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 | |
|---|---|---|---|---|---|---|---|
| 101 | WGI DM, LLC | BOSTON | 334219 | $7.78B | 6 | 2026-03-31 | → |
| 102 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
| 103 | SPECTRUM EQUITY MANAGEMENT, INC. | BOSTON | 160619 | $7.32B | 80 | 2026-03-31 | → |
| 104 | SILVERSMITH MANAGEMENT, L.P. | BOSTON | 281620 | $7.16B | 38 | 2026-03-31 | → |
| 105 | ALGEBRIS INVESTMENTS (US) INC. | BOSTON | 169236 | $6.94B | 4 | 2026-03-31 | → |
| 106 | SMARTLEAF ASSET MANAGEMENT LLC | BOSTON | 172273 | $6.85B | 18 | 2026-03-31 | → |
| 107 | LMCG INVESTMENTS, LLC | BOSTON | 149936 | $6.83B | 46 | 2026-04-30 | → |
| 108 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | BOSTON | 109641 | $6.74B | 660 | 2026-03-31 | → |
| 109 | THE BOLLARD GROUP LLC | BOSTON | 155317 | $6.72B | 29 | 2026-03-31 | → |
| 110 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | BOSTON | 139068 | $6.48B | 80 | 2026-03-31 | → |
| 111 | ETHOS CAPITAL LP | BOSTON | 306874 | $6.31B | 19 | 2026-03-31 | → |
| 112 | MILLSTREET CAPITAL MANAGEMENT LLC | BOSTON | 161566 | $5.82B | 14 | 2026-03-31 | → |
| 113 | MAYFLOWER FINANCIAL ADVISORS, LLC | BOSTON | 307857 | $5.82B | 33 | 2026-05-31 | → |
| 114 | SOLAMERE CAPITAL, LLC | BOSTON | 156902 | $5.74B | 12 | 2026-03-31 | → |
| 115 | WAINWRIGHT INVESTMENT COUNSEL LLC | BOSTON | 108711 | $5.52B | 17 | 2026-03-31 | → |
| 116 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 117 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 118 | STOCKBRIDGE PARTNERS LLC | BOSTON | 160674 | $5.41B | 20 | 2026-05-31 | → |
| 119 | WELLINGTON FUNDS (US) LLC | BOSTON | 288313 | $5.41B | 2 | 2026-03-31 | → |
| 120 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | BOSTON | 305575 | $5.39B | 48 | 2026-03-31 | → |
| 121 | COVE HILL PARTNERS, L.P. | BOSTON | 288684 | $5.36B | 46 | 2026-03-31 | → |
| 122 | DENHAM CAPITAL MANAGEMENT LP | BOSTON | 156605 | $5.26B | 29 | 2026-03-31 | → |
| 123 | BAYPINE HOLDINGS LP | BOSTON | 311154 | $5.10B | 55 | 2026-03-31 | → |
| 124 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 125 | FINEPOINT CAPITAL LP | BOSTON | 170668 | $5.01B | 23 | 2026-03-31 | → |
| 126 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 127 | GHISALLO CAPITAL MANAGEMENT LLC | BOSTON | 309856 | $4.89B | 39 | 2026-06-30 | → |
| 128 | HILL CITY CAPITAL LP | BOSTON | 306709 | $4.86B | 7 | 2026-04-30 | → |
| 129 | SRB CORPORATION | BOSTON | 161163 | $4.82B | 4 | 2026-03-31 | → |
| 130 | LONGPOINT PARTNERS LP | BOSTON | 283800 | $4.79B | 32 | 2026-03-31 | → |
| 131 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | BOSTON | 175100 | $4.62B | 22 | 2026-03-31 | → |
| 132 | TWIN FOCUS CAPITAL PARTNERS, LLC | BOSTON | 140522 | $4.58B | 37 | 2026-04-30 | → |
| 133 | BOSTON TRUST WALDEN INC. | BOSTON | 111266 | $4.58B | 32 | 2026-03-31 | → |
| 134 | TRILLIUM ASSET MANAGEMENT, LLC | BOSTON | 110901 | $4.31B | 53 | 2026-03-31 | → |
| 135 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | BOSTON | 137342 | $4.23B | 35 | 2026-03-31 | → |
| 136 | POLARIS GROWTH MANAGEMENT, LLC | BOSTON | 297431 | $4.22B | 51 | 2026-04-30 | → |
| 137 | MARTINGALE ASSET MANAGEMENT LP | BOSTON | 108526 | $4.18B | 25 | 2026-03-31 | → |
| 138 | BOSTON COMMON ASSET MANAGEMENT, LLC | BOSTON | 123558 | $4.17B | 39 | 2026-03-31 | → |
| 139 | EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC | BOSTON | 292216 | $4.12B | 43 | 2026-03-31 | → |
| 140 | NEW FRONTIER ADVISORS, LLC | BOSTON | 147181 | $3.99B | 16 | 2026-03-31 | → |
| 141 | CORMORANT ASSET MANAGEMENT, LP | BOSTON | 167820 | $3.84B | 12 | 2026-05-31 | → |
| 142 | HOWLAND CAPITAL MANAGEMENT LLC | BOSTON | 104726 | $3.74B | 35 | 2026-03-31 | → |
| 143 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 144 | LUMINT CORPORATION | BOSTON | 324443 | $3.67B | 14 | 2026-03-31 | → |
| 145 | BCSF ADVISORS, LP | BOSTON | 282092 | $3.65B | 682 | 2026-03-31 | → |
| 146 | MPM ASSET MANAGEMENT LLC | BOSTON | 148467 | $3.56B | 50 | 2026-04-30 | → |
| 147 | JAHD MANAGEMENT COMPANY, LLC | BOSTON | 282189 | $3.56B | 21 | 2026-03-31 | → |
| 148 | DHM PARTNERS LLC | BOSTON | 339223 | $3.55B | 40 | 2026-03-31 | → |
| 149 | PATHLIGHT CAPITAL LP | BOSTON | 291106 | $3.52B | 30 | 2026-03-31 | → |
| 150 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 151 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 152 | INVENOMIC CAPITAL MANAGEMENT LP | BOSTON | 287617 | $3.39B | 17 | 2026-03-31 | → |
| 153 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 154 | FALCON INVESTMENT ADVISORS, LLC | BOSTON | 161548 | $3.27B | 33 | 2026-03-31 | → |
| 155 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 156 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 157 | SVB WEALTH LLC | BOSTON | 172832 | $3.10B | 73 | 2026-03-31 | → |
| 158 | AMPERSAND MANAGEMENT LLC | BOSTON | 161522 | $3.09B | 38 | 2026-03-31 | → |
| 159 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 160 | AEW CAPITAL MANAGEMENT LP | BOSTON | 108633 | $3.02B | 250 | 2026-03-31 | → |
| 161 | COLUMBIA CENT CLO ADVISERS, LLC | BOSTON | 310864 | $3.00B | 24 | 2026-03-31 | → |
| 162 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | BOSTON | 105461 | $2.96B | 5 | 2026-03-31 | → |
| 163 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 164 | LEEWARD INVESTMENTS, LLC | BOSTON | 312557 | $2.87B | 14 | 2026-03-31 | → |
| 165 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | BOSTON | 114922 | $2.84B | 0 | 2026-03-31 | → |
| 166 | MARCUS PARTNERS, LLC | BOSTON | 161326 | $2.68B | 50 | 2026-03-31 | → |
| 167 | SVERICA CAPITAL MANAGEMENT LP | BOSTON | 156956 | $2.46B | 24 | 2026-03-31 | → |
| 168 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 169 | NICHOLS & PRATT ADVISERS LLP | BOSTON | 107113 | $2.43B | 20 | 2026-03-31 | → |
| 170 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 171 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 172 | YELLOW WOOD PARTNERS LLC | BOSTON | 161062 | $2.38B | 22 | 2026-03-31 | → |
| 173 | ANCHOR CAPITAL ADVISORS LLC | BOSTON | 105540 | $2.37B | 42 | 2026-03-31 | → |
| 174 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 175 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | BOSTON | 174433 | $2.20B | 149 | 2026-03-31 | → |
| 176 | PACIFIC LAKE PARTNERS, L.L.C. | BOSTON | 160377 | $2.18B | 27 | 2026-05-31 | → |
| 177 | WESTVIEW CAPITAL MANAGEMENT LLC | BOSTON | 157839 | $2.12B | 20 | 2026-03-31 | → |
| 178 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 179 | DAVIS INVESTMENT VENTURES, LLC | BOSTON | 161888 | $2.05B | 46 | 2026-04-30 | → |
| 180 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 181 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 182 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 183 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 184 | ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC | BOSTON | 174333 | $2.02B | 13 | 2026-03-31 | → |
| 185 | BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC | BOSTON | 156772 | $1.94B | 19 | 2026-06-30 | → |
| 186 | GLOUSTON CAPITAL PARTNERS, LLC | BOSTON | 133792 | $1.90B | 19 | 2026-03-31 | → |
| 187 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 188 | ARISTOTLE CAPITAL BOSTON, LLC | BOSTON | 173198 | $1.83B | 9 | 2026-03-31 | → |
| 189 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 190 | NCP GROUP, LP | BOSTON | 293803 | $1.78B | 25 | 2026-03-31 | → |
| 191 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 192 | NEXTECH VENTURES (US) LLC | BOSTON | 316683 | $1.74B | 8 | 2026-03-31 | → |
| 193 | BCPC ADVISORS, LP | BOSTON | 327851 | $1.74B | 682 | 2026-03-31 | → |
| 194 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 195 | GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. | BOSTON | 161579 | $1.72B | 23 | 2026-03-31 | → |
| 196 | OMEGA FUND MANAGEMENT, LLC | BOSTON | 157753 | $1.71B | 21 | 2026-03-31 | → |
| 197 | P/E GLOBAL LLC | BOSTON | 155642 | $1.71B | 62 | 2026-03-31 | → |
| 198 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 199 | BAIN CAPITAL PARTNERSHIP STRATEGIES, LP | BOSTON | 297457 | $1.65B | 17 | 2026-03-31 | → |
| 200 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
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