Vault-13

Managers in Lynnfield, MA

United States · 795 asset managers within 25 km (1 in Lynnfield itself) · 341 wealth managers, banks and others

LynnfieldBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWalpoleMonroe
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Boston, MA 644 · Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Burlington, MA 11 · Quincy, MA 11 · Andover, MA 10 · Hingham, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Lynnfield

#Manager People here Assets Visa salary
451 FONTINALIS PARTNERS, LLC venture · Boston 1
452 LUMIRA VENTURES venture · Boston 1
453 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
454 TEN ELEVEN VENTURES, LLC venture · Boston 1
455 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Boston RBC CAPITAL MARKETS, LLC, RBC GLOBAL ASSET MANAGEMENT (U.S.) INC., JONES STREET INVESTMENT PARTNERS, LLC · 23 related pages $590.8bn 3 offices $590.8bn
456 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
457 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
458 FS/KKR ADVISOR, LLC mutual funds, futures · Boston, Brighton $16.1bn 2 offices $16.1bn
459 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
460 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
461 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
462 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
463 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
464 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
465 KAILASH CAPITAL RESEARCH LLC Waltham office
466 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Boston MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
467 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Boston NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
468 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Andover BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
469 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Boston Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
470 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Boston Mercer Investments LLC · 3 related pages $226.0bn office $226.0bn
471 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
472 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Boston STIFEL NICOLAUS & CO INC \MO\, EquityCompass Investment Management · 8 related pages $197.5bn 2 offices $197.5bn
473 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
474 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 2 offices $181.9bn
475 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Boston Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
476 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Boston Cerity Partners LLC · 4 related pages $161.7bn 2 offices $161.7bn
477 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Boston, Watertown SANTANDER SECURITIES · 10 related pages $159.9bn · visa salary $120,000 2 offices $159.9bn $120,00047 filings
478 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Wakefield VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
479 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
480 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
481 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
482 Power Corp of Canada private equity, venture, real estate, institutions and 1 more · Boston PUTNAM INVESTMENTS LLC · 7 related pages $75.7bn based here $75.7bn
483 TORONTO DOMINION BANK wealth, bank or insurer · Andover, Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 2 offices $60.1bn
484 PERPETUAL LIMITED public funds (AU), private equity, mutual funds, FCA fund manager and 1 more · Boston TRILLIUM ASSET MANAGEMENT, LLC · 3 related pages $59.0bn office $59.0bn
485 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Boston OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
486 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
487 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
488 Fiera Capital Corp hedge funds, private equity, real estate, futures and 2 more · Boston Fiera Capital Inc. · 8 related pages $27.6bn office $27.6bn
489 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
490 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
491 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
492 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
493 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
494 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
495 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
496 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
497 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
498 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
499 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
500 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn

795 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.