Data / Investment advisers / Serving banks and thrifts / Massachusetts

Investment advisers in Massachusetts serving banks and thrifts: 18 firms

Name: Investment advisers in Massachusetts serving banks and thrifts: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

18 SEC registered investment advisers with a main office in Massachusetts report banks and thrifts among their clients in Form ADV item 5.D, and together they attribute $36.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Wellington Management Company LLP.

The request: Every investment adviser in Massachusetts that serves banks and thrifts, with AUM, phone and website. $10 of work on sign-up, no card.

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18Advisers
$36.3 billionAUM from this client type
17Advisers over $100 million
November 2, 2026File date

Advisers in Massachusetts serving banks and thrifts

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Wellington Management Company LLP	Boston	34	$14.70 billion	$1.43 trillion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	2	$13.67 billion	$502.40 billion	adviserinfo.sec.gov
Epg Incorporated	Framingham	48	$3.15 billion	$3.20 billion	adviserinfo.sec.gov
Lumint Corporation	Boston	Fewer than 5	$2.83 billion	$3.67 billion	adviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLC	Boston	Fewer than 5	$748.8 million	$48.31 billion	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	1	$327 million	$23.44 billion	adviserinfo.sec.gov
GW&K Investment Management, LLC	Boston	17	$312.2 million	$52.78 billion	adviserinfo.sec.gov
Nepc, LLC	Boston	1	$163.5 million	$152.72 billion	adviserinfo.sec.gov
Income Research + Management	Boston	Fewer than 5	$117.7 million	$130.65 billion	adviserinfo.sec.gov
Charlesbridge Advisors	Dedham	Fewer than 5	$100.3 million	$108.5 million	adviserinfo.sec.gov
MML Investors Services, LLC	Springfield	12	$91.6 million	$115.64 billion	adviserinfo.sec.gov
Newton Investment Management North America	Boston	1	$38.3 million	$59.16 billion	adviserinfo.sec.gov
Renaissance Investment Group, LLC	Lenox	Fewer than 5	$26.8 million	$726.1 million	adviserinfo.sec.gov
Bolton Global Asset Management	Bolton	2	$6.7 million	$8.28 billion	adviserinfo.sec.gov
Martha's Vineyard Investment Advisors, LLC	West Tisbury	2	$4.1 million	$342.9 million	adviserinfo.sec.gov
CW Advisors, LLC	Boston	Fewer than 5	$918,835	$15.22 billion	adviserinfo.sec.gov
Ifr, Municipal Market Data	Boston	113	Not listed	Not listed	adviserinfo.sec.gov
MML Investment Advisers, LLC	Springfield	1	Not listed	$24.55 billion	adviserinfo.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.