Data / Investment advisers / Serving investment companies / Massachusetts
Investment advisers in Massachusetts serving investment companies: 98 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
98 SEC registered investment advisers with a main office in Massachusetts report investment companies among their clients in Form ADV item 5.D, and together they attribute $11.5 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Fidelity Management & Research Company LLC.
The request: Every investment adviser in Massachusetts that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 98Advisers
- $11.5 trillionAUM from this client type
- 92Advisers over $100 million
- November 2, 2026File date
Advisers in Massachusetts serving investment 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 |
|---|
| Fidelity Management & Research Company LLC | Boston | 595 | $5.42 trillion | $5.69 trillion | adviserinfo.sec.gov |
| Geode Capital Management, LLC | Boston | 91 | $1.64 trillion | $1.74 trillion | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | 264 | $1.37 trillion | $1.42 trillion | adviserinfo.sec.gov |
| Wellington Management Company LLP | Boston | 209 | $636.36 billion | $1.43 trillion | adviserinfo.sec.gov |
| Strategic Advisers LLC | Boston | 15 | $589.44 billion | $1.37 trillion | adviserinfo.sec.gov |
| MFS Investment Management | Boston | 187 | $436.50 billion | $514.05 billion | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | 186 | $315.82 billion | $502.40 billion | adviserinfo.sec.gov |
| John Hancock Investment Management LLC | Boston | 126 | $212.05 billion | $212.05 billion | adviserinfo.sec.gov |
| Manulife Investment Management (US) LLC | Boston | 113 | $145.84 billion | $228.04 billion | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | 63 | $104.34 billion | $117.24 billion | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | 67 | $103.92 billion | $386.88 billion | adviserinfo.sec.gov |
| Boston Management and Research | Boston | 49 | $82.52 billion | $154.73 billion | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | 50 | $68.59 billion | $68.59 billion | adviserinfo.sec.gov |
| Eaton Vance Management | Boston | 62 | $65.02 billion | $97.02 billion | adviserinfo.sec.gov |
| Boston Partners | Boston | 15 | $58.41 billion | $116.17 billion | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | 41 | $35.88 billion | $59.16 billion | adviserinfo.sec.gov |
| MML Investment Advisers, LLC | Springfield | 54 | $24.07 billion | $24.55 billion | adviserinfo.sec.gov |
| MDT Advisers, a Division of Federated Mdta LLC | Boston | 19 | $23.36 billion | $25.95 billion | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | 40 | $19.05 billion | $80.97 billion | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | 16 | $11.48 billion | $177.46 billion | adviserinfo.sec.gov |
| BNY Mellon ETF Investment Adviser, LLC | Boston | 13 | $11.10 billion | $11.10 billion | adviserinfo.sec.gov |
| Marsh Investments US LLC | Boston | 6 | $11.02 billion | $226.04 billion | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | 15 | $10.00 billion | $29.81 billion | adviserinfo.sec.gov |
| Fidelity Diversifying Solutions LLC | Boston | 23 | $9.99 billion | $18.88 billion | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | 5 | $7.53 billion | $351.32 billion | adviserinfo.sec.gov |
| Eventide Asset Management, LLC | Boston | 14 | $7.09 billion | $7.38 billion | adviserinfo.sec.gov |
| Johcm (USA) Inc | Boston | 19 | $6.73 billion | $8.91 billion | adviserinfo.sec.gov |
| Income Research + Management | Boston | 12 | $5.98 billion | $130.65 billion | adviserinfo.sec.gov |
| GW&K Investment Management, LLC | Boston | 17 | $4.93 billion | $52.78 billion | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | 9 | $4.61 billion | $108.65 billion | adviserinfo.sec.gov |
| Congress Asset Management Company, LLP | Boston | 8 | $4.27 billion | $14.20 billion | adviserinfo.sec.gov |
| Boston Trust Walden Inc. | Boston | 10 | $3.92 billion | $4.58 billion | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | 2 | $3.53 billion | $48.31 billion | adviserinfo.sec.gov |
| Polaris Capital Management, LLC | Boston | 5 | $2.73 billion | $5.45 billion | adviserinfo.sec.gov |
| Pear Tree Advisors, Inc. | Lincoln | 1 | $2.58 billion | $2.58 billion | adviserinfo.sec.gov |
| SLC Management | Wellesley Hills | 5 | $2.53 billion | $76.41 billion | adviserinfo.sec.gov |
| The Putnam Advisory Company, LLC | Boston | 6 | $2.50 billion | $33.19 billion | adviserinfo.sec.gov |
| Frontier Capital Management Co LLC | Boston | 5 | $2.47 billion | $9.60 billion | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | 6 | $2.29 billion | $44.13 billion | adviserinfo.sec.gov |
| Invenomic Capital Management LP | Boston | 1 | $2.04 billion | $3.39 billion | adviserinfo.sec.gov |
| Capital Impact Advisors | Boston | 1 | $1.49 billion | $1.49 billion | adviserinfo.sec.gov |
| Alphasimplex Group, LLC | Boston | 7 | $1.40 billion | $3.09 billion | adviserinfo.sec.gov |
| Easterly Investment Partners LLC | Beverly | 7 | $1.39 billion | $2.83 billion | adviserinfo.sec.gov |
| Green Century Capital Management Inc | Boston | 3 | $1.36 billion | $1.36 billion | adviserinfo.sec.gov |
| BCSF Advisors, LP | Boston | 2 | $1.21 billion | $3.65 billion | adviserinfo.sec.gov |
| Leeward Investments | Boston | 8 | $1.10 billion | $2.87 billion | adviserinfo.sec.gov |
| Twin Oak ETF Company | Wellesley | 5 | $1.06 billion | $1.06 billion | adviserinfo.sec.gov |
| Portolan Capital Management, LLC | Boston | 1 | $1.05 billion | $2.02 billion | adviserinfo.sec.gov |
| Boston Common Asset Management, LLC | Boston | 5 | $1.02 billion | $4.17 billion | adviserinfo.sec.gov |
| Polen Capital Credit, LLC | Waltham | 9 | $919.8 million | $6.13 billion | adviserinfo.sec.gov |
| Constitution Capital PM, L. P. | Andover | 1 | $910.8 million | $910.8 million | adviserinfo.sec.gov |
| Clough Capital Partners, LP | Boston | 5 | $884.1 million | $1.51 billion | adviserinfo.sec.gov |
| Mirova US | Boston | 1 | $847.3 million | $13.62 billion | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | 3 | $822.8 million | $136.48 billion | adviserinfo.sec.gov |
| Trillium Asset Management | Boston | 2 | $789.7 million | $4.31 billion | adviserinfo.sec.gov |
| First Eagle Alternative Credit, LLC | Boston | 1 | $781.4 million | $12.56 billion | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | 2 | $748.6 million | $113.59 billion | adviserinfo.sec.gov |
| Mackenzie Investments | Boston | 2 | $716.2 million | $18.07 billion | adviserinfo.sec.gov |
| Merganser Capital Management, LLC | Boston | 2 | $611.7 million | $17.66 billion | adviserinfo.sec.gov |
| Qtron Investments LLC | Boston | 1 | $595.5 million | $1.23 billion | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | 9 | $554.5 million | $94.40 billion | adviserinfo.sec.gov |
| Harbourvest Registered Advisers | Boston | 1 | $538.7 million | $538.7 million | adviserinfo.sec.gov |
| Bright Rock Capital Management LLC | Hanover | 2 | $536 million | $536 million | adviserinfo.sec.gov |
| Granahan Investment Management LLC | Waltham | 3 | $533.4 million | $2.36 billion | adviserinfo.sec.gov |
| Weatherbie Capital, LLC | Boston | 4 | $505.9 million | $1.34 billion | adviserinfo.sec.gov |
| Callodine Capital Management | Boston | 3 | $456.4 million | $2.03 billion | adviserinfo.sec.gov |
| Meketa Investment Group Inc | Westwood | 1 | $454 million | $9.99 billion | adviserinfo.sec.gov |
| Donoghue Forlines LLC | Boston | 8 | $367.5 million | $370.5 million | adviserinfo.sec.gov |
| Agf Investments | Boston | 1 | $364.7 million | $4.92 billion | adviserinfo.sec.gov |
| LMCG Investments, LLC | Boston | 1 | $251.1 million | $6.83 billion | adviserinfo.sec.gov |
| Alternative Fund Advisors, LLC | Boston | 1 | $245.6 million | $245.6 million | adviserinfo.sec.gov |
| Little Harbor Advisors, LLC | Marblehead | 3 | $234 million | $242.6 million | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | 2 | $230.3 million | $354.2 million | adviserinfo.sec.gov |
| Redwood Investments, LLC | Boston | 4 | $209.1 million | $710.1 million | adviserinfo.sec.gov |
| Summit Partners Public Asset Management, LLC | Boston | 1 | $163.3 million | $4.62 billion | adviserinfo.sec.gov |
| Aristotle Capital Boston, LLC | Boston | 2 | $157.5 million | $1.83 billion | adviserinfo.sec.gov |
| Essex Investment Management Company, LLC | Boston | 2 | $123 million | $712.7 million | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | 2 | $113.2 million | $54.28 billion | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | 2 | $112.1 million | $50.51 billion | adviserinfo.sec.gov |
| Longfellow Investment Management Co. LLC | Boston | 1 | $100.4 million | $23.44 billion | adviserinfo.sec.gov |
| Reynders, McVeigh Capital Management, LLC | Boston | 1 | $99 million | $4.23 billion | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | 1 | $95.8 million | $48.65 billion | adviserinfo.sec.gov |
| Proficio Capital Partners LLC | Newton | 1 | $95.3 million | $8.17 billion | adviserinfo.sec.gov |
| F L Putnam Investment Management Co. | Lynnfield | 1 | $92.9 million | $9.72 billion | adviserinfo.sec.gov |
| Emery Partners LLC | Boston | 1 | $78.4 million | $78.4 million | adviserinfo.sec.gov |
| USA Mutuals Advisors, Inc. | Concord | 2 | $62.2 million | $62.2 million | adviserinfo.sec.gov |
| BTS Asset Management, Inc. | Lincoln | 3 | $60.1 million | $144.8 million | adviserinfo.sec.gov |
| Entrepreneurshares LLC | Boston | 1 | $46.3 million | $50.4 million | adviserinfo.sec.gov |
| Seaport Global Advisors, LLC | Boston | 1 | $46.3 million | $46.3 million | adviserinfo.sec.gov |
| Bain Capital Public Equity, LP | Boston | 1 | $37.6 million | $242.2 million | adviserinfo.sec.gov |
| Disciplined Alpha LLC | Boston | 1 | $33.8 million | $36.9 million | adviserinfo.sec.gov |
| AEW Capital Management LP | Boston | 1 | $33.7 million | $3.02 billion | adviserinfo.sec.gov |
| Martingale Asset Management | Boston | 1 | $23.8 million | $4.18 billion | adviserinfo.sec.gov |
| Callodine Credit Management | Boston | 1 | $19.7 million | $603 million | adviserinfo.sec.gov |
| Xdus Fund Advisor | East Longmeadow | 1 | $414,767 | $414,767 | adviserinfo.sec.gov |
| Single Point Partners | Boston | 6 | $155,040 | $641.3 million | adviserinfo.sec.gov |
| MML Investors Services, LLC | Springfield | 1 | $85,766 | $115.64 billion | adviserinfo.sec.gov |
| P/E Global LLC | Boston | 5 | Not listed | $1.71 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.