Data / Investment advisers / Over $100 billion in AUM / Massachusetts
Investment advisers in Massachusetts with Over $100 billion in AUM: 26 firms
26 SEC registered investment advisers in Massachusetts report over $100 billion in regulatory assets under management, $16.2 trillion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Fidelity Management & Research Company LLC with $5.7 trillion.
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.
- 26Advisers
- 26SEC registered
- $16.2 trillionTotal AUM
- 26Advisers over $100 million
- 17Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC | Boston | $5.69 trillion | 37,227 | 1,427 | 1 | (617) 563-7000 | adviserinfo.sec.gov | |
| Geode Capital Management, LLC | Boston | $1.74 trillion | 176 | 194 | Not listed | (800) 777-6757 | adviserinfo.sec.gov | |
| Wellington Management Company LLP | Boston | $1.43 trillion | 1,559 | 1,868 | 77 | (617) 951-5000 | wellington.com | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 287 | 241 | 21 | (617) 786-3000 | adviserinfo.sec.gov | |
| Strategic Advisers LLC | Boston | $1.37 trillion | 2,973,512 | 17,112 | Not listed | (617) 563-7000 | adviserinfo.sec.gov | |
| MFS Investment Management | Boston | $514.05 billion | 355 | 1,244 | Not listed | (617) 954-5000 | adviserinfo.sec.gov | |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 8,288 | 914 | 12 | (800) 225-2365 | seligman.com | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 24,675 | 728 | 5 | (617) 482-2450 | adviserinfo.sec.gov | |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 162 | 519 | 39 | (617) 919-0000 | arrowstreetcapital.com | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | $326.70 billion | 604 | 1,116 | 92 | (617) 457-7500 | adviserinfo.sec.gov | |
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | 4,861 | 267 | Not listed | (617) 375-1500 | adviserinfo.sec.gov | |
| Marsh Investments US LLC | Boston | $226.04 billion | 1,417 | 714 | 41 | (617) 747-9500 | adviserinfo.sec.gov | |
| Commonwealth Financial Network | Waltham | $212.66 billion | 615,215 | 4,200 | Not listed | (781) 736-0700 | giphy.com | adviserinfo.sec.gov |
| John Hancock Investment Management LLC | Boston | $212.05 billion | 126 | 357 | Not listed | (617) 663-3000 | johnhancock.com | adviserinfo.sec.gov |
| Harbourvest Partners, LLC | Boston | $191.18 billion | 314 | 1,204 | 311 | (617) 348-3707 | adviserinfo.sec.gov | |
| Acadian Asset Management | Boston | $177.46 billion | 356 | 375 | 47 | (617) 850-3500 | adviserinfo.sec.gov | |
| Boston Management and Research | Boston | $154.73 billion | 72 | 203 | 22 | (617) 482-8260 | adviserinfo.sec.gov | |
| Nepc, LLC | Boston | $152.72 billion | 132 | 379 | 4 | (617) 374-1300 | adviserinfo.sec.gov | |
| Rhumbline Advisers | Boston | $136.48 billion | 826 | 32 | 24 | (617) 345-0434 | rhumbline.com | adviserinfo.sec.gov |
| Income Research + Management | Boston | $130.65 billion | 1,559 | 218 | 15 | (617) 330-9333 | adviserinfo.sec.gov | |
| Putnam Investment Management, LLC | Boston | $117.24 billion | 16,432 | 139 | Not listed | (617) 292-1000 | putnam.com | adviserinfo.sec.gov |
| Boston Partners | Boston | $116.17 billion | 6,982 | 185 | 4 | (617) 832-8200 | bostonpartners.com | adviserinfo.sec.gov |
| MML Investors Services, LLC | Springfield | $115.64 billion | 454,857 | 6,976 | Not listed | (413) 226-0000 | adviserinfo.sec.gov | |
| MFS Institutional Advisors Inc. | Boston | $113.59 billion | 13,555 | 1,311 | 6 | (617) 954-5000 | adviserinfo.sec.gov | |
| Natixis Advisors, LLC | Boston | $108.65 billion | 115,562 | 412 | Not listed | (617) 449-2802 | adviserinfo.sec.gov | |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 12 | 168 | 12 | (617) 497-3500 | bracebridgecapital.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.