Data / Investment advisers / Massachusetts / Braintree
Investment advisers in Braintree, MA: 14 firms, $13.8 billion in AUM
14 investment advisers have their main office in Braintree, Massachusetts: 14 SEC registered and 0 exempt reporting. The registered advisers report $13.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Pallas Capital Advisors, LLC with $4.3 billion.
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- 14Advisers
- 14SEC registered
- $13.8 billionTotal AUM
- 12Advisers over $100 million
- 2Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Pallas Capital Advisors, LLC | Braintree | $4.31 billion | 4,210 | 28 | Not listed | (781) 971-5052 | pallascapitaladvisors.com | adviserinfo.sec.gov |
| Hite Hedge Asset Management LLC | Braintree | $2.18 billion | 7 | 21 | 4 | (617) 431-4360 | hitehedge.com | adviserinfo.sec.gov |
| Msa Financial | Braintree | $1.41 billion | 3,271 | 19 | Not listed | (781) 843-3500 | adviserinfo.sec.gov | |
| MG Financial LLC | Braintree | $1.13 billion | 137 | 9 | 21 | (781) 848-1163 | mgfinancial.com | adviserinfo.sec.gov |
| Stablepoint Partners, LLC | Braintree | $930 million | 2,146 | 11 | Not listed | (781) 654-4600 | stablepointpartners.com | adviserinfo.sec.gov |
| Peddock Capital Advisors, LLC | Braintree | $836.2 million | 500 | 6 | Not listed | (781) 848-0288 | adviserinfo.sec.gov | |
| Compass Capital Corporation | Braintree | $695.5 million | 1,318 | 13 | Not listed | (781) 535-6083 | compassfinancialservicesgroup.com | adviserinfo.sec.gov |
| Little House Capital, LLC | Braintree | $675.2 million | 722 | 7 | Not listed | (617) 545-5600 | littlehousecapital.com | adviserinfo.sec.gov |
| Kelly Financial Services LLC | Braintree | $623.6 million | 3,094 | 10 | Not listed | (781) 849-3090 | kellyfinancial.org | adviserinfo.sec.gov |
| Napier Financial | Braintree | $587.9 million | 993 | 14 | Not listed | (781) 884-2300 | adviserinfo.sec.gov | |
| Kraematon Investment Advisors, Inc. | Braintree | $201.5 million | 476 | 2 | Not listed | (781) 431-9425 | kraematon.com | adviserinfo.sec.gov |
| Genesis Wealth Advisors, LLC | Braintree | $200.1 million | 564 | 7 | Not listed | (781) 344-1023 | adviserinfo.sec.gov | |
| Rise North Capital Investment Advisors | Braintree | $50.6 million | 408 | 14 | Not listed | (781) 519-6969 | adviserinfo.sec.gov | |
| Gosselin Consulting Group LLC | Braintree | Not listed | 0 | 3 | Not listed | (781) 930-3301 | adviserinfo.sec.gov |
Advisers in Braintree that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| MG Financial LLC | Braintree | MA | 21 | 1 | 20 | Not listed | Not listed | $92.6 million | $1.13 billion | adviserinfo.sec.gov |
| Hite Hedge Asset Management LLC | Braintree | MA | 4 | 4 | Not listed | Not listed | Not listed | $1.81 billion | $2.18 billion | 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.