Firms by state

RIA firms in Massachusetts

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

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

7 cities in this directory

HEADQUARTERS CITIES

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Cities in Massachusetts

A–Z · Number of 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.

Firm	Headquarters	Regulatory AUM
Partners Capital Investment Group	Boston, MA	$50.51B
Vestmark Advisory Solutions	Wakefield, MA	$49.85B
SCS Capital Management	Boston, MA	$48.65B
Manulife Investment Management Private Markets (us)	Boston, MA	$48.31B
General Catalyst Group Management	Cambridge, MA	$45.50B
Panagora Asset Management	Boston, MA	$44.13B
Summit Partners	Boston, MA	$42.01B
55i	Boston, MA	$36.74B
The Putnam Advisory	Boston, MA	$33.19B
PSG Equity	Boston, MA	$30.18B
Westfield Capital Management	Boston, MA	$29.81B
Berkshire Partners	Boston, MA	$29.00B
Federated Mdta	Boston, MA	$25.95B
The Baupost Group	Boston, MA	$24.68B
MML Investment Advisers	Springfield, MA	$24.55B
Integrated Wealth Concepts	Waltham, MA	$23.58B
Longfellow Investment Management	Boston, MA	$23.44B
Capital Advisors Group	Boston, MA	$23.03B
THL Managers VII	Boston, MA	$21.48B
Charlesbank Capital Partners	Boston, MA	$21.06B

Partners Capital Investment Group

Headquarters: Boston, MA
Regulatory AUM: $50.51B

Vestmark Advisory Solutions

Headquarters: Wakefield, MA
Regulatory AUM: $49.85B

SCS Capital Management

Headquarters: Boston, MA
Regulatory AUM: $48.65B

Manulife Investment Management Private Markets (us)

Headquarters: Boston, MA
Regulatory AUM: $48.31B

General Catalyst Group Management

Headquarters: Cambridge, MA
Regulatory AUM: $45.50B

Panagora Asset Management

Headquarters: Boston, MA
Regulatory AUM: $44.13B

Summit Partners

Headquarters: Boston, MA
Regulatory AUM: $42.01B

55i

Headquarters: Boston, MA
Regulatory AUM: $36.74B

The Putnam Advisory

Headquarters: Boston, MA
Regulatory AUM: $33.19B

PSG Equity

Headquarters: Boston, MA
Regulatory AUM: $30.18B

Westfield Capital Management

Headquarters: Boston, MA
Regulatory AUM: $29.81B

Berkshire Partners

Headquarters: Boston, MA
Regulatory AUM: $29.00B

Federated Mdta

Headquarters: Boston, MA
Regulatory AUM: $25.95B

The Baupost Group

Headquarters: Boston, MA
Regulatory AUM: $24.68B

MML Investment Advisers

Headquarters: Springfield, MA
Regulatory AUM: $24.55B

Integrated Wealth Concepts

Headquarters: Waltham, MA
Regulatory AUM: $23.58B

Longfellow Investment Management

Headquarters: Boston, MA
Regulatory AUM: $23.44B

Capital Advisors Group

Headquarters: Boston, MA
Regulatory AUM: $23.03B

THL Managers VII

Headquarters: Boston, MA
Regulatory AUM: $21.48B

Charlesbank Capital Partners

Headquarters: Boston, MA
Regulatory AUM: $21.06B

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.