Research Report · 2026-06-30
Largest Registered Investment Advisers in Massachusetts
Massachusetts SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
645
Total AUM
$20.23T
Median AUM
$826.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 202 | RETIREMENT RESOURCES INVESTMENT CORPORATION | ANDOVER | 47723 | $2.44B | 7 | 2026-04-30 | → |
| 203 | NICHOLS & PRATT ADVISERS LLP | BOSTON | 107113 | $2.43B | 20 | 2026-03-31 | → |
| 204 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 205 | WASHINGTON TRUST ADVISORS, INC. | WELLESLEY | 110407 | $2.39B | 21 | 2026-05-31 | → |
| 206 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 207 | YELLOW WOOD PARTNERS LLC | BOSTON | 161062 | $2.38B | 22 | 2026-03-31 | → |
| 208 | ANCHOR CAPITAL ADVISORS LLC | BOSTON | 105540 | $2.37B | 42 | 2026-03-31 | → |
| 209 | GRANAHAN INVESTMENT MANAGEMENT LLC | WALTHAM | 107745 | $2.36B | 20 | 2026-03-31 | → |
| 210 | BALDWIN WEALTH PARTNERS, LLC | MARION | 105343 | $2.33B | 34 | 2026-06-30 | → |
| 211 | TWELVE POINTS WEALTH MANAGEMENT LLC | CONCORD | 171107 | $2.24B | 25 | 2026-05-31 | → |
| 212 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 213 | FOSTER DYKEMA CABOT & PARTNERS, LLC | WALTHAM | 300282 | $2.22B | 21 | 2026-03-31 | → |
| 214 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | BOSTON | 174433 | $2.20B | 149 | 2026-03-31 | → |
| 215 | HITE HEDGE ASSET MANAGEMENT LLC | BRAINTREE | 160173 | $2.18B | 21 | 2026-03-31 | → |
| 216 | PACIFIC LAKE PARTNERS, L.L.C. | BOSTON | 160377 | $2.18B | 27 | 2026-05-31 | → |
| 217 | PINNACLE PENSION CONSULTANTS LLC | NEEDHAM | 133442 | $2.17B | 3 | 2026-03-31 | → |
| 218 | WESTVIEW CAPITAL MANAGEMENT LLC | BOSTON | 157839 | $2.12B | 20 | 2026-03-31 | → |
| 219 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 220 | DAVIS INVESTMENT VENTURES, LLC | BOSTON | 161888 | $2.05B | 46 | 2026-04-30 | → |
| 221 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 222 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 223 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 224 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 225 | ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC | BOSTON | 174333 | $2.02B | 13 | 2026-03-31 | → |
| 226 | BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC | BOSTON | 156772 | $1.94B | 19 | 2026-06-30 | → |
| 227 | ROSE GROVE CAPITAL MANAGEMENT, LLC | WELLESLEY | 156572 | $1.94B | 15 | 2026-03-31 | → |
| 228 | SHP WEALTH MANAGEMENT, LLC | PLYMOUTH | 174697 | $1.92B | 52 | 2026-06-30 | → |
| 229 | GLOUSTON CAPITAL PARTNERS, LLC | BOSTON | 133792 | $1.90B | 19 | 2026-03-31 | → |
| 230 | VALENCE8 US LP | CAMBRIDGE | 317389 | $1.88B | 8 | 2026-03-31 | → |
| 231 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 232 | ARISTOTLE CAPITAL BOSTON, LLC | BOSTON | 173198 | $1.83B | 9 | 2026-03-31 | → |
| 233 | SAFFORD NICHOLAS H & CO INC | ROCKPORT | 104740 | $1.80B | 8 | 2026-03-31 | → |
| 234 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 235 | NCP GROUP, LP | BOSTON | 293803 | $1.78B | 25 | 2026-03-31 | → |
| 236 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 237 | NEXTECH VENTURES (US) LLC | BOSTON | 316683 | $1.74B | 8 | 2026-03-31 | → |
| 238 | BCPC ADVISORS, LP | BOSTON | 327851 | $1.74B | 682 | 2026-03-31 | → |
| 239 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 240 | GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. | BOSTON | 161579 | $1.72B | 23 | 2026-03-31 | → |
| 241 | OMEGA FUND MANAGEMENT, LLC | BOSTON | 157753 | $1.71B | 21 | 2026-03-31 | → |
| 242 | P/E GLOBAL LLC | BOSTON | 155642 | $1.71B | 62 | 2026-03-31 | → |
| 243 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 244 | ARMSTRONG ADVISORY GROUP INC. | NEEDHAM | 318662 | $1.67B | 22 | 2026-03-31 | → |
| 245 | BAIN CAPITAL PARTNERSHIP STRATEGIES, LP | BOSTON | 297457 | $1.65B | 17 | 2026-03-31 | → |
| 246 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
| 247 | SHELLBACK CAPITAL, LP | BOSTON | 169642 | $1.63B | 10 | 2026-03-31 | → |
| 248 | SILVERARC CAPITAL MANAGEMENT, LLC | BOSTON | 304220 | $1.61B | 9 | 2026-03-31 | → |
| 249 | FIDUCIARY WEALTH PARTNERS, LLC | NEWTON LOWER FALLS | 160696 | $1.54B | 10 | 2026-03-31 | → |
| 250 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 251 | CLOUGH CAPITAL PARTNERS, LP | BOSTON | 131257 | $1.51B | 11 | 2026-03-31 | → |
| 252 | CAPITAL IMPACT ADVISORS, LLC | BOSTON | 168313 | $1.49B | 5 | 2026-03-31 | → |
| 253 | TA REALTY LLC | BOSTON | 108586 | $1.48B | 152 | 2026-05-31 | → |
| 254 | PAR CAPITAL MANAGEMENT, INC. | BOSTON | 156596 | $1.47B | 12 | 2026-03-31 | → |
| 255 | ICAPITAL, LLC | BOSTON | 122816 | $1.45B | 9 | 2026-03-31 | → |
| 256 | BAY COLONY ADVISORY GROUP, INC. | CONCORD | 152583 | $1.43B | 36 | 2026-03-31 | → |
| 257 | WINGATE WEALTH ADVISORS, INC. | LEXINGTON | 105012 | $1.42B | 24 | 2026-03-31 | → |
| 258 | DIAMETRIC CAPITAL, LP | BOSTON | 288409 | $1.41B | 14 | 2026-03-31 | → |
| 259 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 260 | MARINO, STRAM AND ASSOCIATES LLC | BRAINTREE | 107768 | $1.41B | 19 | 2026-06-30 | → |
| 261 | SHEPHERD FINANCIAL PARTNERS, LLC | WINCHESTER | 169093 | $1.38B | 24 | 2026-03-31 | → |
| 262 | FIRST NATIONAL ADVISORS LLC | ROCKLAND | 120859 | $1.37B | 10 | 2025-02-28 | → |
| 263 | EQUITY RESOURCE INVESTMENTS, LLC | CAMBRIDGE | 161186 | $1.34B | 27 | 2026-05-31 | → |
| 264 | WEATHERBIE CAPITAL, LLC | BOSTON | 105991 | $1.34B | 7 | 2026-06-30 | → |
| 265 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 266 | GOLDENX COMPANY | WOBURN | 326730 | $1.32B | 11 | 2026-03-31 | → |
| 267 | BEACON CAPITAL PARTNERS, LLC | BOSTON | 158137 | $1.30B | 101 | 2026-03-31 | → |
| 268 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 269 | PROMETHOS CAPITAL, LLC | BOSTON | 300915 | $1.27B | 6 | 2026-04-30 | → |
| 270 | MONTIS FINANCIAL, LLC | WALTHAM | 163986 | $1.26B | 26 | 2026-03-31 | → |
| 271 | GREEN CENTURY CAPITAL MANAGEMENT INC | BOSTON | 112442 | $1.26B | 16 | 2025-09-30 | → |
| 272 | ALBANY ROAD INVESTMENT ADVISERS, LLC | DEDHAM | 290302 | $1.25B | 25 | 2026-03-31 | → |
| 273 | SOLEL PARTNERS LP | BOSTON | 305424 | $1.24B | 10 | 2026-03-31 | → |
| 274 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 275 | BERKSHIRE MONEY MANAGEMENT, INC. | DALTON | 124873 | $1.23B | 22 | 2026-03-31 | → |
| 276 | QTRON INVESTMENTS LLC | BOSTON | 285608 | $1.23B | 7 | 2026-03-31 | → |
| 277 | CABOT WEALTH MANAGEMENT | BEVERLY | 107327 | $1.22B | 16 | 2026-06-30 | → |
| 278 | OLD IRONSIDES ENERGY, LLC | WALTHAM | 168670 | $1.21B | 13 | 2026-04-30 | → |
| 279 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SPRINGFIELD | 105004 | $1.21B | 6 | 2026-03-31 | → |
| 280 | BROOKNOLL ADVISORS LLC | BOSTON | 298297 | $1.19B | 1 | 2026-03-31 | → |
| 281 | VERDAD ADVISERS, L.P. | BOSTON | 171048 | $1.18B | 8 | 2026-03-31 | → |
| 282 | TELEMARK ASSET MANAGEMENT, LLC | BOSTON | 156770 | $1.14B | 3 | 2026-03-31 | → |
| 283 | THE DE BURLO GROUP, INC. | BOSTON | 153435 | $1.13B | 6 | 2026-03-31 | → |
| 284 | AMUNDI US INVESTMENT ADVISORS LLC | BOSTON | 334151 | $1.13B | 32 | 2026-03-31 | → |
| 285 | MG FINANCIAL LLC | BRAINTREE | 107649 | $1.13B | 9 | 2026-03-31 | → |
| 286 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 287 | ABRY PARTNERS III, LLC | BOSTON | 323712 | $1.11B | 100 | 2026-03-31 | → |
| 288 | O'BRIEN WEALTH PARTNERS LLC | WALTHAM | 105336 | $1.11B | 14 | 2025-07-31 | → |
| 289 | THE FINANCIAL ADVISORS, LLC | ANDOVER | 146680 | $1.11B | 11 | 2025-12-31 | → |
| 290 | STAGE HARBOR FINANCIAL, LLC | WESTWOOD | 289725 | $1.10B | 11 | 2026-03-31 | → |
| 291 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | HINGHAM | 286635 | $1.09B | 7 | 2026-05-31 | → |
| 292 | SV HEALTH INVESTORS, LLC | BOSTON | 160933 | $1.08B | 26 | 2026-03-31 | → |
| 293 | AMERICAN INVESTMENT SERVICES INC | GREAT BARRINGTON | 110043 | $1.07B | 10 | 2026-03-31 | → |
| 294 | DSF ADVISORS, LLC | BOSTON | 283411 | $1.07B | 21 | 2026-03-31 | → |
| 295 | TWIN OAK ETF COMPANY | WELLESLEY | 330365 | $1.06B | 6 | 2026-05-31 | → |
| 296 | CLEARHAVEN PARTNERS LP | BOSTON | 309219 | $1.04B | 17 | 2026-03-31 | → |
| 297 | EQUALITY ASSET MANAGEMENT, LP | BOSTON | 300710 | $1.03B | 10 | 2026-03-31 | → |
| 298 | ZEVIN ASSET MANAGEMENT, LLC | BOSTON | 165269 | $1.02B | 15 | 2026-03-31 | → |
| 299 | EAST COAST ASSET MANAGEMENT, LLC | ESSEX | 147910 | $1.01B | 9 | 2026-06-30 | → |
| 300 | SACHETTA, LLC | LYNNFIELD | 145713 | $1.00B | 25 | 2026-02-28 | → |
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