners

Boston, MA · Est. 2022

AUM: $442M
Per adviser: $49M
Advisers: 9

No reported disclosures

Cohere Capital

Boston, MA · Est. 2021

AUM: $441M
Per adviser: $63M
Advisers: 7

No reported disclosures

Barca Capital, LLC

West Newton, MA · Est. 2021

AUM: $439M
Per adviser: $219M
Advisers: 2

No reported disclosures

Shawspring Partners, LLC

Boston, MA · Est. 2019

AUM: $439M
Per adviser: $110M
Advisers: 4

No reported disclosures

Cutler Capital Management

Worcester, MA · Est. 2000

AUM: $431M
Per adviser: $72M
Advisers: 6

No reported disclosures

Mccarter Private Wealth Services LLC

Boston, MA · Est. 1997

AUM: $428M
Per adviser: $428M
Advisers: 1

No reported disclosures

Stonehearth Capital Management

Danvers, MA · Est. 2007

AUM: $425M
Per adviser: $85M
Advisers: 5

No reported disclosures

Spring Lane Capital

Boston, MA · Est. 2020

AUM: $425M
Per adviser: $42M
Advisers: 10

No reported disclosures

Emblem Group, L.P.

Boston, MA · Est. 2024

AUM: $419M
Per adviser: $42M
Advisers: 10

No reported disclosures

Summit Partners Credit Advisors, L.P.

Boston, MA · Est. 2010

AUM: $419M
Per adviser: $60M
Advisers: 7

No reported disclosures

Goodman Advisory Group, LLC

Needham, MA · Est. 2016

AUM: $415M
Per adviser: $69M
Advisers: 6

No reported disclosures

Hlm Management Co., LLC

Waltham, MA · Est. 2021

AUM: $411M
Per adviser: $103M
Advisers: 4

No reported disclosures

J.R. Prunier Capital Management LLC

Holden, MA · Est. 2025

AUM: $407M
Per adviser: $204M
Advisers: 2

No reported disclosures

Mad River Investors

Boston, MA · Est. 2004

AUM: $404M
Per adviser: $202M
Advisers: 2

No reported disclosures

Perennial Advisors Group, LLC

Westford, MA · Est. 2004

AUM: $397M
Per adviser: $132M
Advisers: 3

No reported disclosures

Beacon Financial Planning, INC

Hyannis, MA · Est. 2018

AUM: $397M
Per adviser: $66M
Advisers: 6

No reported disclosures

Darrow Wealth Management

Needham, MA · Est. 1989

AUM: $392M
Per adviser: $131M
Advisers: 3

No reported disclosures

Proctor Financial

Sherborn, MA · Est. 2002

AUM: $382M
Per adviser: $127M
Advisers: 3

No reported disclosures

Rf&L Wealth Management, LLC

Acton, MA · Est. 2006

AUM: $381M
Per adviser: $127M
Advisers: 3

No reported disclosures

Exchange Place Advisors, LLC

Sudbury, MA · Est. 2004

AUM: $380M
Per adviser: $127M
Advisers: 3

No reported disclosures

Century Equity Partners LLC

Boston, MA · Est. 2015

AUM: $378M
Per adviser: $189M
Advisers: 2

No reported disclosures

Auour Investments LLC

Woburn, MA · Est. 2014

AUM: $378M
Per adviser: $95M
Advisers: 4

No reported disclosures

Livelife Capital Partners LLC

Southborough, MA · Est. 2017

AUM: $372M
Per adviser: $62M
Advisers: 6

No reported disclosures

Donoghue Forlines LLC

Boston, MA · Est. 2016

AUM: $371M
Per adviser: $124M
Advisers: 3

No reported disclosures

Cox Capital Management LLC

Andover, MA · Est. 2014

AUM: $361M
Per adviser: $90M
Advisers: 4

No reported disclosures

U. S. Boston Capital Corporation

Lincoln, MA · Est. 2024

AUM: $360M
Per adviser: $360M
Advisers: 1

No reported disclosures

Crawford Fund Management, LLC

Boston, MA · Est. 2022

AUM: $356M
Per adviser: $89M
Advisers: 4

No reported disclosures

Stance Capital LLC

Boston, MA · Est. 2021

AUM: $354M
Per adviser: $71M
Advisers: 5

No reported disclosures

10talents Investors, LLC

Foxborough, MA · Est. 2022

AUM: $353M
Per adviser: $177M
Advisers: 2

No reported disclosures

Clarendon Private LLC

Boston, MA · Est. 2021

AUM: $352M
Per adviser: $70M
Advisers: 5

No reported disclosures

Factor Investing Group

Westborough, MA · Est. 2021

AUM: $349M
Per adviser: $87M
Advisers: 4

No reported disclosures

Arctaris Impact Investors

Wellesley, MA · Est. 2021

AUM: $347M
Per adviser: $23M
Advisers: 15

No reported disclosures

Martha'S Vineyard Investment Advisors, LLC

West Tisbury, MA · Est. 2018

AUM: $343M
Per adviser: $86M
Advisers: 4

No reported disclosures

M3 Advisory Group, LLC

Needham Heights, MA · Est. 2021

AUM: $342M
Per adviser: $86M
Advisers: 4

No reported disclosures

Diversified Financial Management

Norwell, MA · Est. 2014

AUM: $339M
Per adviser: $113M
Advisers: 3

No reported disclosures

Assetgrade, LLC

Boston, MA · Est. 2020

AUM: $338M
Per adviser: $113M
Advisers: 3

No reported disclosures

Lenk Ladner Investment Solutions LLC

Osterville, MA · Est. 1993

AUM: $337M
Per adviser: $112M
Advisers: 3

No reported disclosures

Bluedoor Private Wealth, LLC

Beverly, MA · Est. 2024

AUM: $337M
Per adviser: $84M
Advisers: 4

No reported disclosures

Loon Lake Capital Management LP

Boston, MA · Est. 2026

AUM: $336M
Per adviser: $112M
Advisers: 3

No reported disclosures

Cottage Street Advisors

Marion, MA · Est. 2014

AUM: $334M
Per adviser: $167M
Advisers: 2

No reported disclosures

Good Harbor Advisors, INC.

Gloucester, MA · Est. 2018

AUM: $334M
Per adviser: $111M
Advisers: 3

No reported disclosures

Fairfield Financial Advisors

Wellesley, MA · Est. 1993

AUM: $333M
Per adviser: $83M
Advisers: 4

No reported disclosures

Essex Private Wealth Management LLC

Topsfield, MA · Est. 2016

AUM: $331M
Per adviser: $66M
Advisers: 5

No reported disclosures

Boston Family Advisors LLC

Boston, MA · Est. 2023

AUM: $330M
Per adviser: $55M
Advisers: 6

No reported disclosures

Game Creek Capital, LP

Boston, MA · Est. 2012

AUM: $329M
Per adviser: $47M
Advisers: 7

No reported disclosures

Purefi Wealth, LLC

Boston, MA · Est. 2023

AUM: $326M
Per adviser: $41M
Advisers: 8

No reported disclosures

Financially In Tune

Stoneham, MA · Est. 2020

AUM: $326M
Per adviser: $82M
Advisers: 4

No reported disclosures

Sawyer & Co INC

Boston, MA · Est. 1986

AUM: $320M
Per adviser: $107M
Advisers: 3

Kaname Capital, L.P.

Boston, MA · Est. 2019

AUM: $320M
Per adviser: $80M
Advisers: 4

No reported disclosures

Prospect Hill Growth Partners, L.P.

Waltham, MA · Est. 2015

AUM: $311M
Per adviser: $52M
Advisers: 6

No reported disclosures

Finivi INC.

Westborough, MA · Est. 2018

AUM: $308M
Per adviser: $34M
Advisers: 9

No reported disclosures

Marathon Financial Group

Boston, MA · Est. 2025

AUM: $308M
Per adviser: $103M
Advisers: 3

No reported disclosures

Commons Capital, LLC

Needham, MA · Est. 2018

AUM: $307M
Per adviser: $51M
Advisers: 6

No reported disclosures

Finer Wealth Management, INC.

Salem, MA · Est. 2021

AUM: $306M
Per adviser: $153M
Advisers: 2

No reported disclosures

Mwa Asset Management

Danvers, MA · Est. 2018

AUM: $306M
Per adviser: $153M
Advisers: 2

No reported disclosures

Abbot Financial Management, INC

Andover, MA · Est. 1983

AUM: $303M
Per adviser: $101M
Advisers: 3

No reported disclosures

Massachusetts Wealth Management, LLC

North Andover, MA · Est. 2017

AUM: $301M
Per adviser: $151M
Advisers: 2

No reported disclosures

Five Corners Financial Services

Easton, MA · Est. 2025

AUM: $292M
Per adviser: $146M
Advisers: 2

No reported disclosures

Fox Hill Wealth Management

Dedham, MA · Est. 2023

AUM: $290M
Per adviser: $41M
Advisers: 7

No reported disclosures

Fayerweather Management, LLC

Cambridge, MA · Est. 2016

AUM: $290M
Per adviser: $145M
Advisers: 2

No reported disclosures

Meridian Financial Advisors, LLC

Holliston, MA · Est. 2019

AUM: $284M
Per adviser: $142M
Advisers: 2

No reported disclosures

Rockingstone Advisors

Great Barrington, MA · Est. 2013

AUM: $280M
Per adviser: $140M
Advisers: 2

No reported disclosures

Tsw Wealth Management

Framingham, MA · Est. 2019

AUM: $279M
Per adviser: $140M
Advisers: 2

No reported disclosures

Ironwood Investment Management, LLC

Boston, MA · Est. 1997

AUM: $278M
Per adviser: $46M
Advisers: 6

No reported disclosures

Heritage Holding

Boston, MA · Est. 2024

AUM: $278M
Per adviser: $16M
Advisers: 17

No reported disclosures

Harbor Island Capital LLC

Topsfield, MA · Est. 2018

AUM: $278M
Per adviser: $139M
Advisers: 2

No reported disclosures

Ouellette Wealth Advisory LLC

Lexington, MA · Est. 2021

AUM: $274M
Per adviser: $137M
Advisers: 2

No reported disclosures

South Shore Capital Advisors, LLC

Boston, MA · Est. 2015

AUM: $273M
Per adviser: $136M
Advisers: 2

No reported disclosures

Ajovista

Boston, MA · Est. 2021

AUM: $269M
Per adviser: $38M
Advisers: 7

No reported disclosures

Woodside Wealth Management

Framingham, MA · Est. 2016

AUM: $267M
Per adviser: $133M
Advisers: 2

No reported disclosures

Richardson Financial Services

Medway, MA · Est. 2020

AUM: $256M
Per adviser: $64M
Advisers: 4

No reported disclosures

Family Fiduciary Services, INC.

Beverly, MA · Est. 2020

AUM: $254M
Per adviser: $51M
Advisers: 5

No reported disclosures

The Clifford Group LLC

Wayland, MA · Est. 2022

AUM: $248M
Per adviser: $83M
Advisers: 3

No reported disclosures

Atwater Wealth Management, INC.

Boston, MA · Est. 2018

AUM: $248M
Per adviser: $124M
Advisers: 2

No reported disclosures

Julex Capital Management

Natick, MA · Est. 2015

AUM: $247M
Per adviser: $82M
Advisers: 3

No reported disclosures

Nefpg

Burlington, MA · Est. 1982

AUM: $246M
Per adviser: $123M
Advisers: 2

No reported disclosures

Alternative Fund Advisors, LLC

Boston, MA · Est. 2021

AUM: $246M
Per adviser: $61M
Advisers: 4

No reported disclosures

Little Harbor Advisors, LLC

Marblehead, MA · Est. 2013

AUM: $243M
Per adviser: $22M
Advisers: 11

No reported disclosures

Bain Capital Public Equity, LP

Boston, MA · Est. 2008

AUM: $242M
Per adviser: $61M
Advisers: 4

No reported disclosures

1620 Investment Advisors, INC.

Plymouth, MA · Est. 2005

AUM: $242M
Per adviser: $81M
Advisers: 3

No reported disclosures

Castanea Partners INC.

Newton, MA · Est. 2012

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

Ninth Eternity Asset Management LLC

Cambridge, MA · Est. 2022

AUM: $239M
Per adviser: $119M
Advisers: 2

No reported disclosures

Ot Management, LLC

Boston, MA · Est. 2022

AUM: $232M
Per adviser: $77M
Advisers: 3

No reported disclosures

Tableaux Wealth

Great Barrington, MA · Est. 2024

AUM: $230M
Per adviser: $57M
Advisers: 4

No reported disclosures

Successful Money Strategies INC

Fall River, MA · Est. 1993

AUM: $227M
Per adviser: $227M
Advisers: 1

No reported disclosures

Worldly Partners Management, LLC

Needham, MA · Est. 2023

AUM: $227M
Per adviser: $57M
Advisers: 4

No reported disclosures

Global Delta Capital, LLC

Somerville, MA · Est. 2024

AUM: $225M
Per adviser: $37M
Advisers: 6

No reported disclosures

Lionstone Investments

Boston, MA · Est. 2012

AUM: $224M
Per adviser: —
Advisers: —

No reported disclosures

Wincap Financial LLC

Boston, MA · Est. 2024

AUM: $223M
Per adviser: $37M
Advisers: 6

No reported disclosures

Colrain Capital LLC

Boston, MA · Est. 2001

AUM: $222M
Per adviser: $74M
Advisers: 3

No reported disclosures

Strategic Planning Group, INC.

Wellesley, MA · Est. 2011

AUM: $219M
Per adviser: $109M
Advisers: 2

No reported disclosures

Polaris Investment Advisors, LLC

Framingham, MA · Est. 2023

AUM: $217M
Per adviser: $109M
Advisers: 2

No reported disclosures

Tucker'S Farm

Framingham, MA · Est. 2026

AUM: $217M
Per adviser: $18M
Advisers: 12

No reported disclosures

Cutter Financial Group LLC

Falmouth, MA · Est. 2017

AUM: $217M
Per adviser: $72M
Advisers: 3

No reported disclosures

Etre LLC

Cambridge, MA · Est. 2022

AUM: $217M
Per adviser: $217M
Advisers: 1

No reported disclosures

Jmc Management, LLC

Boston, MA · Est. 2016

AUM: $212M
Per adviser: $106M
Advisers: 2

No reported disclosures

Apex Investment Group

Hudson, MA · Est. 2024

AUM: $211M
Per adviser: $70M
Advisers: 3

No reported disclosures

Traub Capital Management

Needham, MA · Est. 2009

AUM: $211M
Per adviser: $53M
Advisers: 4

No reported disclosures

Mason Capital Partners

Boston, MA · Est. 1976

AUM: $211M
Per adviser: $53M
Advisers: 4

No reported disclosures

Flying Point Financial, INC.

North Andover, MA · Est. 2015

AUM: $207M
Per adviser: $69M
Advisers: 3

No reported disclosures

Osbon Capital Management, LLC

Boston, MA · Est. 2018

AUM: $205M
Per adviser: $103M
Advisers: 2

No reported disclosures

Forness Financial LLC

Needham, MA · Est. 2018

AUM: $203M
Per adviser: $68M
Advisers: 3

No reported disclosures

Wernau Asset Management

Gloucester, MA · Est. 2020

AUM: $203M
Per adviser: $101M
Advisers: 2

No reported disclosures

Keenan Financial

Boston, MA · Est. 2023

AUM: $202M
Per adviser: $8M
Advisers: 26

No reported disclosures

Kraematon Investment Advisors, INC.

Braintree, MA · Est. 2006

AUM: $202M
Per adviser: $202M
Advisers: 1

No reported disclosures

Fulham & Co

Wellesley, MA · Est. 2012

AUM: $200M
Per adviser: $18M
Advisers: 11

No reported disclosures

Genesis Wealth Advisors, LLC

Braintree, MA · Est. 2011

AUM: $200M
Per adviser: $33M
Advisers: 6

No reported disclosures

Wh Cornerstone Investments INC.

Duxbury, MA · Est. 2019

AUM: $200M
Per adviser: $50M
Advisers: 4

No reported disclosures

Sechrest Financial Services

Acton, MA · Est. 2018

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Tfj Management, LLC

Somerville, MA · Est. 2021

AUM: $198M
Per adviser: $99M
Advisers: 2

No reported disclosures

Constant Guidance Financial, LLC

North Attleboro, MA · Est. 2023

AUM: $198M
Per adviser: $198M
Advisers: 1

No reported disclosures

Concordia Wealth Management, LLC

Concord, MA · Est. 2013

AUM: $197M
Per adviser: $99M
Advisers: 2

No reported disclosures

Cambridge Cape Cod Advisors, LLC

Sandwich, MA · Est. 2018

AUM: $195M
Per adviser: —
Advisers: —

No reported disclosures

Innovative Advisory Group

Lexington, MA · Est. 2021

AUM: $194M
Per adviser: $22M
Advisers: 9

No reported disclosures

Kastel Capital Advisors, LLC

Wellesley, MA · Est. 2019

AUM: $193M
Per adviser: $64M
Advisers: 3

No reported disclosures

Balanced Rock Investment Advisors

Roslindale, MA · Est. 2023

AUM: $193M
Per adviser: $48M
Advisers: 4

No reported disclosures

Cape Ann Capital, INC.

Concord, MA · Est. 2006

AUM: $193M
Per adviser: $97M
Advisers: 2

Arcadia Funds

Burlington, MA · Est. 2015

AUM: $193M
Per adviser: $24M
Advisers: 8

No reported disclosures

Park State Asset Management LLC

Beverly, MA · Est. 2025

AUM: $192M
Per adviser: $48M
Advisers: 4

No reported disclosures

Orvieto Partners, L.P.

Boston, MA · Est. 2024

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Rothwell Investment Advisors

Salem, MA · Est. 2025

AUM: $188M
Per adviser: $63M
Advisers: 3

No reported disclosures

Colman Knight Advisory Group, LLC

Acton, MA · Est. 2003

AUM: $188M
Per adviser: $47M
Advisers: 4

No reported disclosures

Finarc Investments, INC.

Norwood, MA · Est. 2017

AUM: $188M
Per adviser: $94M
Advisers: 2

No reported disclosures

High Pines Wealth Management LLC

Duxbury, MA · Est. 2019

AUM: $184M
Per adviser: $92M
Advisers: 2

No reported disclosures

Righthand Capital, LLC

West Newton, MA · Est. 2023

AUM: $182M
Per adviser: $91M
Advisers: 2

No reported disclosures

Epilog Partners, LP.

Boston, MA · Est. 2025

AUM: $182M
Per adviser: $91M
Advisers: 2

No reported disclosures

Timmons Wealth Management

Attleboro, MA · Est. 2024

AUM: $179M
Per adviser: $179M
Advisers: 1

No reported disclosures

Spring Lake Equity Gp LLC

Burlington, MA · Est. 2013

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

The Watermill Group

Boston, MA · Est. 2022

AUM: $178M
Per adviser: $20M
Advisers: 9

No reported disclosures

Prosperitea Planning

Greenfield, MA · Est. 2025

AUM: $177M
Per adviser: $44M
Advisers: 4

No reported disclosures

Sippican Capital Advisors

Boston, MA · Est. 2010

AUM: $175M
Per adviser: $44M
Advisers: 4

No reported disclosures

Fma Wealth Management, LLC

Duxbury, MA · Est. 2021

AUM: $174M
Per adviser: $174M
Advisers: 1

No reported disclosures

Levatus LLC

Boston, MA · Est. 2023

AUM: $174M
Per adviser: $58M
Advisers: 3

No reported disclosures

Sf Advisers, LLC

Boston, MA · Est. 2023

AUM: $173M
Per adviser: $7M
Advisers: 24

No reported disclosures

Mcintyre, Freedman & Flynn Investment Advisers, INC.

Orleans, MA · Est. 2022

AUM: $172M
Per adviser: $86M
Advisers: 2

No reported disclosures

Financial Solutions Associates

Dedham, MA · Est. 2021

AUM: $172M
Per adviser: $86M
Advisers: 2

No reported disclosures

Assabet Advisors, LLC

Holden, MA · Est. 2021

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

Seamans Capital Management, LLC

Waltham, MA · Est. 2002

AUM: $171M
Per adviser: $85M
Advisers: 2

No reported disclosures

Titanium Advisors, LLC

Franklin, MA · Est. 2022

AUM: $170M
Per adviser: $170M
Advisers: 1

No reported disclosures

Cornerstone Financial Management LLC

Burlington, MA · Est. 2024

AUM: $167M
Per adviser: $42M
Advisers: 4

No reported disclosures

Winthrop Square Capital, L.P.

Boston, MA · Est. 2022

AUM: $167M
Per adviser: $42M
Advisers: 4

No reported disclosures

Afg Fiduciary Services

Hingham, MA · Est. 2020

AUM: $166M
Per adviser: $55M
Advisers: 3

No reported disclosures

New England Schooner, INC.

Peabody, MA · Est. 2025

AUM: $165M
Per adviser: $41M
Advisers: 4

No reported disclosures

Nobscot Investment Management LLC

Wellesley, MA · Est. 2024

AUM: $164M
Per adviser: $164M
Advisers: 1

No reported disclosures

Wolfstich Capital, LLC

Medfield, MA · Est. 2021

AUM: $162M
Per adviser: $162M
Advisers: 1

No reported disclosures

Broadwater Capital Management LLC

Boston, MA · Est. 2022

AUM: $161M
Per adviser: $161M
Advisers: 1

No reported disclosures

Blue Moon Capital Management LLC

Boston, MA · Est. 2021

AUM: $160M
Per adviser: $18M
Advisers: 9

No reported disclosures

Radius Wealth Management, INC.

Boston, MA · Est. 2022

AUM: $159M
Per adviser: $79M
Advisers: 2

No reported disclosures

Delphinus Financial Advisors, LLC

Mansfield, MA · Est. 2024

AUM: $157M
Per adviser: $79M
Advisers: 2

No reported disclosures

Bluebird Wealth Management LLC

Medfield, MA · Est. 2025

AUM: $154M
Per adviser: $51M
Advisers: 3

No reported disclosures

Alcion Ventures, L.P.

Burlington, MA · Est. 2012

AUM: $154M
Per adviser: $51M
Advisers: 3

No reported disclosures

Heritage Wealth Management

Medford, MA · Est. 2025

AUM: $153M
Per adviser: $77M
Advisers: 2

No reported disclosures

Financial Solutions Associates

Dedham, MA · Est. 2021

AUM: $153M
Per adviser: $153M
Advisers: 1

No reported disclosures

Vincent Wealth Advisors LLC

Norwell, MA · Est. 2024

AUM: $153M
Per adviser: $153M
Advisers: 1

No reported disclosures

Felis Advantage, LP

Boston, MA · Est. 2025

AUM: $150M
Per adviser: $50M
Advisers: 3

No reported disclosures

Proficient Wealth Counselors, LLC

Norwood, MA · Est. 2022

AUM: $147M
Per adviser: $147M
Advisers: 1

No reported disclosures

The Sher Wealth Management Group

Needham, MA · Est. 2025

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

The Practical Planner

Groton, MA · Est. 2024

AUM: $145M
Per adviser: $73M
Advisers: 2

No reported disclosures

Betro Mileszko & Company

Foxboro, MA · Est. 2021

AUM: $145M
Per adviser: $145M
Advisers: 1

No reported disclosures

Landon Capital Partners, LLC

Boston, MA · Est. 2019

AUM: $145M
Per adviser: $29M
Advisers: 5

No reported disclosures

Bts Asset Management, INC.

Lincoln, MA · Est. 1979

AUM: $145M
Per adviser: $36M
Advisers: 4

Applied Fundamental Research, LLC

Cambridge, MA · Est. 2021

AUM: $143M
Per adviser: $48M
Advisers: 3

No reported disclosures

Ltg Capital LLC

Framingham, MA · Est. 2022

AUM: $142M
Per adviser: $71M
Advisers: 2

No reported disclosures

Savior Wealth

Wellesley, MA · Est. 2019

AUM: $140M
Per adviser: $70M
Advisers: 2

No reported disclosures

Boyd Financial Strategies, INC.

Auburn, MA · Est. 2022

AUM: $140M
Per adviser: $47M
Advisers: 3

No reported disclosures

Clarity Retirement & Wealth, LLC

New Bedford, MA · Est. 2025

AUM: $140M
Per adviser: $70M
Advisers: 2

No reported disclosures

Integrity Financial Advisors, LLC

Woburn, MA · Est. 2021

AUM: $135M
Per adviser: $17M
Advisers: 8

Breakwater Financial, LLC

Needham, MA · Est. 2024

AUM: $128M
Per adviser: $128M
Advisers: 1

No reported disclosures

Moore Financial Advisors, Ltd.

Belmont, MA · Est. 2025

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Ashwood Advisors

Medfield, MA · Est. 2026

AUM: $127M
Per adviser: $63M
Advisers: 2

No reported disclosures

Twin Gryphon Advisors LLC

Marshfield, MA · Est. 2024

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

Tqm Wealth Partners

Marblehead, MA · Est. 2026

AUM: $124M
Per adviser: $41M
Advisers: 3

No reported disclosures

Investment Management Trust, LLC

Fitchburg, MA · Est. 2025

AUM: $123M
Per adviser: $123M
Advisers: 1

No reported disclosures

Ibs Capital LLC

Medfield, MA · Est. 2012

AUM: $123M
Per adviser: $62M
Advisers: 2

No reported disclosures

Condon Wealth Management, INC.

Plymouth, MA · Est. 2026

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures

Boston Portfolio Advisers

Boston, MA · Est. 2026

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures

Rheeco, INC.

Natick, MA · Est. 2025

AUM: $119M
Per adviser: $40M
Advisers: 3

No reported disclosures

South Shore Investment Services LLC

Norwell, MA · Est. 2026

AUM: $118M
Per adviser: $59M
Advisers: 2

No reported disclosures

Covalent Partners LLC

Concord, MA · Est. 2006

AUM: $117M
Per adviser: $29M
Advisers: 4

No reported disclosures

Risk Paradigm Group, LLC

Burlington, MA · Est. 2011

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Beyond Your Hammock LLC

Boston, MA · Est. 2026

AUM: $115M
Per adviser: $58M
Advisers: 2

No reported disclosures

Dardanelles Capital LP

Boston, MA · Est. 2025

AUM: $114M
Per adviser: $38M
Advisers: 3

No reported disclosures

Signal Ridge Capital Partners, LLC

Framingham, MA · Est. 2025

AUM: $114M
Per adviser: $28M
Advisers: 4

No reported disclosures

Charles River Wealth Management, LLC

Burlington, MA · Est. 2025

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

O.F.O. Partners, LLC

Hingham, MA · Est. 2026

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Renaissance Wealth Advisors, LLC

Newton, MA · Est. 2026

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Quabbin Advisors

Amherst, MA · Est. 2026

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Butterworth Financial LLC

Danvers, MA · Est. 2025

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Rocky Hill Advisors INC.

Peabody, MA · Est. 2026

AUM: $102M
Per adviser: $102M
Advisers: 1

No reported disclosures

Needham Advisory Corporation

North Andover, MA · Est. 2025

AUM: $102M
Per adviser: $51M
Advisers: 2

No reported disclosures

Sequentis Capital LLC

Boston, MA · Est. 2026

AUM: $102M
Per adviser: $34M
Advisers: 3

No reported disclosures

Tax & Investment Advisors

Newburyport, MA · Est. 2026

AUM: $102M
Per adviser: $102M
Advisers: 1

No reported disclosures

Timbuktu Capital Management, LLC

Boston, MA · Est. 2022

AUM: $99M
Per adviser: $99M
Advisers: 1

No reported disclosures

Garrett Nagle & Co., INC.

Woburn, MA · Est. 1976

AUM: $98M
Per adviser: $49M
Advisers: 2

No reported disclosures

Eastward Capital Partners, LLC

West Newton, MA · Est. 2012

AUM: $96M
Per adviser: $14M
Advisers: 7

No reported disclosures

Family Partners Capital, LLC

Hamilton, MA · Est. 2025

AUM: $92M
Per adviser: $92M
Advisers: 1

No reported disclosures

Algorithmic Investment Models

Boston, MA · Est. 2020

AUM: $91M
Per adviser: $11M
Advisers: 8

No reported disclosures

Emery Partners LLC

Boston, MA · Est. 2025

AUM: $78M
Per adviser: $39M
Advisers: 2

No reported disclosures

USA Mutuals Advisors, INC.

Concord, MA · Est. 2004

AUM: $74M
Per adviser: $37M
Advisers: 2

No reported disclosures

Abry Partners, LLC

Boston, MA · Est. 2012

AUM: $69M
Per adviser: $23M
Advisers: 3

No reported disclosures

Rise North Capital Investment Advisors

Braintree, MA · Est. 2025

AUM: $51M
Per adviser: $4M
Advisers: 12

No reported disclosures

Entrepreneurshares LLC

Boston, MA · Est. 2010

AUM: $50M
Per adviser: $13M
Advisers: 4

No reported disclosures

Seaport Global Advisors, LLC

Boston, MA · Est. 2010

AUM: $46M
Per adviser: $12M
Advisers: 4

No reported disclosures

Savvi Financial LLC

Waltham, MA · Est. 2013

AUM: $45M
Per adviser: $7M
Advisers: 6

No reported disclosures

Disciplined Alpha LLC

Boston, MA · Est. 2013

AUM: $37M
Per adviser: $12M
Advisers: 3

No reported disclosures

Map Funds Management, LLC

Marblehead, MA · Est. 2026

AUM: $26M
Per adviser: $26M
Advisers: 1

No reported disclosures

Stackwell

Boston, MA · Est. 2021

AUM: $2M
Per adviser: $1M
Advisers: 2

No reported disclosures

Adaptive Advisers, LLC

Boston, MA · Est. 2022

AUM: $450,000
Per adviser: —
Advisers: —

No reported disclosures

Xdus Fund Advisor

East Longmeadow, MA · Est. 2023

AUM: $414,767
Per adviser: $207,383.5
Advisers: 2

No reported disclosures

Borabond, LLC

Framingham, MA · Est. 2025

AUM: $83,085
Per adviser: $83,085
Advisers: 1

No reported disclosures

Te Advisors LLC

Quincy, MA · Est. 2025

AUM: $10,715
Per adviser: $5,357.5
Advisers: 2

No reported disclosures

Ifr, Municipal Market Data

Boston, MA · Est. 1998

AUM: —
Per adviser: —
Advisers: 22

No reported disclosures

Harvest Capital Partners LLC

Boston, MA · Est. 2004

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Harbourvest Registered Advisers II

Boston, MA · Est. 2026

AUM: —
Per adviser: —
Advisers: 296

No reported disclosures

One Stone Global LLC

Boston, MA · Est. 2015

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Hemista INC.

Boston, MA · Est. 2019

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Gosselin Consulting Group LLC

Braintree, MA · Est. 2012

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Spring Lake Equity Management LLC

Burlington, MA · Est. 2013

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Eshel Bot

Burlington, MA · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Datalign

Cambridge, MA · Est. 2021

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Eggz

Charlemont, MA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Charlesbridge Advisors

Dedham, MA · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Clearview Family Wealth, LLC

Peabody, MA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Willow Partner Advisors, LLC

Prides Crossing, MA · Est. 2025

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Dividex Management LLC

Westwood, MA · Est. 2014