Research Report · 2026-06-30
Largest Registered Investment Advisers in Boston
Boston SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
348
Total AUM
$19.37T
Median AUM
$2.22B
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 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | BOSTON | 105790 | $212.05B | 357 | 2026-03-31 | → |
| 15 | HARBOURVEST PARTNERS, LLC | BOSTON | 109846 | $191.18B | 1,204 | 2026-05-31 | → |
| 16 | ACADIAN ASSET MANAGEMENT LLC | BOSTON | 106609 | $177.46B | 375 | 2026-05-31 | → |
| 17 | BOSTON MANAGEMENT AND RESEARCH | BOSTON | 104853 | $154.73B | 203 | 2026-03-31 | → |
| 18 | NEPC, LLC | BOSTON | 110562 | $152.72B | 379 | 2026-05-31 | → |
| 19 | RHUMBLINE ADVISERS LTD PARTNERSHIP | BOSTON | 107151 | $136.48B | 32 | 2026-03-31 | → |
| 20 | INCOME RESEARCH + MANAGEMENT | BOSTON | 104863 | $130.65B | 218 | 2026-03-31 | → |
| 21 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 22 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 23 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | BOSTON | 124982 | $116.17B | 185 | 2026-06-30 | → |
| 24 | MFS INSTITUTIONAL ADVISORS INC. | BOSTON | 107144 | $113.59B | 1,311 | 2026-03-31 | → |
| 25 | NATIXIS ADVISORS, LLC | BOSTON | 106800 | $108.65B | 412 | 2026-03-31 | → |
| 26 | BRACEBRIDGE CAPITAL, LLC | BOSTON | 158343 | $100.35B | 168 | 2026-03-31 | → |
| 27 | EATON VANCE MANAGEMENT | BOSTON | 104859 | $97.02B | 219 | 2026-05-31 | → |
| 28 | BAIN CAPITAL PRIVATE EQUITY, LP | BOSTON | 145653 | $96.43B | 919 | 2026-03-31 | → |
| 29 | NUMERIC INVESTORS LLC | BOSTON | 131684 | $94.40B | 54 | 2026-04-30 | → |
| 30 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | BOSTON | 226715 | $92.17B | 2 | 2026-03-31 | → |
| 31 | ADVENT INTERNATIONAL, L.P. | BOSTON | 105673 | $91.63B | 262 | 2026-03-31 | → |
| 32 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | BOSTON | 106220 | $80.97B | 365 | 2026-05-31 | → |
| 33 | BAIN CAPITAL CREDIT, LP | BOSTON | 134852 | $76.30B | 682 | 2026-05-31 | → |
| 34 | ADAGE CAPITAL MANAGEMENT, L.P. | BOSTON | 160679 | $70.44B | 62 | 2026-03-31 | → |
| 35 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | BOSTON | 16009 | $68.59B | 192 | 2026-03-31 | → |
| 36 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON | 312937 | $59.16B | 88 | 2026-05-31 | → |
| 37 | TA ASSOCIATES MANAGEMENT, L.P. | BOSTON | 156699 | $55.07B | 266 | 2026-05-31 | → |
| 38 | BRECKINRIDGE CAPITAL ADVISORS INC | BOSTON | 107143 | $54.28B | 88 | 2026-03-31 | → |
| 39 | GW&K INVESTMENT MANAGEMENT, LLC | BOSTON | 121942 | $52.78B | 177 | 2026-03-31 | → |
| 40 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | BOSTON | 120663 | $50.51B | 190 | 2026-04-30 | → |
| 41 | SCS CAPITAL MANAGEMENT LLC | BOSTON | 122258 | $48.65B | 213 | 2026-03-31 | → |
| 42 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | BOSTON | 145508 | $48.31B | 730 | 2026-03-31 | → |
| 43 | PANAGORA ASSET MANAGEMENT INC | BOSTON | 105201 | $44.13B | 110 | 2026-03-31 | → |
| 44 | SUMMIT PARTNERS, L.P. | BOSTON | 135271 | $42.01B | 218 | 2026-03-31 | → |
| 45 | 55I, LLC | BOSTON | 286620 | $36.74B | 86 | 2026-06-30 | → |
| 46 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 47 | PSG EQUITY L.L.C. | BOSTON | 295103 | $30.18B | 276 | 2026-03-31 | → |
| 48 | BERKSHIRE PARTNERS LLC | BOSTON | 160675 | $29.00B | 152 | 2026-03-31 | → |
| 49 | FEDERATED MDTA LLC | BOSTON | 109355 | $25.95B | 21 | 2026-05-31 | → |
| 50 | THE BAUPOST GROUP, L.L.C. | BOSTON | 109530 | $24.68B | 210 | 2026-03-31 | → |
| 51 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | BOSTON | 146990 | $24.40B | 61 | 2026-03-31 | → |
| 52 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | BOSTON | 104945 | $23.44B | 51 | 2026-04-30 | → |
| 53 | CAPITAL ADVISORS GROUP, INC | BOSTON | 112000 | $23.03B | 33 | 2026-03-31 | → |
| 54 | THL MANAGERS VII, LLC | BOSTON | 171042 | $21.48B | 150 | 2026-06-30 | → |
| 55 | CHARLESBANK CAPITAL PARTNERS, LLC | BOSTON | 160256 | $21.06B | 162 | 2026-04-30 | → |
| 56 | AUDAX MANAGEMENT COMPANY, LLC | BOSTON | 160483 | $20.12B | 319 | 2026-04-30 | → |
| 57 | RWA WEALTH PARTNERS, LLC | BOSTON | 156984 | $19.80B | 178 | 2026-05-31 | → |
| 58 | BERKSHIRE PROPERTY ADVISORS, LLC | BOSTON | 161374 | $19.24B | 226 | 2026-03-31 | → |
| 59 | GREAT HILL PARTNERS, LP | BOSTON | 158158 | $18.99B | 107 | 2026-03-31 | → |
| 60 | FIDELITY DIVERSIFYING SOLUTIONS LLC | BOSTON | 315088 | $18.88B | 44 | 2026-05-31 | → |
| 61 | MACKENZIE INVESTMENTS CORPORATION | BOSTON | 165899 | $18.07B | 16 | 2026-03-31 | → |
| 62 | MERGANSER CAPITAL MANAGEMENT, LLC | BOSTON | 169258 | $17.66B | 32 | 2026-03-31 | → |
| 63 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 64 | BAIN CAPITAL ASSET MANAGEMENT, LP | BOSTON | 183517 | $16.29B | 46 | 2026-03-31 | → |
| 65 | BATTERY MANAGEMENT CORP. | BOSTON | 160921 | $15.61B | 113 | 2026-03-31 | → |
| 66 | WEISS ASSET MANAGEMENT LP | BOSTON | 155564 | $15.56B | 139 | 2026-03-31 | → |
| 67 | CW ADVISORS, LLC | BOSTON | 310873 | $15.22B | 152 | 2026-05-31 | → |
| 68 | ABRY PARTNERS II, LLC | BOSTON | 161154 | $14.90B | 1 | 2026-03-31 | → |
| 69 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | BOSTON | 105161 | $14.20B | 79 | 2026-03-31 | → |
| 70 | ABRAMS CAPITAL MANAGEMENT, L.P. | BOSTON | 155729 | $13.74B | 38 | 2026-03-31 | → |
| 71 | MIROVA US LLC | BOSTON | 300152 | $13.62B | 64 | 2026-03-31 | → |
| 72 | ARCLIGHT CAPITAL PARTNERS, LLC | BOSTON | 161228 | $13.54B | 60 | 2026-03-31 | → |
| 73 | ROCKPOINT GROUP, L.L.C. | BOSTON | 156630 | $13.04B | 112 | 2026-03-31 | → |
| 74 | IMPRESA MANAGEMENT LLC | BOSTON | 168741 | $13.04B | 74 | 2026-06-30 | → |
| 75 | WHALE ROCK CAPITAL MANAGEMENT LLC | BOSTON | 140746 | $12.97B | 31 | 2026-06-30 | → |
| 76 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | BOSTON | 107153 | $12.84B | 109 | 2026-06-30 | → |
| 77 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | BOSTON | 150900 | $12.56B | 79 | 2026-06-30 | → |
| 78 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 79 | MFN PARTNERS MANAGEMENT, LP | BOSTON | 291755 | $12.42B | 17 | 2026-03-31 | → |
| 80 | INTERCONTINENTAL REAL ESTATE CORPORATION | BOSTON | 112332 | $12.18B | 122 | 2026-03-31 | → |
| 81 | BNY MELLON ETF INVESTMENT ADVISER, LLC | BOSTON | 306148 | $11.10B | 3 | 2026-06-30 | → |
| 82 | BALLYROCK INVESTMENT ADVISORS LLC | BOSTON | 115324 | $10.99B | 5 | 2026-03-31 | → |
| 83 | SHEPHERD KAPLAN KROCHUK, LLC | BOSTON | 127304 | $10.88B | 34 | 2026-03-31 | → |
| 84 | SHEPHERD KAPLAN LLC | BOSTON | 128244 | $10.16B | 42 | 2026-03-31 | → |
| 85 | CHOATE INVESTMENT ADVISORS LLC | BOSTON | 106109 | $10.05B | 34 | 2026-03-31 | → |
| 86 | BAIN CAPITAL REAL ESTATE, LP | BOSTON | 291809 | $10.00B | 125 | 2026-06-30 | → |
| 87 | WELCH & FORBES LLC | BOSTON | 115119 | $9.90B | 55 | 2026-05-31 | → |
| 88 | BAIN CAPITAL VENTURES, LP | BOSTON | 145652 | $9.84B | 97 | 2026-03-31 | → |
| 89 | FRONTIER CAPITAL MANAGEMENT CO LLC | BOSTON | 106274 | $9.60B | 38 | 2026-03-31 | → |
| 90 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | BOSTON | 301896 | $9.38B | 209 | 2026-03-31 | → |
| 91 | CABOT PROPERTIES L.P. | BOSTON | 118729 | $9.11B | 157 | 2026-03-31 | → |
| 92 | HIGHVISTA STRATEGIES LLC | BOSTON | 155759 | $9.10B | 80 | 2026-03-31 | → |
| 93 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 94 | ATREIDES MANAGEMENT, LP | BOSTON | 301152 | $8.94B | 26 | 2026-05-31 | → |
| 95 | TIAA KASPICK, LLC | BOSTON | 104554 | $8.74B | 115 | 2026-06-30 | → |
| 96 | AUREUS ASSET MANAGEMENT, LLC | BOSTON | 136674 | $8.40B | 14 | 2026-03-31 | → |
| 97 | BATTERY GLOBAL ADVISORS, LLC | BOSTON | 158508 | $8.37B | 38 | 2026-06-30 | → |
| 98 | CAMBRIDGE ASSOCIATES LIMITED, LLC | BOSTON | 106003 | $8.20B | 15 | 2026-03-31 | → |
| 99 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 100 | BV INVESTMENT PARTNERS, L.P. | BOSTON | 159349 | $7.94B | 47 | 2026-03-31 | → |
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