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.
Search the full directory by firm name, city, state, CRD number or custodian.
83 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Shepherd Kaplan Krochuk | Boston, MA | $10.88B |
| Shepherd Kaplan | Boston, MA | $10.16B |
| Choate Investment Advisors | Boston, MA | $10.05B |
- Headquarters
- Boston, MA
- Regulatory AUM
- $10.88B
- Headquarters
- Boston, MA
- Regulatory AUM
- $10.16B
- Headquarters
- Boston, MA
- Regulatory AUM
- $10.05B
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 firms headquartered 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.