Firms by city
Registered investment advisers in Boston, MA
83 SEC-registered advisers headquartered in Boston, listed by regulatory assets under management as reported on Form ADV.
83 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Fidelity Management & ResearchCRD 108281 | Boston, MA | $5685.04B | 744 | 36,650 |
| Geode Capital ManagementCRD 115504 | Boston, MA | $1736.52B | 37 | 165 |
| Wellington ManagementCRD 106595 | Boston, MA | $1428.05B | 497 | 1,559 |
| Ssga Funds ManagementCRD 111242 | Boston, MA | $1420.65B | 220 | 339 |
| Strategic AdvisersCRD 104555 | Boston, MA | $1370.13B | 17,112 | 2,401,763 |
| Massachusetts Financial ServicesCRD 110045 | Boston, MA | $514.05B | 327 | 355 |
| Columbia Management Investment AdvisersCRD 108257 | Boston, MA | $502.40B | 440 | 4,251 |
| Loomis, Sayles &CRD 105377 | Boston, MA | $386.88B | 728 | 24,675 |
| Arrowstreet Capital, Limited PartnershipCRD 111298 | Boston, MA | $351.32B | 102 | 162 |
| Cambridge AssociatesCRD 104942 | Boston, MA | $326.70B | 424 | 604 |
| Manulife Investment Management (us)CRD 106435 | Boston, MA | $228.04B | 146 | 4,861 |
| Mercer InvestmentsCRD 133449 | Boston, MA | $226.04B | 662 | 1,407 |
| John Hancock Investment ManagementCRD 105790 | Boston, MA | $212.05B | 28 | 126 |
| Harbourvest PartnersCRD 109846 | Boston, MA | $191.18B | 296 | 316 |
| Acadian Asset ManagementCRD 106609 | Boston, MA | $177.46B | 125 | 350 |
| Boston Management and ResearchCRD 104853 | Boston, MA | $154.73B | 144 | 72 |
| NepcCRD 110562 | Boston, MA | $152.72B | 132 | 435 |
| Rhumbline Advisers LTD PartnershipCRD 107151 | Boston, MA | $136.48B | 9 | 399 |
| Income Research + ManagementCRD 104863 | Boston, MA | $130.65B | 63 | 937 |
| Putnam Investment ManagementCRD 106629 | Boston, MA | $117.24B | 72 | 16,428 |
| Boston Partners Global InvestorsCRD 124982 | Boston, MA | $116.17B | 59 | 6,982 |
| MFS Institutional AdvisorsCRD 107144 | Boston, MA | $113.59B | 327 | 13,555 |
| Natixis AdvisorsCRD 106800 | Boston, MA | $108.65B | 48 | 115,562 |
| Bracebridge CapitalCRD 158343 | Boston, MA | $100.35B | 59 | 12 |
| Eaton Vance ManagementCRD 104859 | Boston, MA | $97.02B | 160 | 3,826 |
| Bain Capital Private EquityCRD 145653 | Boston, MA | $96.43B | 436 | 36 |
| Numeric InvestorsCRD 131684 | Boston, MA | $94.40B | 45 | 120 |
| Wellington Alternative InvestmentsCRD 226715 | Boston, MA | $92.17B | 1 | 124 |
| Advent InternationalCRD 105673 | Boston, MA | $91.63B | 103 | 133 |
| Grantham Mayo Van Otterloo &CRD 106220 | Boston, MA | $80.97B | 91 | 170 |
| Bain Capital CreditCRD 134852 | Boston, MA | $76.30B | 272 | 185 |
| Adage Capital ManagementCRD 160679 | Boston, MA | $70.44B | 42 | 1 |
| John Hancock Variable Trust AdvisersCRD 16009 | Boston, MA | $68.59B | 28 | 50 |
| Newton Investment Management North AmericaCRD 312937 | Boston, MA | $59.16B | 55 | 160 |
| Ta Associates ManagementCRD 156699 | Boston, MA | $55.07B | 192 | 29 |
| Breckinridge Capital AdvisorsCRD 107143 | Boston, MA | $54.28B | 41 | 18,447 |
| GW&K Investment ManagementCRD 121942 | Boston, MA | $52.78B | 63 | 48,710 |
| Partners Capital Investment GroupCRD 120663 | Boston, MA | $50.51B | 102 | 886 |
| SCS Capital ManagementCRD 122258 | Boston, MA | $48.65B | 99 | 589 |
| Manulife Investment Management Private Markets (us)CRD 145508 | Boston, MA | $48.31B | 119 | 63 |
| Panagora Asset ManagementCRD 105201 | Boston, MA | $44.13B | 44 | 99 |
| Summit PartnersCRD 135271 | Boston, MA | $42.01B | 118 | 87 |
| 55iCRD 286620 | Boston, MA | $36.74B | 85 | 3,522 |
| The Putnam AdvisoryCRD 106631 | Boston, MA | $33.19B | 7 | 91 |
| PSG EquityCRD 295103 | Boston, MA | $30.18B | 154 | 56 |
| Westfield Capital ManagementCRD 146990 | Boston, MA | $29.81B | 19 | 9,391 |
| Berkshire PartnersCRD 160675 | Boston, MA | $29.00B | 93 | 37 |
| Federated MdtaCRD 109355 | Boston, MA | $25.95B | 19 | 2,360 |
| The Baupost GroupCRD 109530 | Boston, MA | $24.68B | 45 | 12 |
| Longfellow Investment ManagementCRD 104945 | Boston, MA | $23.44B | 24 | 161 |
| Capital Advisors GroupCRD 112000 | Boston, MA | $23.03B | 20 | 236 |
| THL Managers VIICRD 171042 | Boston, MA | $21.48B | 92 | 26 |
| Charlesbank Capital PartnersCRD 160256 | Boston, MA | $21.06B | 88 | 50 |
| Audax ManagementCRD 160483 | Boston, MA | $20.12B | 111 | 36 |
| Rwa Wealth PartnersCRD 156984 | Boston, MA | $19.80B | 63 | 6,027 |
| Berkshire Property AdvisorsCRD 161374 | Boston, MA | $19.24B | 75 | 8 |
| Great Hill PartnersCRD 158158 | Boston, MA | $18.99B | 69 | 50 |
| Fidelity Diversifying SolutionsCRD 315088 | Boston, MA | $18.88B | 44 | 35 |
| Mackenzie InvestmentsCRD 165899 | Boston, MA | $18.07B | 10 | 53 |
| Merganser Capital ManagementCRD 169258 | Boston, MA | $17.66B | 11 | 124 |
| Ra Capital ManagementCRD 160174 | Boston, MA | $16.40B | 95 | 13 |
| Bain Capital Asset ManagementCRD 183517 | Boston, MA | $16.29B | 9 | 57 |
| Battery ManagementCRD 160921 | Boston, MA | $15.61B | 70 | 60 |
| Weiss Asset ManagementCRD 155564 | Boston, MA | $15.56B | 64 | 2 |
| CW AdvisorsCRD 310873 | Boston, MA | $15.22B | 89 | 6,542 |
| Abry Partners IICRD 161154 | Boston, MA | $14.90B | 1 | 30 |
| Congress Asset ManagementCRD 105161 | Boston, MA | $14.20B | 28 | 8,312 |
| Abrams Capital ManagementCRD 155729 | Boston, MA | $13.74B | 6 | 8 |
| Mirova USCRD 300152 | Boston, MA | $13.62B | 37 | 24 |
| Arclight Capital PartnersCRD 161228 | Boston, MA | $13.54B | 31 | 22 |
| Rockpoint GroupCRD 156630 | Boston, MA | $13.04B | 40 | 39 |
| Impresa ManagementCRD 168741 | Boston, MA | $13.04B | 73 | 43 |
| Whale Rock Capital ManagementCRD 140746 | Boston, MA | $12.97B | 10 | 19 |
| Loring, Wolcott & Coolidge Fiduciary AdvisorsCRD 107153 | Boston, MA | $12.84B | 13 | 3,290 |
| First Eagle Alternative CreditCRD 150900 | Boston, MA | $12.56B | 42 | 72 |
| Appleton PartnersCRD 110049 | Boston, MA | $12.55B | 31 | 6,112 |
| MFN Partners ManagementCRD 291755 | Boston, MA | $12.42B | 7 | 1 |
| Intercontinental Real EstateCRD 112332 | Boston, MA | $12.18B | 39 | 2 |
| BNY Mellon ETF Investment AdviserCRD 306148 | Boston, MA | $11.10B | 2 | 13 |
| Ballyrock Investment AdvisorsCRD 115324 | Boston, MA | $10.99B | 3 | 24 |
| Shepherd Kaplan KrochukCRD 127304 | Boston, MA | $10.88B | 15 | 213 |
| Shepherd KaplanCRD 128244 | Boston, MA | $10.16B | 24 | 0 |
| Choate Investment AdvisorsCRD 106109 | Boston, MA | $10.05B | 20 | 653 |
Fidelity Management & ResearchCRD 108281$5685.04B
- Headquarters
- Boston, MA
- Advisory staff
- 744
- Clients
- 36,650
Geode Capital ManagementCRD 115504$1736.52B
- Headquarters
- Boston, MA
- Advisory staff
- 37
- Clients
- 165
Wellington ManagementCRD 106595$1428.05B
- Headquarters
- Boston, MA
- Advisory staff
- 497
- Clients
- 1,559
Ssga Funds ManagementCRD 111242$1420.65B
- Headquarters
- Boston, MA
- Advisory staff
- 220
- Clients
- 339
Strategic AdvisersCRD 104555$1370.13B
- Headquarters
- Boston, MA
- Advisory staff
- 17,112
- Clients
- 2,401,763
Massachusetts Financial ServicesCRD 110045$514.05B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 355
Columbia Management Investment AdvisersCRD 108257$502.40B
- Headquarters
- Boston, MA
- Advisory staff
- 440
- Clients
- 4,251
Loomis, Sayles &CRD 105377$386.88B
- Headquarters
- Boston, MA
- Advisory staff
- 728
- Clients
- 24,675
Arrowstreet Capital, Limited PartnershipCRD 111298$351.32B
- Headquarters
- Boston, MA
- Advisory staff
- 102
- Clients
- 162
Cambridge AssociatesCRD 104942$326.70B
- Headquarters
- Boston, MA
- Advisory staff
- 424
- Clients
- 604
Manulife Investment Management (us)CRD 106435$228.04B
- Headquarters
- Boston, MA
- Advisory staff
- 146
- Clients
- 4,861
Mercer InvestmentsCRD 133449$226.04B
- Headquarters
- Boston, MA
- Advisory staff
- 662
- Clients
- 1,407
John Hancock Investment ManagementCRD 105790$212.05B
- Headquarters
- Boston, MA
- Advisory staff
- 28
- Clients
- 126
Harbourvest PartnersCRD 109846$191.18B
- Headquarters
- Boston, MA
- Advisory staff
- 296
- Clients
- 316
Acadian Asset ManagementCRD 106609$177.46B
- Headquarters
- Boston, MA
- Advisory staff
- 125
- Clients
- 350
Boston Management and ResearchCRD 104853$154.73B
- Headquarters
- Boston, MA
- Advisory staff
- 144
- Clients
- 72
NepcCRD 110562$152.72B
- Headquarters
- Boston, MA
- Advisory staff
- 132
- Clients
- 435
Rhumbline Advisers LTD PartnershipCRD 107151$136.48B
- Headquarters
- Boston, MA
- Advisory staff
- 9
- Clients
- 399
Income Research + ManagementCRD 104863$130.65B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 937
Putnam Investment ManagementCRD 106629$117.24B
- Headquarters
- Boston, MA
- Advisory staff
- 72
- Clients
- 16,428
Boston Partners Global InvestorsCRD 124982$116.17B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 6,982
MFS Institutional AdvisorsCRD 107144$113.59B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 13,555
Natixis AdvisorsCRD 106800$108.65B
- Headquarters
- Boston, MA
- Advisory staff
- 48
- Clients
- 115,562
Bracebridge CapitalCRD 158343$100.35B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 12
Eaton Vance ManagementCRD 104859$97.02B
- Headquarters
- Boston, MA
- Advisory staff
- 160
- Clients
- 3,826
Bain Capital Private EquityCRD 145653$96.43B
- Headquarters
- Boston, MA
- Advisory staff
- 436
- Clients
- 36
Numeric InvestorsCRD 131684$94.40B
- Headquarters
- Boston, MA
- Advisory staff
- 45
- Clients
- 120
Wellington Alternative InvestmentsCRD 226715$92.17B
- Headquarters
- Boston, MA
- Advisory staff
- 1
- Clients
- 124
Advent InternationalCRD 105673$91.63B
- Headquarters
- Boston, MA
- Advisory staff
- 103
- Clients
- 133
Grantham Mayo Van Otterloo &CRD 106220$80.97B
- Headquarters
- Boston, MA
- Advisory staff
- 91
- Clients
- 170
Bain Capital CreditCRD 134852$76.30B
- Headquarters
- Boston, MA
- Advisory staff
- 272
- Clients
- 185
Adage Capital ManagementCRD 160679$70.44B
- Headquarters
- Boston, MA
- Advisory staff
- 42
- Clients
- 1
John Hancock Variable Trust AdvisersCRD 16009$68.59B
- Headquarters
- Boston, MA
- Advisory staff
- 28
- Clients
- 50
Newton Investment Management North AmericaCRD 312937$59.16B
- Headquarters
- Boston, MA
- Advisory staff
- 55
- Clients
- 160
Ta Associates ManagementCRD 156699$55.07B
- Headquarters
- Boston, MA
- Advisory staff
- 192
- Clients
- 29
Breckinridge Capital AdvisorsCRD 107143$54.28B
- Headquarters
- Boston, MA
- Advisory staff
- 41
- Clients
- 18,447
GW&K Investment ManagementCRD 121942$52.78B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 48,710
Partners Capital Investment GroupCRD 120663$50.51B
- Headquarters
- Boston, MA
- Advisory staff
- 102
- Clients
- 886
SCS Capital ManagementCRD 122258$48.65B
- Headquarters
- Boston, MA
- Advisory staff
- 99
- Clients
- 589
Manulife Investment Management Private Markets (us)CRD 145508$48.31B
- Headquarters
- Boston, MA
- Advisory staff
- 119
- Clients
- 63
Panagora Asset ManagementCRD 105201$44.13B
- Headquarters
- Boston, MA
- Advisory staff
- 44
- Clients
- 99
Summit PartnersCRD 135271$42.01B
- Headquarters
- Boston, MA
- Advisory staff
- 118
- Clients
- 87
55iCRD 286620$36.74B
- Headquarters
- Boston, MA
- Advisory staff
- 85
- Clients
- 3,522
The Putnam AdvisoryCRD 106631$33.19B
- Headquarters
- Boston, MA
- Advisory staff
- 7
- Clients
- 91
PSG EquityCRD 295103$30.18B
- Headquarters
- Boston, MA
- Advisory staff
- 154
- Clients
- 56
Westfield Capital ManagementCRD 146990$29.81B
- Headquarters
- Boston, MA
- Advisory staff
- 19
- Clients
- 9,391
Berkshire PartnersCRD 160675$29.00B
- Headquarters
- Boston, MA
- Advisory staff
- 93
- Clients
- 37
Federated MdtaCRD 109355$25.95B
- Headquarters
- Boston, MA
- Advisory staff
- 19
- Clients
- 2,360
The Baupost GroupCRD 109530$24.68B
- Headquarters
- Boston, MA
- Advisory staff
- 45
- Clients
- 12
Longfellow Investment ManagementCRD 104945$23.44B
- Headquarters
- Boston, MA
- Advisory staff
- 24
- Clients
- 161
Capital Advisors GroupCRD 112000$23.03B
- Headquarters
- Boston, MA
- Advisory staff
- 20
- Clients
- 236
THL Managers VIICRD 171042$21.48B
- Headquarters
- Boston, MA
- Advisory staff
- 92
- Clients
- 26
Charlesbank Capital PartnersCRD 160256$21.06B
- Headquarters
- Boston, MA
- Advisory staff
- 88
- Clients
- 50
Audax ManagementCRD 160483$20.12B
- Headquarters
- Boston, MA
- Advisory staff
- 111
- Clients
- 36
Rwa Wealth PartnersCRD 156984$19.80B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 6,027
Berkshire Property AdvisorsCRD 161374$19.24B
- Headquarters
- Boston, MA
- Advisory staff
- 75
- Clients
- 8
Great Hill PartnersCRD 158158$18.99B
- Headquarters
- Boston, MA
- Advisory staff
- 69
- Clients
- 50
Fidelity Diversifying SolutionsCRD 315088$18.88B
- Headquarters
- Boston, MA
- Advisory staff
- 44
- Clients
- 35
Mackenzie InvestmentsCRD 165899$18.07B
- Headquarters
- Boston, MA
- Advisory staff
- 10
- Clients
- 53
Merganser Capital ManagementCRD 169258$17.66B
- Headquarters
- Boston, MA
- Advisory staff
- 11
- Clients
- 124
Ra Capital ManagementCRD 160174$16.40B
- Headquarters
- Boston, MA
- Advisory staff
- 95
- Clients
- 13
Bain Capital Asset ManagementCRD 183517$16.29B
- Headquarters
- Boston, MA
- Advisory staff
- 9
- Clients
- 57
Battery ManagementCRD 160921$15.61B
- Headquarters
- Boston, MA
- Advisory staff
- 70
- Clients
- 60
Weiss Asset ManagementCRD 155564$15.56B
- Headquarters
- Boston, MA
- Advisory staff
- 64
- Clients
- 2
CW AdvisorsCRD 310873$15.22B
- Headquarters
- Boston, MA
- Advisory staff
- 89
- Clients
- 6,542
Abry Partners IICRD 161154$14.90B
- Headquarters
- Boston, MA
- Advisory staff
- 1
- Clients
- 30
Congress Asset ManagementCRD 105161$14.20B
- Headquarters
- Boston, MA
- Advisory staff
- 28
- Clients
- 8,312
Abrams Capital ManagementCRD 155729$13.74B
- Headquarters
- Boston, MA
- Advisory staff
- 6
- Clients
- 8
Mirova USCRD 300152$13.62B
- Headquarters
- Boston, MA
- Advisory staff
- 37
- Clients
- 24
Arclight Capital PartnersCRD 161228$13.54B
- Headquarters
- Boston, MA
- Advisory staff
- 31
- Clients
- 22
Rockpoint GroupCRD 156630$13.04B
- Headquarters
- Boston, MA
- Advisory staff
- 40
- Clients
- 39
Impresa ManagementCRD 168741$13.04B
- Headquarters
- Boston, MA
- Advisory staff
- 73
- Clients
- 43
Whale Rock Capital ManagementCRD 140746$12.97B
- Headquarters
- Boston, MA
- Advisory staff
- 10
- Clients
- 19
Loring, Wolcott & Coolidge Fiduciary AdvisorsCRD 107153$12.84B
- Headquarters
- Boston, MA
- Advisory staff
- 13
- Clients
- 3,290
First Eagle Alternative CreditCRD 150900$12.56B
- Headquarters
- Boston, MA
- Advisory staff
- 42
- Clients
- 72
Appleton PartnersCRD 110049$12.55B
- Headquarters
- Boston, MA
- Advisory staff
- 31
- Clients
- 6,112
MFN Partners ManagementCRD 291755$12.42B
- Headquarters
- Boston, MA
- Advisory staff
- 7
- Clients
- 1
Intercontinental Real EstateCRD 112332$12.18B
- Headquarters
- Boston, MA
- Advisory staff
- 39
- Clients
- 2
BNY Mellon ETF Investment AdviserCRD 306148$11.10B
- Headquarters
- Boston, MA
- Advisory staff
- 2
- Clients
- 13
Ballyrock Investment AdvisorsCRD 115324$10.99B
- Headquarters
- Boston, MA
- Advisory staff
- 3
- Clients
- 24
Shepherd Kaplan KrochukCRD 127304$10.88B
- Headquarters
- Boston, MA
- Advisory staff
- 15
- Clients
- 213
Shepherd KaplanCRD 128244$10.16B
- Headquarters
- Boston, MA
- Advisory staff
- 24
- Clients
- 0
Choate Investment AdvisorsCRD 106109$10.05B
- Headquarters
- Boston, MA
- Advisory staff
- 20
- Clients
- 653
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Boston on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.