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Data / Investment advisers / $500 million to $1 billion in AUM / Massachusetts

Investment advisers in Massachusetts with $500 million to $1 billion in AUM: 91 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

91 SEC registered investment advisers in Massachusetts report between $500 million and $1 billion in regulatory assets under management, $66.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Bristol Wealth Group with $986 million.

The request: Every investment adviser in Massachusetts with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in MassachusettsWatch new advisers in Massachusetts

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 91Advisers
  • 91SEC registered
  • $66.1 billionTotal AUM
  • 91Advisers over $100 million
  • 31Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Bristol Wealth GroupTaunton$985.6 million2,07310Not listed(508) 822-0122bristolcountysavings.comadviserinfo.sec.gov
Tac Partners, Inc.Boston$983.4 million6186(617) 345-7200mcpartners.comadviserinfo.sec.gov
Brookwood Advisors, LLCBeverly$964.5 million65Not listed(978) 720-7500adviserinfo.sec.gov
Folium Capital LPBurlington$960.3 million8108foliumcapital.comadviserinfo.sec.gov
Thorntree Capital Partners LPBoston$955.3 million683(617) 443-2080thorntreecap.comadviserinfo.sec.gov
Sirios Capital Management, L.P.Boston$937.5 million5153(617) 598-5100sirioslp.comadviserinfo.sec.gov
Stablepoint Partners, LLCBraintree$930 million2,14611Not listed(781) 654-4600stablepointpartners.comadviserinfo.sec.gov
Miri Capital Management LLCBoston$929.7 million4103(617) 938-3843miricapital.comadviserinfo.sec.gov
Union Park Capital Management, L.P.Boston$928.5 million4104(857) 254-1751union-park.comadviserinfo.sec.gov
Rs2 Healthcare PartnersBoston$923.7 million6166(617) 351-2800adviserinfo.sec.gov
Long Wharf Capital LLCBoston$919.1 million4244(617) 250-7260adviserinfo.sec.gov
Constitution Capital PM, L. P.Andover$910.8 million167Not listed(978) 749-9600adviserinfo.sec.gov
93 Financial Group, LLCWoburn$899.7 million2,4668Not listed(781) 938-636193fg.comadviserinfo.sec.gov
Eagleclaw Capital Management LLCBoston$896.2 million3215Not listed(617) 314-0213eagleclawcapital.comadviserinfo.sec.gov
Pearson Financial ServicesDennis$885 million1,9218Not listed(508) 385-7925spearsonfinancial.comadviserinfo.sec.gov
New World Advisors LLCHingham$884.9 million4985Not listed(781) 749-6922adviserinfo.sec.gov
Moody Aldrich Partners, LLCMarblehead$864.3 million376143(781) 639-2750adviserinfo.sec.gov
Pinney & Scofield, Inc.Cambridge$858.7 million1,2564Not listed(617) 492-6223pinneyandscofield.comadviserinfo.sec.gov
Barry Investment Advisors, LLCNew Bedford$846.8 million1,51712Not listed(888) 992-8601barryinvestmentadvisors.comadviserinfo.sec.gov
New Harbor Financial Group, LLCWorcester$845.7 million2,2939Not listed(978) 537-7701adviserinfo.sec.gov
Openview Advisors, LLCBoston$839 million9159(617) 478-7500openviewpartners.comadviserinfo.sec.gov
Peddock Capital Advisors, LLCBraintree$836.2 million5006Not listed(781) 848-0288adviserinfo.sec.gov
Carr Financial GroupWorcester$835.9 million1,6759Not listed(508) 795-0264adviserinfo.sec.gov
Denali Growth PartnersBoston$830.6 million7117(617) 758-8673denaligrowth.comadviserinfo.sec.gov
New Heritage Capital, LLCBoston$830 million101510(617) 439-0688newheritagecapital.comadviserinfo.sec.gov
Aequitas Investment Advisors, LLCHingham$826.1 million1,2388Not listed(781) 740-1199aequitas-inv.comadviserinfo.sec.gov
J.P. Marvel Wealth Management, Inc.Boston$820.7 million1358Not listed(617) 342-5600jpmarvel.comadviserinfo.sec.gov
Clear Brook Advisors, Inc.Boston$817.8 million276Not listed(617) 315-8979clearbrookadvisors.comadviserinfo.sec.gov
Polen Capital Clo Management, LLCWaltham$808.4 million2462(781) 283-8500adviserinfo.sec.gov
Northstar Asset Management, IncBoston$805.9 million51715Not listed(617) 522-2635northstarasset.comadviserinfo.sec.gov
Clarus Ventures, LLCCambridge$805.6 million9319(617) 949-2200adviserinfo.sec.gov
Opaleye Management Inc.Boston$802.8 million241(617) 229-5085adviserinfo.sec.gov
McNamara Financial Services, Inc.Marshfield$797.9 million2,67211Not listed(781) 834-2010mcnamaraofthemerrimack.comadviserinfo.sec.gov
Astira Capital Partners LPBoston$777.3 million2142(617) 238-6010astiracp.comadviserinfo.sec.gov
Tremont Realty Capital LLCNewton$763.3 million222Not listed(617) 867-0700adviserinfo.sec.gov
Flagship Wealth Advisors, LLC.Wakefield$748.6 million7657Not listed(800) 631-9997flagshipwealthadvisors.comadviserinfo.sec.gov
Stride ConsumerBoston$740.3 million5175(781) 208-7375strideconsumer.comadviserinfo.sec.gov
Centerpoint Advisors, LLCNeedham$731.9 million1,05512Not listed(781) 400-1748adviserinfo.sec.gov
Bayhawk Capital LPBoston$730.8 million5125(202) 494-2362adviserinfo.sec.gov
Ipswich Investment Management Company, IncBeverly$730.2 million54911Not listed(978) 356-6333ipswichinvestment.comadviserinfo.sec.gov
Canby Financial AdvisorsFramingham$729.4 million39011Not listed(508) 598-1082canbyfinancial.comadviserinfo.sec.gov
Aaf Wealth Management, LLCWestborough$727.6 million89710Not listed(508) 366-9100adviserinfo.sec.gov
Renaissance Investment Group, LLCLenox$726.1 million5959Not listed(413) 445-2481rigllc.comadviserinfo.sec.gov
Great Point Wealth Advisors, LLCBoston$725.8 million1,21851(617) 585-0050greatpointwealth.comadviserinfo.sec.gov
Essex Investment Management Company, LLCBoston$712.7 million11713Not listed(617) 342-3200essexinvest.comadviserinfo.sec.gov
Excalibur Management CorpWaltham$712.1 million87212Not listed(617) 916-9669excalmgmt.comadviserinfo.sec.gov
Redwood Investments, LLCBoston$710.1 million856Not listed(617) 467-3000redwoodinv.comadviserinfo.sec.gov
Lincoln Peak Capital Management, LLCBoston$706.5 million5125(617) 765-4770lincolnpeakcapital.comadviserinfo.sec.gov
Kaleidoscope CapitalBoston$706.2 million993(617) 765-2064kldscap.comadviserinfo.sec.gov
Contravisory Investment Management, Inc.Norwell$701.7 million65572(781) 740-1786adviserinfo.sec.gov
RPG Family Wealth Advisory, LLCBurlington$700.7 million60021Not listed(888) 285-8600rpgfamilywealthadvisory.comadviserinfo.sec.gov
Compass Capital CorporationBraintree$695.5 million1,31813Not listed(781) 535-6083compassfinancialservicesgroup.comadviserinfo.sec.gov
West Branch Capital LLCAmherst$690.1 million1,2559Not listed833-888-0534; 413-256-1225adviserinfo.sec.gov
Siharum Advisors, LLCBoston$687.5 million3539Not listed(617) 428-7500adviserinfo.sec.gov
Arjuna Capital, LLCManchester$679.7 million554147(978) 704-0112arjuna-capital.comadviserinfo.sec.gov
Monument Group Wealth Advisors, LLCConcord$678.9 million7027Not listed(978) 369-7705monumentgroupcompanies.comadviserinfo.sec.gov
Boston Research and Management, Inc.Manchester$676.2 million5018Not listed(978) 526-9700bostonrm.comadviserinfo.sec.gov
Little House Capital, LLCBraintree$675.2 million7227Not listed(617) 545-5600littlehousecapital.comadviserinfo.sec.gov
Beck Bode LLCDedham$666.4 million2,51116Not listed(617) 209-2224adviserinfo.sec.gov
Alta Wealth Advisors LLCWoburn$664.6 million1,66515Not listed(781) 404-6909altawealthadvisors.comadviserinfo.sec.gov
Asset Strategy Advisors, LLCWayland$649.3 million50410Not listed(781) 235-4426adviserinfo.sec.gov
Boston Standard Wealth Management, LLCWinchester$647.6 million1,6206Not listed(781) 721-0072adviserinfo.sec.gov
Single Point PartnersBoston$641.3 million1,09616Not listed(617) 600-0510adviserinfo.sec.gov
Timber Creek Capital Management, LLCBoston$636.8 million2354Not listed(617) 722-0855timbercreek-capital.comadviserinfo.sec.gov
Rose Park Advisors, LLCBoston$629.9 million10137(617) 849-9239roseparkadvisors.comadviserinfo.sec.gov
Capshift AdvisorsWest Newton$628 million12016Not listed(617) 865-5096capshift.comadviserinfo.sec.gov
Sandia Investment Management LPBoston$625.4 million106Not listed(516) 946-8207sandialp.comadviserinfo.sec.gov
Riverview Capital Advisers LLCBoston$624.1 million5908Not listed(617) 423-0080riverviewcapital.comadviserinfo.sec.gov
Kelly Financial Services LLCBraintree$623.6 million3,09410Not listed(781) 849-3090kellyfinancial.orgadviserinfo.sec.gov
Turas Capital ManagementBoston$613.5 million221(781) 691-9982turascap.comadviserinfo.sec.gov
Hoopoe AdvisorsBoston$610 million62611Not listed(617) 708-0639adviserinfo.sec.gov
Callodine Credit ManagementBoston$603 million3112(617) 880-7494adviserinfo.sec.gov
Napier FinancialBraintree$587.9 million99314Not listed(781) 884-2300adviserinfo.sec.gov
Tensor Edge Capital, LLCBoston$584.8 million391(617) 468-6054adviserinfo.sec.gov
424 Capital, LLCWakefield$584.5 million9209(781) 295-4000adviserinfo.sec.gov
Wave Equity PartnersBoston$563.8 million17917(617) 350-9808adviserinfo.sec.gov
Empirical Asset Management, LLCWellesley$560 million1,399141(781) 431-2223empiricalam.comadviserinfo.sec.gov
O'Rourke & Company, IncorporatedBoston$555.1 million7384Not listed(617) 482-4200adviserinfo.sec.gov
May Hill Capital, LLCCohasset$548.6 million5633Not listed(781) 454-6641mayhillwealth.comadviserinfo.sec.gov
Range Rock CapitalWellesley$548.3 million33Not listed(617) 431-3030adviserinfo.sec.gov
Byrne Financial Freedom, LLCFranklin$546.4 million1,67611Not listed(508) 528-9366byrnefinancialfreedom.comadviserinfo.sec.gov
Gray Private Wealth, LLCCanton$540.7 million2968Not listed(781) 232-2020grayprivatewealth.comadviserinfo.sec.gov
Harbourvest Registered AdvisersBoston$538.7 million11,204Not listed(617) 348-3707adviserinfo.sec.gov
Bright Rock Capital Management LLCHanover$536 million25Not listed(781) 982-6792brightrockcap.comadviserinfo.sec.gov
Peak Financial Management IncWellesley$534.4 million1,6969Not listed(781) 487-9500adviserinfo.sec.gov
Argonautica Private Wealth Management, IncWellesley$532.9 million5156Not listed(781) 591-0200argonauticapwm.comadviserinfo.sec.gov
Pension & Wealth Management AdvisorsWaltham$529.8 million52513Not listed(781) 810-0800adviserinfo.sec.gov
Bostonpremier WealthHingham$525.2 million1,6048Not listed(617) 934-1100adviserinfo.sec.gov
Fort Point CapitalBoston$522.6 million5185(617) 303-2123fortpointcapital.comadviserinfo.sec.gov
Florek Financial, LLCDuxbury$511 million5302Not listed(781) 934-9400florekfinancial.comadviserinfo.sec.gov
Carl P. Sherr & Co., LLCWorcester$505.4 million8315Not listed(508) 791-7126adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.