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Firms by state

RIA firms in Massachusetts

95 SEC-registered advisers headquartered in Massachusetts. Browse by city or look up a firm.

Search the full directory by firm name, city, state, CRD number or custodian.

Explore by city

Find firms headquartered in Massachusetts. Choose a city to get started.

7 cities in this directory
HEADQUARTERS CITIES
Boston: 83 firmsCambridge: 2 firmsNeedham: 1 firmSpringfield: 2 firmsWakefield: 2 firmsWaltham: 4 firms

Select a dot to see the city and its firms.

City locations are approximate. Counts reflect filed headquarters. 1 city is listed without a map marker.

Map source: U.S. Census

All 95 firms

Ordered by regulatory assets under management, as reported on Form ADV.

Headquarters
Boston, MA
Regulatory AUM
$117.24B
Headquarters
Boston, MA
Regulatory AUM
$116.17B
Headquarters
Springfield, MA
Regulatory AUM
$115.64B
Headquarters
Boston, MA
Regulatory AUM
$113.59B
Headquarters
Boston, MA
Regulatory AUM
$108.65B
Headquarters
Boston, MA
Regulatory AUM
$100.35B
Headquarters
Boston, MA
Regulatory AUM
$97.02B
Headquarters
Boston, MA
Regulatory AUM
$96.43B
Headquarters
Boston, MA
Regulatory AUM
$94.40B
Headquarters
Boston, MA
Regulatory AUM
$92.17B
Headquarters
Boston, MA
Regulatory AUM
$91.63B
Headquarters
Boston, MA
Regulatory AUM
$80.97B
Headquarters
Wellesley Hills, MA
Regulatory AUM
$76.41B
Headquarters
Boston, MA
Regulatory AUM
$76.30B
Headquarters
Boston, MA
Regulatory AUM
$70.44B
Headquarters
Boston, MA
Regulatory AUM
$68.59B
Headquarters
Boston, MA
Regulatory AUM
$59.16B
Headquarters
Boston, MA
Regulatory AUM
$55.07B
Headquarters
Boston, MA
Regulatory AUM
$54.28B
Headquarters
Boston, MA
Regulatory AUM
$52.78B

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 its Form ADV Part 1A lists its headquarters in Massachusetts. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.

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, and Niva Wealth is not affiliated with the firms on it.