Skip to the page

Data / Investment advisers / Serving pension and profit sharing plans / Massachusetts

Investment advisers in Massachusetts serving pension and profit sharing plans: 192 firms

192 SEC registered investment advisers with a main office in Massachusetts report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $839 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Strategic Advisers LLC.

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.

  • 192Advisers
  • $839 billionAUM from this client type
  • 190Advisers over $100 million
  • November 2, 2026File date

Advisers in Massachusetts serving pension and profit sharing plans

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Strategic Advisers LLCBoston10,164$161.53 billion$1.37 trillionadviserinfo.sec.gov
Marsh Investments US LLCBoston312$139.87 billion$226.04 billionadviserinfo.sec.gov
Nepc, LLCBoston165$98.08 billion$152.72 billionadviserinfo.sec.gov
Loomis, Sayles & Company, L.P.Boston385$68.00 billion$386.88 billionadviserinfo.sec.gov
Wellington Management Company LLPBoston172$65.67 billion$1.43 trillionadviserinfo.sec.gov
Cambridge Associates, LLCBoston34$34.06 billion$326.70 billionadviserinfo.sec.gov
Arrowstreet Capital, Limited PartnershipBoston27$27.88 billion$351.32 billionadviserinfo.sec.gov
Numeric Investors LLCBoston25$27.53 billion$94.40 billionadviserinfo.sec.gov
Income Research + ManagementBoston118$24.40 billion$130.65 billionadviserinfo.sec.gov
Columbia Management Investment Advisers, LLCBoston95$18.78 billion$502.40 billionadviserinfo.sec.gov
MFS Institutional Advisors Inc.Boston253$17.01 billion$113.59 billionadviserinfo.sec.gov
Ssga Funds Management, Inc.Boston8$14.39 billion$1.42 trillionadviserinfo.sec.gov
Sentinel Pension Advisors, LLC.Wakefield633$10.81 billion$11.94 billionadviserinfo.sec.gov
Rhumbline AdvisersBoston52$10.71 billion$136.48 billionadviserinfo.sec.gov
Boston PartnersBoston73$8.52 billion$116.17 billionadviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLCBoston18$7.39 billion$10.88 billionadviserinfo.sec.gov
Longfellow Investment Management Co. LLCBoston23$7.24 billion$23.44 billionadviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLCBoston15$7.14 billion$80.97 billionadviserinfo.sec.gov
Meketa Investment Group IncWestwood145$6.84 billion$9.99 billionadviserinfo.sec.gov
Westfield Capital Management Company, L.P.Boston177$6.37 billion$29.81 billionadviserinfo.sec.gov
SLC ManagementWellesley Hills110$5.97 billion$76.41 billionadviserinfo.sec.gov
Acadian Asset ManagementBoston27$5.67 billion$177.46 billionadviserinfo.sec.gov
The Putnam Advisory Company, LLCBoston8$5.57 billion$33.19 billionadviserinfo.sec.gov
Manulife Investment Management (US) LLCBoston105$4.86 billion$228.04 billionadviserinfo.sec.gov
Mayflower AdvisorsBoston249$4.40 billion$5.82 billionadviserinfo.sec.gov
Newton Investment Management North AmericaBoston24$3.39 billion$59.16 billionadviserinfo.sec.gov
MFS Investment ManagementBoston18$3.29 billion$514.05 billionadviserinfo.sec.gov
Eaton Vance ManagementBoston18$2.66 billion$97.02 billionadviserinfo.sec.gov
Merganser Capital Management, LLCBoston11$2.32 billion$17.66 billionadviserinfo.sec.gov
Panagora Asset Management IncBoston13$2.31 billion$44.13 billionadviserinfo.sec.gov
Retirement Resources Investment CorporationAndover31$2.28 billion$2.44 billionadviserinfo.sec.gov
Partners Capital Investment Group, LLPBoston90$2.28 billion$50.51 billionadviserinfo.sec.gov
Geode Capital Management, LLCBostonFewer than 5$2.23 billion$1.74 trillionadviserinfo.sec.gov
Pinnacle Pension Consultants LLCNeedham64$2.16 billion$2.17 billionadviserinfo.sec.gov
New England Retirement Consultants, LLCBoston14$2.11 billion$2.11 billionadviserinfo.sec.gov
Commonwealth Financial NetworkWaltham1,207$1.95 billion$212.66 billionadviserinfo.sec.gov
Polen Capital Credit, LLCWaltham8$1.77 billion$6.13 billionadviserinfo.sec.gov
Frontier Capital Management Co LLCBoston9$1.64 billion$9.60 billionadviserinfo.sec.gov
Twelve Points Wealth ManagementConcord202$1.57 billion$2.24 billionadviserinfo.sec.gov
MML Investors Services, LLCSpringfield3,379$1.44 billion$115.64 billionadviserinfo.sec.gov
Congress Asset Management Company, LLPBoston49$1.33 billion$14.20 billionadviserinfo.sec.gov
Icapital, LLCBoston39$1.21 billion$1.45 billionadviserinfo.sec.gov
The Patriot Financial Group, LLCWalpole136$1.19 billion$2.64 billionadviserinfo.sec.gov
Polaris Capital Management, LLCBoston5$938.5 million$5.45 billionadviserinfo.sec.gov
Wgi DM, LLCBoston6$840.9 million$7.78 billionadviserinfo.sec.gov
GW&K Investment Management, LLCBoston123$707.7 million$52.78 billionadviserinfo.sec.gov
P/E Global LLCBoston14$700 million$1.71 billionadviserinfo.sec.gov
Monashee Investment Management, LLCBostonFewer than 5$647.2 million$1.86 billionadviserinfo.sec.gov
Aristotle Capital Boston, LLCBoston11$614.4 million$1.83 billionadviserinfo.sec.gov
Harbourvest Partners, LLCBoston2$609.1 million$191.18 billionadviserinfo.sec.gov
Rwa Wealth PartnersBoston20$535 million$19.80 billionadviserinfo.sec.gov
Fidelity Diversifying Solutions LLCBostonFewer than 5$480.3 million$18.88 billionadviserinfo.sec.gov
Constitution Capital Equity Partners LPAndoverFewer than 5$425.5 million$5.27 billionadviserinfo.sec.gov
Asset Strategy Advisors, LLCWayland23$419.6 million$649.3 millionadviserinfo.sec.gov
Easterly Investment Partners LLCBeverly1$395.4 million$2.83 billionadviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLCBoston65$356.3 million$25.95 billionadviserinfo.sec.gov
Leeward InvestmentsBoston3$337.7 million$2.87 billionadviserinfo.sec.gov
Martingale Asset ManagementBostonFewer than 5$305.9 million$4.18 billionadviserinfo.sec.gov
CW Advisors, LLCBoston61$294.7 million$15.22 billionadviserinfo.sec.gov
AEW Capital Management LPBostonFewer than 5$266.1 million$3.02 billionadviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLCBostonFewer than 5$265.8 million$48.31 billionadviserinfo.sec.gov
Integrated Wealth Concepts LLCWaltham291$250.8 million$23.58 billionadviserinfo.sec.gov
Grimes & CompanyWestborough41$248.1 million$6.30 billionadviserinfo.sec.gov
Natixis Advisors, LLCBoston170$203.4 million$108.65 billionadviserinfo.sec.gov
Johcm (USA) IncBoston1$179.6 million$8.91 billionadviserinfo.sec.gov
Anchor Capital Advisors LLCBoston15$175.8 million$2.37 billionadviserinfo.sec.gov
F L Putnam Investment Management Co.Lynnfield6$173.3 million$9.72 billionadviserinfo.sec.gov
Weatherbie Capital, LLCBoston1$171 million$1.34 billionadviserinfo.sec.gov
Bolton Global Asset ManagementBolton79$157.3 million$8.28 billionadviserinfo.sec.gov
Alphasimplex Group, LLCBostonFewer than 5$148.5 million$3.09 billionadviserinfo.sec.gov
New England Private Wealth Advisors, LLCWellesleyFewer than 5$134.3 million$5.09 billionadviserinfo.sec.gov
Manulife Investment Management Timberland and Agriculture IncBostonFewer than 5$129.7 million$6.74 billionadviserinfo.sec.gov
Moody, Lynn, Lieberson & Walker, LLCBoston13$124.8 million$2.41 billionadviserinfo.sec.gov
Qtron Investments LLCBoston1$109.7 million$1.23 billionadviserinfo.sec.gov
Canby Financial AdvisorsFramingham8$106.8 million$729.4 millionadviserinfo.sec.gov
Aaf Wealth Management, LLCWestborough8$106.4 million$727.6 millionadviserinfo.sec.gov
Stance Capital LLCBoston9$97 million$354.2 millionadviserinfo.sec.gov
Boston Common Asset Management, LLCBoston6$92.7 million$4.17 billionadviserinfo.sec.gov
Washington Trust AdvisorsWellesley15$77.2 million$2.39 billionadviserinfo.sec.gov
Middleton & Company Inc.Boston5$74.1 million$1.23 billionadviserinfo.sec.gov
Pension & Wealth Management AdvisorsWaltham30$69.1 million$529.8 millionadviserinfo.sec.gov
Breckinridge Capital Advisors IncBoston33$66 million$54.28 billionadviserinfo.sec.gov
Granahan Investment Management LLCWaltham2$58.5 million$2.36 billionadviserinfo.sec.gov
Winthrop WealthBoston20$51.5 million$3.10 billionadviserinfo.sec.gov
Bay Colony AdvisorsConcord8$41.7 million$1.43 billionadviserinfo.sec.gov
Moors & Cabot, IncBoston65$37.8 million$4.03 billionadviserinfo.sec.gov
Shepherd Financial Partners, LLCWinchester7$37.7 million$1.38 billionadviserinfo.sec.gov
Msa FinancialBraintree14$36.9 million$1.41 billionadviserinfo.sec.gov
Empirical Asset Management, LLCWellesley6$35.3 million$560 millionadviserinfo.sec.gov
Weber Capital Management LLCNewtonFewer than 5$32.8 million$120.2 millionadviserinfo.sec.gov
Aureus Asset Management, LLCBoston6$32.2 million$8.40 billionadviserinfo.sec.gov
Little House Capital, LLCBraintree5$31.9 million$675.2 millionadviserinfo.sec.gov
Trillium Asset ManagementBoston7$31.7 million$4.31 billionadviserinfo.sec.gov
Twin Gryphon Advisors LLCMarshfield5$30 million$126.5 millionadviserinfo.sec.gov
Claro Advisors Inc.Boston14$29.2 million$1.41 billionadviserinfo.sec.gov
Great Point Wealth Advisors, LLCBoston5$27.5 million$725.8 millionadviserinfo.sec.gov
Sawyer & Co IncBostonFewer than 5$27.4 million$320.1 millionadviserinfo.sec.gov
Peddock Capital Advisors, LLCBraintreeFewer than 5$27.4 million$836.2 millionadviserinfo.sec.gov
Contravisory Investment Management, Inc.Norwell5$27 million$701.7 millionadviserinfo.sec.gov
Park State Asset Management LLCBeverly4$25.2 million$192.4 millionadviserinfo.sec.gov
Howland Capital Management LLCBoston5$24.8 million$3.74 billionadviserinfo.sec.gov
Reynders, McVeigh Capital Management, LLCBoston4$23.8 million$4.23 billionadviserinfo.sec.gov
SVB WealthBoston3$23 million$3.10 billionadviserinfo.sec.gov
Family Fiduciary Services, Inc.Beverly9$22.8 million$254.2 millionadviserinfo.sec.gov
Woodstock CorporationBostonFewer than 5$21.4 million$1.29 billionadviserinfo.sec.gov
Berkshire Money Management, Inc.Dalton6$19.8 million$1.23 billionadviserinfo.sec.gov
Integrity Financial Advisors, LLCWoburn5$19.7 million$134.9 millionadviserinfo.sec.gov
Mad River InvestorsBoston4$19.5 million$403.5 millionadviserinfo.sec.gov
Crestwood AdvisorsBoston4$19.1 million$8.02 billionadviserinfo.sec.gov
Schwerin Boyle Capital Management, IncSpringfieldFewer than 5$17.5 million$1.21 billionadviserinfo.sec.gov
Fairfield Financial AdvisorsWellesley9$16.8 million$333.2 millionadviserinfo.sec.gov
SHP Wealth Management, LLCPlymouth8$16.3 million$1.92 billionadviserinfo.sec.gov
Flagship Harbor Advisors, LLCBoston29$16.2 million$3.42 billionadviserinfo.sec.gov
O'Rourke & Company, IncorporatedBostonFewer than 5$15.7 million$555.1 millionadviserinfo.sec.gov
St. Germain Investment ManagementSpringfield108$14.8 million$3.79 billionadviserinfo.sec.gov
Barry Investment Advisors, LLCNew Bedford2$14.8 million$846.8 millionadviserinfo.sec.gov
Diversified Financial ManagementNorwell5$14.3 million$338.8 millionadviserinfo.sec.gov
Bartholomew & Company Wealth Management, LLCWorcester17$14.3 million$1.92 billionadviserinfo.sec.gov
U. S. Boston Capital CorporationLincoln5$12.8 million$359.8 millionadviserinfo.sec.gov
Purefi Wealth, LLCBoston1$12.1 million$326.4 millionadviserinfo.sec.gov
Siharum Advisors, LLCBostonFewer than 5$11.8 million$687.5 millionadviserinfo.sec.gov
Byrne Financial Freedom, LLCFranklin11$11.4 million$546.4 millionadviserinfo.sec.gov
Compass Capital CorporationBraintree4$11.1 million$695.5 millionadviserinfo.sec.gov
Proficient Wealth Counselors, LLCNorwood7$10.9 million$146.9 millionadviserinfo.sec.gov
Great Oak Capital Partners, LLCSouth EastonFewer than 5$10.5 million$477.9 millionadviserinfo.sec.gov
J.M. Forbes & Co. LLPBoston4$10.1 million$1.67 billionadviserinfo.sec.gov
Cape Ann Capital, Inc.Concord3$10 million$193 millionadviserinfo.sec.gov
Wingate Wealth Advisors, Inc.LexingtonFewer than 5$9.9 million$1.42 billionadviserinfo.sec.gov
Foster Dykema Cabot & Partners, LLCWalthamFewer than 5$8.9 million$2.22 billionadviserinfo.sec.gov
Northeast Investment Management IncBoston4$8.8 million$3.27 billionadviserinfo.sec.gov
Welch & Forbes LLCBoston4$8.6 million$9.90 billionadviserinfo.sec.gov
Beck Bode LLCDedham11$8.6 million$666.4 millionadviserinfo.sec.gov
Rheeco, Inc.NatickFewer than 5$8.4 million$119.2 millionadviserinfo.sec.gov
Putnam Investment Management, LLCBoston39$8 million$117.24 billionadviserinfo.sec.gov
Penobscot Investment Management Company, Inc.BostonFewer than 5$7.8 million$1.64 billionadviserinfo.sec.gov
Hoopoe AdvisorsBoston15$7.6 million$610 millionadviserinfo.sec.gov
Beaton Management Co IncHaverhillFewer than 5$7.5 million$445.7 millionadviserinfo.sec.gov
Assetgrade, LLCBoston3$7.4 million$337.7 millionadviserinfo.sec.gov
Bristol Wealth GroupTauntonFewer than 5$7.3 million$985.6 millionadviserinfo.sec.gov
Mason Capital PartnersBostonFewer than 5$7.1 million$210.6 millionadviserinfo.sec.gov
American Investment Services IncGreat BarringtonFewer than 5$7 million$1.07 billionadviserinfo.sec.gov
New World Advisors LLCHinghamFewer than 5$6.9 million$884.9 millionadviserinfo.sec.gov
New Harbor Financial Group, LLCWorcester2$6.4 million$845.7 millionadviserinfo.sec.gov
Essex Investment Management Company, LLCBoston1$6.2 million$712.7 millionadviserinfo.sec.gov
Wainwright Investment Counsel LLCBoston4$6 million$5.52 billionadviserinfo.sec.gov
Peak Financial Management IncWellesleyFewer than 5$5.6 million$534.4 millionadviserinfo.sec.gov
Zevin Asset Management, LLCBoston21$5.3 million$1.02 billionadviserinfo.sec.gov
Florek Financial, LLCDuxbury2$5.1 million$511 millionadviserinfo.sec.gov
West Branch Capital LLCAmherstFewer than 5$5.1 million$690.1 millionadviserinfo.sec.gov
WH Cornerstone Investments Inc.Duxbury3$4.9 million$200 millionadviserinfo.sec.gov
Moody Aldrich Partners, LLCMarblehead2$4.5 million$864.3 millionadviserinfo.sec.gov
Flagship Wealth Advisors, LLC.Wakefield4$4.4 million$748.6 millionadviserinfo.sec.gov
Arjuna Capital, LLCManchesterFewer than 5$4.4 million$679.7 millionadviserinfo.sec.gov
Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBostonFewer than 5$4.3 million$12.84 billionadviserinfo.sec.gov
Massachusetts Wealth Management, LLCNorth AndoverFewer than 5$3.9 million$301.5 millionadviserinfo.sec.gov
Stablepoint Partners, LLCBraintreeFewer than 5$3.9 million$930 millionadviserinfo.sec.gov
Flying Point Financial, Inc.North AndoverFewer than 5$3.8 million$206.7 millionadviserinfo.sec.gov
Cutler Capital ManagementWorcester2$3.6 million$430.8 millionadviserinfo.sec.gov
Assabet Advisors, LLCHoldenFewer than 5$3.6 million$171.4 millionadviserinfo.sec.gov
Mwa Asset ManagementDanversFewer than 5$3.3 million$305.5 millionadviserinfo.sec.gov
Renaissance Investment Group, LLCLenoxFewer than 5$3.3 million$726.1 millionadviserinfo.sec.gov
RPG Family Wealth Advisory, LLCBurlington6$3.3 million$700.7 millionadviserinfo.sec.gov
BTS Asset Management, Inc.Lincoln2$3.2 million$144.8 millionadviserinfo.sec.gov
Bostonpremier WealthHingham5$3.2 million$525.2 millionadviserinfo.sec.gov
Alta Wealth Advisors LLCWoburn2$3.1 million$664.6 millionadviserinfo.sec.gov
Kastel Capital Advisors, LLCWellesleyFewer than 5$3.1 million$193.3 millionadviserinfo.sec.gov
Auour Investments LLCWoburn1$3 million$378 millionadviserinfo.sec.gov
Rocky Hill Advisors Inc.Peabody1$3 million$102.4 millionadviserinfo.sec.gov
Excalibur Management CorpWalthamFewer than 5$2.9 million$712.1 millionadviserinfo.sec.gov
Traub Capital ManagementNeedham1$2.7 million$210.8 millionadviserinfo.sec.gov
Timbuktu Capital Management, LLCBoston3$2.7 million$98.6 millionadviserinfo.sec.gov
Genesis Wealth Advisors, LLCBraintreeFewer than 5$2.3 million$200.1 millionadviserinfo.sec.gov
Pallas Capital Advisors, LLCBraintreeFewer than 5$2.3 million$4.31 billionadviserinfo.sec.gov
Polaris Investment Advisors, LLCFraminghamFewer than 5$2.1 million$217.1 millionadviserinfo.sec.gov
Betro Mileszko & CompanyFoxboro3$2.1 million$144.8 millionadviserinfo.sec.gov
Factor Investing GroupWestboroughFewer than 5$1.5 million$348.8 millionadviserinfo.sec.gov
Donoghue Forlines LLCBostonFewer than 5$1.5 million$370.5 millionadviserinfo.sec.gov
Redwood Investments, LLCBoston1$1.2 million$710.1 millionadviserinfo.sec.gov
Goodman Advisory Group, LLCNeedham3$1.2 million$415.5 millionadviserinfo.sec.gov
Arborstone Financial, LLCAndoverFewer than 5$1.1 million$476 millionadviserinfo.sec.gov
Wealth EffectsBostonFewer than 5$1 million$472 millionadviserinfo.sec.gov
Afg Fiduciary ServicesHinghamFewer than 5$945,384$166.3 millionadviserinfo.sec.gov
Livelife Capital Partners LLCSouthboroughFewer than 5$932,219$372.1 millionadviserinfo.sec.gov
RF&L Wealth Management, LLCActon1$900,944$381.1 millionadviserinfo.sec.gov
Baldwin Wealth Partners, LLCMarionFewer than 5$899,203$2.33 billionadviserinfo.sec.gov
Boyd Financial Strategies, Inc.AuburnFewer than 5$797,960$139.6 millionadviserinfo.sec.gov
Boston Research and Management, Inc.ManchesterFewer than 5$388,138$676.2 millionadviserinfo.sec.gov
Cottage Street AdvisorsMarionFewer than 5$346,396$333.8 millionadviserinfo.sec.gov
Seamans Capital Management, LLCWaltham1$313,168$170.7 millionadviserinfo.sec.gov
Colman Knight Advisory Group, LLCActon1$212,306$187.7 millionadviserinfo.sec.gov
Centerpoint Advisors, LLCNeedham3$158,915$731.9 millionadviserinfo.sec.gov
Gosselin Consulting Group LLCBraintree14Not listedNot listedadviserinfo.sec.gov

Also on SpecStream

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