Data / Investment advisers / Serving insurance companies / Massachusetts
Investment advisers in Massachusetts serving insurance companies: 38 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
38 SEC registered investment advisers with a main office in Massachusetts report insurance companies among their clients in Form ADV item 5.D, and together they attribute $370 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 insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 38Advisers
- $370 billionAUM from this client type
- 37Advisers over $100 million
- November 2, 2026File date
Advisers in Massachusetts serving insurance companies
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 | 452 | $144.99 billion | $1.43 trillion | adviserinfo.sec.gov |
| SLC Management | Wellesley Hills | 127 | $57.33 billion | $76.41 billion | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | 9 | $54.69 billion | $502.40 billion | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | 9 | $24.46 billion | $48.31 billion | adviserinfo.sec.gov |
| Income Research + Management | Boston | 92 | $21.95 billion | $130.65 billion | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | 230 | $20.41 billion | $386.88 billion | adviserinfo.sec.gov |
| Manulife Investment Management (US) LLC | Boston | 11 | $15.64 billion | $228.04 billion | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | 37 | $7.79 billion | $113.59 billion | adviserinfo.sec.gov |
| SRB Corporation | Boston | 20 | $4.59 billion | $4.82 billion | adviserinfo.sec.gov |
| Eaton Vance Management | Boston | 8 | $3.81 billion | $97.02 billion | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | 4 | $2.23 billion | $351.32 billion | adviserinfo.sec.gov |
| Boston Partners | Boston | 9 | $2.14 billion | $116.17 billion | adviserinfo.sec.gov |
| Denham Capital Management LP | Boston | 3 | $2.02 billion | $5.26 billion | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | 6 | $1.72 billion | $94.40 billion | adviserinfo.sec.gov |
| Longfellow Investment Management Co. LLC | Boston | 18 | $1.02 billion | $23.44 billion | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | Fewer than 5 | $763.9 million | $117.24 billion | adviserinfo.sec.gov |
| Martingale Asset Management | Boston | Fewer than 5 | $731.1 million | $4.18 billion | adviserinfo.sec.gov |
| The Putnam Advisory Company, LLC | Boston | Fewer than 5 | $706.9 million | $33.19 billion | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | 1 | $476.3 million | $80.97 billion | adviserinfo.sec.gov |
| Merganser Capital Management, LLC | Boston | 10 | $444.7 million | $17.66 billion | adviserinfo.sec.gov |
| Manulife Investment Management Timberland and Agriculture Inc | Boston | Fewer than 5 | $370.5 million | $6.74 billion | adviserinfo.sec.gov |
| Marsh Investments US LLC | Boston | Fewer than 5 | $347.1 million | $226.04 billion | adviserinfo.sec.gov |
| Mackenzie Investments | Boston | Fewer than 5 | $283.9 million | $18.07 billion | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | 1 | $220.4 million | $59.16 billion | adviserinfo.sec.gov |
| Leeward Investments | Boston | 6 | $209.2 million | $2.87 billion | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | 13 | $194.8 million | $54.28 billion | adviserinfo.sec.gov |
| Highvista Private Capital Management LLC | Boston | Fewer than 5 | $150.5 million | $6.48 billion | adviserinfo.sec.gov |
| MFS Investment Management | Boston | 2 | $86.5 million | $514.05 billion | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | 1 | $78.5 million | $44.13 billion | adviserinfo.sec.gov |
| Congress Asset Management Company, LLP | Boston | 3 | $49 million | $14.20 billion | adviserinfo.sec.gov |
| First Eagle Alternative Credit, LLC | Boston | Fewer than 5 | $45 million | $12.56 billion | adviserinfo.sec.gov |
| Weatherbie Capital, LLC | Boston | 1 | $38.9 million | $1.34 billion | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | 2 | $21.3 million | $136.48 billion | adviserinfo.sec.gov |
| Boston Common Asset Management, LLC | Boston | 1 | $8.9 million | $4.17 billion | adviserinfo.sec.gov |
| Savior Wealth | Wellesley | 52 | $7.4 million | $140.2 million | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | 1 | $107,847 | $108.65 billion | adviserinfo.sec.gov |
| Nepc, LLC | Boston | 22 | Not listed | $152.72 billion | adviserinfo.sec.gov |
| Ifr, Municipal Market Data | Boston | 14 | Not listed | Not listed | 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.