| Strategic Advisers LLC | Boston | 10,164 | $161.53 billion | $1.37 trillion | adviserinfo.sec.gov |
| Marsh Investments US LLC | Boston | 312 | $139.87 billion | $226.04 billion | adviserinfo.sec.gov |
| Nepc, LLC | Boston | 165 | $98.08 billion | $152.72 billion | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | 385 | $68.00 billion | $386.88 billion | adviserinfo.sec.gov |
| Wellington Management Company LLP | Boston | 172 | $65.67 billion | $1.43 trillion | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | 34 | $34.06 billion | $326.70 billion | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | 27 | $27.88 billion | $351.32 billion | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | 25 | $27.53 billion | $94.40 billion | adviserinfo.sec.gov |
| Income Research + Management | Boston | 118 | $24.40 billion | $130.65 billion | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | 95 | $18.78 billion | $502.40 billion | adviserinfo.sec.gov |
| MFS Institutional Advisors Inc. | Boston | 253 | $17.01 billion | $113.59 billion | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | 8 | $14.39 billion | $1.42 trillion | adviserinfo.sec.gov |
| Sentinel Pension Advisors, LLC. | Wakefield | 633 | $10.81 billion | $11.94 billion | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | 52 | $10.71 billion | $136.48 billion | adviserinfo.sec.gov |
| Boston Partners | Boston | 73 | $8.52 billion | $116.17 billion | adviserinfo.sec.gov |
| Shepherd Kaplan Krochuk, LLC | Boston | 18 | $7.39 billion | $10.88 billion | adviserinfo.sec.gov |
| Longfellow Investment Management Co. LLC | Boston | 23 | $7.24 billion | $23.44 billion | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | 15 | $7.14 billion | $80.97 billion | adviserinfo.sec.gov |
| Meketa Investment Group Inc | Westwood | 145 | $6.84 billion | $9.99 billion | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | 177 | $6.37 billion | $29.81 billion | adviserinfo.sec.gov |
| SLC Management | Wellesley Hills | 110 | $5.97 billion | $76.41 billion | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | 27 | $5.67 billion | $177.46 billion | adviserinfo.sec.gov |
| The Putnam Advisory Company, LLC | Boston | 8 | $5.57 billion | $33.19 billion | adviserinfo.sec.gov |
| Manulife Investment Management (US) LLC | Boston | 105 | $4.86 billion | $228.04 billion | adviserinfo.sec.gov |
| Mayflower Advisors | Boston | 249 | $4.40 billion | $5.82 billion | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | 24 | $3.39 billion | $59.16 billion | adviserinfo.sec.gov |
| MFS Investment Management | Boston | 18 | $3.29 billion | $514.05 billion | adviserinfo.sec.gov |
| Eaton Vance Management | Boston | 18 | $2.66 billion | $97.02 billion | adviserinfo.sec.gov |
| Merganser Capital Management, LLC | Boston | 11 | $2.32 billion | $17.66 billion | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | 13 | $2.31 billion | $44.13 billion | adviserinfo.sec.gov |
| Retirement Resources Investment Corporation | Andover | 31 | $2.28 billion | $2.44 billion | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | 90 | $2.28 billion | $50.51 billion | adviserinfo.sec.gov |
| Geode Capital Management, LLC | Boston | Fewer than 5 | $2.23 billion | $1.74 trillion | adviserinfo.sec.gov |
| Pinnacle Pension Consultants LLC | Needham | 64 | $2.16 billion | $2.17 billion | adviserinfo.sec.gov |
| New England Retirement Consultants, LLC | Boston | 14 | $2.11 billion | $2.11 billion | adviserinfo.sec.gov |
| Commonwealth Financial Network | Waltham | 1,207 | $1.95 billion | $212.66 billion | adviserinfo.sec.gov |
| Polen Capital Credit, LLC | Waltham | 8 | $1.77 billion | $6.13 billion | adviserinfo.sec.gov |
| Frontier Capital Management Co LLC | Boston | 9 | $1.64 billion | $9.60 billion | adviserinfo.sec.gov |
| Twelve Points Wealth Management | Concord | 202 | $1.57 billion | $2.24 billion | adviserinfo.sec.gov |
| MML Investors Services, LLC | Springfield | 3,379 | $1.44 billion | $115.64 billion | adviserinfo.sec.gov |
| Congress Asset Management Company, LLP | Boston | 49 | $1.33 billion | $14.20 billion | adviserinfo.sec.gov |
| Icapital, LLC | Boston | 39 | $1.21 billion | $1.45 billion | adviserinfo.sec.gov |
| The Patriot Financial Group, LLC | Walpole | 136 | $1.19 billion | $2.64 billion | adviserinfo.sec.gov |
| Polaris Capital Management, LLC | Boston | 5 | $938.5 million | $5.45 billion | adviserinfo.sec.gov |
| Wgi DM, LLC | Boston | 6 | $840.9 million | $7.78 billion | adviserinfo.sec.gov |
| GW&K Investment Management, LLC | Boston | 123 | $707.7 million | $52.78 billion | adviserinfo.sec.gov |
| P/E Global LLC | Boston | 14 | $700 million | $1.71 billion | adviserinfo.sec.gov |
| Monashee Investment Management, LLC | Boston | Fewer than 5 | $647.2 million | $1.86 billion | adviserinfo.sec.gov |
| Aristotle Capital Boston, LLC | Boston | 11 | $614.4 million | $1.83 billion | adviserinfo.sec.gov |
| Harbourvest Partners, LLC | Boston | 2 | $609.1 million | $191.18 billion | adviserinfo.sec.gov |
| Rwa Wealth Partners | Boston | 20 | $535 million | $19.80 billion | adviserinfo.sec.gov |
| Fidelity Diversifying Solutions LLC | Boston | Fewer than 5 | $480.3 million | $18.88 billion | adviserinfo.sec.gov |
| Constitution Capital Equity Partners LP | Andover | Fewer than 5 | $425.5 million | $5.27 billion | adviserinfo.sec.gov |
| Asset Strategy Advisors, LLC | Wayland | 23 | $419.6 million | $649.3 million | adviserinfo.sec.gov |
| Easterly Investment Partners LLC | Beverly | 1 | $395.4 million | $2.83 billion | adviserinfo.sec.gov |
| MDT Advisers, a Division of Federated Mdta LLC | Boston | 65 | $356.3 million | $25.95 billion | adviserinfo.sec.gov |
| Leeward Investments | Boston | 3 | $337.7 million | $2.87 billion | adviserinfo.sec.gov |
| Martingale Asset Management | Boston | Fewer than 5 | $305.9 million | $4.18 billion | adviserinfo.sec.gov |
| CW Advisors, LLC | Boston | 61 | $294.7 million | $15.22 billion | adviserinfo.sec.gov |
| AEW Capital Management LP | Boston | Fewer than 5 | $266.1 million | $3.02 billion | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | Fewer than 5 | $265.8 million | $48.31 billion | adviserinfo.sec.gov |
| Integrated Wealth Concepts LLC | Waltham | 291 | $250.8 million | $23.58 billion | adviserinfo.sec.gov |
| Grimes & Company | Westborough | 41 | $248.1 million | $6.30 billion | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | 170 | $203.4 million | $108.65 billion | adviserinfo.sec.gov |
| Johcm (USA) Inc | Boston | 1 | $179.6 million | $8.91 billion | adviserinfo.sec.gov |
| Anchor Capital Advisors LLC | Boston | 15 | $175.8 million | $2.37 billion | adviserinfo.sec.gov |
| F L Putnam Investment Management Co. | Lynnfield | 6 | $173.3 million | $9.72 billion | adviserinfo.sec.gov |
| Weatherbie Capital, LLC | Boston | 1 | $171 million | $1.34 billion | adviserinfo.sec.gov |
| Bolton Global Asset Management | Bolton | 79 | $157.3 million | $8.28 billion | adviserinfo.sec.gov |
| Alphasimplex Group, LLC | Boston | Fewer than 5 | $148.5 million | $3.09 billion | adviserinfo.sec.gov |
| New England Private Wealth Advisors, LLC | Wellesley | Fewer than 5 | $134.3 million | $5.09 billion | adviserinfo.sec.gov |
| Manulife Investment Management Timberland and Agriculture Inc | Boston | Fewer than 5 | $129.7 million | $6.74 billion | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | 13 | $124.8 million | $2.41 billion | adviserinfo.sec.gov |
| Qtron Investments LLC | Boston | 1 | $109.7 million | $1.23 billion | adviserinfo.sec.gov |
| Canby Financial Advisors | Framingham | 8 | $106.8 million | $729.4 million | adviserinfo.sec.gov |
| Aaf Wealth Management, LLC | Westborough | 8 | $106.4 million | $727.6 million | adviserinfo.sec.gov |
| Stance Capital LLC | Boston | 9 | $97 million | $354.2 million | adviserinfo.sec.gov |
| Boston Common Asset Management, LLC | Boston | 6 | $92.7 million | $4.17 billion | adviserinfo.sec.gov |
| Washington Trust Advisors | Wellesley | 15 | $77.2 million | $2.39 billion | adviserinfo.sec.gov |
| Middleton & Company Inc. | Boston | 5 | $74.1 million | $1.23 billion | adviserinfo.sec.gov |
| Pension & Wealth Management Advisors | Waltham | 30 | $69.1 million | $529.8 million | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | 33 | $66 million | $54.28 billion | adviserinfo.sec.gov |
| Granahan Investment Management LLC | Waltham | 2 | $58.5 million | $2.36 billion | adviserinfo.sec.gov |
| Winthrop Wealth | Boston | 20 | $51.5 million | $3.10 billion | adviserinfo.sec.gov |
| Bay Colony Advisors | Concord | 8 | $41.7 million | $1.43 billion | adviserinfo.sec.gov |
| Moors & Cabot, Inc | Boston | 65 | $37.8 million | $4.03 billion | adviserinfo.sec.gov |
| Shepherd Financial Partners, LLC | Winchester | 7 | $37.7 million | $1.38 billion | adviserinfo.sec.gov |
| Msa Financial | Braintree | 14 | $36.9 million | $1.41 billion | adviserinfo.sec.gov |
| Empirical Asset Management, LLC | Wellesley | 6 | $35.3 million | $560 million | adviserinfo.sec.gov |
| Weber Capital Management LLC | Newton | Fewer than 5 | $32.8 million | $120.2 million | adviserinfo.sec.gov |
| Aureus Asset Management, LLC | Boston | 6 | $32.2 million | $8.40 billion | adviserinfo.sec.gov |
| Little House Capital, LLC | Braintree | 5 | $31.9 million | $675.2 million | adviserinfo.sec.gov |
| Trillium Asset Management | Boston | 7 | $31.7 million | $4.31 billion | adviserinfo.sec.gov |
| Twin Gryphon Advisors LLC | Marshfield | 5 | $30 million | $126.5 million | adviserinfo.sec.gov |
| Claro Advisors Inc. | Boston | 14 | $29.2 million | $1.41 billion | adviserinfo.sec.gov |
| Great Point Wealth Advisors, LLC | Boston | 5 | $27.5 million | $725.8 million | adviserinfo.sec.gov |
| Sawyer & Co Inc | Boston | Fewer than 5 | $27.4 million | $320.1 million | adviserinfo.sec.gov |
| Peddock Capital Advisors, LLC | Braintree | Fewer than 5 | $27.4 million | $836.2 million | adviserinfo.sec.gov |
| Contravisory Investment Management, Inc. | Norwell | 5 | $27 million | $701.7 million | adviserinfo.sec.gov |
| Park State Asset Management LLC | Beverly | 4 | $25.2 million | $192.4 million | adviserinfo.sec.gov |
| Howland Capital Management LLC | Boston | 5 | $24.8 million | $3.74 billion | adviserinfo.sec.gov |
| Reynders, McVeigh Capital Management, LLC | Boston | 4 | $23.8 million | $4.23 billion | adviserinfo.sec.gov |
| SVB Wealth | Boston | 3 | $23 million | $3.10 billion | adviserinfo.sec.gov |
| Family Fiduciary Services, Inc. | Beverly | 9 | $22.8 million | $254.2 million | adviserinfo.sec.gov |
| Woodstock Corporation | Boston | Fewer than 5 | $21.4 million | $1.29 billion | adviserinfo.sec.gov |
| Berkshire Money Management, Inc. | Dalton | 6 | $19.8 million | $1.23 billion | adviserinfo.sec.gov |
| Integrity Financial Advisors, LLC | Woburn | 5 | $19.7 million | $134.9 million | adviserinfo.sec.gov |
| Mad River Investors | Boston | 4 | $19.5 million | $403.5 million | adviserinfo.sec.gov |
| Crestwood Advisors | Boston | 4 | $19.1 million | $8.02 billion | adviserinfo.sec.gov |
| Schwerin Boyle Capital Management, Inc | Springfield | Fewer than 5 | $17.5 million | $1.21 billion | adviserinfo.sec.gov |
| Fairfield Financial Advisors | Wellesley | 9 | $16.8 million | $333.2 million | adviserinfo.sec.gov |
| SHP Wealth Management, LLC | Plymouth | 8 | $16.3 million | $1.92 billion | adviserinfo.sec.gov |
| Flagship Harbor Advisors, LLC | Boston | 29 | $16.2 million | $3.42 billion | adviserinfo.sec.gov |
| O'Rourke & Company, Incorporated | Boston | Fewer than 5 | $15.7 million | $555.1 million | adviserinfo.sec.gov |
| St. Germain Investment Management | Springfield | 108 | $14.8 million | $3.79 billion | adviserinfo.sec.gov |
| Barry Investment Advisors, LLC | New Bedford | 2 | $14.8 million | $846.8 million | adviserinfo.sec.gov |
| Diversified Financial Management | Norwell | 5 | $14.3 million | $338.8 million | adviserinfo.sec.gov |
| Bartholomew & Company Wealth Management, LLC | Worcester | 17 | $14.3 million | $1.92 billion | adviserinfo.sec.gov |
| U. S. Boston Capital Corporation | Lincoln | 5 | $12.8 million | $359.8 million | adviserinfo.sec.gov |
| Purefi Wealth, LLC | Boston | 1 | $12.1 million | $326.4 million | adviserinfo.sec.gov |
| Siharum Advisors, LLC | Boston | Fewer than 5 | $11.8 million | $687.5 million | adviserinfo.sec.gov |
| Byrne Financial Freedom, LLC | Franklin | 11 | $11.4 million | $546.4 million | adviserinfo.sec.gov |
| Compass Capital Corporation | Braintree | 4 | $11.1 million | $695.5 million | adviserinfo.sec.gov |
| Proficient Wealth Counselors, LLC | Norwood | 7 | $10.9 million | $146.9 million | adviserinfo.sec.gov |
| Great Oak Capital Partners, LLC | South Easton | Fewer than 5 | $10.5 million | $477.9 million | adviserinfo.sec.gov |
| J.M. Forbes & Co. LLP | Boston | 4 | $10.1 million | $1.67 billion | adviserinfo.sec.gov |
| Cape Ann Capital, Inc. | Concord | 3 | $10 million | $193 million | adviserinfo.sec.gov |
| Wingate Wealth Advisors, Inc. | Lexington | Fewer than 5 | $9.9 million | $1.42 billion | adviserinfo.sec.gov |
| Foster Dykema Cabot & Partners, LLC | Waltham | Fewer than 5 | $8.9 million | $2.22 billion | adviserinfo.sec.gov |
| Northeast Investment Management Inc | Boston | 4 | $8.8 million | $3.27 billion | adviserinfo.sec.gov |
| Welch & Forbes LLC | Boston | 4 | $8.6 million | $9.90 billion | adviserinfo.sec.gov |
| Beck Bode LLC | Dedham | 11 | $8.6 million | $666.4 million | adviserinfo.sec.gov |
| Rheeco, Inc. | Natick | Fewer than 5 | $8.4 million | $119.2 million | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | 39 | $8 million | $117.24 billion | adviserinfo.sec.gov |
| Penobscot Investment Management Company, Inc. | Boston | Fewer than 5 | $7.8 million | $1.64 billion | adviserinfo.sec.gov |
| Hoopoe Advisors | Boston | 15 | $7.6 million | $610 million | adviserinfo.sec.gov |
| Beaton Management Co Inc | Haverhill | Fewer than 5 | $7.5 million | $445.7 million | adviserinfo.sec.gov |
| Assetgrade, LLC | Boston | 3 | $7.4 million | $337.7 million | adviserinfo.sec.gov |
| Bristol Wealth Group | Taunton | Fewer than 5 | $7.3 million | $985.6 million | adviserinfo.sec.gov |
| Mason Capital Partners | Boston | Fewer than 5 | $7.1 million | $210.6 million | adviserinfo.sec.gov |
| American Investment Services Inc | Great Barrington | Fewer than 5 | $7 million | $1.07 billion | adviserinfo.sec.gov |
| New World Advisors LLC | Hingham | Fewer than 5 | $6.9 million | $884.9 million | adviserinfo.sec.gov |
| New Harbor Financial Group, LLC | Worcester | 2 | $6.4 million | $845.7 million | adviserinfo.sec.gov |
| Essex Investment Management Company, LLC | Boston | 1 | $6.2 million | $712.7 million | adviserinfo.sec.gov |
| Wainwright Investment Counsel LLC | Boston | 4 | $6 million | $5.52 billion | adviserinfo.sec.gov |
| Peak Financial Management Inc | Wellesley | Fewer than 5 | $5.6 million | $534.4 million | adviserinfo.sec.gov |
| Zevin Asset Management, LLC | Boston | 21 | $5.3 million | $1.02 billion | adviserinfo.sec.gov |
| Florek Financial, LLC | Duxbury | 2 | $5.1 million | $511 million | adviserinfo.sec.gov |
| West Branch Capital LLC | Amherst | Fewer than 5 | $5.1 million | $690.1 million | adviserinfo.sec.gov |
| WH Cornerstone Investments Inc. | Duxbury | 3 | $4.9 million | $200 million | adviserinfo.sec.gov |
| Moody Aldrich Partners, LLC | Marblehead | 2 | $4.5 million | $864.3 million | adviserinfo.sec.gov |
| Flagship Wealth Advisors, LLC. | Wakefield | 4 | $4.4 million | $748.6 million | adviserinfo.sec.gov |
| Arjuna Capital, LLC | Manchester | Fewer than 5 | $4.4 million | $679.7 million | adviserinfo.sec.gov |
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | Boston | Fewer than 5 | $4.3 million | $12.84 billion | adviserinfo.sec.gov |
| Massachusetts Wealth Management, LLC | North Andover | Fewer than 5 | $3.9 million | $301.5 million | adviserinfo.sec.gov |
| Stablepoint Partners, LLC | Braintree | Fewer than 5 | $3.9 million | $930 million | adviserinfo.sec.gov |
| Flying Point Financial, Inc. | North Andover | Fewer than 5 | $3.8 million | $206.7 million | adviserinfo.sec.gov |
| Cutler Capital Management | Worcester | 2 | $3.6 million | $430.8 million | adviserinfo.sec.gov |
| Assabet Advisors, LLC | Holden | Fewer than 5 | $3.6 million | $171.4 million | adviserinfo.sec.gov |
| Mwa Asset Management | Danvers | Fewer than 5 | $3.3 million | $305.5 million | adviserinfo.sec.gov |
| Renaissance Investment Group, LLC | Lenox | Fewer than 5 | $3.3 million | $726.1 million | adviserinfo.sec.gov |
| RPG Family Wealth Advisory, LLC | Burlington | 6 | $3.3 million | $700.7 million | adviserinfo.sec.gov |
| BTS Asset Management, Inc. | Lincoln | 2 | $3.2 million | $144.8 million | adviserinfo.sec.gov |
| Bostonpremier Wealth | Hingham | 5 | $3.2 million | $525.2 million | adviserinfo.sec.gov |
| Alta Wealth Advisors LLC | Woburn | 2 | $3.1 million | $664.6 million | adviserinfo.sec.gov |
| Kastel Capital Advisors, LLC | Wellesley | Fewer than 5 | $3.1 million | $193.3 million | adviserinfo.sec.gov |
| Auour Investments LLC | Woburn | 1 | $3 million | $378 million | adviserinfo.sec.gov |
| Rocky Hill Advisors Inc. | Peabody | 1 | $3 million | $102.4 million | adviserinfo.sec.gov |
| Excalibur Management Corp | Waltham | Fewer than 5 | $2.9 million | $712.1 million | adviserinfo.sec.gov |
| Traub Capital Management | Needham | 1 | $2.7 million | $210.8 million | adviserinfo.sec.gov |
| Timbuktu Capital Management, LLC | Boston | 3 | $2.7 million | $98.6 million | adviserinfo.sec.gov |
| Genesis Wealth Advisors, LLC | Braintree | Fewer than 5 | $2.3 million | $200.1 million | adviserinfo.sec.gov |
| Pallas Capital Advisors, LLC | Braintree | Fewer than 5 | $2.3 million | $4.31 billion | adviserinfo.sec.gov |
| Polaris Investment Advisors, LLC | Framingham | Fewer than 5 | $2.1 million | $217.1 million | adviserinfo.sec.gov |
| Betro Mileszko & Company | Foxboro | 3 | $2.1 million | $144.8 million | adviserinfo.sec.gov |
| Factor Investing Group | Westborough | Fewer than 5 | $1.5 million | $348.8 million | adviserinfo.sec.gov |
| Donoghue Forlines LLC | Boston | Fewer than 5 | $1.5 million | $370.5 million | adviserinfo.sec.gov |
| Redwood Investments, LLC | Boston | 1 | $1.2 million | $710.1 million | adviserinfo.sec.gov |
| Goodman Advisory Group, LLC | Needham | 3 | $1.2 million | $415.5 million | adviserinfo.sec.gov |
| Arborstone Financial, LLC | Andover | Fewer than 5 | $1.1 million | $476 million | adviserinfo.sec.gov |
| Wealth Effects | Boston | Fewer than 5 | $1 million | $472 million | adviserinfo.sec.gov |
| Afg Fiduciary Services | Hingham | Fewer than 5 | $945,384 | $166.3 million | adviserinfo.sec.gov |
| Livelife Capital Partners LLC | Southborough | Fewer than 5 | $932,219 | $372.1 million | adviserinfo.sec.gov |
| RF&L Wealth Management, LLC | Acton | 1 | $900,944 | $381.1 million | adviserinfo.sec.gov |
| Baldwin Wealth Partners, LLC | Marion | Fewer than 5 | $899,203 | $2.33 billion | adviserinfo.sec.gov |
| Boyd Financial Strategies, Inc. | Auburn | Fewer than 5 | $797,960 | $139.6 million | adviserinfo.sec.gov |
| Boston Research and Management, Inc. | Manchester | Fewer than 5 | $388,138 | $676.2 million | adviserinfo.sec.gov |
| Cottage Street Advisors | Marion | Fewer than 5 | $346,396 | $333.8 million | adviserinfo.sec.gov |
| Seamans Capital Management, LLC | Waltham | 1 | $313,168 | $170.7 million | adviserinfo.sec.gov |
| Colman Knight Advisory Group, LLC | Acton | 1 | $212,306 | $187.7 million | adviserinfo.sec.gov |
| Centerpoint Advisors, LLC | Needham | 3 | $158,915 | $731.9 million | adviserinfo.sec.gov |
| Gosselin Consulting Group LLC | Braintree | 14 | Not listed | Not listed | adviserinfo.sec.gov |