Data / Investment advisers / Massachusetts
Investment advisers in Massachusetts: 806 firms, $19.3 trillion in AUM
806 investment advisers have their main office in Massachusetts: 627 SEC registered and 179 exempt reporting. The registered advisers report $19.3 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Fidelity Management & Research Company LLC with $5.7 trillion.
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.
Get advisers in Massachusetts over $100 millionWatch new advisers in MassachusettsGet private fund advisers in Massachusetts
- 806Advisers
- 627SEC registered
- 179Exempt reporting
- $19.3 trillionTotal AUM
- 592Advisers over $100 million
- 454Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 806 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC | Boston | $5.69 trillion | 37,227 | 1,427 | 1 | (617) 563-7000 | adviserinfo.sec.gov | |
| Geode Capital Management, LLC | Boston | $1.74 trillion | 176 | 194 | Not listed | (800) 777-6757 | adviserinfo.sec.gov | |
| Wellington Management Company LLP | Boston | $1.43 trillion | 1,559 | 1,868 | 77 | (617) 951-5000 | wellington.com | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 287 | 241 | 21 | (617) 786-3000 | adviserinfo.sec.gov | |
| Strategic Advisers LLC | Boston | $1.37 trillion | 2,973,512 | 17,112 | Not listed | (617) 563-7000 | adviserinfo.sec.gov | |
| MFS Investment Management | Boston | $514.05 billion | 355 | 1,244 | Not listed | (617) 954-5000 | adviserinfo.sec.gov | |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 8,288 | 914 | 12 | (800) 225-2365 | seligman.com | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 24,675 | 728 | 5 | (617) 482-2450 | adviserinfo.sec.gov | |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 162 | 519 | 39 | (617) 919-0000 | arrowstreetcapital.com | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | $326.70 billion | 604 | 1,116 | 92 | (617) 457-7500 | adviserinfo.sec.gov | |
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | 4,861 | 267 | Not listed | (617) 375-1500 | adviserinfo.sec.gov | |
| Marsh Investments US LLC | Boston | $226.04 billion | 1,417 | 714 | 41 | (617) 747-9500 | adviserinfo.sec.gov | |
| Commonwealth Financial Network | Waltham | $212.66 billion | 615,215 | 4,200 | Not listed | (781) 736-0700 | giphy.com | adviserinfo.sec.gov |
| John Hancock Investment Management LLC | Boston | $212.05 billion | 126 | 357 | Not listed | (617) 663-3000 | johnhancock.com | adviserinfo.sec.gov |
| Harbourvest Partners, LLC | Boston | $191.18 billion | 314 | 1,204 | 311 | (617) 348-3707 | adviserinfo.sec.gov | |
| Acadian Asset Management | Boston | $177.46 billion | 356 | 375 | 47 | (617) 850-3500 | adviserinfo.sec.gov | |
| Boston Management and Research | Boston | $154.73 billion | 72 | 203 | 22 | (617) 482-8260 | adviserinfo.sec.gov | |
| Nepc, LLC | Boston | $152.72 billion | 132 | 379 | 4 | (617) 374-1300 | adviserinfo.sec.gov | |
| Rhumbline Advisers | Boston | $136.48 billion | 826 | 32 | 24 | (617) 345-0434 | rhumbline.com | adviserinfo.sec.gov |
| Income Research + Management | Boston | $130.65 billion | 1,559 | 218 | 15 | (617) 330-9333 | adviserinfo.sec.gov | |
| Putnam Investment Management, LLC | Boston | $117.24 billion | 16,432 | 139 | Not listed | (617) 292-1000 | putnam.com | adviserinfo.sec.gov |
| Boston Partners | Boston | $116.17 billion | 6,982 | 185 | 4 | (617) 832-8200 | bostonpartners.com | adviserinfo.sec.gov |
| MML Investors Services, LLC | Springfield | $115.64 billion | 454,857 | 6,976 | Not listed | (413) 226-0000 | adviserinfo.sec.gov | |
| MFS Institutional Advisors Inc. | Boston | $113.59 billion | 13,555 | 1,311 | 6 | (617) 954-5000 | adviserinfo.sec.gov | |
| Natixis Advisors, LLC | Boston | $108.65 billion | 115,562 | 412 | Not listed | (617) 449-2802 | adviserinfo.sec.gov | |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 12 | 168 | 12 | (617) 497-3500 | bracebridgecapital.com | adviserinfo.sec.gov |
| Eaton Vance Management | Boston | $97.02 billion | 3,816 | 219 | 14 | (617) 482-8260 | adviserinfo.sec.gov | |
| Bain Capital Private Equity, LP | Boston | $96.43 billion | 36 | 919 | 36 | (617) 516-2318 | baincapitallifesciences.com | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | $94.40 billion | 125 | 54 | 25 | (617) 897-7800 | man.com | adviserinfo.sec.gov |
| Wellington Alternative Investments | Boston | $92.17 billion | 124 | 2 | 128 | (617) 951-5372 | adviserinfo.sec.gov | |
| Advent International, L.P. | Boston | $91.63 billion | 133 | 262 | 133 | (617) 951-9400 | adventinternational.co | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | $80.97 billion | 170 | 365 | 38 | (617) 330-7500 | gmo.com | adviserinfo.sec.gov |
| SLC Management | Wellesley Hills | $76.41 billion | 690 | 207 | 4 | (781) 446-1903 | slcmanagement.com | adviserinfo.sec.gov |
| Bain Capital Credit, LP | Boston | $76.30 billion | 185 | 682 | 158 | (617) 516-2318 | baincapitalspecialsituations.com | adviserinfo.sec.gov |
| Adage Capital Management, L.P. | Boston | $70.44 billion | 1 | 62 | 1 | (617) 867-2800 | adagecapital.com | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | 50 | 192 | Not listed | (617) 663-3000 | johnhancock.com | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | $59.16 billion | 160 | 88 | Not listed | (617) 248-3000 | newtonim.com | adviserinfo.sec.gov |
| Ta Associates | Boston | $55.07 billion | 29 | 266 | 30 | (617) 574-6700 | ta.com | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | 18,447 | 88 | Not listed | (617) 443-0779 | adviserinfo.sec.gov | |
| GW&K Investment Management, LLC | Boston | $52.78 billion | 48,710 | 177 | 3 | (617) 236-8900 | gwkinvest.com | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 886 | 190 | 50 | (617) 292-2570 | adviserinfo.sec.gov | |
| Vestmark Advisory Solutions, Inc. | Wakefield | $49.85 billion | 84,069 | 33 | Not listed | (888) 355-0477 | vestmark.com | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | $48.65 billion | 713 | 213 | 62 | (617) 204-6400 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 180 | 730 | 44 | (617) 572-0693 | adviserinfo.sec.gov | |
| General Catalyst | Cambridge | $45.50 billion | 49 | 211 | 49 | (617) 234-7000 | adviserinfo.sec.gov | |
| Panagora Asset Management Inc | Boston | $44.13 billion | 99 | 110 | 9 | (617) 439-6300 | panagora.com | adviserinfo.sec.gov |
| Summit Partners, L.P. | Boston | $42.01 billion | 87 | 218 | 87 | (617) 824-1000 | summitpartners.com | adviserinfo.sec.gov |
| 55ip | Boston | $36.74 billion | 88,930 | 86 | Not listed | (617) 960-9559 | adviserinfo.sec.gov | |
| The Putnam Advisory Company, LLC | Boston | $33.19 billion | 97 | 7 | 3 | (617) 292-1000 | adviserinfo.sec.gov | |
| PSG Equity L.L.C. | Boston | $30.18 billion | 56 | 276 | 56 | (617) 544-8800 | psgequity.com | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | $29.81 billion | 9,391 | 63 | 2 | (617) 428-7100 | westfieldcapital.com | adviserinfo.sec.gov |
| Berkshire Partners LLC | Boston | $29.00 billion | 37 | 152 | 26 | (617) 227-0050 | adviserinfo.sec.gov | |
| MDT Advisers, a Division of Federated Mdta LLC | Boston | $25.95 billion | 2,360 | 21 | Not listed | (617) 235-7100 | adviserinfo.sec.gov | |
| The Baupost Group, L.L.C. | Boston | $24.68 billion | 12 | 210 | 12 | (617) 210-8300 | baupost.com | adviserinfo.sec.gov |
| MML Investment Advisers, LLC | Springfield | $24.55 billion | 55 | 18 | Not listed | (413) 744-1000 | adviserinfo.sec.gov | |
| Integrated Wealth Concepts LLC | Waltham | $23.58 billion | 65,563 | 493 | Not listed | (781) 890-3045 | wealthofwmsbg.com | adviserinfo.sec.gov |
| Longfellow Investment Management Co. LLC | Boston | $23.44 billion | 192 | 51 | Not listed | (617) 695-3504 | longfellowim.com | adviserinfo.sec.gov |
| Capital Advisors Group, Inc | Boston | $23.03 billion | 236 | 33 | Not listed | (617) 630-8100 | capitaladvisors.com | adviserinfo.sec.gov |
| THL Managers VII, LLC | Boston | $21.48 billion | 26 | 150 | 26 | (617) 227-1050 | adviserinfo.sec.gov | |
| Charlesbank Capital Partners, LLC | Boston | $21.06 billion | 50 | 162 | 50 | (617) 619-5400 | charlesbank.com | adviserinfo.sec.gov |
| Audax Private Equity | Boston | $20.12 billion | 36 | 319 | 38 | (617) 859-1520 | audaxprivateequity.com | adviserinfo.sec.gov |
| Rwa Wealth Partners | Boston | $19.80 billion | 19,649 | 178 | Not listed | (857) 255-2100 | rwawealth.com | adviserinfo.sec.gov |
| Berkshire Property Advisors, LLC | Boston | $19.24 billion | 8 | 226 | 4 | (617) 646-2300 | berkshireresidentialinvestments.com | adviserinfo.sec.gov |
| Great Hill Partners | Boston | $18.99 billion | 50 | 107 | 50 | (617) 790-9400 | adviserinfo.sec.gov | |
| Fidelity Diversifying Solutions LLC | Boston | $18.88 billion | 38 | 44 | 12 | (617) 563-7000 | adviserinfo.sec.gov | |
| Mackenzie Investments | Boston | $18.07 billion | 63 | 16 | 8 | (617) 439-9500 | mackenzieinvestments.com | adviserinfo.sec.gov |
| Merganser Capital Management, LLC | Boston | $17.66 billion | 125 | 32 | 4 | (617) 494-1000 | merganser.com | adviserinfo.sec.gov |
| Ra Capital Management, LP | Boston | $16.40 billion | 13 | 185 | 6 | (617) 778-2500 | racap.com | adviserinfo.sec.gov |
| Bain Capital Asset Management, LP | Boston | $16.29 billion | 57 | 46 | 43 | (617) 516-2318 | adviserinfo.sec.gov | |
| Battery Management Corp. | Boston | $15.61 billion | 60 | 113 | 60 | (617) 948-3600 | adviserinfo.sec.gov | |
| Weiss Asset Management | Boston | $15.56 billion | 2 | 139 | 2 | (617) 778-7780 | weissasset.com | adviserinfo.sec.gov |
| Ballentine Partners | Waltham | $15.32 billion | 7,401 | 125 | 11 | (781) 314-1300 | adviserinfo.sec.gov | |
| CW Advisors, LLC | Boston | $15.22 billion | 23,756 | 152 | 4 | (617) 428-7600 | adviserinfo.sec.gov | |
| Abry Partners II, LLC | Boston | $14.90 billion | 30 | 1 | 29 | (617) 859-2959 | abry.com | adviserinfo.sec.gov |
| Congress Asset Management Company, LLP | Boston | $14.20 billion | 8,312 | 79 | Not listed | (617) 428-4300 | adviserinfo.sec.gov | |
| Abrams Capital Management, L.P. | Boston | $13.74 billion | 8 | 38 | 8 | (617) 646-6100 | abramscapital.com | adviserinfo.sec.gov |
| Mirova US | Boston | $13.62 billion | 24 | 64 | Not listed | (857) 305-6333 | mirova.com | adviserinfo.sec.gov |
| Arclight Capital Partners, LLC | Boston | $13.54 billion | 22 | 60 | 16 | (617) 531-6300 | adviserinfo.sec.gov | |
| Blackstone Life Sciences Advisors L.L.C. | Cambridge | $13.19 billion | 11 | 31 | 9 | (617) 949-2200 | spoti.fi | adviserinfo.sec.gov |
| Rockpoint | Boston | $13.04 billion | 39 | 112 | 39 | (617) 437-8400 | rockpoint.com | adviserinfo.sec.gov |
| Impresa Management LLC | Boston | $13.04 billion | 40 | 74 | 40 | (617) 392-0785 | finestructure.vc | adviserinfo.sec.gov |
| Whale Rock Capital Management | Boston | $12.97 billion | 19 | 31 | 8 | (617) 502-9900 | adviserinfo.sec.gov | |
| Ascensus Investment Advisors, LLC | Needham | $12.97 billion | 10 | 48 | Not listed | (617) 454-6400 | adviserinfo.sec.gov | |
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | Boston | $12.84 billion | 3,293 | 109 | Not listed | (617) 523-6531 | adviserinfo.sec.gov | |
| First Eagle Alternative Credit, LLC | Boston | $12.56 billion | 81 | 79 | 70 | (617) 848-2577 | firsteagle.com | adviserinfo.sec.gov |
| Appleton Partners, Inc. | Boston | $12.55 billion | 7,106 | 59 | Not listed | (617) 338-0700 | appletonpartners.com | adviserinfo.sec.gov |
| MFN Partners Management, LP | Boston | $12.42 billion | 1 | 17 | 1 | (617) 443-2040 | adviserinfo.sec.gov | |
| Intercontinental Real Estate Corporation | Boston | $12.18 billion | 2 | 122 | Not listed | (617) 782-2600 | adviserinfo.sec.gov | |
| Sentinel Pension Advisors, LLC. | Wakefield | $11.94 billion | 3,033 | 53 | Not listed | (781) 914-1361 | adviserinfo.sec.gov | |
| BNY Mellon ETF Investment Adviser, LLC | Boston | $11.10 billion | 13 | 3 | Not listed | (212) 635-6980 | bny.com | adviserinfo.sec.gov |
| Ballyrock Investment Advisors LLC | Boston | $10.99 billion | 24 | 5 | 24 | (617) 563-7000 | adviserinfo.sec.gov | |
| Shepherd Kaplan Krochuk, LLC | Boston | $10.88 billion | 1,405 | 34 | 58 | (617) 896-1600 | adviserinfo.sec.gov | |
| Webster Equity Partners, L.P. | Waltham | $10.31 billion | 25 | 36 | 27 | (781) 419-1515 | adviserinfo.sec.gov | |
| Shepherd Kaplan LLC | Boston | $10.16 billion | 1,389 | 42 | Not listed | (617) 896-1600 | adviserinfo.sec.gov | |
| Choate Investment Advisors | Boston | $10.05 billion | 4,009 | 34 | 3 | (617) 973-4900 | choatewealth.com | adviserinfo.sec.gov |
| Bain Capital Real Estate, LP | Boston | $10.00 billion | 24 | 125 | 23 | (617) 516-2318 | adviserinfo.sec.gov | |
| Meketa Investment Group Inc | Westwood | $9.99 billion | 27 | 248 | 1 | (781) 471-3500 | meketa.com | adviserinfo.sec.gov |
| Welch & Forbes LLC | Boston | $9.90 billion | 3,734 | 55 | 2 | (617) 523-1635 | welchforbes.com | adviserinfo.sec.gov |
| Bain Capital Ventures, LP | Boston | $9.84 billion | 20 | 97 | 20 | (617) 516-2318 | adviserinfo.sec.gov | |
| F L Putnam Investment Management Co. | Lynnfield | $9.72 billion | 7,901 | 160 | Not listed | (800) 344-3435 | flputnam.com | adviserinfo.sec.gov |
| Frontier Capital Management Co LLC | Boston | $9.60 billion | 55 | 38 | 5 | (617) 261-0777 | frontiercap.com | adviserinfo.sec.gov |
| Fidelity Institutional Wealth Adviser LLC | Boston | $9.38 billion | 1,435 | 209 | Not listed | (617) 563-7000 | adviserinfo.sec.gov | |
| Cabot Properties L.P. | Boston | $9.11 billion | 12 | 157 | 10 | (617) 723-7400 | cabotprop.com | adviserinfo.sec.gov |
| Highvista Strategies LLC | Boston | $9.10 billion | 42 | 80 | 40 | (617) 406-6500 | highvistastrategies.com | adviserinfo.sec.gov |
| Atreides Management, LP | Boston | $8.94 billion | 47 | 26 | 29 | (617) 422-0000 | atreidesmgmt.com | adviserinfo.sec.gov |
| Johcm (USA) Inc | Boston | $8.91 billion | 33 | 52 | 7 | (617) 993-0701 | johcm.com | adviserinfo.sec.gov |
| TIAA Kaspick, LLC | Boston | $8.74 billion | 6,140 | 115 | Not listed | (650) 585-4100 | kaspick.com | adviserinfo.sec.gov |
| Aureus Asset Management, LLC | Boston | $8.40 billion | 954 | 14 | 4 | (617) 728-8900 | aureus-asset.com | adviserinfo.sec.gov |
| Battery Global Advisors, LLC | Boston | $8.37 billion | 142 | 38 | 77 | (617) 948-3800 | bga.com | adviserinfo.sec.gov |
| Bolton Global Asset Management | Bolton | $8.28 billion | 7,320 | 158 | Not listed | (978) 779-5361 | boltoncapitalgroup.com | adviserinfo.sec.gov |
| Cambridge Associates Limited, LLC | Boston | $8.20 billion | 32 | 15 | Not listed | (617) 457-7500 | cambridgeassociates.com | adviserinfo.sec.gov |
| Proficio Capital Partners LLC | Newton | $8.17 billion | 1,538 | 25 | 8 | (617) 340-8425 | proficiocap.com | adviserinfo.sec.gov |
| Crestwood Advisors | Boston | $8.02 billion | 6,710 | 64 | Not listed | (617) 523-8880 | focusfinancialpartners.com | adviserinfo.sec.gov |
| BV Investment Partners, L.P. | Boston | $7.94 billion | 11 | 47 | 10 | (617) 350-1500 | bvlp.com | adviserinfo.sec.gov |
| Wgi DM, LLC | Boston | $7.78 billion | 33 | 6 | 2 | (617) 428-4040 | adviserinfo.sec.gov | |
| Fiduciary Trust International, LLC | Lincoln | $7.67 billion | 483 | 50 | 7 | (781) 274-9300 | adviserinfo.sec.gov | |
| Eventide Asset Management, LLC | Boston | $7.38 billion | 38 | 69 | 2 | (877) 771-3836 | adviserinfo.sec.gov | |
| Spectrum Equity | Boston | $7.32 billion | 32 | 80 | 32 | (617) 464-4600 | adviserinfo.sec.gov | |
| Silversmith Capital Partners | Boston | $7.16 billion | 24 | 38 | 24 | (617) 670-4300 | silversmithcapital.com | adviserinfo.sec.gov |
| Grovestreet | Newton | $7.14 billion | 45 | 35 | 42 | (781) 263-6100 | adviserinfo.sec.gov | |
| Algebris Investments (US) Inc. | Boston | $6.94 billion | 5 | 4 | Not listed | (617) 648-4829 | spreaker.com | adviserinfo.sec.gov |
| Smartleaf Asset Management LLC | Boston | $6.85 billion | 18,475 | 18 | Not listed | (857) 366-9340 | smartleafam.com | adviserinfo.sec.gov |
| LMCG Investments, LLC | Boston | $6.83 billion | 1,965 | 46 | 2 | (617) 380-5600 | adviserinfo.sec.gov | |
| Manulife Investment Management Timberland and Agriculture Inc | Boston | $6.74 billion | 27 | 660 | 4 | (617) 747-1600 | manulifeim.com | adviserinfo.sec.gov |
| The Bollard Group LLC | Boston | $6.72 billion | 490 | 29 | 91 | (617) 720-5800 | bollard.com | adviserinfo.sec.gov |
| Highvista Private Capital Management LLC | Boston | $6.48 billion | 71 | 80 | 40 | (617) 406-6500 | highvistastrategies.com | adviserinfo.sec.gov |
| Ethos Capital LP | Boston | $6.31 billion | 12 | 19 | 5 | (617) 880-8000 | adviserinfo.sec.gov | |
| Grimes & Company | Westborough | $6.30 billion | 9,842 | 69 | 1 | (508) 366-3883 | adviserinfo.sec.gov | |
| Polen Capital Credit, LLC | Waltham | $6.13 billion | 44 | 46 | 3 | (781) 283-8500 | polencapital.com | adviserinfo.sec.gov |
| GC Wealth Management RIA, LLC | Cambridge | $5.83 billion | 1,731 | 44 | Not listed | (617) 234-7000 | generalcatalyst.com | adviserinfo.sec.gov |
| Millstreet Capital Management LLC | Boston | $5.82 billion | 3 | 14 | 1 | (617) 939-0030 | millstreet.com | adviserinfo.sec.gov |
| Mayflower Advisors | Boston | $5.82 billion | 2,924 | 33 | 2 | (617) 259-1767 | adviserinfo.sec.gov | |
| Solamere Capital, LLC | Boston | $5.74 billion | 29 | 12 | 29 | (857) 362-9200 | adviserinfo.sec.gov | |
| Longpoint Partners LP | Boston | $5.71 billion | 11 | 35 | 9 | (617) 861-9760 | longpoint.com | adviserinfo.sec.gov |
| Wainwright Investment Counsel LLC | Boston | $5.52 billion | 214 | 17 | 1 | (617) 531-3100 | wainwrightinvestment.com | adviserinfo.sec.gov |
| 71 West Capital Partners | Boston | $5.51 billion | 173 | 10 | Not listed | (617) 885-8090 | 71westcapital.com | adviserinfo.sec.gov |
| Polaris Capital Management, LLC | Boston | $5.45 billion | 24 | 18 | 3 | (617) 951-1365 | polariscapital.com | adviserinfo.sec.gov |
| Stockbridge Investors | Boston | $5.41 billion | 3 | 20 | 1 | (617) 227-0050 | berkshirepartners.com | adviserinfo.sec.gov |
| Wellington Funds (US) LLC | Boston | $5.41 billion | 16 | 2 | 13 | (617) 951-5786 | adviserinfo.sec.gov | |
| Bain Capital Insurance Solutions, LP | Boston | $5.39 billion | 13 | 48 | 4 | (617) 516-2318 | adviserinfo.sec.gov | |
| Cove Hill Partners, L.P. | Boston | $5.36 billion | 11 | 46 | 8 | (857) 245-6060 | covehillpartners.com | adviserinfo.sec.gov |
| Constitution Capital Equity Partners LP | Andover | $5.27 billion | 33 | 67 | 20 | (978) 749-9600 | adviserinfo.sec.gov | |
| Denham Capital Management LP | Boston | $5.26 billion | 12 | 29 | 9 | (617) 531-7200 | adviserinfo.sec.gov | |
| Baypine Holdings LP | Boston | $5.10 billion | 9 | 55 | 9 | (617) 880-7440 | baypine.com | adviserinfo.sec.gov |
| New England Private Wealth Advisors, LLC | Wellesley | $5.09 billion | 3,111 | 21 | Not listed | (781) 416-1700 | nepwealth.com | adviserinfo.sec.gov |
| Finepoint Capital LP | Boston | $5.01 billion | 2 | 23 | 2 | (617) 336-2200 | finepointcapital.com | adviserinfo.sec.gov |
| Agf Investments | Boston | $4.92 billion | 15 | 33 | Not listed | (617) 292-9804 | adviserinfo.sec.gov | |
| Ghisallo Capital Management LLC | Boston | $4.89 billion | 6 | 39 | 3 | (617) 502-5735 | adviserinfo.sec.gov | |
| Hill City Capital LP | Boston | $4.86 billion | 6 | 7 | 2 | (617) 702-7408 | hillcitycapital.com | adviserinfo.sec.gov |
| SRB Corporation | Boston | $4.82 billion | 22 | 4 | Not listed | (857) 205-1697 | adviserinfo.sec.gov | |
| Summit Partners Public Asset Management, LLC | Boston | $4.62 billion | 14 | 22 | 12 | (617) 824-1000 | summitpartners.com | adviserinfo.sec.gov |
| Twin Focus Capital Partners, LLC | Boston | $4.58 billion | 77 | 37 | 6 | (617) 720-4500 | twinfocus.com | adviserinfo.sec.gov |
| Boston Trust Walden Inc. | Boston | $4.58 billion | 15 | 32 | Not listed | (617) 726-7250 | bostontrustwalden.com | adviserinfo.sec.gov |
| Pallas Capital Advisors, LLC | Braintree | $4.31 billion | 4,210 | 28 | Not listed | (781) 971-5052 | pallascapitaladvisors.com | adviserinfo.sec.gov |
| Trillium Asset Management | Boston | $4.31 billion | 2,043 | 53 | 1 | (617) 423-6655 | trilliumassetmanagement.com | adviserinfo.sec.gov |
| Reynders, McVeigh Capital Management, LLC | Boston | $4.23 billion | 749 | 35 | Not listed | (617) 226-9999 | reyndersmcveigh.com | adviserinfo.sec.gov |
| Polaris Growth Management, LLC | Boston | $4.22 billion | 18 | 51 | 18 | (781) 290-0770 | adviserinfo.sec.gov | |
| Martingale Asset Management | Boston | $4.18 billion | 25 | 25 | 2 | (617) 424-4700 | martingale.com | adviserinfo.sec.gov |
| Boston Common Asset Management, LLC | Boston | $4.17 billion | 343 | 39 | 5 | (617) 720-5557 | adviserinfo.sec.gov | |
| Tiger Iron Capital, LLC | Andover | $4.17 billion | 15 | 6 | 15 | (860) 944-5817 | tigerironcapital.com | adviserinfo.sec.gov |
| Evolution Credit Partners Management, LLC | Boston | $4.12 billion | 35 | 43 | 10 | (617) 410-4800 | evolutioncreditpartners.com | adviserinfo.sec.gov |
| Moors & Cabot, Inc | Boston | $4.03 billion | 5,596 | 121 | Not listed | (800) 426-0501 | adviserinfo.sec.gov | |
| New Frontier Advisors, LLC | Boston | $3.99 billion | 282 | 16 | Not listed | (617) 482-1433 | frontieradvisor.com | adviserinfo.sec.gov |
| Castle Rock Advisors LLC | Boston | $3.86 billion | 46 | 33 | 6 | (617) 227-0050 | adviserinfo.sec.gov | |
| Cormorant Asset Management, LP | Boston | $3.84 billion | 16 | 12 | 7 | (857) 702-0370 | adviserinfo.sec.gov | |
| St. Germain Investment Management | Springfield | $3.79 billion | 6,722 | 42 | Not listed | (413) 733-5111 | adviserinfo.sec.gov | |
| Beaumont Financial Partners | Needham | $3.76 billion | 4,286 | 24 | Not listed | (781) 400-2800 | adviserinfo.sec.gov | |
| Howland Capital Management LLC | Boston | $3.74 billion | 2,010 | 35 | 6 | (617) 357-9110 | adviserinfo.sec.gov | |
| Lumint Corporation | Boston | $3.67 billion | 5 | 14 | Not listed | (857) 222-8131 | lumint.com | adviserinfo.sec.gov |
| BCSF Advisors, LP | Boston | $3.65 billion | 3 | 682 | Not listed | (617) 516-2318 | adviserinfo.sec.gov | |
| MPM Bioimpact | Boston | $3.56 billion | 23 | 50 | 14 | (617) 425-9200 | adviserinfo.sec.gov | |
| Elephant | Boston | $3.56 billion | 13 | 21 | 13 | (617) 455-1297 | elephantvc.com | adviserinfo.sec.gov |
| Eterna Growth Partners | Boston | $3.55 billion | 9 | 40 | 9 | (617) 758-4720 | eternagrowth.com | adviserinfo.sec.gov |
| Pathlight Capital | Boston | $3.52 billion | 14 | 30 | 8 | (617) 830-7055 | pathlightcapital.com | adviserinfo.sec.gov |
| Flagship Harbor Advisors, LLC | Boston | $3.42 billion | 12,815 | 61 | Not listed | (857) 350-4229 | flagshipharborsouthshore.com | adviserinfo.sec.gov |
| Invenomic Capital Management LP | Boston | $3.39 billion | 6 | 17 | 2 | (617) 729-2323 | adviserinfo.sec.gov | |
| Northeast Investment Management Inc | Boston | $3.27 billion | 1,651 | 25 | Not listed | (617) 523-3588 | northeastinvest.com | adviserinfo.sec.gov |
| Falcon Investment Advisors, LLC | Boston | $3.27 billion | 14 | 33 | 8 | (617) 412-2700 | adviserinfo.sec.gov | |
| Epg Incorporated | Framingham | $3.20 billion | 72 | 11 | Not listed | (781) 235-2666 | adviserinfo.sec.gov | |
| Santander Securities | Boston | $3.14 billion | 11,152 | 449 | Not listed | (866) 736-6475 | santanderbank.com | adviserinfo.sec.gov |
| Winthrop Wealth | Boston | $3.10 billion | 4,369 | 40 | Not listed | (617) 530-1010 | adviserinfo.sec.gov | |
| SVB Wealth | Boston | $3.10 billion | 2,623 | 73 | Not listed | (617) 912-4485 | firstcitizens.com | adviserinfo.sec.gov |
| Ampersand Capital Partners | Boston | $3.09 billion | 4 | 38 | 4 | (781) 239-0700 | ampersandcapital.com | adviserinfo.sec.gov |
| Alphasimplex Group, LLC | Boston | $3.09 billion | 16 | 33 | 1 | (617) 475-7100 | adviserinfo.sec.gov | |
| AEW Capital Management LP | Boston | $3.02 billion | 27 | 250 | 1 | (617) 261-9000 | adviserinfo.sec.gov | |
| Columbia Cent Clo Advisers, LLC | Boston | $3.00 billion | 10 | 24 | 10 | (800) 225-2365 | adviserinfo.sec.gov | |
| Nutter Investment Advisors | Boston | $2.96 billion | 41 | 5 | Not listed | (617) 439-2100 | nutter.com | adviserinfo.sec.gov |
| Birch Hill Investment Advisors LLC | Boston | $2.95 billion | 1,388 | 19 | Not listed | (617) 502-8300 | adviserinfo.sec.gov | |
| Leeward Investments | Boston | $2.87 billion | 54 | 14 | Not listed | (617) 468-6700 | adviserinfo.sec.gov | |
| Strategic Capital Allocation Group, L.L.C. | Boston | $2.84 billion | 8 | 0 | Not listed | (617) 450-9300 | scagrp.com | adviserinfo.sec.gov |
| Easterly Investment Partners LLC | Beverly | $2.83 billion | 211 | 27 | 2 | (617) 231-4300 | adviserinfo.sec.gov | |
| Marcus Partners, LLC | Boston | $2.68 billion | 4 | 50 | 4 | (617) 556-5200 | adviserinfo.sec.gov | |
| Windrose Advisors LLC | Waltham | $2.67 billion | 600 | 23 | 66 | (617) 421-1750 | adviserinfo.sec.gov | |
| The Patriot Financial Group, LLC | Walpole | $2.64 billion | 5,615 | 59 | Not listed | (508) 251-6100 | provowealth.com | adviserinfo.sec.gov |
| Pear Tree Advisors, Inc. | Lincoln | $2.58 billion | 1 | 12 | Not listed | (781) 259-1144 | adviserinfo.sec.gov | |
| Sverica Capital Management | Boston | $2.46 billion | 9 | 24 | 8 | (617) 695-0221 | adviserinfo.sec.gov | |
| S & Co., Inc. | Boston | $2.46 billion | 383 | 15 | 6 | (617) 227-8660 | adviserinfo.sec.gov | |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | 299 | 7 | Not listed | (978) 536-9000 | retirewithmore.com | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | 642 | 20 | Not listed | (617) 523-6800 | nichols-pratt.com | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1,056 | 14 | 1 | (617) 973-0590 | moodylynn.com | adviserinfo.sec.gov |
| Washington Trust Advisors | Wellesley | $2.39 billion | 1,779 | 21 | Not listed | (781) 235-7055 | adviserinfo.sec.gov | |
| Yellow Wood Partners | Boston | $2.38 billion | 10 | 22 | 10 | (617) 500-6340 | adviserinfo.sec.gov | |
| Anchor Capital Advisors LLC | Boston | $2.37 billion | 2,632 | 42 | Not listed | (617) 338-3800 | anchorcapital.com | adviserinfo.sec.gov |
| Granahan Investment Management LLC | Waltham | $2.36 billion | 74 | 20 | Not listed | (781) 890-4412 | granahan.com | adviserinfo.sec.gov |
| Baldwin Wealth Partners, LLC | Marion | $2.33 billion | 2,100 | 34 | 1 | (508) 748-0800 | baldwinbrothersinc.com | adviserinfo.sec.gov |
| Twelve Points Wealth Management | Concord | $2.24 billion | 1,928 | 25 | Not listed | (978) 318-9500 | adviserinfo.sec.gov | |
| Foster Dykema Cabot & Partners, LLC | Waltham | $2.22 billion | 855 | 21 | 8 | (617) 423-3900 | adviserinfo.sec.gov | |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | 35,589 | 149 | Not listed | (617) 572-0109 | johnhancock.com | adviserinfo.sec.gov |
| Hite Hedge Asset Management LLC | Braintree | $2.18 billion | 7 | 21 | 4 | (617) 431-4360 | hitehedge.com | adviserinfo.sec.gov |
| Pacific Lake Partners, L.L.C. | Boston | $2.18 billion | 12 | 27 | 12 | (617) 658-3024 | pacificlake.com | adviserinfo.sec.gov |
| Pinnacle Pension Consultants LLC | Needham | $2.17 billion | 66 | 3 | Not listed | (857) 302-4105 | pinnaclepensionconsultants.com | adviserinfo.sec.gov |
| Westview Capital Management LLC | Boston | $2.12 billion | 3 | 20 | 3 | (617) 261-2050 | adviserinfo.sec.gov | |
| New England Retirement Consultants, LLC | Boston | $2.11 billion | 14 | 3 | Not listed | (617) 535-6946 | ne-rc.com | adviserinfo.sec.gov |
| D/B/A the Davis Companies or Davis | Boston | $2.05 billion | 21 | 46 | 21 | (617) 451-1300 | thedaviscompanies.com | adviserinfo.sec.gov |
| Minot Deblois Advisors LLC | Boston | $2.04 billion | 621 | 4 | Not listed | (617) 557-7413 | minotdeblois.com | adviserinfo.sec.gov |
| Callodine Capital Management | Boston | $2.03 billion | 15 | 19 | 2 | (617) 880-7494 | adviserinfo.sec.gov | |
| Portolan Capital Management, LLC | Boston | $2.02 billion | 20 | 12 | 3 | (617) 753-6400 | portolan.com | adviserinfo.sec.gov |
| Boston Family Office LLC | Boston | $2.02 billion | 816 | 17 | Not listed | (617) 624-0800 | bosfam.com | adviserinfo.sec.gov |
| Advent Global Opportunities Management LLC | Boston | $2.02 billion | 4 | 13 | 4 | (617) 951-9400 | ago.adventinternational.com | adviserinfo.sec.gov |
| Brooke Private Equity Associates Management LLC | Boston | $1.94 billion | 14 | 19 | 14 | (617) 227-3160 | bpea-pe.com | adviserinfo.sec.gov |
| Rose Grove Capital Management, LLC | Wellesley | $1.94 billion | 9 | 15 | 4 | (781) 304-1600 | rosegrovecapital.com | adviserinfo.sec.gov |
| SHP Wealth Management, LLC | Plymouth | $1.92 billion | 7,457 | 52 | Not listed | (508) 746-2400 | adviserinfo.sec.gov | |
| Bartholomew & Company Wealth Management, LLC | Worcester | $1.92 billion | 3,945 | 1 | Not listed | (508) 753-8807 | adviserinfo.sec.gov | |
| Valence8 | Cambridge | $1.88 billion | 12 | 8 | 8 | (508) 281-9208 | adviserinfo.sec.gov | |
| Fifth Down Cap LLC | Boston | $1.87 billion | 60 | 23 | 60 | (617) 678-0260 | fifthdown.com | adviserinfo.sec.gov |
| Monashee Investment Management, LLC | Boston | $1.86 billion | 12 | 13 | 1 | (617) 671-0048 | monasheecap.com | adviserinfo.sec.gov |
| Aristotle Capital Boston, LLC | Boston | $1.83 billion | 95 | 9 | Not listed | (617) 274-3700 | adviserinfo.sec.gov | |
| Safford Nicholas H & Co Inc | Rockport | $1.80 billion | 155 | 8 | Not listed | (978) 546-2462 | adviserinfo.sec.gov | |
| TFC Financial Management Inc | Boston | $1.78 billion | 1,619 | 22 | Not listed | (617) 210-6700 | tfcfinancial.com | adviserinfo.sec.gov |
| Nonantum Capital Partners | Boston | $1.78 billion | 13 | 25 | 12 | (617) 245-8050 | nonantumcapital.com | adviserinfo.sec.gov |
| Solum Partners | Boston | $1.75 billion | 6 | 24 | 5 | (617) 655-9750 | solumpartners.com | adviserinfo.sec.gov |
| Nextech Ventures (US) LLC | Boston | $1.74 billion | 4 | 8 | Not listed | (617) 807-0920 | nextech.us | adviserinfo.sec.gov |
| BCPC Advisors, LP | Boston | $1.74 billion | 1 | 682 | Not listed | (617) 516-2318 | adviserinfo.sec.gov | |
| Catalyst Financial Partners | Boston | $1.72 billion | 1,373 | 12 | Not listed | (617) 239-8101 | adviserinfo.sec.gov | |
| Guidepost Growth Equity Management Company, L.P. | Boston | $1.72 billion | 5 | 23 | 5 | (617) 807-8800 | guidepostgrowth.com | adviserinfo.sec.gov |
| Omega Fund Management, LLC | Boston | $1.71 billion | 5 | 21 | 5 | (617) 502-6530 | omegafunds.com | adviserinfo.sec.gov |
| P/E Global LLC | Boston | $1.71 billion | 5 | 62 | 2 | (617) 933-4500 | adviserinfo.sec.gov | |
| J.M. Forbes & Co. LLP | Boston | $1.67 billion | 1,076 | 21 | Not listed | (617) 423-5705 | adviserinfo.sec.gov | |
| Armstrong Advisory Group Inc. | Needham | $1.67 billion | 4,071 | 22 | Not listed | (781) 433-0001 | adviserinfo.sec.gov | |
| Bain Capital Partnership Strategies, LP | Boston | $1.65 billion | 7 | 17 | 7 | (617) 516-2318 | adviserinfo.sec.gov | |
| Penobscot Investment Management Company, Inc. | Boston | $1.64 billion | 845 | 14 | Not listed | (617) 227-3111 | adviserinfo.sec.gov | |
| Shellback Capital, LP | Boston | $1.63 billion | 3 | 10 | 1 | (617) 204-5500 | shellback.com | adviserinfo.sec.gov |
| Silverarc Capital Management, LLC | Boston | $1.61 billion | 7 | 9 | 3 | (617) 250-8431 | silverarccapital.com | adviserinfo.sec.gov |
| Fiduciary Wealth Partners, LLC | Newton Lower Falls | $1.54 billion | 492 | 10 | Not listed | (617) 602-1900 | adviserinfo.sec.gov | |
| Catholic Investment Services, Inc. | Boston | $1.52 billion | 8 | 6 | 7 | (617) 758-6588 | catholicinvest.org | adviserinfo.sec.gov |
| Clough Capital Partners, LP | Boston | $1.51 billion | 10 | 11 | 4 | (617) 204-3400 | adviserinfo.sec.gov | |
| Capital Impact Advisors | Boston | $1.49 billion | 1 | 5 | Not listed | (617) 279-0045 | ershares.com | adviserinfo.sec.gov |
| Ta Realty LLC | Boston | $1.48 billion | 3 | 152 | 3 | (617) 476-2700 | tarealty.com | adviserinfo.sec.gov |
| Par Capital Management, Inc. | Boston | $1.47 billion | 1 | 12 | 1 | (617) 526-8990 | parcapital.com | adviserinfo.sec.gov |
| Icapital, LLC | Boston | $1.45 billion | 528 | 9 | Not listed | (617) 542-8700 | icapitalforme.com | adviserinfo.sec.gov |
| Bay Colony Advisors | Concord | $1.43 billion | 4,340 | 36 | Not listed | (978) 369-7200 | adviserinfo.sec.gov | |
| Wingate Wealth Advisors, Inc. | Lexington | $1.42 billion | 2,802 | 24 | Not listed | (781) 862-7100 | adviserinfo.sec.gov | |
| Diametric Capital, LP | Boston | $1.41 billion | 10 | 14 | 2 | (617) 443-2020 | diametriccapital.com | adviserinfo.sec.gov |
| Claro Advisors Inc. | Boston | $1.41 billion | 3,161 | 37 | 1 | (800) 604-2838 | adviserinfo.sec.gov | |
| Msa Financial | Braintree | $1.41 billion | 3,271 | 19 | Not listed | (781) 843-3500 | adviserinfo.sec.gov | |
| Shepherd Financial Partners, LLC | Winchester | $1.38 billion | 1,941 | 24 | Not listed | (781) 756-1804 | adviserinfo.sec.gov | |
| Green Century Capital Management Inc | Boston | $1.36 billion | 4 | 16 | Not listed | (617) 482-0800 | adviserinfo.sec.gov | |
| Equity Resource Investments, LLC | Cambridge | $1.34 billion | 68 | 27 | 62 | (617) 876-4800 | erillc.com | adviserinfo.sec.gov |
| Weatherbie Capital, LLC | Boston | $1.34 billion | 80 | 7 | 2 | (617) 951-2550 | adviserinfo.sec.gov | |
| Marble Harbor Investment Counsel, LLC | Boston | $1.32 billion | 543 | 10 | 2 | (617) 956-6710 | adviserinfo.sec.gov | |
| Canopy Capital Group | Woburn | $1.32 billion | 285 | 11 | Not listed | (781) 222-3972 | canopycapital.com | adviserinfo.sec.gov |
| Beacon Capital Partners, LLC | Boston | $1.30 billion | 13 | 101 | 4 | (617) 457-0400 | beaconcapital.com | adviserinfo.sec.gov |
| Woodstock Corporation | Boston | $1.29 billion | 577 | 10 | Not listed | (617) 227-0600 | adviserinfo.sec.gov | |
| Promethos Capital, LLC | Boston | $1.27 billion | 28 | 6 | Not listed | (617) 535-9240 | adviserinfo.sec.gov | |
| Montis Financial, LLC | Waltham | $1.26 billion | 1,976 | 26 | Not listed | (781) 541-5057 | montisfinancial.com | adviserinfo.sec.gov |
| Albany Road Real Estate Partners, LLC | Dedham | $1.25 billion | 5 | 25 | Not listed | (617) 279-2188 | adviserinfo.sec.gov | |
| Solel Partners LP | Boston | $1.24 billion | 3 | 10 | 1 | (617) 702-7399 | adviserinfo.sec.gov | |
| Middleton & Company Inc. | Boston | $1.23 billion | 613 | 16 | Not listed | (617) 357-5101 | middletonco.com | adviserinfo.sec.gov |
| Berkshire Money Management, Inc. | Dalton | $1.23 billion | 2,362 | 22 | Not listed | (888) 232-6072 | adviserinfo.sec.gov | |
| Qtron Investments LLC | Boston | $1.23 billion | 8 | 7 | 2 | (617) 514-7340 | adviserinfo.sec.gov | |
| Cabot Wealth Management | Beverly | $1.22 billion | 1,815 | 16 | Not listed | (978) 745-9233 | adviserinfo.sec.gov | |
| Old Ironsides Energy, LLC | Waltham | $1.21 billion | 10 | 13 | 8 | (617) 366-2030 | oldironsidesenergy.com | adviserinfo.sec.gov |
| Schwerin Boyle Capital Management, Inc | Springfield | $1.21 billion | 163 | 6 | 1 | (413) 784-0990 | adviserinfo.sec.gov | |
| Verdad Advisers, L.P. | Boston | $1.18 billion | 33 | 8 | 7 | (202) 251-6707 | adviserinfo.sec.gov | |
| Telemark Asset Management, LLC | Boston | $1.14 billion | 1 | 3 | 1 | (617) 526-8912 | adviserinfo.sec.gov | |
| The de Burlo Group, Inc. | Boston | $1.13 billion | 113 | 6 | Not listed | (617) 482-0275 | deburlogroup.com | adviserinfo.sec.gov |
| Amundi US | Boston | $1.13 billion | 2 | 32 | Not listed | (617) 885-0250 | adviserinfo.sec.gov | |
| MG Financial LLC | Braintree | $1.13 billion | 137 | 9 | 21 | (781) 848-1163 | mgfinancial.com | adviserinfo.sec.gov |
| Wilkins Investment Counsel, Inc | Boston | $1.12 billion | 212 | 11 | Not listed | (617) 951-9969 | wilkinsinvest.com | adviserinfo.sec.gov |
| Abry Partners III, LLC | Boston | $1.11 billion | 4 | 100 | 4 | (617) 859-2959 | abry.com | adviserinfo.sec.gov |
| Stage Harbor Financial | Westwood | $1.10 billion | 1,435 | 11 | Not listed | (781) 934-3130 | adviserinfo.sec.gov | |
| SV Health Investors, LLC | Boston | $1.08 billion | 15 | 26 | 15 | (617) 367-8100 | adviserinfo.sec.gov | |
| American Investment Services Inc | Great Barrington | $1.07 billion | 1,126 | 10 | Not listed | (413) 591-4445 | americaninvestment.com | adviserinfo.sec.gov |
| DSF Advisors, LLC | Boston | $1.07 billion | 8 | 21 | 8 | (617) 675-3600 | adviserinfo.sec.gov | |
| Twin Oak ETF Company | Wellesley | $1.06 billion | 5 | 6 | Not listed | (617) 402-5495 | twinoaketfs.com | adviserinfo.sec.gov |
| Clearhaven Partners LP | Boston | $1.04 billion | 4 | 17 | 4 | (617) 221-7721 | adviserinfo.sec.gov | |
| Equality Asset Management | Boston | $1.03 billion | 8 | 10 | 8 | (617) 420-1770 | equalityassetmanagement.com | adviserinfo.sec.gov |
| Zevin Asset Management, LLC | Boston | $1.02 billion | 769 | 15 | Not listed | (617) 742-6666 | zevin.com | adviserinfo.sec.gov |
| East Coast Asset Management, LLC | Essex | $1.01 billion | 373 | 9 | 1 | (978) 801-0860 | eastcoastasset.com | adviserinfo.sec.gov |
| Bristol Wealth Group | Taunton | $985.6 million | 2,073 | 10 | Not listed | (508) 822-0122 | bristolcountysavings.com | adviserinfo.sec.gov |
| Tac Partners, Inc. | Boston | $983.4 million | 6 | 18 | 6 | (617) 345-7200 | mcpartners.com | adviserinfo.sec.gov |
| Brookwood Advisors, LLC | Beverly | $964.5 million | 6 | 5 | Not listed | (978) 720-7500 | adviserinfo.sec.gov | |
| Folium Capital LP | Burlington | $960.3 million | 8 | 10 | 8 | foliumcapital.com | adviserinfo.sec.gov | |
| Thorntree Capital Partners LP | Boston | $955.3 million | 6 | 8 | 3 | (617) 443-2080 | thorntreecap.com | adviserinfo.sec.gov |
| Sirios Capital Management, L.P. | Boston | $937.5 million | 5 | 15 | 3 | (617) 598-5100 | sirioslp.com | adviserinfo.sec.gov |
| Stablepoint Partners, LLC | Braintree | $930 million | 2,146 | 11 | Not listed | (781) 654-4600 | stablepointpartners.com | adviserinfo.sec.gov |
| Miri Capital Management LLC | Boston | $929.7 million | 4 | 10 | 3 | (617) 938-3843 | miricapital.com | adviserinfo.sec.gov |
| Union Park Capital Management, L.P. | Boston | $928.5 million | 4 | 10 | 4 | (857) 254-1751 | union-park.com | adviserinfo.sec.gov |
| Rs2 Healthcare Partners | Boston | $923.7 million | 6 | 16 | 6 | (617) 351-2800 | adviserinfo.sec.gov | |
| Long Wharf Capital LLC | Boston | $919.1 million | 4 | 24 | 4 | (617) 250-7260 | adviserinfo.sec.gov |
Advisers in Massachusetts that manage private funds
454 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Harbourvest Partners, LLC | Boston | MA | 311 | Not listed | 285 | Not listed | Not listed | $201.42 billion | $191.18 billion | adviserinfo.sec.gov |
| Bain Capital Credit, LP | Boston | MA | 158 | 85 | 3 | Not listed | Not listed | $68.56 billion | $76.30 billion | adviserinfo.sec.gov |
| Advent International, L.P. | Boston | MA | 133 | Not listed | 133 | Not listed | Not listed | $91.63 billion | $91.63 billion | adviserinfo.sec.gov |
| Wellington Alternative Investments | Boston | MA | 128 | 68 | 48 | Not listed | Not listed | $118.31 billion | $92.17 billion | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | MA | 92 | Not listed | Not listed | Not listed | Not listed | $18.78 billion | $326.70 billion | adviserinfo.sec.gov |
| The Bollard Group LLC | Boston | MA | 91 | 3 | 25 | 53 | 9 | $1.40 billion | $6.72 billion | adviserinfo.sec.gov |
| Summit Partners, L.P. | Boston | MA | 87 | Not listed | 87 | Not listed | Not listed | $42.01 billion | $42.01 billion | adviserinfo.sec.gov |
| Wellington Management Company LLP | Boston | MA | 77 | 34 | Not listed | Not listed | Not listed | $44.37 billion | $1.43 trillion | adviserinfo.sec.gov |
| Battery Global Advisors, LLC | Boston | MA | 77 | 16 | 7 | 12 | 22 | $3.26 billion | $8.37 billion | adviserinfo.sec.gov |
| First Eagle Alternative Credit, LLC | Boston | MA | 70 | 4 | 2 | Not listed | Not listed | $10.35 billion | $12.56 billion | adviserinfo.sec.gov |
| Windrose Advisors LLC | Waltham | MA | 66 | 3 | 23 | 5 | 16 | $1.35 billion | $2.67 billion | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | MA | 62 | 6 | 48 | Not listed | Not listed | $16.83 billion | $48.65 billion | adviserinfo.sec.gov |
| Equity Resource Investments, LLC | Cambridge | MA | 62 | Not listed | Not listed | Not listed | 62 | $1.45 billion | $1.34 billion | adviserinfo.sec.gov |
| Battery Management Corp. | Boston | MA | 60 | Not listed | 54 | 6 | Not listed | $15.61 billion | $15.61 billion | adviserinfo.sec.gov |
| Fifth Down Cap LLC | Boston | MA | 60 | Not listed | Not listed | 60 | Not listed | $1.97 billion | $1.87 billion | adviserinfo.sec.gov |
| Shepherd Kaplan Krochuk, LLC | Boston | MA | 58 | Not listed | 4 | 46 | 8 | $1.14 billion | $10.88 billion | adviserinfo.sec.gov |
| PSG Equity L.L.C. | Boston | MA | 56 | Not listed | 56 | Not listed | Not listed | $30.18 billion | $30.18 billion | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | MA | 50 | 20 | 30 | Not listed | Not listed | $23.93 billion | $50.51 billion | adviserinfo.sec.gov |
| Charlesbank Capital Partners, LLC | Boston | MA | 50 | Not listed | 31 | Not listed | Not listed | $21.29 billion | $21.06 billion | adviserinfo.sec.gov |
| Great Hill Partners | Boston | MA | 50 | Not listed | 50 | Not listed | Not listed | $21.09 billion | $18.99 billion | adviserinfo.sec.gov |
| General Catalyst | Cambridge | MA | 49 | Not listed | Not listed | 44 | Not listed | $49.14 billion | $45.50 billion | adviserinfo.sec.gov |
| Acadian Asset Management | Boston | MA | 47 | 18 | Not listed | Not listed | Not listed | $25.74 billion | $177.46 billion | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | MA | 44 | 5 | 36 | Not listed | 3 | $17.28 billion | $48.31 billion | adviserinfo.sec.gov |
| Bain Capital Asset Management, LP | Boston | MA | 43 | 7 | 30 | 3 | 3 | $4.13 billion | $16.29 billion | adviserinfo.sec.gov |
| Grovestreet | Newton | MA | 42 | Not listed | 42 | Not listed | Not listed | $6.10 billion | $7.14 billion | adviserinfo.sec.gov |
| Marsh Investments US LLC | Boston | MA | 41 | 5 | 24 | Not listed | Not listed | $19.87 billion | $226.04 billion | adviserinfo.sec.gov |
| Impresa Management LLC | Boston | MA | 40 | Not listed | 7 | 33 | Not listed | $16.43 billion | $13.04 billion | adviserinfo.sec.gov |
| Highvista Strategies LLC | Boston | MA | 40 | 23 | 4 | Not listed | 2 | $7.58 billion | $9.10 billion | adviserinfo.sec.gov |
| Highvista Private Capital Management LLC | Boston | MA | 40 | 3 | 37 | Not listed | Not listed | $5.90 billion | $6.48 billion | adviserinfo.sec.gov |
| Ot Management, LLC | Boston | MA | 40 | Not listed | 8 | 29 | Not listed | $219.5 million | $232.4 million | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | MA | 39 | 39 | Not listed | Not listed | Not listed | $173.23 billion | $351.32 billion | adviserinfo.sec.gov |
| Rockpoint | Boston | MA | 39 | Not listed | Not listed | Not listed | 39 | $13.33 billion | $13.04 billion | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | MA | 38 | 37 | 1 | Not listed | Not listed | $19.11 billion | $80.97 billion | adviserinfo.sec.gov |
| Audax Private Equity | Boston | MA | 38 | Not listed | 38 | Not listed | Not listed | $20.12 billion | $20.12 billion | adviserinfo.sec.gov |
| Bain Capital Private Equity, LP | Boston | MA | 36 | Not listed | 36 | Not listed | Not listed | $99.51 billion | $96.43 billion | adviserinfo.sec.gov |
| Spectrum Equity | Boston | MA | 32 | Not listed | 32 | Not listed | Not listed | $5.59 billion | $7.32 billion | adviserinfo.sec.gov |
| Ta Associates | Boston | MA | 30 | 30 | Not listed | Not listed | Not listed | $55.57 billion | $55.07 billion | adviserinfo.sec.gov |
| Abry Partners II, LLC | Boston | MA | 29 | 2 | 27 | Not listed | Not listed | $14.90 billion | $14.90 billion | adviserinfo.sec.gov |
| Atreides Management, LP | Boston | MA | 29 | 5 | 1 | 23 | Not listed | $9.39 billion | $8.94 billion | adviserinfo.sec.gov |
| Solamere Capital, LLC | Boston | MA | 29 | Not listed | 29 | Not listed | Not listed | $5.66 billion | $5.74 billion | adviserinfo.sec.gov |
Newest SEC registrations in Massachusetts
9 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Clean Energy Venture Management, LLC | Boston | MA | October 21, 2026 | $416.4 million | adviserinfo.sec.gov | |
| Nightingale Wealth Solutions | Needham | MA | October 20, 2026 | Not listed | adviserinfo.sec.gov | |
| Brookstone Wealth Management, Inc. | Oxford | MA | October 1, 2026 | Not listed | brookstonewealthmanagement.com | adviserinfo.sec.gov |
| Constitution Capital Horizon Advisor, LP | Andover | MA | August 27, 2026 | Not listed | adviserinfo.sec.gov | |
| Pearson Financial Services | Dennis | MA | August 21, 2026 | $885 million | spearsonfinancial.com | adviserinfo.sec.gov |
| Wright Financial | Rockland | MA | August 11, 2026 | Not listed | adviserinfo.sec.gov | |
| The Newcastle Network LP | Wellesley | MA | August 5, 2026 | $222.8 million | thenewcastlenetwork.com | adviserinfo.sec.gov |
| Novo Holdings US Investment Advisor, Inc. | Boston | MA | August 5, 2026 | $338.6 million | adviserinfo.sec.gov | |
| Advaita Capital LLC | Boston | MA | August 5, 2026 | $315.7 million | adviserinfo.sec.gov |
Cities in Massachusetts
| City | Advisers | AUM |
|---|---|---|
| Boston | 433 | $18.43 trillion |
| Cambridge | 46 | $70.06 billion |
| Wellesley | 24 | $14.47 billion |
| Waltham | 22 | $280.71 billion |
| Needham | 16 | $23.33 billion |
| Braintree | 14 | $13.83 billion |
| Newton | 13 | $16.55 billion |
| Burlington | 11 | $2.67 billion |
More ways to read Massachusetts
- Advisers in Massachusetts with Over $100 billion in AUM
- Advisers in Massachusetts with $10 billion to $100 billion in AUM
- Advisers in Massachusetts with $1 billion to $10 billion in AUM
- Advisers in Massachusetts with $500 million to $1 billion in AUM
- Advisers in Massachusetts with $100 million to $500 million in AUM
- Advisers in Massachusetts with $50 million to $100 million in AUM
- Advisers in Massachusetts serving individuals
- Advisers in Massachusetts serving high net worth individuals
- Advisers in Massachusetts serving banks and thrifts
- Advisers in Massachusetts serving investment companies
- Advisers in Massachusetts serving pooled investment vehicles
- Advisers in Massachusetts serving pension and profit sharing plans
- Advisers in Massachusetts serving charitable organizations
- Advisers in Massachusetts serving state and municipal governments
- Advisers in Massachusetts serving other investment advisers
- Advisers in Massachusetts serving insurance companies
- Advisers in Massachusetts serving sovereign wealth funds and foreign official institutions
- Advisers in Massachusetts serving corporations and other businesses
- Private fund advisers in Massachusetts
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.