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 | |
|---|---|---|---|---|---|---|---|
| 301 | HERITAGE HOLDING MANAGEMENT, LP | BOSTON | 331677 | $277.7M | 17 | 2026-03-31 | → |
| 302 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 303 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 304 | ATWATER WEALTH MANAGEMENT, INC. | BOSTON | 172749 | $248.2M | 3 | 2026-03-31 | → |
| 305 | ALTERNATIVE FUND ADVISORS, LLC | BOSTON | 313109 | $245.6M | 6 | 2026-03-31 | → |
| 306 | BAIN CAPITAL PUBLIC EQUITY, LP | BOSTON | 145650 | $242.2M | 26 | 2026-03-31 | → |
| 307 | OT MANAGEMENT, LLC | BOSTON | 284192 | $232.4M | 4 | 2026-04-30 | → |
| 308 | NORTH BAY CAPITAL MANAGEMENT, LP | BOSTON | 162782 | $226.3M | — | 2024-12-31 | → |
| 309 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 310 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 311 | COLRAIN CAPITAL LLC | BOSTON | 118098 | $222.2M | 4 | 2026-03-31 | → |
| 312 | JMC MANAGEMENT, LLC | BOSTON | 169235 | $211.9M | 3 | 2026-03-31 | → |
| 313 | ALBERT D MASON INC | BOSTON | 107412 | $210.6M | 7 | 2026-03-31 | → |
| 314 | OSBON CAPITAL MANAGEMENT, LLC | BOSTON | 134731 | $205.3M | 3 | 2026-03-31 | → |
| 315 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 316 | KEENAN, LLC | BOSTON | 285673 | $202.5M | 27 | 2026-04-30 | → |
| 317 | ORVIETO PARTNERS, L.P. | BOSTON | 313475 | $188.6M | 4 | 2026-05-31 | → |
| 318 | EPILOG PARTNERS, LP. | BOSTON | 325368 | $181.6M | 3 | 2026-04-30 | → |
| 319 | WATERMILL MANAGEMENT COMPANY, LLC | BOSTON | 163370 | $178.1M | 13 | 2026-03-31 | → |
| 320 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 321 | LEVATUS LLC | BOSTON | 287811 | $173.9M | 4 | 2026-05-31 | → |
| 322 | SF ADVISORS, LLC | BOSTON | 316518 | $172.5M | 34 | 2026-03-31 | → |
| 323 | WINTHROP SQUARE CAPITAL, L.P. | BOSTON | 321630 | $166.8M | 4 | 2026-02-28 | → |
| 324 | BURRAGE CAPITAL MANAGEMENT LLC | BOSTON | 295382 | $161.1M | 7 | 2024-12-31 | → |
| 325 | BROADWATER CAPITAL MANAGEMENT LLC | BOSTON | 125509 | $161.0M | 1 | 2026-03-31 | → |
| 326 | BLUE MOON CAPITAL MANAGEMENT LLC | BOSTON | 311941 | $159.5M | 9 | 2026-03-31 | → |
| 327 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 328 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 329 | LANDON CAPITAL PARTNERS, LLC | BOSTON | 292398 | $144.8M | 5 | 2026-03-31 | → |
| 330 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 331 | BOSTON PORTFOLIO ADVISERS, LLC | BOSTON | 172374 | $121.5M | 3 | 2026-04-30 | → |
| 332 | RIP ROAD CAPITAL PARTNERS LP | BOSTON | 297998 | $116.8M | 4 | 2025-03-31 | → |
| 333 | BEYOND YOUR HAMMOCK LLC | BOSTON | 168738 | $115.4M | 3 | 2026-06-30 | → |
| 334 | DARDANELLES CAPITAL LP | BOSTON | 323067 | $114.2M | 3 | 2026-03-31 | → |
| 335 | SEQUENTIS CAPITAL LLC | BOSTON | 298533 | $101.5M | 4 | 2026-05-31 | → |
| 336 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 337 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 338 | WINTHROP CAPITAL ADVISORS, LLC | BOSTON | 289487 | $82.4M | 30 | 2026-03-31 | → |
| 339 | WHITNEY PEAK CAPITAL, LP | BOSTON | 300269 | $80.2M | 1 | 2025-03-31 | → |
| 340 | EMERY PARTNERS, LLC | BOSTON | 336787 | $78.4M | 4 | 2026-03-31 | → |
| 341 | ABRY PARTNERS, LLC | BOSTON | 161153 | $69.3M | 3 | 2026-03-31 | → |
| 342 | ENTREPRENEURSHARES LLC | BOSTON | 153615 | $50.4M | 5 | 2026-03-31 | → |
| 343 | SEAPORT GLOBAL ADVISORS, LLC | BOSTON | 154287 | $46.3M | 5 | 2026-03-31 | → |
| 344 | DISCIPLINED ALPHA LLC | BOSTON | 167254 | $36.9M | 3 | 2026-03-31 | → |
| 345 | KUAHIWI MANAGEMENT LLC | BOSTON | 334146 | $21.4M | 5 | 2025-01-31 | → |
| 346 | STACKWELL CAPITAL ADVISERS, LLC | BOSTON | 316298 | $2.3M | 17 | 2026-03-31 | → |
| 347 | ADAPTIVE ADVISERS, LLC | BOSTON | 318716 | $450,000 | 3 | 2026-02-28 | → |
| 348 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
Related Lists
Sleeve348 firms · 2026-06-30