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 | |
|---|---|---|---|---|---|---|---|
| 201 | SHELLBACK CAPITAL, LP | BOSTON | 169642 | $1.63B | 10 | 2026-03-31 | → |
| 202 | SILVERARC CAPITAL MANAGEMENT, LLC | BOSTON | 304220 | $1.61B | 9 | 2026-03-31 | → |
| 203 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 204 | CLOUGH CAPITAL PARTNERS, LP | BOSTON | 131257 | $1.51B | 11 | 2026-03-31 | → |
| 205 | CAPITAL IMPACT ADVISORS, LLC | BOSTON | 168313 | $1.49B | 5 | 2026-03-31 | → |
| 206 | TA REALTY LLC | BOSTON | 108586 | $1.48B | 152 | 2026-05-31 | → |
| 207 | PAR CAPITAL MANAGEMENT, INC. | BOSTON | 156596 | $1.47B | 12 | 2026-03-31 | → |
| 208 | ICAPITAL, LLC | BOSTON | 122816 | $1.45B | 9 | 2026-03-31 | → |
| 209 | DIAMETRIC CAPITAL, LP | BOSTON | 288409 | $1.41B | 14 | 2026-03-31 | → |
| 210 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 211 | WEATHERBIE CAPITAL, LLC | BOSTON | 105991 | $1.34B | 7 | 2026-06-30 | → |
| 212 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 213 | BEACON CAPITAL PARTNERS, LLC | BOSTON | 158137 | $1.30B | 101 | 2026-03-31 | → |
| 214 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 215 | PROMETHOS CAPITAL, LLC | BOSTON | 300915 | $1.27B | 6 | 2026-04-30 | → |
| 216 | GREEN CENTURY CAPITAL MANAGEMENT INC | BOSTON | 112442 | $1.26B | 16 | 2025-09-30 | → |
| 217 | SOLEL PARTNERS LP | BOSTON | 305424 | $1.24B | 10 | 2026-03-31 | → |
| 218 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 219 | QTRON INVESTMENTS LLC | BOSTON | 285608 | $1.23B | 7 | 2026-03-31 | → |
| 220 | BROOKNOLL ADVISORS LLC | BOSTON | 298297 | $1.19B | 1 | 2026-03-31 | → |
| 221 | VERDAD ADVISERS, L.P. | BOSTON | 171048 | $1.18B | 8 | 2026-03-31 | → |
| 222 | TELEMARK ASSET MANAGEMENT, LLC | BOSTON | 156770 | $1.14B | 3 | 2026-03-31 | → |
| 223 | THE DE BURLO GROUP, INC. | BOSTON | 153435 | $1.13B | 6 | 2026-03-31 | → |
| 224 | AMUNDI US INVESTMENT ADVISORS LLC | BOSTON | 334151 | $1.13B | 32 | 2026-03-31 | → |
| 225 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 226 | ABRY PARTNERS III, LLC | BOSTON | 323712 | $1.11B | 100 | 2026-03-31 | → |
| 227 | SV HEALTH INVESTORS, LLC | BOSTON | 160933 | $1.08B | 26 | 2026-03-31 | → |
| 228 | DSF ADVISORS, LLC | BOSTON | 283411 | $1.07B | 21 | 2026-03-31 | → |
| 229 | CLEARHAVEN PARTNERS LP | BOSTON | 309219 | $1.04B | 17 | 2026-03-31 | → |
| 230 | EQUALITY ASSET MANAGEMENT, LP | BOSTON | 300710 | $1.03B | 10 | 2026-03-31 | → |
| 231 | ZEVIN ASSET MANAGEMENT, LLC | BOSTON | 165269 | $1.02B | 15 | 2026-03-31 | → |
| 232 | TAC PARTNERS, INC. | BOSTON | 158249 | $983.4M | 18 | 2026-04-30 | → |
| 233 | THORNTREE CAPITAL PARTNERS LP | BOSTON | 283643 | $955.3M | 9 | 2026-03-31 | → |
| 234 | SIRIOS CAPITAL MANAGEMENT, L.P. | BOSTON | 160580 | $937.5M | 15 | 2026-03-31 | → |
| 235 | MIRI CAPITAL MANAGEMENT LLC | BOSTON | 311308 | $929.7M | 10 | 2026-03-31 | → |
| 236 | UNION PARK CAPITAL MANAGEMENT, L.P. | BOSTON | 169842 | $928.5M | 10 | 2026-04-30 | → |
| 237 | RIVERSIDE PARTNERS, LLC | BOSTON | 160754 | $923.7M | 16 | 2026-04-30 | → |
| 238 | LONG WHARF CAPITAL LLC | BOSTON | 158038 | $919.1M | 24 | 2026-04-30 | → |
| 239 | OPENVIEW ADVISORS, LLC | BOSTON | 316766 | $839.0M | 15 | 2026-03-31 | → |
| 240 | DINALE MANAGEMENT, LLC | BOSTON | 312887 | $830.6M | 11 | 2026-05-31 | → |
| 241 | NEW HERITAGE CAPITAL, LLC | BOSTON | 160083 | $830.0M | 15 | 2026-03-31 | → |
| 242 | J.P. MARVEL INVESTMENT ADVISORS, INC. | BOSTON | 144364 | $820.7M | 8 | 2026-03-31 | → |
| 243 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 244 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 245 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 246 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 247 | ASTIRA CAPITAL PARTNERS LP | BOSTON | 327034 | $777.3M | 14 | 2026-03-31 | → |
| 248 | STRIDE CONSUMER PARTNERS LLC | BOSTON | 311501 | $740.3M | 17 | 2026-03-31 | → |
| 249 | BAYHAWK CAPITAL LP | BOSTON | 328829 | $730.8M | 12 | 2026-03-31 | → |
| 250 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 251 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | BOSTON | 109962 | $712.7M | 13 | 2026-03-31 | → |
| 252 | REDWOOD INVESTMENTS, LLC | BOSTON | 133028 | $710.1M | 6 | 2026-05-31 | → |
| 253 | LINCOLN PEAK CAPITAL MANAGEMENT, LLC | BOSTON | 292864 | $706.5M | 12 | 2026-03-31 | → |
| 254 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 255 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 256 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 257 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | BOSTON | 146220 | $636.8M | 4 | 2026-04-30 | → |
| 258 | ROSE PARK ADVISORS, LLC | BOSTON | 162017 | $629.9M | 13 | 2026-04-30 | → |
| 259 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 260 | RIVERVIEW CAPITAL ADVISERS LLC | BOSTON | 140377 | $624.1M | 8 | 2026-04-30 | → |
| 261 | TURAS CAPITAL MANAGEMENT LP | BOSTON | 336516 | $613.5M | 2 | 2026-01-31 | → |
| 262 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 263 | CALLODINE CREDIT MANAGEMENT, LLC | BOSTON | 313165 | $603.0M | 11 | 2026-03-31 | → |
| 264 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 265 | WAVE EQUITY PARTNERS LLC | BOSTON | 170642 | $563.8M | 9 | 2026-03-31 | → |
| 266 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 267 | HARBOURVEST REGISTERED ADVISERS L.P. | BOSTON | 332106 | $538.7M | 1,204 | 2026-04-30 | → |
| 268 | FORT POINT CAPITAL, LLC | BOSTON | 164067 | $522.6M | 18 | 2026-03-31 | → |
| 269 | HASTINGS EQUITY PARTNERS, LLC | BOSTON | 167499 | $498.5M | 13 | 2026-03-31 | → |
| 270 | WPH GP, LLC | BOSTON | 295192 | $488.8M | 11 | 2026-05-31 | → |
| 271 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 272 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | BOSTON | 329886 | $471.6M | 9 | 2026-03-31 | → |
| 273 | PALLADIN CONSUMER RETAIL PARTNERS, LLC | BOSTON | 164689 | $457.3M | 9 | 2026-05-31 | → |
| 274 | SQUARE CIRCLE IA LP | BOSTON | 312718 | $448.9M | 3 | 2026-03-31 | → |
| 275 | EAST BRIDGE CAPITAL MANAGEMENT LP | BOSTON | 167207 | $442.3M | 5 | 2026-02-28 | → |
| 276 | ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC | BOSTON | 285607 | $441.5M | 16 | 2026-03-31 | → |
| 277 | COHERE CAPITAL PARTNERS, LP | BOSTON | 305806 | $440.6M | 7 | 2026-03-31 | → |
| 278 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 279 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 280 | SPRING LANE MANAGEMENT, LLC | BOSTON | 290181 | $424.7M | 16 | 2026-03-31 | → |
| 281 | EMBLEM GROUP, L.P. | BOSTON | 329533 | $419.4M | 16 | 2026-03-31 | → |
| 282 | SUMMIT PARTNERS CREDIT ADVISORS, L.P. | BOSTON | 153195 | $419.0M | 9 | 2026-03-31 | → |
| 283 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 284 | CENTURY EQUITY PARTNERS LLC | BOSTON | 281939 | $378.3M | 3 | 2026-04-30 | → |
| 285 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 286 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 287 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 288 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 289 | NOVO HOLDINGS US INVESTMENT ADVISOR, INC. | BOSTON | 334495 | $338.6M | 25 | 2026-06-30 | → |
| 290 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 291 | LOON LAKE CAPITAL MANAGEMENT LP | BOSTON | 339830 | $336.0M | 6 | 2026-04-30 | → |
| 292 | NORTH RUN CAPITAL, LP | BOSTON | 157922 | $334.5M | 4 | 2026-06-30 | → |
| 293 | BOSTON FAMILY ADVISORS LLC | BOSTON | 299060 | $329.7M | 10 | 2026-03-31 | → |
| 294 | GAME CREEK CAPITAL, LP | BOSTON | 158973 | $329.0M | 10 | 2026-04-30 | → |
| 295 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 296 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 297 | KANAME CAPITAL, L.P. | BOSTON | 300565 | $319.7M | 5 | 2026-04-30 | → |
| 298 | ADVAITA CAPITAL LLC | BOSTON | 325205 | $315.7M | 3 | 2026-06-30 | → |
| 299 | MARATHON WEALTH ADVISORS, LLC | BOSTON | 338006 | $307.8M | 6 | 2026-03-31 | → |
| 300 | IRONWOOD INVESTMENT MANAGEMENT, LLC | BOSTON | 108467 | $278.2M | 8 | 2026-03-31 | → |
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