Firms by state
RIA firms in Massachusetts
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Find firms headquartered in Massachusetts. Choose a city to get started.
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Cities in Massachusetts
A–Z · Number of firmsCity locations are approximate. Counts reflect filed headquarters. 1 city is listed without a map marker.
Map source: U.S. CensusAll 95 firms
Ordered by regulatory assets under management, as reported on Form ADV.
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Audax Management | Boston, MA | $20.12B |
| Rwa Wealth Partners | Boston, MA | $19.80B |
| Berkshire Property Advisors | Boston, MA | $19.24B |
| Great Hill Partners | Boston, MA | $18.99B |
| Fidelity Diversifying Solutions | Boston, MA | $18.88B |
| Mackenzie Investments | Boston, MA | $18.07B |
| Merganser Capital Management | Boston, MA | $17.66B |
| Ra Capital Management | Boston, MA | $16.40B |
| Bain Capital Asset Management | Boston, MA | $16.29B |
| Battery Management | Boston, MA | $15.61B |
| Weiss Asset Management | Boston, MA | $15.56B |
| Ballentine Partners | Waltham, MA | $15.32B |
| CW Advisors | Boston, MA | $15.22B |
| Abry Partners II | Boston, MA | $14.90B |
| Congress Asset Management | Boston, MA | $14.20B |
| Abrams Capital Management | Boston, MA | $13.74B |
| Mirova US | Boston, MA | $13.62B |
| Arclight Capital Partners | Boston, MA | $13.54B |
| Blackstone Life Sciences Advisors | Cambridge, MA | $13.19B |
| Rockpoint Group | Boston, MA | $13.04B |
- Headquarters
- Boston, MA
- Regulatory AUM
- $20.12B
- Headquarters
- Boston, MA
- Regulatory AUM
- $19.80B
- Headquarters
- Boston, MA
- Regulatory AUM
- $19.24B
- Headquarters
- Boston, MA
- Regulatory AUM
- $18.99B
- Headquarters
- Boston, MA
- Regulatory AUM
- $18.88B
- Headquarters
- Boston, MA
- Regulatory AUM
- $18.07B
- Headquarters
- Boston, MA
- Regulatory AUM
- $17.66B
- Headquarters
- Boston, MA
- Regulatory AUM
- $16.40B
- Headquarters
- Boston, MA
- Regulatory AUM
- $16.29B
- Headquarters
- Boston, MA
- Regulatory AUM
- $15.61B
- Headquarters
- Boston, MA
- Regulatory AUM
- $15.56B
- Headquarters
- Waltham, MA
- Regulatory AUM
- $15.32B
- Headquarters
- Boston, MA
- Regulatory AUM
- $15.22B
- Headquarters
- Boston, MA
- Regulatory AUM
- $14.90B
- Headquarters
- Boston, MA
- Regulatory AUM
- $14.20B
- Headquarters
- Boston, MA
- Regulatory AUM
- $13.74B
- Headquarters
- Boston, MA
- Regulatory AUM
- $13.62B
- Headquarters
- Boston, MA
- Regulatory AUM
- $13.54B
- Headquarters
- Cambridge, MA
- Regulatory AUM
- $13.19B
- Headquarters
- Boston, MA
- Regulatory AUM
- $13.04B
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.