Research Report · 2026-06-30
Institutional Registered Investment Advisers in Boston
SEC-registered investment advisers in Boston ranked by reported institutional client assets.
Firms
170
Total AUM
$17.67T
Median AUM
$3.70B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 102 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 103 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 104 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 105 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 106 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 107 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 108 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 109 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 110 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 111 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
| 112 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 113 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 114 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 115 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 116 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 117 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 118 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
| 119 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 120 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 121 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 122 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 123 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 124 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 125 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 126 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 127 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 128 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 129 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 130 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 131 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 132 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 133 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 134 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 135 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 136 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 137 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 138 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 139 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 140 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 141 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 142 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 143 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 144 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 145 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 146 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 147 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 148 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 149 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 150 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 151 | BROADWATER CAPITAL MANAGEMENT LLC | BOSTON | 125509 | $161.0M | 1 | 2026-03-31 | → |
| 152 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 153 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 154 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 155 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 156 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 157 | ALBERT D MASON INC | BOSTON | 107412 | $210.6M | 7 | 2026-03-31 | → |
| 158 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 159 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 160 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 161 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 162 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 163 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 164 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 165 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 166 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 167 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 168 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 169 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 170 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
Related Lists
Sleeve170 firms · 2026-06-30