Research Report · 2026-02-28
Largest Registered Investment Advisers in Boston
Boston SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
32
Total AUM
$1.14T
Median AUM
$1.22B
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 2 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 3 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 4 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 5 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 6 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 7 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 8 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-02-28 | → |
| 9 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 10 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 11 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 12 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 13 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 14 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 15 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 16 | GREEN CENTURY CAPITAL MANAGEMENT INC | BOSTON | 112442 | $1.26B | 16 | 2025-09-30 | → |
| 17 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.19B | 7 | 2026-01-31 | → |
| 18 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 19 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 20 | TURAS CAPITAL MANAGEMENT LP | BOSTON | 336516 | $613.5M | 2 | 2026-01-31 | → |
| 21 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 22 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 23 | EAST BRIDGE CAPITAL MANAGEMENT LP | BOSTON | 167207 | $442.3M | 5 | 2026-02-28 | → |
| 24 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 25 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 26 | WINTHROP SQUARE CAPITAL, L.P. | BOSTON | 321630 | $166.8M | 4 | 2026-02-28 | → |
| 27 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 28 | RIP ROAD CAPITAL PARTNERS LP | BOSTON | 297998 | $116.8M | 4 | 2025-03-31 | → |
| 29 | WHITNEY PEAK CAPITAL, LP | BOSTON | 300269 | $80.2M | 1 | 2025-03-31 | → |
| 30 | KUAHIWI MANAGEMENT LLC | BOSTON | 334146 | $21.4M | 5 | 2025-01-31 | → |
| 31 | ADAPTIVE ADVISERS, LLC | BOSTON | 318716 | $450,000 | 3 | 2026-02-28 | → |
| 32 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
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