Financial advisers in Cambridge, MA

12 registered investment adviser firms in Cambridge managing $70.3B in assets, based on public SEC Form ADV filings.

General Catalyst

Cambridge, MA · Est. 2019

RegionalInternational

Fee-only

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

No reported disclosures

Blackstone Life Sciences Advisors L.L.C.

Cambridge, MA · Est. 2019

RegionalInternational

Fee-only

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

No reported disclosures

Gc Wealth Management Ria, LLC

Cambridge, MA · Est. 2023

RegionalInternational

Fee-based

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

No reported disclosures

Valence8

Cambridge, MA · Est. 2021

LocalInternational

Fee-only

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

No reported disclosures

Equity Resource Investments, LLC

Cambridge, MA · Est. 2012

Local

Fee-based

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

No reported disclosures

Pinney & Scofield, INC.

Cambridge, MA · Est. 1985

Regional

Fee-only

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

No reported disclosures

Clarus Ventures, LLC

Cambridge, MA · Est. 2019

Local

Fee-only

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

No reported disclosures

Fayerweather Management, LLC

Cambridge, MA · Est. 2016

Local

Fee-only

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

No reported disclosures

Ninth Eternity Asset Management LLC

Cambridge, MA · Est. 2022

LocalInternational

Fee-only

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

No reported disclosures

Etre LLC

Cambridge, MA · Est. 2022

Local

Fee-only

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

No reported disclosures

Applied Fundamental Research, LLC

Cambridge, MA · Est. 2021

Local

Fee-only

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

No reported disclosures

Datalign

Cambridge, MA · Est. 2021

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures