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Start your Watchlist1,094 investment advisory firms are registered with a main office in Massachusetts, together advising $19.28T for 3,961,021 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Boston · SEC-registered
|
$5.69T | 36,650 | 1,427 | Flagged |
| 2 |
Boston · SEC-registered
|
$1.74T | 165 | 194 | Clean |
| 3 |
Boston · SEC-registered
|
$1.43T | 1,559 | 1,868 | Flagged |
| 4 |
Boston · SEC-registered
|
$1.42T | 339 | 241 | Flagged |
| 5 |
Boston · SEC-registered
|
$1.37T | 2,401,763 | 17,112 | Flagged |
| 6 |
Boston · SEC-registered
|
$514.1B | 355 | 1,244 | Flagged |
| 7 |
Boston · SEC-registered
|
$502.4B | 4,251 | 914 | Clean |
| 8 |
Boston · SEC-registered
|
$386.9B | 24,675 | 728 | Flagged |
| 9 |
Boston · SEC-registered
|
$351.3B | 162 | 519 | Flagged |
| 10 |
Boston · SEC-registered
|
$326.7B | 604 | 1,116 | Clean |
| 11 |
Boston · SEC-registered
|
$228.0B | 4,861 | 267 | Flagged |
| 12 |
Boston · SEC-registered
|
$226.0B | 1,407 | 714 | Flagged |
| 13 |
Waltham · SEC-registered
|
$212.7B | 360,488 | 4,200 | Flagged |
| 14 |
Boston · SEC-registered
|
$212.1B | 126 | 357 | Flagged |
| 15 |
Boston · SEC-registered
|
$191.2B | 316 | 1,204 | Clean |
| 16 |
Boston · SEC-registered
|
$177.5B | 350 | 375 | Clean |
| 17 |
Boston · SEC-registered
|
$154.7B | 72 | 203 | Flagged |
| 18 |
Boston · SEC-registered
|
$152.7B | 435 | 379 | Flagged |
| 19 |
Boston · SEC-registered
|
$136.5B | 399 | 32 | Clean |
| 20 |
Boston · SEC-registered
|
$130.7B | 937 | 218 | Clean |
| 21 |
Boston · SEC-registered
|
$117.2B | 16,428 | 139 | Flagged |
| 22 |
Boston · SEC-registered
|
$116.2B | 6,982 | 185 | Clean |
| 23 |
Springfield · SEC-registered
|
$115.6B | 454,836 | 6,976 | Flagged |
| 24 |
Boston · SEC-registered
|
$113.6B | 13,555 | 1,311 | Flagged |
| 25 |
Boston · SEC-registered
|
$108.7B | 115,562 | 412 | Flagged |
| 26 |
Boston · SEC-registered
|
$100.3B | 12 | 168 | Clean |
| 27 |
Boston · SEC-registered
|
$97.0B | 3,826 | 219 | Flagged |
| 28 |
Boston · SEC-registered
|
$96.4B | 36 | 919 | Clean |
| 29 |
Boston · SEC-registered
|
$94.4B | 120 | 54 | Flagged |
| 30 |
Boston · SEC-registered
|
$92.2B | 124 | 2 | Flagged |
| 31 |
Boston · SEC-registered
|
$91.6B | 133 | 262 | Clean |
| 32 |
Boston · SEC-registered
|
$81.0B | 170 | 365 | Flagged |
| 33 |
Wellesley Hills · SEC-registered
|
$76.4B | 280 | 207 | Clean |
| 34 |
Boston · SEC-registered
|
$76.3B | 185 | 682 | Flagged |
| 35 |
Boston · SEC-registered
|
$70.4B | 1 | 62 | Flagged |
| 36 |
Boston · SEC-registered
|
$68.6B | 50 | 192 | Flagged |
| 37 |
Boston · SEC-registered
|
$59.2B | 160 | 88 | Flagged |
| 38 |
Boston · SEC-registered
|
$55.1B | 29 | 266 | Clean |
| 39 |
Boston · SEC-registered
|
$54.3B | 18,447 | 88 | Clean |
| 40 |
Boston · SEC-registered
|
$52.8B | 48,710 | 177 | Clean |
| 41 |
Boston · SEC-registered
|
$50.5B | 886 | 190 | Clean |
| 42 |
Wakefield · SEC-registered
|
$49.9B | 84,069 | 33 | Clean |
| 43 |
Boston · SEC-registered
|
$48.7B | 589 | 213 | Clean |
| 44 |
Boston · SEC-registered
|
$48.3B | 63 | 730 | Flagged |
| 45 |
Cambridge · SEC-registered
|
$45.5B | 49 | 211 | Clean |
| 46 |
Boston · SEC-registered
|
$44.1B | 99 | 110 | Flagged |
| 47 |
Boston · SEC-registered
|
$42.0B | 87 | 218 | Clean |
| 48 |
Boston · SEC-registered
|
$36.7B | 3,522 | 86 | Flagged |
| 49 |
Boston · SEC-registered
|
$33.2B | 91 | 7 | Flagged |
| 50 |
Boston · SEC-registered
|
$30.2B | 56 | 276 | Clean |
| 51 |
Boston · SEC-registered
|
$29.8B | 9,391 | 63 | Clean |
| 52 |
Boston · SEC-registered
|
$29.0B | 37 | 152 | Clean |
| 53 |
Boston · SEC-registered
|
$25.9B | 2,360 | 21 | Clean |
| 54 |
Boston · SEC-registered
|
$24.7B | 12 | 210 | Flagged |
| 55 |
Springfield · SEC-registered
|
$24.5B | 56 | 18 | Flagged |
| 56 |
Waltham · SEC-registered
|
$23.6B | 29,848 | 493 | Clean |
| 57 |
Boston · SEC-registered
|
$23.4B | 161 | 51 | Clean |
| 58 |
Boston · SEC-registered
|
$23.0B | 236 | 33 | Clean |
| 59 |
Boston · SEC-registered
|
$21.5B | 26 | 150 | Clean |
| 60 |
Boston · SEC-registered
|
$21.1B | 50 | 162 | Clean |
| 61 |
Boston · SEC-registered
|
$20.1B | 36 | 319 | Clean |
| 62 |
Boston · SEC-registered
|
$19.8B | 6,027 | 178 | Clean |
| 63 |
Boston · SEC-registered
|
$19.2B | 8 | 226 | Clean |
| 64 |
Boston · SEC-registered
|
$19.0B | 50 | 107 | Clean |
| 65 |
Boston · SEC-registered
|
$18.9B | 35 | 44 | Flagged |
| 66 |
Boston · SEC-registered
|
$18.1B | 53 | 16 | Flagged |
| 67 |
Boston · SEC-registered
|
$17.7B | 124 | 32 | Clean |
| 68 |
Boston · SEC-registered
|
$16.4B | 13 | 185 | Flagged |
| 69 |
Boston · SEC-registered
|
$16.3B | 57 | 46 | Clean |
| 70 |
Boston · SEC-registered
|
$15.6B | 60 | 113 | Clean |
| 71 |
Boston · SEC-registered
|
$15.6B | 2 | 139 | Flagged |
| 72 |
Waltham · SEC-registered
|
$15.3B | 353 | 125 | Clean |
| 73 |
Boston · SEC-registered
|
$15.2B | 6,542 | 152 | Flagged |
| 74 |
Boston · SEC-registered
|
$14.9B | 30 | 1 | Clean |
| 75 |
Boston · SEC-registered
|
$14.2B | 8,312 | 79 | Clean |
| 76 |
Boston · SEC-registered
|
$13.7B | 8 | 38 | Clean |
| 77 |
Boston · SEC-registered
|
$13.6B | 24 | 64 | Flagged |
| 78 |
Boston · SEC-registered
|
$13.5B | 22 | 60 | Clean |
| 79 |
Cambridge · SEC-registered
|
$13.2B | 11 | 31 | Clean |
| 80 |
Boston · SEC-registered
|
$13.0B | 39 | 112 | Clean |
| 81 |
Boston · SEC-registered
|
$13.0B | 43 | 74 | Clean |
| 82 |
Boston · SEC-registered
|
$13.0B | 19 | 31 | Clean |
| 83 |
Newton · SEC-registered
|
$13.0B | 27 | 48 | Clean |
| 84 |
Boston · SEC-registered
|
$12.8B | 3,290 | 109 | Clean |
| 85 |
Boston · SEC-registered
|
$12.6B | 72 | 79 | Clean |
| 86 |
Boston · SEC-registered
|
$12.6B | 6,112 | 59 | Clean |
| 87 |
Boston · SEC-registered
|
$12.4B | 1 | 17 | Clean |
| 88 |
Boston · SEC-registered
|
$12.2B | 2 | 122 | Clean |
| 89 |
Wakefield · SEC-registered
|
$11.9B | 2,056 | 53 | Clean |
| 90 |
Boston · SEC-registered
|
$11.1B | 13 | 3 | Flagged |
| 91 |
Boston · SEC-registered
|
$11.0B | 24 | 5 | Flagged |
| 92 |
Boston · SEC-registered
|
$10.9B | 213 | 34 | Flagged |
| 93 |
Waltham · SEC-registered
|
$10.3B | 25 | 36 | Clean |
| 94 |
Boston · SEC-registered
|
$10.2B | - | 42 | Clean |
| 95 |
Boston · SEC-registered
|
$10.0B | 653 | 34 | Clean |
| 96 |
Boston · SEC-registered
|
$10.0B | 24 | 125 | Clean |
| 97 |
Westwood · SEC-registered
|
$10.0B | 316 | 248 | Clean |
| 98 |
Boston · SEC-registered
|
$9.9B | 699 | 55 | Clean |
| 99 |
Boston · SEC-registered
|
$9.8B | 20 | 97 | Clean |
| 100 |
Lynnfield · SEC-registered
|
$9.7B | 3,054 | 160 | Flagged |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Massachusetts by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.