Research Report · 2026-06-30
Institutional Registered Investment Advisers in Massachusetts
SEC-registered investment advisers in Massachusetts ranked by reported institutional client assets.
Firms
363
Total AUM
$18.32T
Median AUM
$1.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT COMPANY LLP | BOSTON | 106595 | $1.43T | 1,868 | 2026-03-31 | → |
| 2 | CAMBRIDGE ASSOCIATES, LLC | BOSTON | 104942 | $326.70B | 1,116 | 2026-04-30 | → |
| 3 | STRATEGIC ADVISERS LLC | BOSTON | 104555 | $1.37T | 17,112 | 2026-03-31 | → |
| 4 | MERCER INVESTMENTS LLC | BOSTON | 133449 | $226.04B | 714 | 2026-03-31 | → |
| 5 | LOOMIS, SAYLES & COMPANY, L.P. | BOSTON | 105377 | $386.88B | 728 | 2026-03-31 | → |
| 6 | NEPC, LLC | BOSTON | 110562 | $152.72B | 379 | 2026-05-31 | → |
| 7 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | BOSTON | 108257 | $502.40B | 914 | 2026-05-31 | → |
| 8 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 9 | RHUMBLINE ADVISERS LTD PARTNERSHIP | BOSTON | 107151 | $136.48B | 32 | 2026-03-31 | → |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON | 111298 | $351.32B | 519 | 2026-04-30 | → |
| 11 | INCOME RESEARCH + MANAGEMENT | BOSTON | 104863 | $130.65B | 218 | 2026-03-31 | → |
| 12 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | WELLESLEY HILLS | 109684 | $76.41B | 207 | 2026-03-31 | → |
| 13 | MFS INSTITUTIONAL ADVISORS INC. | BOSTON | 107144 | $113.59B | 1,311 | 2026-03-31 | → |
| 14 | ACADIAN ASSET MANAGEMENT LLC | BOSTON | 106609 | $177.46B | 375 | 2026-05-31 | → |
| 15 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | BOSTON | 108281 | $5.69T | 1,427 | 2026-03-31 | → |
| 16 | NUMERIC INVESTORS LLC | BOSTON | 131684 | $94.40B | 54 | 2026-04-30 | → |
| 17 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | BOSTON | 106435 | $228.04B | 267 | 2026-03-31 | → |
| 18 | 55I, LLC | BOSTON | 286620 | $36.74B | 86 | 2026-06-30 | → |
| 19 | PANAGORA ASSET MANAGEMENT INC | BOSTON | 105201 | $44.13B | 110 | 2026-03-31 | → |
| 20 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | BOSTON | 106220 | $80.97B | 365 | 2026-05-31 | → |
| 21 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | BOSTON | 145508 | $48.31B | 730 | 2026-03-31 | → |
| 22 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | BOSTON | 120663 | $50.51B | 190 | 2026-04-30 | → |
| 23 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | BOSTON | 104945 | $23.44B | 51 | 2026-04-30 | → |
| 24 | CAPITAL ADVISORS GROUP, INC | BOSTON | 112000 | $23.03B | 33 | 2026-03-31 | → |
| 25 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | BOSTON | 124982 | $116.17B | 185 | 2026-06-30 | → |
| 26 | EATON VANCE MANAGEMENT | BOSTON | 104859 | $97.02B | 219 | 2026-05-31 | → |
| 27 | BRECKINRIDGE CAPITAL ADVISORS INC | BOSTON | 107143 | $54.28B | 88 | 2026-03-31 | → |
| 28 | MERGANSER CAPITAL MANAGEMENT, LLC | BOSTON | 169258 | $17.66B | 32 | 2026-03-31 | → |
| 29 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 30 | SSGA FUNDS MANAGEMENT, INC. | BOSTON | 111242 | $1.42T | 241 | 2026-03-31 | → |
| 31 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 32 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | BOSTON | 146990 | $24.40B | 61 | 2026-03-31 | → |
| 33 | SENTINEL PENSION ADVISORS, LLC | WAKEFIELD | 109901 | $11.94B | 53 | 2026-05-31 | → |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM | 8032 | $212.66B | 4,200 | 2026-05-31 | → |
| 35 | SHEPHERD KAPLAN LLC | BOSTON | 128244 | $10.16B | 42 | 2026-03-31 | → |
| 36 | MEKETA INVESTMENT GROUP INC | WESTWOOD | 110601 | $9.99B | 248 | 2026-03-31 | → |
| 37 | TIAA KASPICK, LLC | BOSTON | 104554 | $8.74B | 115 | 2026-06-30 | → |
| 38 | GEODE CAPITAL MANAGEMENT, LLC | BOSTON | 115504 | $1.74T | 194 | 2026-03-31 | → |
| 39 | SHEPHERD KAPLAN KROCHUK, LLC | BOSTON | 127304 | $10.88B | 34 | 2026-03-31 | → |
| 40 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 41 | SMARTLEAF ASSET MANAGEMENT LLC | BOSTON | 172273 | $6.85B | 18 | 2026-03-31 | → |
| 42 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | BOSTON | 110045 | $514.05B | 1,244 | 2026-03-31 | → |
| 43 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON | 312937 | $59.16B | 88 | 2026-05-31 | → |
| 44 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 45 | FRONTIER CAPITAL MANAGEMENT CO LLC | BOSTON | 106274 | $9.60B | 38 | 2026-03-31 | → |
| 46 | AUREUS ASSET MANAGEMENT, LLC | BOSTON | 136674 | $8.40B | 14 | 2026-03-31 | → |
| 47 | NATIXIS ADVISORS, LLC | BOSTON | 106800 | $108.65B | 412 | 2026-03-31 | → |
| 48 | WGI DM, LLC | BOSTON | 334219 | $7.78B | 6 | 2026-03-31 | → |
| 49 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | BOSTON | 301896 | $9.38B | 209 | 2026-03-31 | → |
| 50 | SRB CORPORATION | BOSTON | 161163 | $4.82B | 4 | 2026-03-31 | → |
| 51 | MAYFLOWER FINANCIAL ADVISORS, LLC | BOSTON | 307857 | $5.82B | 33 | 2026-05-31 | → |
| 52 | GW&K INVESTMENT MANAGEMENT, LLC | BOSTON | 121942 | $52.78B | 177 | 2026-03-31 | → |
| 53 | BOLTON SECURITIES CORP | BOLTON | 129376 | $8.28B | 158 | 2026-03-31 | → |
| 54 | POLEN CAPITAL CREDIT, LLC | WALTHAM | 108468 | $6.13B | 46 | 2026-05-31 | → |
| 55 | CAMBRIDGE ASSOCIATES LIMITED, LLC | BOSTON | 106003 | $8.20B | 15 | 2026-03-31 | → |
| 56 | NEW FRONTIER ADVISORS, LLC | BOSTON | 147181 | $3.99B | 16 | 2026-03-31 | → |
| 57 | MML INVESTORS SERVICES, LLC | SPRINGFIELD | 10409 | $115.64B | 6,976 | 2026-05-31 | → |
| 58 | LUMINT CORPORATION | BOSTON | 324443 | $3.67B | 14 | 2026-03-31 | → |
| 59 | E.P.G., INCORPORATED | FRAMINGHAM | 106821 | $3.20B | 11 | 2026-03-31 | → |
| 60 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | BOSTON | 105161 | $14.20B | 79 | 2026-03-31 | → |
| 61 | WAINWRIGHT INVESTMENT COUNSEL LLC | BOSTON | 108711 | $5.52B | 17 | 2026-03-31 | → |
| 62 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | BOSTON | 105461 | $2.96B | 5 | 2026-03-31 | → |
| 63 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | BOSTON | 114922 | $2.84B | 0 | 2026-03-31 | → |
| 64 | MARTINGALE ASSET MANAGEMENT LP | BOSTON | 108526 | $4.18B | 25 | 2026-03-31 | → |
| 65 | RETIREMENT RESOURCES INVESTMENT CORPORATION | ANDOVER | 47723 | $2.44B | 7 | 2026-04-30 | → |
| 66 | PINNACLE PENSION CONSULTANTS LLC | NEEDHAM | 133442 | $2.17B | 3 | 2026-03-31 | → |
| 67 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 68 | F L PUTNAM INVESTMENT MANAGEMENT CO. | LYNNFIELD | 106223 | $9.72B | 160 | 2026-05-31 | → |
| 69 | DENHAM CAPITAL MANAGEMENT LP | BOSTON | 156605 | $5.26B | 29 | 2026-03-31 | → |
| 70 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | WELLESLEY | 133790 | $5.09B | 21 | 2026-03-31 | → |
| 71 | AEW CAPITAL MANAGEMENT LP | BOSTON | 108633 | $3.02B | 250 | 2026-03-31 | → |
| 72 | MACKENZIE INVESTMENTS CORPORATION | BOSTON | 165899 | $18.07B | 16 | 2026-03-31 | → |
| 73 | WELCH & FORBES LLC | BOSTON | 115119 | $9.90B | 55 | 2026-05-31 | → |
| 74 | LEEWARD INVESTMENTS, LLC | BOSTON | 312557 | $2.87B | 14 | 2026-03-31 | → |
| 75 | LMCG INVESTMENTS, LLC | BOSTON | 149936 | $6.83B | 46 | 2026-04-30 | → |
| 76 | TWELVE POINTS WEALTH MANAGEMENT LLC | CONCORD | 171107 | $2.24B | 25 | 2026-05-31 | → |
| 77 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | BOSTON | 109641 | $6.74B | 660 | 2026-03-31 | → |
| 78 | HIGHVISTA STRATEGIES LLC | BOSTON | 155759 | $9.10B | 80 | 2026-03-31 | → |
| 79 | P/E GLOBAL LLC | BOSTON | 155642 | $1.71B | 62 | 2026-03-31 | → |
| 80 | RWA WEALTH PARTNERS, LLC | BOSTON | 156984 | $19.80B | 178 | 2026-05-31 | → |
| 81 | GOLDENX COMPANY | WOBURN | 326730 | $1.32B | 11 | 2026-03-31 | → |
| 82 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 83 | PROMETHOS CAPITAL, LLC | BOSTON | 300915 | $1.27B | 6 | 2026-04-30 | → |
| 84 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | WALPOLE | 172470 | $2.64B | 59 | 2026-06-30 | → |
| 85 | ICAPITAL, LLC | BOSTON | 122816 | $1.45B | 9 | 2026-03-31 | → |
| 86 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 87 | SCS CAPITAL MANAGEMENT LLC | BOSTON | 122258 | $48.65B | 213 | 2026-03-31 | → |
| 88 | AMUNDI US INVESTMENT ADVISORS LLC | BOSTON | 334151 | $1.13B | 32 | 2026-03-31 | → |
| 89 | TRILLIUM ASSET MANAGEMENT, LLC | BOSTON | 110901 | $4.31B | 53 | 2026-03-31 | → |
| 90 | BOSTON COMMON ASSET MANAGEMENT, LLC | BOSTON | 123558 | $4.17B | 39 | 2026-03-31 | → |
| 91 | THE DE BURLO GROUP, INC. | BOSTON | 153435 | $1.13B | 6 | 2026-03-31 | → |
| 92 | BEAUMONT FINANCIAL ADVISORS, LLC | NEEDHAM | 322925 | $3.76B | 24 | 2026-03-31 | → |
| 93 | GRANAHAN INVESTMENT MANAGEMENT LLC | WALTHAM | 107745 | $2.36B | 20 | 2026-03-31 | → |
| 94 | ARISTOTLE CAPITAL BOSTON, LLC | BOSTON | 173198 | $1.83B | 9 | 2026-03-31 | → |
| 95 | STOCKBRIDGE PARTNERS LLC | BOSTON | 160674 | $5.41B | 20 | 2026-05-31 | → |
| 96 | CW ADVISORS, LLC | BOSTON | 310873 | $15.22B | 152 | 2026-05-31 | → |
| 97 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | BOSTON | 150900 | $12.56B | 79 | 2026-06-30 | → |
| 98 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | BOSTON | 175100 | $4.62B | 22 | 2026-03-31 | → |
| 99 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | BOSTON | 107153 | $12.84B | 109 | 2026-06-30 | → |
| 100 | SVB WEALTH LLC | BOSTON | 172832 | $3.10B | 73 | 2026-03-31 | → |
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