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 | |
|---|---|---|---|---|---|---|---|
| 101 | BAIN CAPITAL VENTURES, LP | BOSTON | 145652 | $9.84B | 97 | 2026-03-31 | → |
| 102 | F L PUTNAM INVESTMENT MANAGEMENT CO. | LYNNFIELD | 106223 | $9.72B | 160 | 2026-05-31 | → |
| 103 | FRONTIER CAPITAL MANAGEMENT CO LLC | BOSTON | 106274 | $9.60B | 38 | 2026-03-31 | → |
| 104 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | BOSTON | 301896 | $9.38B | 209 | 2026-03-31 | → |
| 105 | CABOT PROPERTIES L.P. | BOSTON | 118729 | $9.11B | 157 | 2026-03-31 | → |
| 106 | HIGHVISTA STRATEGIES LLC | BOSTON | 155759 | $9.10B | 80 | 2026-03-31 | → |
| 107 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 108 | ATREIDES MANAGEMENT, LP | BOSTON | 301152 | $8.94B | 26 | 2026-05-31 | → |
| 109 | TIAA KASPICK, LLC | BOSTON | 104554 | $8.74B | 115 | 2026-06-30 | → |
| 110 | AUREUS ASSET MANAGEMENT, LLC | BOSTON | 136674 | $8.40B | 14 | 2026-03-31 | → |
| 111 | BATTERY GLOBAL ADVISORS, LLC | BOSTON | 158508 | $8.37B | 38 | 2026-06-30 | → |
| 112 | BOLTON SECURITIES CORP | BOLTON | 129376 | $8.28B | 158 | 2026-03-31 | → |
| 113 | CAMBRIDGE ASSOCIATES LIMITED, LLC | BOSTON | 106003 | $8.20B | 15 | 2026-03-31 | → |
| 114 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 115 | BV INVESTMENT PARTNERS, L.P. | BOSTON | 159349 | $7.94B | 47 | 2026-03-31 | → |
| 116 | WGI DM, LLC | BOSTON | 334219 | $7.78B | 6 | 2026-03-31 | → |
| 117 | FIDUCIARY TRUST INTERNATIONAL, LLC | LINCOLN | 124062 | $7.67B | 50 | 2025-12-31 | → |
| 118 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
| 119 | SPECTRUM EQUITY MANAGEMENT, INC. | BOSTON | 160619 | $7.32B | 80 | 2026-03-31 | → |
| 120 | SILVERSMITH MANAGEMENT, L.P. | BOSTON | 281620 | $7.16B | 38 | 2026-03-31 | → |
| 121 | GROVE STREET ADVISORS, LLC | NEWTON | 111497 | $7.14B | 35 | 2026-05-31 | → |
| 122 | ALGEBRIS INVESTMENTS (US) INC. | BOSTON | 169236 | $6.94B | 4 | 2026-03-31 | → |
| 123 | SMARTLEAF ASSET MANAGEMENT LLC | BOSTON | 172273 | $6.85B | 18 | 2026-03-31 | → |
| 124 | LMCG INVESTMENTS, LLC | BOSTON | 149936 | $6.83B | 46 | 2026-04-30 | → |
| 125 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | BOSTON | 109641 | $6.74B | 660 | 2026-03-31 | → |
| 126 | THE BOLLARD GROUP LLC | BOSTON | 155317 | $6.72B | 29 | 2026-03-31 | → |
| 127 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | BOSTON | 139068 | $6.48B | 80 | 2026-03-31 | → |
| 128 | ETHOS CAPITAL LP | BOSTON | 306874 | $6.31B | 19 | 2026-03-31 | → |
| 129 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | WESTBOROUGH | 109420 | $6.30B | 69 | 2026-03-31 | → |
| 130 | POLEN CAPITAL CREDIT, LLC | WALTHAM | 108468 | $6.13B | 46 | 2026-05-31 | → |
| 131 | GC WEALTH MANAGEMENT RIA, LLC | CAMBRIDGE | 327269 | $5.83B | 44 | 2026-03-31 | → |
| 132 | MILLSTREET CAPITAL MANAGEMENT LLC | BOSTON | 161566 | $5.82B | 14 | 2026-03-31 | → |
| 133 | MAYFLOWER FINANCIAL ADVISORS, LLC | BOSTON | 307857 | $5.82B | 33 | 2026-05-31 | → |
| 134 | SOLAMERE CAPITAL, LLC | BOSTON | 156902 | $5.74B | 12 | 2026-03-31 | → |
| 135 | WAINWRIGHT INVESTMENT COUNSEL LLC | BOSTON | 108711 | $5.52B | 17 | 2026-03-31 | → |
| 136 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 137 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 138 | STOCKBRIDGE PARTNERS LLC | BOSTON | 160674 | $5.41B | 20 | 2026-05-31 | → |
| 139 | WELLINGTON FUNDS (US) LLC | BOSTON | 288313 | $5.41B | 2 | 2026-03-31 | → |
| 140 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | BOSTON | 305575 | $5.39B | 48 | 2026-03-31 | → |
| 141 | COVE HILL PARTNERS, L.P. | BOSTON | 288684 | $5.36B | 46 | 2026-03-31 | → |
| 142 | CONSTITUTION CAPITAL EQUITY PARTNERS LP | ANDOVER | 147248 | $5.27B | 67 | 2026-05-31 | → |
| 143 | PROFICIO CAPITAL PARTNERS LLC | NEWTON | 269931 | $5.27B | 23 | 2026-04-30 | → |
| 144 | DENHAM CAPITAL MANAGEMENT LP | BOSTON | 156605 | $5.26B | 29 | 2026-03-31 | → |
| 145 | BAYPINE HOLDINGS LP | BOSTON | 311154 | $5.10B | 55 | 2026-03-31 | → |
| 146 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | WELLESLEY | 133790 | $5.09B | 21 | 2026-03-31 | → |
| 147 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 148 | FINEPOINT CAPITAL LP | BOSTON | 170668 | $5.01B | 23 | 2026-03-31 | → |
| 149 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 150 | GHISALLO CAPITAL MANAGEMENT LLC | BOSTON | 309856 | $4.89B | 39 | 2026-06-30 | → |
| 151 | HILL CITY CAPITAL LP | BOSTON | 306709 | $4.86B | 7 | 2026-04-30 | → |
| 152 | SRB CORPORATION | BOSTON | 161163 | $4.82B | 4 | 2026-03-31 | → |
| 153 | LONGPOINT PARTNERS LP | BOSTON | 283800 | $4.79B | 32 | 2026-03-31 | → |
| 154 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | BOSTON | 175100 | $4.62B | 22 | 2026-03-31 | → |
| 155 | TWIN FOCUS CAPITAL PARTNERS, LLC | BOSTON | 140522 | $4.58B | 37 | 2026-04-30 | → |
| 156 | BOSTON TRUST WALDEN INC. | BOSTON | 111266 | $4.58B | 32 | 2026-03-31 | → |
| 157 | PALLAS CAPITAL ADVISORS, LLC | BRAINTREE | 310327 | $4.31B | 28 | 2026-04-30 | → |
| 158 | TRILLIUM ASSET MANAGEMENT, LLC | BOSTON | 110901 | $4.31B | 53 | 2026-03-31 | → |
| 159 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | BOSTON | 137342 | $4.23B | 35 | 2026-03-31 | → |
| 160 | POLARIS GROWTH MANAGEMENT, LLC | BOSTON | 297431 | $4.22B | 51 | 2026-04-30 | → |
| 161 | MARTINGALE ASSET MANAGEMENT LP | BOSTON | 108526 | $4.18B | 25 | 2026-03-31 | → |
| 162 | BOSTON COMMON ASSET MANAGEMENT, LLC | BOSTON | 123558 | $4.17B | 39 | 2026-03-31 | → |
| 163 | TIGER IRON CAPITAL, LLC | ANDOVER | 283006 | $4.17B | 6 | 2026-05-31 | → |
| 164 | EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC | BOSTON | 292216 | $4.12B | 43 | 2026-03-31 | → |
| 165 | NEW FRONTIER ADVISORS, LLC | BOSTON | 147181 | $3.99B | 16 | 2026-03-31 | → |
| 166 | CORMORANT ASSET MANAGEMENT, LP | BOSTON | 167820 | $3.84B | 12 | 2026-05-31 | → |
| 167 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | SPRINGFIELD | 155186 | $3.79B | 42 | 2026-03-31 | → |
| 168 | BEAUMONT FINANCIAL ADVISORS, LLC | NEEDHAM | 322925 | $3.76B | 24 | 2026-03-31 | → |
| 169 | HOWLAND CAPITAL MANAGEMENT LLC | BOSTON | 104726 | $3.74B | 35 | 2026-03-31 | → |
| 170 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 171 | LUMINT CORPORATION | BOSTON | 324443 | $3.67B | 14 | 2026-03-31 | → |
| 172 | BCSF ADVISORS, LP | BOSTON | 282092 | $3.65B | 682 | 2026-03-31 | → |
| 173 | MPM ASSET MANAGEMENT LLC | BOSTON | 148467 | $3.56B | 50 | 2026-04-30 | → |
| 174 | JAHD MANAGEMENT COMPANY, LLC | BOSTON | 282189 | $3.56B | 21 | 2026-03-31 | → |
| 175 | DHM PARTNERS LLC | BOSTON | 339223 | $3.55B | 40 | 2026-03-31 | → |
| 176 | PATHLIGHT CAPITAL LP | BOSTON | 291106 | $3.52B | 30 | 2026-03-31 | → |
| 177 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 178 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 179 | INVENOMIC CAPITAL MANAGEMENT LP | BOSTON | 287617 | $3.39B | 17 | 2026-03-31 | → |
| 180 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 181 | FALCON INVESTMENT ADVISORS, LLC | BOSTON | 161548 | $3.27B | 33 | 2026-03-31 | → |
| 182 | E.P.G., INCORPORATED | FRAMINGHAM | 106821 | $3.20B | 11 | 2026-03-31 | → |
| 183 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 184 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 185 | SVB WEALTH LLC | BOSTON | 172832 | $3.10B | 73 | 2026-03-31 | → |
| 186 | AMPERSAND MANAGEMENT LLC | BOSTON | 161522 | $3.09B | 38 | 2026-03-31 | → |
| 187 | PEAR TREE ADVISORS, INC. | LINCOLN | 104576 | $3.09B | 13 | 2025-09-30 | → |
| 188 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 189 | AEW CAPITAL MANAGEMENT LP | BOSTON | 108633 | $3.02B | 250 | 2026-03-31 | → |
| 190 | COLUMBIA CENT CLO ADVISERS, LLC | BOSTON | 310864 | $3.00B | 24 | 2026-03-31 | → |
| 191 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 192 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | BOSTON | 105461 | $2.96B | 5 | 2026-03-31 | → |
| 193 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 194 | LEEWARD INVESTMENTS, LLC | BOSTON | 312557 | $2.87B | 14 | 2026-03-31 | → |
| 195 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | BOSTON | 114922 | $2.84B | 0 | 2026-03-31 | → |
| 196 | EASTERLY INVESTMENT PARTNERS LLC | BEVERLY | 299607 | $2.83B | 27 | 2026-04-30 | → |
| 197 | MARCUS PARTNERS, LLC | BOSTON | 161326 | $2.68B | 50 | 2026-03-31 | → |
| 198 | WINDROSE ADVISORS LLC | WALTHAM | 152145 | $2.67B | 23 | 2026-03-31 | → |
| 199 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | WALPOLE | 172470 | $2.64B | 59 | 2026-06-30 | → |
| 200 | SVERICA CAPITAL MANAGEMENT LP | BOSTON | 156956 | $2.46B | 24 | 2026-03-31 | → |
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