AdvisorGrade

Financial advisers in Boston, MA

336 registered investment adviser firms in Boston managing $18.4T in assets, based on public SEC Form ADV filings.

Fidelity Management & Research Company LLC

Boston, MA · Est. 1971

NationalInternational
Fee-based
AUM
$5.7T
Per adviser
$7.6B
Advisers
744

Geode Capital Management, LLC

Boston, MA · Est. 2002

NationalInternational
Fee-based
AUM
$1.7T
Per adviser
$46.9B
Advisers
37

No reported disclosures

Wellington Management Company LLP

Boston, MA · Est. 1979

4.3(7)NationalInternational
Fee-based
AUM
$1.4T
Per adviser
$2.9B
Advisers
497

Ssga Funds Management, INC.

Boston, MA · Est. 2001

NationalInternational
Fee-only
AUM
$1.4T
Per adviser
$6.5B
Advisers
220

Strategic Advisers LLC

Boston, MA · Est. 1977

National
Fee-based
AUM
$1.4T
Per adviser
$80M
Advisers
17,112

Mfs Investment Management

Boston, MA · Est. 1982

NationalInternational
Fee-only
AUM
$514.1B
Per adviser
$1.6B
Advisers
327

Columbia Management Investment Advisers, LLC

Boston, MA · Est. 1985

NationalInternational
Fee-based
AUM
$502.4B
Per adviser
$1.1B
Advisers
440

No reported disclosures

Loomis, Sayles & Company, L.P.

Boston, MA · Est. 1977

NationalInternational
Fee-only
AUM
$386.9B
Per adviser
$531M
Advisers
728

No reported disclosures

Arrowstreet Capital, Limited Partnership

Boston, MA · Est. 1999

NationalInternational
Fee-only
AUM
$351.3B
Per adviser
$3.4B
Advisers
102

Cambridge Associates, LLC

Boston, MA · Est. 1978

NationalInternational
Fee-based
AUM
$326.7B
Per adviser
$771M
Advisers
424

No reported disclosures

Manulife Investment Management (US) LLC

Boston, MA · Est. 1992

NationalInternational
Fee-only
AUM
$228.0B
Per adviser
$1.6B
Advisers
146

No reported disclosures

Mercer Investments LLC

Boston, MA · Est. 2005

NationalInternational
Fee-based
AUM
$226.0B
Per adviser
$341M
Advisers
662

John Hancock Investment Management LLC

Boston, MA · Est. 1971

National
Fee-only
AUM
$212.1B
Per adviser
$7.6B
Advisers
28

No reported disclosures

Harbourvest Partners, LLC

Boston, MA · Est. 1996

NationalInternational
Fee-based
AUM
$191.2B
Per adviser
$646M
Advisers
296

No reported disclosures

Acadian Asset Management

Boston, MA · Est. 1986

NationalInternational
Fee-only
AUM
$177.5B
Per adviser
$1.4B
Advisers
125

No reported disclosures

Boston Management And Research

Boston, MA · Est. 1993

National
Fee-only
AUM
$154.7B
Per adviser
$1.1B
Advisers
144

No reported disclosures

Nepc, LLC

Boston, MA · Est. 1990

NationalInternational
Fee-based
AUM
$152.7B
Per adviser
$1.2B
Advisers
132

Rhumbline Advisers

Boston, MA · Est. 1992

National
Fee-only
AUM
$136.5B
Per adviser
$15.2B
Advisers
9

No reported disclosures

Income Research + Management

Boston, MA · Est. 1987

NationalInternational
Fee-only
AUM
$130.7B
Per adviser
$2.1B
Advisers
63

No reported disclosures

Putnam Investment Management, LLC

Boston, MA · Est. 1971

National
Fee-only
AUM
$117.2B
Per adviser
$1.6B
Advisers
72

Boston Partners

Boston, MA · Est. 2003

NationalInternational
Fee-only
AUM
$116.2B
Per adviser
$2.0B
Advisers
59

No reported disclosures

Mfs Institutional Advisors INC.

Boston, MA · Est. 1994

NationalInternational
Fee-only
AUM
$113.6B
Per adviser
$347M
Advisers
327

No reported disclosures

Natixis Advisors, LLC

Boston, MA · Est. 1995

NationalInternational
Fee-based
AUM
$108.7B
Per adviser
$2.3B
Advisers
48

No reported disclosures

Bracebridge Capital, LLC

Boston, MA · Est. 2012

NationalInternational
Fee-only
AUM
$100.3B
Per adviser
$1.7B
Advisers
59

No reported disclosures

Eaton Vance Management

Boston, MA · Est. 1981

NationalInternational
Fee-only
AUM
$97.0B
Per adviser
$606M
Advisers
160

No reported disclosures

Bain Capital Private Equity, LP

Boston, MA · Est. 2008

NationalInternational
Fee-only
AUM
$96.4B
Per adviser
$221M
Advisers
436

No reported disclosures

Numeric Investors LLC

Boston, MA · Est. 2004

NationalInternational
Fee-only
AUM
$94.4B
Per adviser
$2.1B
Advisers
45

Wellington Alternative Investments

Boston, MA · Est. 2016

NationalInternational
Fee-only
AUM
$92.2B
Per adviser
$92.2B
Advisers
1

No reported disclosures

Advent International, L.P.

Boston, MA · Est. 1987

NationalInternational
Fee-based
AUM
$91.6B
Per adviser
$890M
Advisers
103

No reported disclosures

Grantham Mayo Van Otterloo & Co LLC

Boston, MA · Est. 1979

NationalInternational
Fee-only
AUM
$81.0B
Per adviser
$890M
Advisers
91

No reported disclosures

Bain Capital Credit, LP

Boston, MA · Est. 2008

NationalInternational
Fee-only
AUM
$76.3B
Per adviser
$281M
Advisers
272

No reported disclosures

Adage Capital Management, L.P.

Boston, MA · Est. 2012

National
Fee-only
AUM
$70.4B
Per adviser
$1.7B
Advisers
42

John Hancock Variable Trust Advisers LLC

Boston, MA · Est. 1987

National
Fee-only
AUM
$68.6B
Per adviser
$2.4B
Advisers
28

No reported disclosures

Newton Investment Management North America

Boston, MA · Est. 2021

NationalInternational
Fee-based
AUM
$59.2B
Per adviser
$1.1B
Advisers
55

No reported disclosures

Ta Associates

Boston, MA · Est. 2012

NationalInternational
Fee-only
AUM
$55.1B
Per adviser
$287M
Advisers
192

No reported disclosures

Breckinridge Capital Advisors INC

Boston, MA · Est. 1993

NationalInternational
Fee-only
AUM
$54.3B
Per adviser
$1.3B
Advisers
41

No reported disclosures

Gw&K Investment Management, LLC

Boston, MA · Est. 2002

NationalInternational
Fee-based
AUM
$52.8B
Per adviser
$838M
Advisers
63

No reported disclosures

Partners Capital Investment Group, LLP

Boston, MA · Est. 2002

NationalInternational
Fee-based
AUM
$50.5B
Per adviser
$495M
Advisers
102

No reported disclosures

Scs Capital Management LLC

Boston, MA · Est. 2002

RegionalInternational
Fee-based
AUM
$48.7B
Per adviser
$491M
Advisers
99

No reported disclosures

Manulife Investment Management Private Markets (US) LLC

Boston, MA · Est. 2007

RegionalInternational
Fee-only
AUM
$48.3B
Per adviser
$406M
Advisers
119

No reported disclosures

Panagora Asset Management INC

Boston, MA · Est. 1989

RegionalInternational
Fee-only
AUM
$44.1B
Per adviser
$1.0B
Advisers
44

No reported disclosures

Summit Partners, L.P.

Boston, MA · Est. 2005

RegionalInternational
Fee-only
AUM
$42.0B
Per adviser
$356M
Advisers
118

No reported disclosures

55ip

Boston, MA · Est. 2017

Regional
Fee-based
AUM
$36.7B
Per adviser
$432M
Advisers
85

No reported disclosures

The Putnam Advisory Company, LLC

Boston, MA · Est. 1968

RegionalInternational
Fee-only
AUM
$33.2B
Per adviser
$4.7B
Advisers
7

Psg Equity L.L.C.

Boston, MA · Est. 2020

RegionalInternational
Fee-only
AUM
$30.2B
Per adviser
$196M
Advisers
154

No reported disclosures

Berkshire Partners LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$29.0B
Per adviser
$312M
Advisers
93

No reported disclosures

Mdt Advisers, A Division Of Federated Mdta LLC

Boston, MA · Est. 1997

RegionalInternational
Fee-only
AUM
$25.9B
Per adviser
$1.4B
Advisers
19

No reported disclosures

The Baupost Group, L.L.C.

Boston, MA · Est. 1998

Regional
Fee-only
AUM
$24.7B
Per adviser
$548M
Advisers
45

Westfield Capital Management Company, L.P.

Boston, MA · Est. 2008

RegionalInternational
Fee-only
AUM
$24.4B
Per adviser
$1.4B
Advisers
17

No reported disclosures

Longfellow Investment Management Co. LLC

Boston, MA · Est. 1986

RegionalInternational
Fee-based
AUM
$23.4B
Per adviser
$977M
Advisers
24

No reported disclosures

Capital Advisors Group, INC

Boston, MA · Est. 2001

RegionalInternational
Fee-based
AUM
$23.0B
Per adviser
$1.2B
Advisers
20

No reported disclosures

Thl Managers Vii, LLC

Boston, MA · Est. 2014

RegionalInternational
Fee-only
AUM
$21.5B
Per adviser
$234M
Advisers
92

No reported disclosures

Charlesbank Capital Partners, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$21.1B
Per adviser
$239M
Advisers
88

No reported disclosures

Audax Private Equity

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$20.1B
Per adviser
$181M
Advisers
111

No reported disclosures

Rwa Wealth Partners

Boston, MA · Est. 2012

RegionalInternational
Fee-based
AUM
$19.8B
Per adviser
$314M
Advisers
63

No reported disclosures

Berkshire Property Advisors, LLC

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$19.2B
Per adviser
$257M
Advisers
75

No reported disclosures

Great Hill Partners

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$19.0B
Per adviser
$275M
Advisers
69

No reported disclosures

Fidelity Diversifying Solutions LLC

Boston, MA · Est. 2021

Regional
Fee-only
AUM
$18.9B
Per adviser
$429M
Advisers
44

No reported disclosures

Mackenzie Investments

Boston, MA · Est. 2013

RegionalInternational
Fee-only
AUM
$18.1B
Per adviser
$1.8B
Advisers
10

No reported disclosures

Merganser Capital Management, LLC

Boston, MA · Est. 2013

RegionalInternational
Fee-only
AUM
$17.7B
Per adviser
$1.6B
Advisers
11

No reported disclosures

Ra Capital Management, LP

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$16.4B
Per adviser
$173M
Advisers
95

No reported disclosures

Bain Capital Asset Management, LP

Boston, MA · Est. 2016

RegionalInternational
Fee-only
AUM
$16.3B
Per adviser
$1.8B
Advisers
9

No reported disclosures

Battery Management Corp.

Boston, MA · Est. 2014

RegionalInternational
Fee-only
AUM
$15.6B
Per adviser
$223M
Advisers
70

No reported disclosures

Weiss Asset Management

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$15.6B
Per adviser
$243M
Advisers
64

Cw Advisors, LLC

Boston, MA · Est. 2020

NationalInternational
Fee-based
AUM
$15.2B
Per adviser
$171M
Advisers
89

Abry Partners II, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$14.9B
Per adviser
$14.9B
Advisers
1

No reported disclosures

Congress Asset Management Company, LLP

Boston, MA · Est. 1985

RegionalInternational
Fee-based
AUM
$14.2B
Per adviser
$507M
Advisers
28

No reported disclosures

Abrams Capital Management, L.P.

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$13.7B
Per adviser
$2.3B
Advisers
6

No reported disclosures

Mirova US

Boston, MA · Est. 2019

RegionalInternational
Fee-only
AUM
$13.6B
Per adviser
$368M
Advisers
37

No reported disclosures

Arclight Capital Partners, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$13.5B
Per adviser
$437M
Advisers
31

No reported disclosures

Rockpoint

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$13.0B
Per adviser
$326M
Advisers
40

No reported disclosures

Impresa Management LLC

Boston, MA · Est. 2014

Regional
Fee-only
AUM
$13.0B
Per adviser
$179M
Advisers
73

No reported disclosures

Whale Rock Capital Management

Boston, MA · Est. 2010

RegionalInternational
Fee-only
AUM
$13.0B
Per adviser
$1.3B
Advisers
10

No reported disclosures

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Boston, MA · Est. 1994

RegionalInternational
Fee-based
AUM
$12.8B
Per adviser
$987M
Advisers
13

No reported disclosures

First Eagle Alternative Credit, LLC

Boston, MA · Est. 2010

RegionalInternational
Fee-only
AUM
$12.6B
Per adviser
$299M
Advisers
42

No reported disclosures

Appleton Partners, INC.

Boston, MA · Est. 1987

RegionalInternational
Fee-only
AUM
$12.6B
Per adviser
$405M
Advisers
31

No reported disclosures

Mfn Partners Management, LP

Boston, MA · Est. 2018

Regional
Fee-only
AUM
$12.4B
Per adviser
$1.8B
Advisers
7

No reported disclosures

Intercontinental Real Estate Corporation

Boston, MA · Est. 1999

Regional
Fee-based
AUM
$12.2B
Per adviser
$312M
Advisers
39

No reported disclosures

Bny Mellon Etf Investment Adviser, LLC

Boston, MA · Est. 2019

Regional
Fee-only
AUM
$11.1B
Per adviser
$5.5B
Advisers
2

No reported disclosures

Ballyrock Investment Advisors LLC

Boston, MA · Est. 2001

RegionalInternational
Fee-only
AUM
$11.0B
Per adviser
$3.7B
Advisers
3

No reported disclosures

Shepherd Kaplan Krochuk, LLC

Boston, MA · Est. 2003

Regional
Fee-only
AUM
$10.9B
Per adviser
$726M
Advisers
15

No reported disclosures

Shepherd Kaplan LLC

Boston, MA · Est. 2003

Regional
Fee-based
AUM
$10.2B
Per adviser
$423M
Advisers
24

No reported disclosures

Choate Investment Advisors

Boston, MA · Est. 1996

RegionalInternational
Fee-based
AUM
$10.0B
Per adviser
$502M
Advisers
20

No reported disclosures

Bain Capital Real Estate, LP

Boston, MA · Est. 2018

Regional
Fee-only
AUM
$10.0B
Per adviser
$151M
Advisers
66

No reported disclosures

Welch & Forbes LLC

Boston, MA · Est. 2001

RegionalInternational
Fee-based
AUM
$9.9B
Per adviser
$825M
Advisers
12

No reported disclosures

Bain Capital Ventures, LP

Boston, MA · Est. 2008

RegionalInternational
Fee-only
AUM
$9.8B
Per adviser
$209M
Advisers
47

No reported disclosures

Frontier Capital Management Co LLC

Boston, MA · Est. 1981

RegionalInternational
Fee-only
AUM
$9.6B
Per adviser
$505M
Advisers
19

No reported disclosures

Fidelity Institutional Wealth Adviser LLC

Boston, MA · Est. 2019

Regional
Fee-based
AUM
$9.4B
Per adviser
$93M
Advisers
101

No reported disclosures

Cabot Properties L.P.

Boston, MA · Est. 2001

RegionalInternational
Fee-based
AUM
$9.1B
Per adviser
$68M
Advisers
134

No reported disclosures

Highvista Strategies LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$9.1B
Per adviser
$303M
Advisers
30

No reported disclosures

Johcm (USA) INC

Boston, MA · Est. 2013

Regional
Fee-only
AUM
$9.0B
Per adviser
$429M
Advisers
21

No reported disclosures

Atreides Management, LP

Boston, MA · Est. 2019

RegionalInternational
Fee-only
AUM
$8.9B
Per adviser
$596M
Advisers
15

No reported disclosures

Tiaa Kaspick, LLC

Boston, MA · Est. 1986

Regional
Fee-only
AUM
$8.7B
Per adviser
$546M
Advisers
16

No reported disclosures

Aureus Asset Management, LLC

Boston, MA · Est. 2005

Regional
Fee-based
AUM
$8.4B
Per adviser
$840M
Advisers
10

No reported disclosures

Battery Global Advisors, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-based
AUM
$8.4B
Per adviser
$698M
Advisers
12

No reported disclosures

Cambridge Associates Limited, LLC

Boston, MA · Est. 1994

RegionalInternational
Fee-based
AUM
$8.2B
Per adviser
$586M
Advisers
14

No reported disclosures

Crestwood Advisors

Boston, MA · Est. 2017

RegionalInternational
Fee-based
AUM
$8.0B
Per adviser
$143M
Advisers
56

No reported disclosures

Bv Investment Partners, L.P.

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$248M
Advisers
32

No reported disclosures

Wgi Dm, LLC

Boston, MA · Est. 2025

RegionalInternational
Fee-only
AUM
$7.8B
Per adviser
$1.3B
Advisers
6

No reported disclosures

Eventide Asset Management, LLC

Boston, MA · Est. 2008

Regional
Fee-only
AUM
$7.4B
Per adviser
$369M
Advisers
20

No reported disclosures

Spectrum Equity

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$7.3B
Per adviser
$174M
Advisers
42

No reported disclosures

Silversmith Capital Partners

Boston, MA · Est. 2017

RegionalInternational
Fee-only
AUM
$7.2B
Per adviser
$189M
Advisers
38

No reported disclosures

Algebris Investments (US) INC.

Boston, MA · Est. 2013

RegionalInternational
Fee-based
AUM
$6.9B
Per adviser
$1.7B
Advisers
4

No reported disclosures

Smartleaf Asset Management LLC

Boston, MA · Est. 2015

Regional
Fee-only
AUM
$6.9B
Per adviser
$1.7B
Advisers
4

No reported disclosures

Lmcg Investments, LLC

Boston, MA · Est. 2009

RegionalInternational
Fee-only
AUM
$6.8B
Per adviser
$427M
Advisers
16

No reported disclosures

Manulife Investment Management Timberland And Agriculture INC

Boston, MA · Est. 2000

RegionalInternational
Fee-only
AUM
$6.7B
Per adviser
$71M
Advisers
95

No reported disclosures

The Bollard Group LLC

Boston, MA · Est. 2011

Regional
Fee-only
AUM
$6.7B
Per adviser
$560M
Advisers
12

No reported disclosures

Highvista Private Capital Management LLC

Boston, MA · Est. 2006

RegionalInternational
Fee-only
AUM
$6.5B
Per adviser
$216M
Advisers
30

No reported disclosures

Ethos Capital LP

Boston, MA · Est. 2021

Regional
Fee-only
AUM
$6.3B
Per adviser
$902M
Advisers
7

No reported disclosures

Millstreet Capital Management LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$1.2B
Advisers
5

No reported disclosures

Mayflower Advisors

Boston, MA · Est. 2020

Regional
Fee-based
AUM
$5.8B
Per adviser
$215M
Advisers
27

No reported disclosures

Solamere Capital, LLC

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$5.7B
Per adviser
$479M
Advisers
12

No reported disclosures

Longpoint Partners LP

Boston, MA · Est. 2016

Regional
Fee-only
AUM
$5.7B
Per adviser
$204M
Advisers
28

Wainwright Investment Counsel LLC

Boston, MA · Est. 1999

RegionalInternational
Fee-based
AUM
$5.5B
Per adviser
$552M
Advisers
10

No reported disclosures

71 West Capital Partners

Boston, MA · Est. 2025

Regional
Fee-only
AUM
$5.5B
Per adviser
$688M
Advisers
8

No reported disclosures

Polaris Capital Management, LLC

Boston, MA · Est. 1993

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$545M
Advisers
10

No reported disclosures

Stockbridge Investors

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$301M
Advisers
18

No reported disclosures

Wellington Funds (US) LLC

Boston, MA · Est. 2017

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$5.4B
Advisers
1

No reported disclosures

Bain Capital Insurance Solutions, LP

Boston, MA · Est. 2021

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$169M
Advisers
32

No reported disclosures

Cove Hill Partners, L.P.

Boston, MA · Est. 2017

Regional
Fee-only
AUM
$5.4B
Per adviser
$173M
Advisers
31

No reported disclosures

Denham Capital Management LP

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$5.3B
Per adviser
$211M
Advisers
25

No reported disclosures

Baypine Holdings LP

Boston, MA · Est. 2020

Regional
Fee-only
AUM
$5.1B
Per adviser
$159M
Advisers
32

No reported disclosures

Finepoint Capital LP

Boston, MA · Est. 2014

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$385M
Advisers
13

No reported disclosures

Agf Investments

Boston, MA · Est. 2010

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$214M
Advisers
23

No reported disclosures

Ghisallo Capital Management LLC

Boston, MA · Est. 2020

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$213M
Advisers
23

No reported disclosures

Hill City Capital LP

Boston, MA · Est. 2020

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$973M
Advisers
5

No reported disclosures

Srb Corporation

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$4.8B
Per adviser
$2.4B
Advisers
2

No reported disclosures

Summit Partners Public Asset Management, LLC

Boston, MA · Est. 2015

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$272M
Advisers
17

No reported disclosures

Twin Focus Capital Partners, LLC

Boston, MA · Est. 2006

Regional
Fee-based
AUM
$4.6B
Per adviser
$255M
Advisers
18

No reported disclosures

Boston Trust Walden INC.

Boston, MA · Est. 2001

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$241M
Advisers
19

No reported disclosures

Trillium Asset Management

Boston, MA · Est. 1982

RegionalInternational
Fee-based
AUM
$4.3B
Per adviser
$113M
Advisers
38

No reported disclosures

Reynders, Mcveigh Capital Management, LLC

Boston, MA · Est. 2005

RegionalInternational
Fee-based
AUM
$4.2B
Per adviser
$249M
Advisers
17

No reported disclosures

Polaris Growth Management, LLC

Boston, MA · Est. 2018

Regional
Fee-only
AUM
$4.2B
Per adviser
$136M
Advisers
31

No reported disclosures

Martingale Asset Management

Boston, MA · Est. 1987

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$464M
Advisers
9

No reported disclosures

Boston Common Asset Management, LLC

Boston, MA · Est. 2002

Regional
Fee-based
AUM
$4.2B
Per adviser
$199M
Advisers
21

No reported disclosures

Evolution Credit Partners Management, LLC

Boston, MA · Est. 2018

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$217M
Advisers
19

No reported disclosures

New Frontier Advisors, LLC

Boston, MA · Est. 2011

Regional
Fee-only
AUM
$4.0B
Per adviser
$998M
Advisers
4

No reported disclosures

Cormorant Asset Management, LP

Boston, MA · Est. 2014

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$1.3B
Advisers
3

No reported disclosures

Howland Capital Management LLC

Boston, MA · Est. 1972

RegionalInternational
Fee-based
AUM
$3.7B
Per adviser
$340M
Advisers
11

No reported disclosures

Lumint Corporation

Boston, MA · Est. 2023

RegionalInternational
Fee-based
AUM
$3.7B
Per adviser
$917M
Advisers
4

No reported disclosures

Bcsf Advisors, LP

Boston, MA · Est. 2016

Regional
Fee-only
AUM
$3.6B
Per adviser
$13M
Advisers
272

No reported disclosures

Mpm Bioimpact

Boston, MA · Est. 2016

RegionalInternational
Fee-only
AUM
$3.6B
Per adviser
$132M
Advisers
27

No reported disclosures

Elephant

Boston, MA · Est. 2022

Regional
Fee-only
AUM
$3.6B
Per adviser
$274M
Advisers
13

No reported disclosures

Eterna Growth Partners

Boston, MA · Est. 2025

Regional
Fee-only
AUM
$3.5B
Per adviser
$104M
Advisers
34

No reported disclosures

Pathlight Capital

Boston, MA · Est. 2017

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$153M
Advisers
23

No reported disclosures

Moors & Cabot, INC

Boston, MA · Est. 1995

NationalInternational
Fee-based
AUM
$3.4B
Per adviser
$40M
Advisers
85

Flagship Harbor Advisors, LLC

Boston, MA · Est. 2010

National
Fee-based
AUM
$3.4B
Per adviser
$60M
Advisers
57

No reported disclosures

Invenomic Capital Management LP

Boston, MA · Est. 2017

RegionalInternational
Fee-only
AUM
$3.4B
Per adviser
$485M
Advisers
7

No reported disclosures

Northeast Investment Management INC

Boston, MA · Est. 1984

RegionalInternational
Fee-based
AUM
$3.3B
Per adviser
$298M
Advisers
11

No reported disclosures

Falcon Investment Advisors, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$156M
Advisers
21

No reported disclosures

Santander Securities

Boston, MA · Est. 1999

NationalInternational
Fee-only
AUM
$3.1B
Per adviser
$29M
Advisers
108

Winthrop Wealth

Boston, MA · Est. 2017

RegionalInternational
Fee-based
AUM
$3.1B
Per adviser
$115M
Advisers
27

No reported disclosures

Svb Wealth

Boston, MA · Est. 2014

NationalInternational
Fee-based
AUM
$3.1B
Per adviser
$86M
Advisers
36

No reported disclosures

Ampersand Capital Partners

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$3.1B
Per adviser
$94M
Advisers
33

No reported disclosures

Alphasimplex Group, LLC

Boston, MA · Est. 2003

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$182M
Advisers
17

No reported disclosures

Aew Capital Management LP

Boston, MA · Est. 1996

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$23M
Advisers
130

No reported disclosures

Columbia Cent Clo Advisers, LLC

Boston, MA · Est. 2020

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$230M
Advisers
13

No reported disclosures

Nutter Investment Advisors

Boston, MA · Est. 1988

Regional
Fee-based
AUM
$3.0B
Per adviser
$741M
Advisers
4

No reported disclosures

Birch Hill Investment Advisors LLC

Boston, MA · Est. 2007

RegionalInternational
Fee-based
AUM
$2.9B
Per adviser
$327M
Advisers
9

No reported disclosures

Leeward Investments

Boston, MA · Est. 2021

Regional
Fee-only
AUM
$2.9B
Per adviser
$574M
Advisers
5

No reported disclosures

Strategic Capital Allocation Group, L.L.C.

Boston, MA · Est. 2001

Regional
Fee-based
AUM
$2.8B
Per adviser
Advisers

No reported disclosures

Marcus Partners, LLC

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$2.7B
Per adviser
$89M
Advisers
30

No reported disclosures

Sverica Capital Management

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$2.5B
Per adviser
$123M
Advisers
20

No reported disclosures

S & Co., INC.

Boston, MA · Est. 1988

Regional
Fee-only
AUM
$2.5B
Per adviser
$409M
Advisers
6

No reported disclosures

Nichols & Pratt Advisers LLP

Boston, MA · Est. 1994

Regional
Fee-based
AUM
$2.4B
Per adviser
$243M
Advisers
10

No reported disclosures

Moody, Lynn, Lieberson & Walker, LLC

Boston, MA · Est. 2016

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$301M
Advisers
8

No reported disclosures

Castle Rock Advisors LLC

Boston, MA · Est. 2024

Regional
Fee-only
AUM
$2.4B
Per adviser
$88M
Advisers
27

No reported disclosures

Yellow Wood Partners

Boston, MA · Est. 2013

Regional
Fee-only
AUM
$2.4B
Per adviser
$108M
Advisers
22

No reported disclosures

Anchor Capital Advisors LLC

Boston, MA · Est. 1983

Regional
Fee-based
AUM
$2.4B
Per adviser
$158M
Advisers
15

No reported disclosures

John Hancock Personal Financial Services, LLC

Boston, MA · Est. 2015

Regional
Fee-based
AUM
$2.2B
Per adviser
$147M
Advisers
15

No reported disclosures

Pacific Lake Partners, L.L.C.

Boston, MA · Est. 2017

Regional
Fee-only
AUM
$2.2B
Per adviser
$99M
Advisers
22

No reported disclosures

Westview Capital Management LLC

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$2.1B
Per adviser
$118M
Advisers
18

No reported disclosures

New England Retirement Consultants, LLC

Boston, MA · Est. 2012

Regional
Fee-based
AUM
$2.1B
Per adviser
$705M
Advisers
3

No reported disclosures

D/B/A The Davis Companies Or Davis

Boston, MA · Est. 2012

Regional
Fee-only
AUM
$2.0B
Per adviser
$48M
Advisers
43

No reported disclosures

Minot Deblois Advisors LLC

Boston, MA · Est. 2009

Regional
Fee-based
AUM
$2.0B
Per adviser
$681M
Advisers
3

No reported disclosures

Callodine Capital Management

Boston, MA · Est. 2018

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$407M
Advisers
5

No reported disclosures

Portolan Capital Management, LLC

Boston, MA · Est. 2012

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$505M
Advisers
4

No reported disclosures

Boston Family Office LLC

Boston, MA · Est. 1996

RegionalInternational
Fee-based
AUM
$2.0B
Per adviser
$202M
Advisers
10

Advent Global Opportunities Management LLC

Boston, MA · Est. 2015

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$252M
Advisers
8

No reported disclosures

Brooke Private Equity Associates Management LLC

Boston, MA · Est. 2012

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$194M
Advisers
10

No reported disclosures

Glouston Capital Partners, LLC

Boston, MA · Est. 2005

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$158M
Advisers
12

No reported disclosures

Monashee Investment Management, LLC

Boston, MA · Est. 2014

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$232M
Advisers
8

No reported disclosures

Aristotle Capital Boston, LLC

Boston, MA · Est. 2014

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$229M
Advisers
8

No reported disclosures

Tfc Financial Management INC

Boston, MA · Est. 1982

Local
Fee-based
AUM
$1.8B
Per adviser
$148M
Advisers
12

No reported disclosures

Nonantum Capital Partners

Boston, MA · Est. 2018

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$74M
Advisers
24

No reported disclosures

Solum Partners

Boston, MA · Est. 2020

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$125M
Advisers
14

No reported disclosures

Nextech Ventures (US) LLC

Boston, MA · Est. 2022

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$290M
Advisers
6

No reported disclosures

Bcpc Advisors, LP

Boston, MA · Est. 2023

Local
Fee-only
AUM
$1.7B
Per adviser
$6M
Advisers
272

No reported disclosures

Catalyst Financial Partners

Boston, MA · Est. 2018

Local
Fee-only
AUM
$1.7B
Per adviser
$287M
Advisers
6

No reported disclosures

Guidepost Growth Equity Management Company, L.P.

Boston, MA · Est. 2020

Local
Fee-only
AUM
$1.7B
Per adviser
$101M
Advisers
17

No reported disclosures

Omega Fund Management, LLC

Boston, MA · Est. 2012

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$214M
Advisers
8

No reported disclosures

P/E Global LLC

Boston, MA · Est. 2011

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$47M
Advisers
36

No reported disclosures

J.M. Forbes & Co. LLP

Boston, MA · Est. 1960

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$335M
Advisers
5

No reported disclosures

Bain Capital Partnership Strategies, LP

Boston, MA · Est. 2018

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$826M
Advisers
2

No reported disclosures

Penobscot Investment Management Company, INC.

Boston, MA · Est. 1988

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$204M
Advisers
8

No reported disclosures

Shellback Capital, LP

Boston, MA · Est. 2013

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$407M
Advisers
4

No reported disclosures

Silverarc Capital Management, LLC

Boston, MA · Est. 2019

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$321M
Advisers
5

No reported disclosures

Catholic Investment Services, INC.

Boston, MA · Est. 2015

Local
Fee-only
AUM
$1.5B
Per adviser
$379M
Advisers
4

No reported disclosures

Clough Capital Partners, LP

Boston, MA · Est. 2004

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$377M
Advisers
4

No reported disclosures

Capital Impact Advisors

Boston, MA · Est. 2013

Local
Fee-only
AUM
$1.5B
Per adviser
$372M
Advisers
4

No reported disclosures

Ta Realty LLC

Boston, MA · Est. 2000

Local
Fee-only
AUM
$1.5B
Per adviser
$17M
Advisers
88

No reported disclosures

Par Capital Management, INC.

Boston, MA · Est. 2012

Local
Fee-only
AUM
$1.5B
Per adviser
$210M
Advisers
7

No reported disclosures

Icapital, LLC

Boston, MA · Est. 2002

Local
Fee-based
AUM
$1.5B
Per adviser
$242M
Advisers
6

No reported disclosures

Diametric Capital, LP

Boston, MA · Est. 2017

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$141M
Advisers
10

No reported disclosures

Claro Advisors INC.

Boston, MA · Est. 2014

Regional
Fee-based
AUM
$1.4B
Per adviser
$78M
Advisers
18

No reported disclosures

Weatherbie Capital, LLC

Boston, MA · Est. 1995

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$192M
Advisers
7

No reported disclosures

Marble Harbor Investment Counsel, LLC

Boston, MA · Est. 2006

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$220M
Advisers
6

No reported disclosures

Beacon Capital Partners, LLC

Boston, MA · Est. 2012

Regional
Fee-based
AUM
$1.3B
Per adviser
$50M
Advisers
26

No reported disclosures

Woodstock Corporation

Boston, MA · Est. 1968

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$161M
Advisers
8

No reported disclosures

Promethos Capital, LLC

Boston, MA · Est. 2019

Local
Fee-based
AUM
$1.3B
Per adviser
$255M
Advisers
5

No reported disclosures

Green Century Capital Management INC

Boston, MA · Est. 1991

Local
Fee-only
AUM
$1.3B
Per adviser
$210M
Advisers
6

No reported disclosures

Solel Partners LP

Boston, MA · Est. 2019

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$248M
Advisers
5

No reported disclosures

Middleton & Company INC.

Boston, MA · Est. 1984

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$176M
Advisers
7

No reported disclosures

Qtron Investments LLC

Boston, MA · Est. 2017

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$307M
Advisers
4

No reported disclosures

Brooknoll Advisors LLC

Boston, MA · Est. 2018

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$1.2B
Advisers
1

No reported disclosures

Verdad Advisers, L.P.

Boston, MA · Est. 2019

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$148M
Advisers
8

No reported disclosures

Telemark Asset Management, LLC

Boston, MA · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$570M
Advisers
2

No reported disclosures

The De Burlo Group, INC.

Boston, MA · Est. 2010

Local
Fee-based
AUM
$1.1B
Per adviser
$378M
Advisers
3

No reported disclosures

Amundi US

Boston, MA · Est. 2025

Local
Fee-only
AUM
$1.1B
Per adviser
$67M
Advisers
17

No reported disclosures

Wilkins Investment Counsel, INC

Boston, MA · Est. 1989

Local
Fee-only
AUM
$1.1B
Per adviser
$186M
Advisers
6

No reported disclosures

Abry Partners III, LLC

Boston, MA · Est. 2023

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$19M
Advisers
59

No reported disclosures

Sv Health Investors, LLC

Boston, MA · Est. 2017

Local
Fee-only
AUM
$1.1B
Per adviser
$68M
Advisers
16

No reported disclosures

Dsf Advisors, LLC

Boston, MA · Est. 2016

Local
Fee-only
AUM
$1.1B
Per adviser
$56M
Advisers
19

No reported disclosures

Clearhaven Partners LP

Boston, MA · Est. 2022

Local
Fee-only
AUM
$1.0B
Per adviser
$65M
Advisers
16

No reported disclosures

Equality Asset Management

Boston, MA · Est. 2019

Local
Fee-only
AUM
$1.0B
Per adviser
$115M
Advisers
9

No reported disclosures

Zevin Asset Management, LLC

Boston, MA · Est. 2012

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$113M
Advisers
9

No reported disclosures

Tac Partners, INC.

Boston, MA · Est. 2012

Local
Fee-only
AUM
$983M
Per adviser
$76M
Advisers
13

No reported disclosures

Thorntree Capital Partners LP

Boston, MA · Est. 2016

LocalInternational
Fee-only
AUM
$955M
Per adviser
$159M
Advisers
6

No reported disclosures

Sirios Capital Management, L.P.

Boston, MA · Est. 2012

LocalInternational
Fee-only
AUM
$937M
Per adviser
$94M
Advisers
10

No reported disclosures

Miri Capital Management LLC

Boston, MA · Est. 2023

RegionalInternational
Fee-only
AUM
$930M
Per adviser
$133M
Advisers
7

No reported disclosures

Union Park Capital Management, L.P.

Boston, MA · Est. 2016

LocalInternational
Fee-only
AUM
$928M
Per adviser
$103M
Advisers
9

No reported disclosures

Riverside Partners, LLC

Boston, MA · Est. 2012

Local
Fee-only
AUM
$924M
Per adviser
$71M
Advisers
13

No reported disclosures

Long Wharf Capital LLC

Boston, MA · Est. 2011

Local
Fee-only
AUM
$919M
Per adviser
$184M
Advisers
5

No reported disclosures

Openview Advisors, LLC

Boston, MA · Est. 2021

LocalInternational
Fee-only
AUM
$839M
Per adviser
$168M
Advisers
5

No reported disclosures

Denali Growth Partners

Boston, MA · Est. 2021

Local
Fee-only
AUM
$831M
Per adviser
$92M
Advisers
9

No reported disclosures

New Heritage Capital, LLC

Boston, MA · Est. 2012

Local
Fee-based
AUM
$830M
Per adviser
$83M
Advisers
10

No reported disclosures

J.P. Marvel Wealth Management, INC.

Boston, MA · Est. 2007

Local
Fee-only
AUM
$821M
Per adviser
$137M
Advisers
6

No reported disclosures

Clear Brook Advisors, INC.

Boston, MA · Est. 2006

LocalInternational
Fee-based
AUM
$818M
Per adviser
$204M
Advisers
4

No reported disclosures

Northstar Asset Management, INC

Boston, MA · Est. 1990

RegionalInternational
Fee-only
AUM
$806M
Per adviser
$90M
Advisers
9

No reported disclosures

Eagleclaw Capital Management LLC

Boston, MA · Est. 2005

Local
Fee-only
AUM
$803M
Per adviser
$201M
Advisers
4

No reported disclosures

Opaleye Management INC.

Boston, MA · Est. 2013

LocalInternational
Fee-only
AUM
$803M
Per adviser
$201M
Advisers
4

No reported disclosures

Astira Capital Partners LP

Boston, MA · Est. 2023

Local
Fee-only
AUM
$777M
Per adviser
$65M
Advisers
12

No reported disclosures

Stride Consumer

Boston, MA · Est. 2020

Local
Fee-only
AUM
$740M
Per adviser
$44M
Advisers
17

No reported disclosures

Bayhawk Capital LP

Boston, MA · Est. 2025

Local
Fee-only
AUM
$731M
Per adviser
$104M
Advisers
7

No reported disclosures

Great Point Wealth Advisors, LLC

Boston, MA · Est. 2009

Local
Fee-based
AUM
$726M
Per adviser
$242M
Advisers
3

No reported disclosures

Essex Investment Management Company, LLC

Boston, MA · Est. 1998

Local
Fee-only
AUM
$713M
Per adviser
$79M
Advisers
9

No reported disclosures

Redwood Investments, LLC

Boston, MA · Est. 2004

LocalInternational
Fee-only
AUM
$710M
Per adviser
$118M
Advisers
6

No reported disclosures

Lincoln Peak Capital Management, LLC

Boston, MA · Est. 2018

Local
Fee-based
AUM
$707M
Per adviser
$118M
Advisers
6

No reported disclosures

Kaleidoscope Capital

Boston, MA · Est. 2017

Local
Fee-only
AUM
$706M
Per adviser
$118M
Advisers
6

No reported disclosures

Siharum Advisors, LLC

Boston, MA · Est. 2008

Local
Fee-based
AUM
$687M
Per adviser
$229M
Advisers
3

No reported disclosures

Single Point Partners

Boston, MA · Est. 2018

RegionalInternational
Fee-based
AUM
$641M
Per adviser
$53M
Advisers
12

No reported disclosures

Timber Creek Capital Management, LLC

Boston, MA · Est. 2008

Local
Fee-only
AUM
$637M
Per adviser
$212M
Advisers
3

No reported disclosures

Rose Park Advisors, LLC

Boston, MA · Est. 2015

RegionalInternational
Fee-only
AUM
$630M
Per adviser
$126M
Advisers
5

No reported disclosures

Sandia Investment Management LP

Boston, MA · Est. 2021

LocalInternational
Fee-only
AUM
$625M
Per adviser
$125M
Advisers
5

No reported disclosures

Riverview Capital Advisers LLC

Boston, MA · Est. 2006

Local
Fee-based
AUM
$624M
Per adviser
$104M
Advisers
6

No reported disclosures

Turas Capital Management

Boston, MA · Est. 2025

LocalInternational
Fee-only
AUM
$614M
Per adviser
$307M
Advisers
2

No reported disclosures

Hoopoe Advisors

Boston, MA · Est. 2019

LocalInternational
Fee-based
AUM
$610M
Per adviser
$68M
Advisers
9

No reported disclosures

Callodine Credit Management

Boston, MA · Est. 2023

Local
Fee-only
AUM
$603M
Per adviser
$75M
Advisers
8

No reported disclosures

Tensor Edge Capital, LLC

Boston, MA · Est. 2025

LocalInternational
Fee-only
AUM
$585M
Per adviser
$117M
Advisers
5

No reported disclosures

Wave Equity Partners

Boston, MA · Est. 2020

LocalInternational
Fee-only
AUM
$564M
Per adviser
$141M
Advisers
4

O'Rourke & Company, Incorporated

Boston, MA · Est. 2005

Local
Fee-based
AUM
$555M
Per adviser
$278M
Advisers
2

No reported disclosures

Harbourvest Registered Advisers

Boston, MA · Est. 2024

Local
Fee-only
AUM
$539M
Per adviser
$2M
Advisers
296

No reported disclosures

Fort Point Capital

Boston, MA · Est. 2020

Local
Fee-only
AUM
$523M
Per adviser
$44M
Advisers
12

No reported disclosures

Hastings Equity Partners, LLC

Boston, MA · Est. 2015

Local
Fee-only
AUM
$498M
Per adviser
$50M
Advisers
10

No reported disclosures

Wincove

Boston, MA · Est. 2021

Local
Fee-based
AUM
$489M
Per adviser
$61M
Advisers
8

No reported disclosures

Wealth Effects

Boston, MA · Est. 2021

RegionalInternational
Fee-only
AUM
$472M
Per adviser
$52M
Advisers
9

No reported disclosures

Main Capital Partners North America LLC

Boston, MA · Est. 2024

LocalInternational
Fee-based
AUM
$472M
Per adviser
$67M
Advisers
7

No reported disclosures

Palladin Consumer Retail Partners, LLC

Boston, MA · Est. 2013

Local
Fee-only
AUM
$457M
Per adviser
$57M
Advisers
8

No reported disclosures

Square Circle Ia LP

Boston, MA · Est. 2022

Local
Fee-based
AUM
$449M
Per adviser
$224M
Advisers
2

No reported disclosures

East Bridge Capital Management LP

Boston, MA · Est. 2013

LocalInternational
Fee-only
AUM
$442M
Per adviser
$221M
Advisers
2

No reported disclosures

Artemis Capital Partners

Boston, MA · Est. 2022

Local
Fee-only
AUM
$442M
Per adviser
$49M
Advisers
9

No reported disclosures

Cohere Capital

Boston, MA · Est. 2021

Local
Fee-only
AUM
$441M
Per adviser
$63M
Advisers
7

No reported disclosures

Shawspring Partners, LLC

Boston, MA · Est. 2019

Local
Fee-only
AUM
$439M
Per adviser
$110M
Advisers
4

No reported disclosures

Mccarter Private Wealth Services LLC

Boston, MA · Est. 1997

Local
Fee-based
AUM
$428M
Per adviser
$428M
Advisers
1

No reported disclosures

Spring Lane Capital

Boston, MA · Est. 2020

LocalInternational
Fee-only
AUM
$425M
Per adviser
$42M
Advisers
10

No reported disclosures

Emblem Group, L.P.

Boston, MA · Est. 2024

Local
Fee-only
AUM
$419M
Per adviser
$42M
Advisers
10

No reported disclosures

Summit Partners Credit Advisors, L.P.

Boston, MA · Est. 2010

LocalInternational
Fee-only
AUM
$419M
Per adviser
$60M
Advisers
7

No reported disclosures

Mad River Investors

Boston, MA · Est. 2004

LocalInternational
Fee-only
AUM
$404M
Per adviser
$202M
Advisers
2

No reported disclosures

Century Equity Partners LLC

Boston, MA · Est. 2015

Local
Fee-only
AUM
$378M
Per adviser
$189M
Advisers
2

No reported disclosures

Donoghue Forlines LLC

Boston, MA · Est. 2016

Local
Fee-only
AUM
$371M
Per adviser
$124M
Advisers
3

No reported disclosures

Crawford Fund Management, LLC

Boston, MA · Est. 2022

LocalInternational
Fee-based
AUM
$356M
Per adviser
$89M
Advisers
4

No reported disclosures

Stance Capital LLC

Boston, MA · Est. 2021

Local
Fee-only
AUM
$354M
Per adviser
$71M
Advisers
5

No reported disclosures

Clarendon Private LLC

Boston, MA · Est. 2021

Local
Fee-only
AUM
$352M
Per adviser
$70M
Advisers
5

No reported disclosures

Assetgrade, LLC

Boston, MA · Est. 2020

Regional
Fee-only
AUM
$338M
Per adviser
$113M
Advisers
3

No reported disclosures

Loon Lake Capital Management LP

Boston, MA · Est. 2026

LocalInternational
Fee-only
AUM
$336M
Per adviser
$112M
Advisers
3

No reported disclosures

Boston Family Advisors LLC

Boston, MA · Est. 2023

Local
Fee-based
AUM
$330M
Per adviser
$55M
Advisers
6

No reported disclosures

Game Creek Capital, LP

Boston, MA · Est. 2012

Local
Fee-only
AUM
$329M
Per adviser
$47M
Advisers
7

No reported disclosures

Purefi Wealth, LLC

Boston, MA · Est. 2023

LocalInternational
Fee-based
AUM
$326M
Per adviser
$41M
Advisers
8

No reported disclosures

Sawyer & Co INC

Boston, MA · Est. 1986

Local
Fee-only
AUM
$320M
Per adviser
$107M
Advisers
3

Kaname Capital, L.P.

Boston, MA · Est. 2019

LocalInternational
Fee-only
AUM
$320M
Per adviser
$80M
Advisers
4

No reported disclosures

Marathon Financial Group

Boston, MA · Est. 2025

Local
Fee-based
AUM
$308M
Per adviser
$103M
Advisers
3

No reported disclosures

Ironwood Investment Management, LLC

Boston, MA · Est. 1997

Local
Fee-only
AUM
$278M
Per adviser
$46M
Advisers
6

No reported disclosures

Heritage Holding

Boston, MA · Est. 2024

Local
Fee-only
AUM
$278M
Per adviser
$16M
Advisers
17

No reported disclosures

South Shore Capital Advisors, LLC

Boston, MA · Est. 2015

Local
Fee-based
AUM
$273M
Per adviser
$136M
Advisers
2

No reported disclosures

Ajovista

Boston, MA · Est. 2021

LocalInternational
Fee-only
AUM
$269M
Per adviser
$38M
Advisers
7

No reported disclosures

Atwater Wealth Management, INC.

Boston, MA · Est. 2018

Local
Fee-based
AUM
$248M
Per adviser
$124M
Advisers
2

No reported disclosures

Alternative Fund Advisors, LLC

Boston, MA · Est. 2021

Local
Fee-only
AUM
$246M
Per adviser
$61M
Advisers
4

No reported disclosures

Bain Capital Public Equity, LP

Boston, MA · Est. 2008

LocalInternational
Fee-only
AUM
$242M
Per adviser
$61M
Advisers
4

No reported disclosures

Ot Management, LLC

Boston, MA · Est. 2022

Local
Fee-only
AUM
$232M
Per adviser
$77M
Advisers
3

No reported disclosures

Lionstone Investments

Boston, MA · Est. 2012

Local
Fee-only
AUM
$224M
Per adviser
Advisers

No reported disclosures

Wincap Financial LLC

Boston, MA · Est. 2024

Regional
Fee-only
AUM
$223M
Per adviser
$37M
Advisers
6

No reported disclosures

Colrain Capital LLC

Boston, MA · Est. 2001

Local
Fee-only
AUM
$222M
Per adviser
$74M
Advisers
3

No reported disclosures

Jmc Management, LLC

Boston, MA · Est. 2016

Local
Fee-only
AUM
$212M
Per adviser
$106M
Advisers
2

No reported disclosures

Mason Capital Partners

Boston, MA · Est. 1976

LocalInternational
Fee-only
AUM
$211M
Per adviser
$53M
Advisers
4

No reported disclosures

Osbon Capital Management, LLC

Boston, MA · Est. 2018

Local
Fee-only
AUM
$205M
Per adviser
$103M
Advisers
2

No reported disclosures

Keenan Financial

Boston, MA · Est. 2023

Local
Fee-based
AUM
$202M
Per adviser
$8M
Advisers
26

No reported disclosures

Orvieto Partners, L.P.

Boston, MA · Est. 2024

Local
Fee-only
AUM
$189M
Per adviser
$63M
Advisers
3

No reported disclosures

Epilog Partners, LP.

Boston, MA · Est. 2025

Local
Fee-only
AUM
$182M
Per adviser
$91M
Advisers
2

No reported disclosures

The Watermill Group

Boston, MA · Est. 2022

LocalInternational
Fee-based
AUM
$178M
Per adviser
$20M
Advisers
9

No reported disclosures

Sippican Capital Advisors

Boston, MA · Est. 2010

Local
Fee-based
AUM
$175M
Per adviser
$44M
Advisers
4

No reported disclosures

Levatus LLC

Boston, MA · Est. 2023

Local
Fee-based
AUM
$174M
Per adviser
$58M
Advisers
3

No reported disclosures

Sf Advisers, LLC

Boston, MA · Est. 2023

Regional
Fee-based
AUM
$173M
Per adviser
$7M
Advisers
24

No reported disclosures

Winthrop Square Capital, L.P.

Boston, MA · Est. 2022

Local
Fee-only
AUM
$167M
Per adviser
$42M
Advisers
4

No reported disclosures

Broadwater Capital Management LLC

Boston, MA · Est. 2022

Local
Fee-only
AUM
$161M
Per adviser
$161M
Advisers
1

No reported disclosures

Blue Moon Capital Management LLC

Boston, MA · Est. 2021

Local
Fee-only
AUM
$160M
Per adviser
$18M
Advisers
9

No reported disclosures

Radius Wealth Management, INC.

Boston, MA · Est. 2022

LocalInternational
Fee-based
AUM
$159M
Per adviser
$79M
Advisers
2

No reported disclosures

Felis Advantage, LP

Boston, MA · Est. 2025

LocalInternational
Fee-only
AUM
$150M
Per adviser
$50M
Advisers
3

No reported disclosures

Landon Capital Partners, LLC

Boston, MA · Est. 2019

LocalInternational
Fee-based
AUM
$145M
Per adviser
$29M
Advisers
5

No reported disclosures

Boston Portfolio Advisers

Boston, MA · Est. 2026

LocalInternational
Fee-only
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Beyond Your Hammock LLC

Boston, MA · Est. 2026

Local
Fee-based
AUM
$115M
Per adviser
$58M
Advisers
2

No reported disclosures

Dardanelles Capital LP

Boston, MA · Est. 2025

Local
Fee-only
AUM
$114M
Per adviser
$38M
Advisers
3

No reported disclosures

Sequentis Capital LLC

Boston, MA · Est. 2026

Local
Fee-based
AUM
$102M
Per adviser
$34M
Advisers
3

No reported disclosures

Timbuktu Capital Management, LLC

Boston, MA · Est. 2022

LocalInternational
Fee-based
AUM
$99M
Per adviser
$99M
Advisers
1

No reported disclosures

Algorithmic Investment Models

Boston, MA · Est. 2020

Local
Fee-only
AUM
$91M
Per adviser
$11M
Advisers
8

No reported disclosures

Emery Partners LLC

Boston, MA · Est. 2025

Local
Fee-only
AUM
$78M
Per adviser
$39M
Advisers
2

No reported disclosures

Abry Partners, LLC

Boston, MA · Est. 2012

LocalInternational
Fee-only
AUM
$69M
Per adviser
$23M
Advisers
3

No reported disclosures

Entrepreneurshares LLC

Boston, MA · Est. 2010

Local
Fee-based
AUM
$50M
Per adviser
$13M
Advisers
4

No reported disclosures

Seaport Global Advisors, LLC

Boston, MA · Est. 2010

Local
Fee-only
AUM
$46M
Per adviser
$12M
Advisers
4

No reported disclosures

Disciplined Alpha LLC

Boston, MA · Est. 2013

LocalInternational
Fee-only
AUM
$37M
Per adviser
$12M
Advisers
3

No reported disclosures

Stackwell

Boston, MA · Est. 2021

Local
Fee-based
AUM
$2M
Per adviser
$1M
Advisers
2

No reported disclosures

Adaptive Advisers, LLC

Boston, MA · Est. 2022

LocalInternational
Fee-only
AUM
$450,000
Per adviser
Advisers

No reported disclosures

Ifr, Municipal Market Data

Boston, MA · Est. 1998

Local
Fee-based
AUM
Per adviser
Advisers
22

No reported disclosures

Harvest Capital Partners LLC

Boston, MA · Est. 2004

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Harbourvest Registered Advisers II

Boston, MA · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
296

No reported disclosures

One Stone Global LLC

Boston, MA · Est. 2015

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Hemista INC.

Boston, MA · Est. 2019

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures