Research Report · 2026-06-30
Largest Registered Investment Advisers in Massachusetts
Massachusetts SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
645
Total AUM
$20.23T
Median AUM
$826.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | BOSTON | 108281 | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | BOSTON | 115504 | $1.74T | 194 | 2026-03-31 | → |
| 3 | WELLINGTON MANAGEMENT COMPANY LLP | BOSTON | 106595 | $1.43T | 1,868 | 2026-03-31 | → |
| 4 | SSGA FUNDS MANAGEMENT, INC. | BOSTON | 111242 | $1.42T | 241 | 2026-03-31 | → |
| 5 | STRATEGIC ADVISERS LLC | BOSTON | 104555 | $1.37T | 17,112 | 2026-03-31 | → |
| 6 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 7 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | BOSTON | 110045 | $514.05B | 1,244 | 2026-03-31 | → |
| 8 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | BOSTON | 108257 | $502.40B | 914 | 2026-05-31 | → |
| 9 | LOOMIS, SAYLES & COMPANY, L.P. | BOSTON | 105377 | $386.88B | 728 | 2026-03-31 | → |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON | 111298 | $351.32B | 519 | 2026-04-30 | → |
| 11 | CAMBRIDGE ASSOCIATES, LLC | BOSTON | 104942 | $326.70B | 1,116 | 2026-04-30 | → |
| 12 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | BOSTON | 106435 | $228.04B | 267 | 2026-03-31 | → |
| 13 | MERCER INVESTMENTS LLC | BOSTON | 133449 | $226.04B | 714 | 2026-03-31 | → |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM | 8032 | $212.66B | 4,200 | 2026-05-31 | → |
| 15 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | BOSTON | 105790 | $212.05B | 357 | 2026-03-31 | → |
| 16 | HARBOURVEST PARTNERS, LLC | BOSTON | 109846 | $191.18B | 1,204 | 2026-05-31 | → |
| 17 | ACADIAN ASSET MANAGEMENT LLC | BOSTON | 106609 | $177.46B | 375 | 2026-05-31 | → |
| 18 | BOSTON MANAGEMENT AND RESEARCH | BOSTON | 104853 | $154.73B | 203 | 2026-03-31 | → |
| 19 | NEPC, LLC | BOSTON | 110562 | $152.72B | 379 | 2026-05-31 | → |
| 20 | RHUMBLINE ADVISERS LTD PARTNERSHIP | BOSTON | 107151 | $136.48B | 32 | 2026-03-31 | → |
| 21 | INCOME RESEARCH + MANAGEMENT | BOSTON | 104863 | $130.65B | 218 | 2026-03-31 | → |
| 22 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 23 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 24 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | BOSTON | 124982 | $116.17B | 185 | 2026-06-30 | → |
| 25 | MML INVESTORS SERVICES, LLC | SPRINGFIELD | 10409 | $115.64B | 6,976 | 2026-05-31 | → |
| 26 | MFS INSTITUTIONAL ADVISORS INC. | BOSTON | 107144 | $113.59B | 1,311 | 2026-03-31 | → |
| 27 | NATIXIS ADVISORS, LLC | BOSTON | 106800 | $108.65B | 412 | 2026-03-31 | → |
| 28 | BRACEBRIDGE CAPITAL, LLC | BOSTON | 158343 | $100.35B | 168 | 2026-03-31 | → |
| 29 | EATON VANCE MANAGEMENT | BOSTON | 104859 | $97.02B | 219 | 2026-05-31 | → |
| 30 | BAIN CAPITAL PRIVATE EQUITY, LP | BOSTON | 145653 | $96.43B | 919 | 2026-03-31 | → |
| 31 | NUMERIC INVESTORS LLC | BOSTON | 131684 | $94.40B | 54 | 2026-04-30 | → |
| 32 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | BOSTON | 226715 | $92.17B | 2 | 2026-03-31 | → |
| 33 | ADVENT INTERNATIONAL, L.P. | BOSTON | 105673 | $91.63B | 262 | 2026-03-31 | → |
| 34 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | BOSTON | 106220 | $80.97B | 365 | 2026-05-31 | → |
| 35 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | WELLESLEY HILLS | 109684 | $76.41B | 207 | 2026-03-31 | → |
| 36 | BAIN CAPITAL CREDIT, LP | BOSTON | 134852 | $76.30B | 682 | 2026-05-31 | → |
| 37 | ADAGE CAPITAL MANAGEMENT, L.P. | BOSTON | 160679 | $70.44B | 62 | 2026-03-31 | → |
| 38 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | BOSTON | 16009 | $68.59B | 192 | 2026-03-31 | → |
| 39 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON | 312937 | $59.16B | 88 | 2026-05-31 | → |
| 40 | TA ASSOCIATES MANAGEMENT, L.P. | BOSTON | 156699 | $55.07B | 266 | 2026-05-31 | → |
| 41 | BRECKINRIDGE CAPITAL ADVISORS INC | BOSTON | 107143 | $54.28B | 88 | 2026-03-31 | → |
| 42 | GW&K INVESTMENT MANAGEMENT, LLC | BOSTON | 121942 | $52.78B | 177 | 2026-03-31 | → |
| 43 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | BOSTON | 120663 | $50.51B | 190 | 2026-04-30 | → |
| 44 | VESTMARK ADVISORY SOLUTIONS, INC. | WAKEFIELD | 221518 | $49.85B | 33 | 2026-03-31 | → |
| 45 | SCS CAPITAL MANAGEMENT LLC | BOSTON | 122258 | $48.65B | 213 | 2026-03-31 | → |
| 46 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | BOSTON | 145508 | $48.31B | 730 | 2026-03-31 | → |
| 47 | GENERAL CATALYST GROUP MANAGEMENT, LLC | CAMBRIDGE | 162548 | $45.50B | 211 | 2026-03-31 | → |
| 48 | PANAGORA ASSET MANAGEMENT INC | BOSTON | 105201 | $44.13B | 110 | 2026-03-31 | → |
| 49 | SUMMIT PARTNERS, L.P. | BOSTON | 135271 | $42.01B | 218 | 2026-03-31 | → |
| 50 | 55I, LLC | BOSTON | 286620 | $36.74B | 86 | 2026-06-30 | → |
| 51 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 52 | PSG EQUITY L.L.C. | BOSTON | 295103 | $30.18B | 276 | 2026-03-31 | → |
| 53 | BERKSHIRE PARTNERS LLC | BOSTON | 160675 | $29.00B | 152 | 2026-03-31 | → |
| 54 | FEDERATED MDTA LLC | BOSTON | 109355 | $25.95B | 21 | 2026-05-31 | → |
| 55 | THE BAUPOST GROUP, L.L.C. | BOSTON | 109530 | $24.68B | 210 | 2026-03-31 | → |
| 56 | MML INVESTMENT ADVISERS, LLC | SPRINGFIELD | 169568 | $24.55B | 18 | 2026-05-31 | → |
| 57 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | BOSTON | 146990 | $24.40B | 61 | 2026-03-31 | → |
| 58 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | BOSTON | 104945 | $23.44B | 51 | 2026-04-30 | → |
| 59 | CAPITAL ADVISORS GROUP, INC | BOSTON | 112000 | $23.03B | 33 | 2026-03-31 | → |
| 60 | THL MANAGERS VII, LLC | BOSTON | 171042 | $21.48B | 150 | 2026-06-30 | → |
| 61 | CHARLESBANK CAPITAL PARTNERS, LLC | BOSTON | 160256 | $21.06B | 162 | 2026-04-30 | → |
| 62 | AUDAX MANAGEMENT COMPANY, LLC | BOSTON | 160483 | $20.12B | 319 | 2026-04-30 | → |
| 63 | RWA WEALTH PARTNERS, LLC | BOSTON | 156984 | $19.80B | 178 | 2026-05-31 | → |
| 64 | BERKSHIRE PROPERTY ADVISORS, LLC | BOSTON | 161374 | $19.24B | 226 | 2026-03-31 | → |
| 65 | GREAT HILL PARTNERS, LP | BOSTON | 158158 | $18.99B | 107 | 2026-03-31 | → |
| 66 | INTEGRATED WEALTH CONCEPTS LLC | WALTHAM | 284656 | $18.92B | 493 | 2026-06-30 | → |
| 67 | FIDELITY DIVERSIFYING SOLUTIONS LLC | BOSTON | 315088 | $18.88B | 44 | 2026-05-31 | → |
| 68 | MACKENZIE INVESTMENTS CORPORATION | BOSTON | 165899 | $18.07B | 16 | 2026-03-31 | → |
| 69 | MERGANSER CAPITAL MANAGEMENT, LLC | BOSTON | 169258 | $17.66B | 32 | 2026-03-31 | → |
| 70 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 71 | BAIN CAPITAL ASSET MANAGEMENT, LP | BOSTON | 183517 | $16.29B | 46 | 2026-03-31 | → |
| 72 | BATTERY MANAGEMENT CORP. | BOSTON | 160921 | $15.61B | 113 | 2026-03-31 | → |
| 73 | WEISS ASSET MANAGEMENT LP | BOSTON | 155564 | $15.56B | 139 | 2026-03-31 | → |
| 74 | BALLENTINE PARTNERS, LLC | WALTHAM | 152802 | $15.32B | 125 | 2026-05-31 | → |
| 75 | CW ADVISORS, LLC | BOSTON | 310873 | $15.22B | 152 | 2026-05-31 | → |
| 76 | ABRY PARTNERS II, LLC | BOSTON | 161154 | $14.90B | 1 | 2026-03-31 | → |
| 77 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | BOSTON | 105161 | $14.20B | 79 | 2026-03-31 | → |
| 78 | ABRAMS CAPITAL MANAGEMENT, L.P. | BOSTON | 155729 | $13.74B | 38 | 2026-03-31 | → |
| 79 | MIROVA US LLC | BOSTON | 300152 | $13.62B | 64 | 2026-03-31 | → |
| 80 | ARCLIGHT CAPITAL PARTNERS, LLC | BOSTON | 161228 | $13.54B | 60 | 2026-03-31 | → |
| 81 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | CAMBRIDGE | 304477 | $13.19B | 31 | 2026-03-31 | → |
| 82 | ROCKPOINT GROUP, L.L.C. | BOSTON | 156630 | $13.04B | 112 | 2026-03-31 | → |
| 83 | IMPRESA MANAGEMENT LLC | BOSTON | 168741 | $13.04B | 74 | 2026-06-30 | → |
| 84 | WHALE ROCK CAPITAL MANAGEMENT LLC | BOSTON | 140746 | $12.97B | 31 | 2026-06-30 | → |
| 85 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 86 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | BOSTON | 107153 | $12.84B | 109 | 2026-06-30 | → |
| 87 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | BOSTON | 150900 | $12.56B | 79 | 2026-06-30 | → |
| 88 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 89 | MFN PARTNERS MANAGEMENT, LP | BOSTON | 291755 | $12.42B | 17 | 2026-03-31 | → |
| 90 | INTERCONTINENTAL REAL ESTATE CORPORATION | BOSTON | 112332 | $12.18B | 122 | 2026-03-31 | → |
| 91 | SENTINEL PENSION ADVISORS, LLC | WAKEFIELD | 109901 | $11.94B | 53 | 2026-05-31 | → |
| 92 | BNY MELLON ETF INVESTMENT ADVISER, LLC | BOSTON | 306148 | $11.10B | 3 | 2026-06-30 | → |
| 93 | BALLYROCK INVESTMENT ADVISORS LLC | BOSTON | 115324 | $10.99B | 5 | 2026-03-31 | → |
| 94 | SHEPHERD KAPLAN KROCHUK, LLC | BOSTON | 127304 | $10.88B | 34 | 2026-03-31 | → |
| 95 | WEBSTER EQUITY PARTNERS, L.P. | WALTHAM | 156729 | $10.31B | 36 | 2026-05-31 | → |
| 96 | SHEPHERD KAPLAN LLC | BOSTON | 128244 | $10.16B | 42 | 2026-03-31 | → |
| 97 | CHOATE INVESTMENT ADVISORS LLC | BOSTON | 106109 | $10.05B | 34 | 2026-03-31 | → |
| 98 | BAIN CAPITAL REAL ESTATE, LP | BOSTON | 291809 | $10.00B | 125 | 2026-06-30 | → |
| 99 | MEKETA INVESTMENT GROUP INC | WESTWOOD | 110601 | $9.99B | 248 | 2026-03-31 | → |
| 100 | WELCH & FORBES LLC | BOSTON | 115119 | $9.90B | 55 | 2026-05-31 | → |
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