Firms by city
Registered investment advisers in Wellesley, MA
16 SEC-registered advisers headquartered in Wellesley, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
16 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| New England Private Wealth Advisors | Wellesley, MA | $5.09B |
| Washington Trust Advisors | Wellesley, MA | $2.39B |
| Rose Grove Capital Management | Wellesley, MA | $1.94B |
| Twin Oak ETF | Wellesley, MA | $1.06B |
| Empirical Asset Management | Wellesley, MA | $560M |
| Range Rock Capital | Wellesley, MA | $548M |
| Peak Financial Management | Wellesley, MA | $534M |
| Argonautica Private Wealth Management | Wellesley, MA | $533M |
| Arctaris Impact Investors | Wellesley, MA | $347M |
| Fairfield Financial Advisors | Wellesley, MA | $333M |
| The Newcastle Network | Wellesley, MA | $223M |
| Strategic Planning Group | Wellesley, MA | $219M |
| Fulham & Co | Wellesley, MA | $200M |
| Kastel Capital Advisors | Wellesley, MA | $193M |
| Nobscot Investment Management | Wellesley, MA | $164M |
| Savior | Wellesley, MA | $140M |
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $5.09B
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $2.39B
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $1.94B
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $1.06B
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $560M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $548M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $534M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $533M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $347M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $333M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $223M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $219M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $200M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $193M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $164M
- Headquarters
- Wellesley, MA
- Regulatory AUM
- $140M
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 Wellesley 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.