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 | |
|---|---|---|---|---|---|---|---|
| 101 | SILVERARC CAPITAL MANAGEMENT, LLC | BOSTON | 304220 | $1.61B | 9 | 2026-03-31 | → |
| 102 | INTEGRATED WEALTH CONCEPTS LLC | WALTHAM | 284656 | $18.92B | 493 | 2026-06-30 | → |
| 103 | WEATHERBIE CAPITAL, LLC | BOSTON | 105991 | $1.34B | 7 | 2026-06-30 | → |
| 104 | CAPSHIFT ADVISORS, LLC | WEST NEWTON | 309860 | $628.0M | 16 | 2026-03-31 | → |
| 105 | HARBOURVEST PARTNERS, LLC | BOSTON | 109846 | $191.18B | 1,204 | 2026-05-31 | → |
| 106 | FIDELITY DIVERSIFYING SOLUTIONS LLC | BOSTON | 315088 | $18.88B | 44 | 2026-05-31 | → |
| 107 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | BOSTON | 139068 | $6.48B | 80 | 2026-03-31 | → |
| 108 | QTRON INVESTMENTS LLC | BOSTON | 285608 | $1.23B | 7 | 2026-03-31 | → |
| 109 | CHOATE INVESTMENT ADVISORS LLC | BOSTON | 106109 | $10.05B | 34 | 2026-03-31 | → |
| 110 | ANCHOR CAPITAL ADVISORS LLC | BOSTON | 105540 | $2.37B | 42 | 2026-03-31 | → |
| 111 | PROFICIO CAPITAL PARTNERS LLC | NEWTON | 269931 | $5.27B | 23 | 2026-04-30 | → |
| 112 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | WESTBOROUGH | 109420 | $6.30B | 69 | 2026-03-31 | → |
| 113 | EASTERLY INVESTMENT PARTNERS LLC | BEVERLY | 299607 | $2.83B | 27 | 2026-04-30 | → |
| 114 | FIRST NATIONAL ADVISORS LLC | ROCKLAND | 120859 | $1.37B | 10 | 2025-02-28 | → |
| 115 | HOWLAND CAPITAL MANAGEMENT LLC | BOSTON | 104726 | $3.74B | 35 | 2026-03-31 | → |
| 116 | CONSTITUTION CAPITAL EQUITY PARTNERS LP | ANDOVER | 147248 | $5.27B | 67 | 2026-05-31 | → |
| 117 | CLOUGH CAPITAL PARTNERS, LP | BOSTON | 131257 | $1.51B | 11 | 2026-03-31 | → |
| 118 | REDWOOD INVESTMENTS, LLC | BOSTON | 133028 | $710.1M | 6 | 2026-05-31 | → |
| 119 | ASSET STRATEGY ADVISORS, LLC | WAYLAND | 139879 | $649.3M | 10 | 2026-03-31 | → |
| 120 | FEDERATED MDTA LLC | BOSTON | 109355 | $25.95B | 21 | 2026-05-31 | → |
| 121 | ZEVIN ASSET MANAGEMENT, LLC | BOSTON | 165269 | $1.02B | 15 | 2026-03-31 | → |
| 122 | AMERICAN INVESTMENT SERVICES INC | GREAT BARRINGTON | 110043 | $1.07B | 10 | 2026-03-31 | → |
| 123 | WASHINGTON TRUST ADVISORS, INC. | WELLESLEY | 110407 | $2.39B | 21 | 2026-05-31 | → |
| 124 | BOSTON TRUST WALDEN INC. | BOSTON | 111266 | $4.58B | 32 | 2026-03-31 | → |
| 125 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 126 | CABOT PROPERTIES L.P. | BOSTON | 118729 | $9.11B | 157 | 2026-03-31 | → |
| 127 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | BOSTON | 137342 | $4.23B | 35 | 2026-03-31 | → |
| 128 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | BOSTON | 109962 | $712.7M | 13 | 2026-03-31 | → |
| 129 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 130 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 131 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 132 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 133 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | SPRINGFIELD | 155186 | $3.79B | 42 | 2026-03-31 | → |
| 134 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 135 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 136 | JULEX CAPITAL MANAGEMENT, LLC | NATICK | 166053 | $246.7M | 3 | 2026-02-28 | → |
| 137 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 138 | WINDROSE ADVISORS LLC | WALTHAM | 152145 | $2.67B | 23 | 2026-03-31 | → |
| 139 | FIDUCIARY WEALTH PARTNERS, LLC | NEWTON LOWER FALLS | 160696 | $1.54B | 10 | 2026-03-31 | → |
| 140 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 141 | FOSTER DYKEMA CABOT & PARTNERS, LLC | WALTHAM | 300282 | $2.22B | 21 | 2026-03-31 | → |
| 142 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 143 | RFG - BRISTOL WEALTH ADVISORS, LLC | TAUNTON | 330145 | $985.6M | 10 | 2026-06-30 | → |
| 144 | BALDWIN WEALTH PARTNERS, LLC | MARION | 105343 | $2.33B | 34 | 2026-06-30 | → |
| 145 | MOODY ALDRICH PARTNERS, LLC | MARBLEHEAD | 106920 | $864.3M | 14 | 2026-05-31 | → |
| 146 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 147 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
| 148 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 149 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 150 | AAF WEALTH MANAGEMENT, LLC | WESTBOROUGH | 164646 | $727.6M | 10 | 2026-03-31 | → |
| 151 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 152 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 153 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 154 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 155 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
| 156 | LITTLE HOUSE CAPITAL, LLC | BRAINTREE | 290070 | $675.2M | 7 | 2026-03-31 | → |
| 157 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 158 | SHEPHERD FINANCIAL PARTNERS, LLC | WINCHESTER | 169093 | $1.38B | 24 | 2026-03-31 | → |
| 159 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 160 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 161 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 162 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 163 | ROSE GROVE CAPITAL MANAGEMENT, LLC | WELLESLEY | 156572 | $1.94B | 15 | 2026-03-31 | → |
| 164 | SHP WEALTH MANAGEMENT, LLC | PLYMOUTH | 174697 | $1.92B | 52 | 2026-06-30 | → |
| 165 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SPRINGFIELD | 105004 | $1.21B | 6 | 2026-03-31 | → |
| 166 | AEQUITAS INVESTMENT ADVISORS, LLC | HINGHAM | 127625 | $826.1M | 8 | 2026-03-31 | → |
| 167 | RISK PARADIGM GROUP, LLC | BURLINGTON | 155870 | $115.6M | 7 | 2026-03-31 | → |
| 168 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 169 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 170 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 171 | CANBY FINANCIAL ADVISORS, LLC | FRAMINGHAM | 338797 | $729.4M | 11 | 2026-06-30 | → |
| 172 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 173 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 174 | BEATON MANAGEMENT CO INC | HAVERHILL | 104728 | $445.7M | 3 | 2026-03-31 | → |
| 175 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 176 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | NORWELL | 109767 | $701.7M | 7 | 2026-05-31 | → |
| 177 | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. | BEVERLY | 106625 | $730.2M | 11 | 2026-03-31 | → |
| 178 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 179 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | WELLESLEY | 316736 | $532.9M | 6 | 2026-04-30 | → |
| 180 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 181 | MAY HILL CAPITAL, LLC | COHASSET | 332076 | $548.6M | 3 | 2026-02-28 | → |
| 182 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 183 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 184 | RENAISSANCE INVESTMENT GROUP, LLC | LENOX | 153679 | $726.1M | 9 | 2026-03-31 | → |
| 185 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 186 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | WALTHAM | 309546 | $529.8M | 13 | 2026-05-31 | → |
| 187 | MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC | WEST TISBURY | 291599 | $342.9M | 6 | 2026-03-31 | → |
| 188 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 189 | RPG FAMILY WEALTH ADVISORY, LLC | BURLINGTON | 158528 | $700.7M | 21 | 2026-04-30 | → |
| 190 | PEDDOCK CAPITAL ADVISORS, LLC | BRAINTREE | 148216 | $836.2M | 6 | 2026-06-30 | → |
| 191 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 192 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 193 | EMPIRICAL ASSET MANAGEMENT, LLC | WELLESLEY | 155436 | $560.0M | 14 | 2026-03-31 | → |
| 194 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 195 | WINGATE WEALTH ADVISORS, INC. | LEXINGTON | 105012 | $1.42B | 24 | 2026-03-31 | → |
| 196 | EXCALIBUR MANAGEMENT CORP | WALTHAM | 110836 | $712.1M | 12 | 2026-03-31 | → |
| 197 | ALAPOCAS INVESTMENT PARTNERS, INC. | BEVERLY | 300841 | $206.6M | 4 | 2025-08-31 | → |
| 198 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 199 | CUTLER CAPITAL MANAGEMENT LLC | WORCESTER | 107463 | $430.8M | 9 | 2026-03-31 | → |
| 200 | GOODMAN ADVISORY GROUP, LLC | NEEDHAM | 285637 | $415.5M | 8 | 2026-03-31 | → |
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