Firms by city
Registered investment advisers in Wakefield, MA
2 SEC-registered advisers headquartered in Wakefield, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Vestmark Advisory SolutionsCRD 221518 | Wakefield, MA | $49.85B | 25 | 84,069 |
| Sentinel Pension AdvisorsCRD 109901 | Wakefield, MA | $11.94B | 48 | 2,056 |
Vestmark Advisory SolutionsCRD 221518$49.85B
- Headquarters
- Wakefield, MA
- Advisory staff
- 25
- Clients
- 84,069
Sentinel Pension AdvisorsCRD 109901$11.94B
- Headquarters
- Wakefield, MA
- Advisory staff
- 48
- Clients
- 2,056
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 Wakefield 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.