Adviser Record

Investment advisers in Boston, MA

339 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MA

FirmAssetsEmployeesDisclosures
Fidelity Management & Research Company LLC$5.69 trillion1,4272
Geode Capital Management, LLC$1.74 trillion1940
Wellington Management Company LLP$1.43 trillion1,8681
Ssga Funds Management, Inc.$1.42 trillion2412
Strategic Advisers LLC$1.37 trillion17,1123
Mfs Investment Management$514.05 billion1,2444
Columbia Management Investment Advisers, LLC$502.40 billion9140
Loomis, Sayles & Company, L.P.$386.88 billion7283
Arrowstreet Capital, Limited Partnership$351.32 billion5192
Cambridge Associates, LLC$326.70 billion1,1160
Manulife Investment Management (US) LLC$228.04 billion2676
Mercer Investments LLC$226.04 billion7141
John Hancock Investment Management LLC$212.05 billion3573
Harbourvest Partners, LLC$191.18 billion1,2040
Acadian Asset Management$177.46 billion3750
Boston Management and Research$154.73 billion2033
Nepc, LLC$152.72 billion3797
Rhumbline Advisers$136.48 billion320
Income Research + Management$130.65 billion2180
Putnam Investment Management, LLC$117.24 billion1394
Boston Partners$116.17 billion1850
Mfs Institutional Advisors Inc.$113.59 billion1,3114
Natixis Advisors, LLC$108.65 billion4123
Bracebridge Capital, LLC$100.35 billion1680
Eaton Vance Management$97.02 billion2193
Bain Capital Private Equity, LP$96.43 billion9190
Numeric Investors LLC$94.40 billion542
Wellington Alternative Investments$92.17 billion21
Advent International, L.P.$91.63 billion2621
Grantham Mayo Van Otterloo & Co LLC$80.97 billion3653
Bain Capital Credit, LP$76.30 billion6823
Adage Capital Management, L.P.$70.44 billion623
John Hancock Variable Trust Advisers LLC$68.59 billion1923
Newton Investment Management North America$59.16 billion884
Ta Associates$55.07 billion2660
Breckinridge Capital Advisors Inc$54.28 billion880
Gw&k Investment Management, LLC$52.78 billion1770
Partners Capital Investment Group, LLP$50.51 billion1900
Scs Capital Management LLC$48.65 billion2130
Manulife Investment Management Private Markets (US) LLC$48.31 billion7305
Panagora Asset Management Inc$44.13 billion1101
Summit Partners, L.P.$42.01 billion2180
55ip$36.74 billion868
The Putnam Advisory Company, LLC$33.19 billion75
Psg Equity L.L.C.$30.18 billion2760
Westfield Capital Management Company, L.P.$29.81 billion630
Berkshire Partners LLC$29.00 billion1520
Mdt Advisers, a Division of Federated Mdta LLC$25.95 billion210
The Baupost Group, L.L.C.$24.68 billion2102
Longfellow Investment Management Co. LLC$23.44 billion510
Capital Advisors Group, Inc$23.03 billion330
Thl Managers Vii, LLC$21.48 billion1500
Charlesbank Capital Partners, LLC$21.06 billion1620
Audax Private Equity$20.12 billion3190
Rwa Wealth Partners$19.80 billion1780
Berkshire Property Advisors, LLC$19.24 billion2260
Great Hill Partners$18.99 billion1070
Fidelity Diversifying Solutions LLC$18.88 billion442
Mackenzie Investments$18.07 billion162
Merganser Capital Management, LLC$17.66 billion320
Ra Capital Management, LP$16.40 billion1853
Bain Capital Asset Management, LP$16.29 billion460
Battery Management Corp.$15.61 billion1130
Weiss Asset Management$15.56 billion1393
Cw Advisors, LLC$15.22 billion1524
Abry Partners Ii, LLC$14.90 billion10
Congress Asset Management Company, LLP$14.20 billion790
Abrams Capital Management, L.P.$13.74 billion380
Mirova US$13.62 billion643
Arclight Capital Partners, LLC$13.54 billion600
Rockpoint$13.04 billion1120
Impresa Management LLC$13.04 billion740
Whale Rock Capital Management$12.97 billion310
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$12.84 billion1090
First Eagle Alternative Credit, LLC$12.56 billion790
Appleton Partners, Inc.$12.55 billion590
Mfn Partners Management, LP$12.42 billion170
Intercontinental Real Estate Corporation$12.18 billion1220
Bny Mellon ETF Investment Adviser, LLC$11.10 billion34
Ballyrock Investment Advisors LLC$10.99 billion52
Shepherd Kaplan Krochuk, LLC$10.88 billion341
Shepherd Kaplan LLC$10.16 billion420
Choate Investment Advisors$10.05 billion340
Bain Capital Real Estate, LP$10.00 billion1250
Welch & Forbes LLC$9.90 billion550
Bain Capital Ventures, LP$9.84 billion970
Frontier Capital Management Co LLC$9.60 billion380
Fidelity Institutional Wealth Adviser LLC$9.38 billion2092
Cabot Properties L.P.$9.11 billion1570
Highvista Strategies LLC$9.10 billion800
Johcm (USA) Inc$9.01 billion600
Atreides Management, LP$8.94 billion260
Tiaa Kaspick, LLC$8.74 billion1152
Aureus Asset Management, LLC$8.40 billion140
Battery Global Advisors, LLC$8.37 billion380
Cambridge Associates Limited, LLC$8.20 billion150
Crestwood Advisors$8.02 billion640
Bv Investment Partners, L.P.$7.94 billion470
Wgi Dm, LLC$7.78 billion60
Eventide Asset Management, LLC$7.38 billion690
Spectrum Equity$7.32 billion800
Silversmith Capital Partners$7.16 billion380
Algebris Investments (US) Inc.$6.94 billion40
Smartleaf Asset Management LLC$6.85 billion180
Lmcg Investments, LLC$6.83 billion460
Manulife Investment Management Timberland and Agriculture Inc$6.74 billion6603
The Bollard Group LLC$6.72 billion290
Highvista Private Capital Management LLC$6.48 billion800
Ethos Capital LP$6.31 billion190
Millstreet Capital Management LLC$5.82 billion140
Mayflower Advisors$5.82 billion330
Solamere Capital, LLC$5.74 billion120
Longpoint Partners LP$5.71 billion352
Wainwright Investment Counsel LLC$5.52 billion170
71 West Capital Partners$5.51 billion100
Polaris Capital Management, LLC$5.45 billion180
Stockbridge Investors$5.41 billion200
Wellington Funds (US) LLC$5.41 billion21
Bain Capital Insurance Solutions, LP$5.39 billion480
Cove Hill Partners, L.P.$5.36 billion460
Denham Capital Management LP$5.26 billion290
Baypine Holdings LP$5.10 billion550
Finepoint Capital LP$5.01 billion230
Agf Investments$4.92 billion330
Ghisallo Capital Management LLC$4.89 billion390
Hill City Capital LP$4.86 billion70
Srb Corporation$4.82 billion40
Summit Partners Public Asset Management, LLC$4.62 billion220
Twin Focus Capital Partners, LLC$4.58 billion370
Boston Trust Walden Inc.$4.58 billion320
Trillium Asset Management$4.31 billion530
Reynders, Mcveigh Capital Management, LLC$4.23 billion350
Polaris Growth Management, LLC$4.22 billion510
Martingale Asset Management$4.18 billion250
Boston Common Asset Management, LLC$4.17 billion390
Evolution Credit Partners Management, LLC$4.12 billion430
New Frontier Advisors, LLC$3.99 billion160
Castle Rock Advisors LLC$3.86 billion330
Cormorant Asset Management, LP$3.84 billion120
Howland Capital Management LLC$3.74 billion350
Lumint Corporation$3.67 billion140
Bcsf Advisors, LP$3.65 billion6823
Mpm Bioimpact$3.56 billion500
Elephant$3.56 billion210
Eterna Growth Partners$3.55 billion400
Pathlight Capital$3.52 billion300
Moors & Cabot, Inc$3.44 billion1216
Flagship Harbor Advisors, LLC$3.42 billion612
Invenomic Capital Management LP$3.39 billion170
Northeast Investment Management Inc$3.27 billion251
Falcon Investment Advisors, LLC$3.27 billion330
Santander Securities$3.14 billion44911
Winthrop Wealth$3.10 billion400
Svb Wealth$3.10 billion737
Ampersand Capital Partners$3.09 billion380
Alphasimplex Group, LLC$3.09 billion330
Aew Capital Management LP$3.02 billion2503
Columbia Cent Clo Advisers, LLC$3.00 billion241
Nutter Investment Advisors$2.96 billion50
Birch Hill Investment Advisors LLC$2.95 billion190
Leeward Investments$2.87 billion140
Strategic Capital Allocation Group, L.L.C.$2.84 billion00
Marcus Partners, LLC$2.68 billion500
Sverica Capital Management$2.46 billion240
S & Co., Inc.$2.46 billion150
Nichols & Pratt Advisers LLP$2.43 billion200
Moody, Lynn, Lieberson & Walker, LLC$2.41 billion140
Yellow Wood Partners$2.38 billion220
Anchor Capital Advisors LLC$2.37 billion421
John Hancock Personal Financial Services, LLC$2.20 billion1493
Pacific Lake Partners, L.L.C.$2.18 billion270
Westview Capital Management LLC$2.12 billion200
New England Retirement Consultants, LLC$2.11 billion30
D/b/a the Davis Companies Or Davis$2.05 billion460
Minot Deblois Advisors LLC$2.04 billion42
Callodine Capital Management$2.03 billion190
Portolan Capital Management, LLC$2.02 billion120
Boston Family Office LLC$2.02 billion172
Advent Global Opportunities Management LLC$2.02 billion130
Brooke Private Equity Associates Management LLC$1.94 billion190
Glouston Capital Partners, LLC$1.90 billion190
Monashee Investment Management, LLC$1.86 billion130
Aristotle Capital Boston, LLC$1.83 billion90
Tfc Financial Management Inc$1.78 billion220
Nonantum Capital Partners$1.78 billion250
Solum Partners$1.75 billion240
Nextech Ventures (US) LLC$1.74 billion80
Bcpc Advisors, LP$1.74 billion6823
Catalyst Financial Partners$1.72 billion120
Guidepost Growth Equity Management Company, L.P.$1.72 billion230
Omega Fund Management, LLC$1.71 billion210
P/e Global LLC$1.71 billion620
J.M. Forbes & Co. LLP$1.67 billion210
Bain Capital Partnership Strategies, LP$1.65 billion170
Penobscot Investment Management Company, Inc.$1.64 billion140
Shellback Capital, LP$1.63 billion100
Silverarc Capital Management, LLC$1.61 billion90
Catholic Investment Services, Inc.$1.52 billion60
Clough Capital Partners, LP$1.51 billion110
Capital Impact Advisors$1.49 billion50
Ta Realty LLC$1.48 billion1520
Par Capital Management, Inc.$1.47 billion120
Icapital, LLC$1.45 billion90
Diametric Capital, LP$1.41 billion140
Claro Advisors Inc.$1.41 billion370
Weatherbie Capital, LLC$1.34 billion70
Marble Harbor Investment Counsel, LLC$1.32 billion100
Beacon Capital Partners, LLC$1.30 billion1010
Woodstock Corporation$1.29 billion102
Promethos Capital, LLC$1.27 billion60
Green Century Capital Management Inc$1.26 billion160
Solel Partners LP$1.24 billion100
Middleton & Company Inc.$1.23 billion160
Qtron Investments LLC$1.23 billion70
Brooknoll Advisors LLC$1.19 billion10
Verdad Advisers, L.P.$1.18 billion80
Telemark Asset Management, LLC$1.14 billion30
The de Burlo Group, Inc.$1.13 billion60
Amundi US$1.13 billion324
Wilkins Investment Counsel, Inc$1.12 billion110
Abry Partners Iii, LLC$1.11 billion1000
Sv Health Investors, LLC$1.08 billion260
Dsf Advisors, LLC$1.07 billion210
Clearhaven Partners LP$1.04 billion170
Equality Asset Management$1.03 billion100
Zevin Asset Management, LLC$1.02 billion150
Tac Partners, Inc.$983.4 million180
Thorntree Capital Partners LP$955.3 million80
Sirios Capital Management, L.P.$937.5 million150
Miri Capital Management LLC$929.7 million101
Union Park Capital Management, L.P.$928.5 million100
Riverside Partners, LLC$923.7 million160
Long Wharf Capital LLC$919.1 million240
Openview Advisors, LLC$839.0 million150
Denali Growth Partners$830.6 million110
New Heritage Capital, LLC$830.0 million150
J.P. Marvel Wealth Management, Inc.$820.7 million80
Clear Brook Advisors, Inc.$817.8 million60
Northstar Asset Management, Inc$805.9 million150
Eagleclaw Capital Management LLC$803.3 million40
Opaleye Management Inc.$802.8 million41
Astira Capital Partners LP$777.3 million140
Stride Consumer$740.3 million170
Bayhawk Capital LP$730.8 million120
Great Point Wealth Advisors, LLC$725.8 million50
Essex Investment Management Company, LLC$712.7 million130
Redwood Investments, LLC$710.1 million60
Lincoln Peak Capital Management, LLC$706.5 million120
Kaleidoscope Capital$706.2 million90
Siharum Advisors, LLC$687.5 million90
Single Point Partners$641.3 million160
Timber Creek Capital Management, LLC$636.8 million40
Rose Park Advisors, LLC$629.9 million134
Sandia Investment Management LP$625.4 million60
Riverview Capital Advisers LLC$624.1 million80
Turas Capital Management$613.5 million20
Hoopoe Advisors$610.0 million110
Callodine Credit Management$603.0 million112
Tensor Edge Capital, LLC$584.8 million90
Wave Equity Partners$563.8 million93
O'rourke & Company, Incorporated$555.1 million40
Harbourvest Registered Advisers$538.7 million1,2040
Fort Point Capital$522.6 million180
Hastings Equity Partners, LLC$498.5 million130
Wincove$488.8 million110
Wealth Effects$472.0 million170
Main Capital Partners North America LLC$471.6 million90
Palladin Consumer Retail Partners, LLC$457.3 million90
Square Circle Ia LP$448.9 million30
East Bridge Capital Management LP$442.3 million50
Artemis Capital Partners$441.5 million160
Cohere Capital$440.6 million70
Shawspring Partners, LLC$438.7 million70
Mccarter Private Wealth Services LLC$427.7 million60
Spring Lane Capital$424.7 million160
Emblem Group, L.P.$419.4 million160
Summit Partners Credit Advisors, L.P.$419.0 million90
Mad River Investors$403.5 million60
Century Equity Partners LLC$378.3 million30
Donoghue Forlines LLC$370.5 million70
Crawford Fund Management, LLC$356.1 million40
Stance Capital LLC$354.2 million50
Clarendon Private LLC$352.1 million80
Novo Holdings US Investment Advisor, Inc.$338.6 million250
Assetgrade, LLC$337.7 million30
Loon Lake Capital Management LP$336.0 million60
North Run Capital, LP$334.5 million40
Boston Family Advisors LLC$329.7 million100
Game Creek Capital, LP$329.0 million100
Purefi Wealth, LLC$326.4 million102
Sawyer & Co Inc$320.1 million41
Kaname Capital, L.P.$319.7 million50
Advaita Capital LLC$315.7 million30
Marathon Financial Group$307.8 million60
Ironwood Investment Management, LLC$278.2 million80
Heritage Holding$277.7 million170
South Shore Capital Advisors, LLC$272.8 million30
Ajovista$269.0 million130
Liberty Forge LLC$250.8 million90
Atwater Wealth Management, Inc.$248.2 million30
Alternative Fund Advisors, LLC$245.6 million60
Bain Capital Public Equity, LP$242.2 million260
Ot Management, LLC$232.4 million40
Wincap Financial LLC$223.1 million70
Colrain Capital LLC$222.2 million41
Jmc Management, LLC$211.9 million30
Mason Capital Partners$210.6 million70
Osbon Capital Management, LLC$205.3 million30
Keenan Financial$202.5 million272
Orvieto Partners, L.P.$188.6 million40
Epilog Partners, LP.$181.6 million30
The Watermill Group$178.1 million130
Sippican Capital Advisors$175.0 million50
Levatus LLC$173.9 million40
Sf Advisers, LLC$172.5 million340
Winthrop Square Capital, L.P.$166.8 million40
Broadwater Capital Management LLC$161.0 million10
Blue Moon Capital Management LLC$159.5 million90
Radius Wealth Management, Inc.$158.7 million40
Felis Advantage, LP$150.0 million50
Landon Capital Partners, LLC$144.8 million50
Boston Portfolio Advisers$121.5 million30
Beyond Your Hammock LLC$115.4 million30
Dardanelles Capital LP$114.2 million30
Sequentis Capital LLC$101.5 million40
Timbuktu Capital Management, LLC$98.6 million30
Algorithmic Investment Models$90.9 million80
Emery Partners LLC$78.4 million40
Abry Partners, LLC$69.3 million30
Entrepreneurshares LLC$50.4 million50
Seaport Global Advisors, LLC$46.3 million50
Disciplined Alpha LLC$36.9 million30
Stackwell$2.3 million170
Adaptive Advisers, LLC$450,00030
Man Advisers LLC$082
Callodine Bdc Advisor, LLC$0130
Harbourvest Registered Advisers Ii$01,2040
Harvest Capital Partners LLC$020
Ifr, Municipal Market Data$0300