Data / Investment advisers / Serving other investment advisers / Massachusetts
Investment advisers in Massachusetts serving other investment advisers: 44 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
44 SEC registered investment advisers with a main office in Massachusetts report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $171 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 other investment advisers, with AUM, phone and website. $10 of work on sign-up, no card.
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- 44Advisers
- $171 billionAUM from this client type
- 42Advisers over $100 million
- November 2, 2026File date
Advisers in Massachusetts serving other investment advisers
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 | 27 | $86.40 billion | $1.43 trillion | adviserinfo.sec.gov |
| 55ip | Boston | 313 | $34.48 billion | $36.74 billion | adviserinfo.sec.gov |
| Shepherd Kaplan LLC | Boston | Fewer than 5 | $10.16 billion | $10.16 billion | adviserinfo.sec.gov |
| Smartleaf Asset Management LLC | Boston | 25 | $6.85 billion | $6.85 billion | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | 25 | $6.68 billion | $117.24 billion | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | 3 | $5.18 billion | $136.48 billion | adviserinfo.sec.gov |
| New Frontier Advisors, LLC | Boston | 3 | $3.88 billion | $3.99 billion | adviserinfo.sec.gov |
| SLC Management | Wellesley Hills | 3 | $3.47 billion | $76.41 billion | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | 7 | $3.33 billion | $80.97 billion | adviserinfo.sec.gov |
| Strategic Capital Allocation Group, L.L.C. | Boston | 1 | $2.84 billion | $2.84 billion | adviserinfo.sec.gov |
| Welch & Forbes LLC | Boston | 2 | $1.51 billion | $9.90 billion | adviserinfo.sec.gov |
| Canopy Capital Group | Woburn | 9 | $1.32 billion | $1.32 billion | adviserinfo.sec.gov |
| Lumint Corporation | Boston | Fewer than 5 | $835.6 million | $3.67 billion | adviserinfo.sec.gov |
| Leeward Investments | Boston | 2,661 | $715.6 million | $2.87 billion | adviserinfo.sec.gov |
| First Eagle Alternative Credit, LLC | Boston | Fewer than 5 | $715.4 million | $12.56 billion | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | 1 | $661 million | $29.81 billion | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | 7 | $464.1 million | $59.16 billion | adviserinfo.sec.gov |
| Polen Capital Credit, LLC | Waltham | 2 | $317.9 million | $6.13 billion | adviserinfo.sec.gov |
| CW Advisors, LLC | Boston | 7 | $303.6 million | $15.22 billion | adviserinfo.sec.gov |
| Julex Capital Management | Natick | 1,698 | $245.2 million | $246.7 million | adviserinfo.sec.gov |
| Clear Brook Advisors, Inc. | Boston | 4 | $153.4 million | $817.8 million | adviserinfo.sec.gov |
| LMCG Investments, LLC | Boston | 7 | $132.5 million | $6.83 billion | adviserinfo.sec.gov |
| Risk Paradigm Group, LLC | Burlington | 3 | $115.6 million | $115.6 million | adviserinfo.sec.gov |
| Tensor Edge Capital, LLC | Boston | 1 | $104.1 million | $584.8 million | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | 3 | $102.3 million | $386.88 billion | adviserinfo.sec.gov |
| SHP Wealth Management, LLC | Plymouth | 90 | $98.6 million | $1.92 billion | adviserinfo.sec.gov |
| Reynders, McVeigh Capital Management, LLC | Boston | 5 | $70.7 million | $4.23 billion | adviserinfo.sec.gov |
| Capshift Advisors | West Newton | Fewer than 5 | $56.4 million | $628 million | adviserinfo.sec.gov |
| Proficio Capital Partners LLC | Newton | 6 | $55.1 million | $8.17 billion | adviserinfo.sec.gov |
| Grimes & Company | Westborough | Fewer than 5 | $54.6 million | $6.30 billion | adviserinfo.sec.gov |
| Little House Capital, LLC | Braintree | 37 | $47.5 million | $675.2 million | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | Fewer than 5 | $31.6 million | $48.65 billion | adviserinfo.sec.gov |
| Eventide Asset Management, LLC | Boston | 1 | $23.1 million | $7.38 billion | adviserinfo.sec.gov |
| Frontier Capital Management Co LLC | Boston | Fewer than 5 | $22.9 million | $9.60 billion | adviserinfo.sec.gov |
| Napier Financial | Braintree | 6 | $17 million | $587.9 million | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | 6 | $6.8 million | $354.2 million | adviserinfo.sec.gov |
| Algorithmic Investment Models | Boston | 3 | $3.5 million | $90.9 million | adviserinfo.sec.gov |
| Valence8 | Cambridge | Fewer than 5 | $2 million | $1.88 billion | adviserinfo.sec.gov |
| Richardson Financial Services | Medway | 1 | $1.6 million | $256.1 million | adviserinfo.sec.gov |
| Applied Fundamental Research, LLC | Cambridge | 1 | $75,732 | $142.9 million | adviserinfo.sec.gov |
| Fidelity Institutional Wealth Adviser LLC | Boston | 451 | Not listed | $9.38 billion | adviserinfo.sec.gov |
| Ifr, Municipal Market Data | Boston | 167 | Not listed | Not listed | adviserinfo.sec.gov |
| Amundi US | Boston | 1 | Not listed | $1.13 billion | adviserinfo.sec.gov |
| Johcm (USA) Inc | Boston | 1 | Not listed | $8.91 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.