Vault-13

Managers in Wakefield, MA

United States · 815 asset managers within 25 km (6 in Wakefield itself) · 352 wealth managers, banks and others

WakefieldBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonRidgefieldMedfield
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 Wakefield

#Manager People here Assets Visa salary
451 POWER INNOVATION PARTNERS, L.P. hedge funds, futures · Boston $288.7m 1 $288.7m
452 ATLAS FIDUCIARY SERVICES, INC. institutions · Boston $269.3m 1 $269.3m
453 NORDWAND INVESTMENTS, LLC private equity · Cambridge $44.7m 1 $44.7m
454 VK Services, LLC venture · Boston KHOSLA VENTURES, LLC · 2 related pages $1.0m 1 $1.0m
455 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
456 HARVEST CAPITAL PARTNERS LLC Boston about 1main office
457 USI SECURITIES, INC. Woburn 1
458 CVP MANAGEMENT, INC. venture · Boston, Cambridge 1main office
459 DIGITALIS VENTURES, LLC venture · Boston 1
460 FONTINALIS PARTNERS, LLC venture · Boston 1
461 LUMIRA VENTURES venture · Boston 1
462 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
463 SOUTH BAY PARTNERS LLC hedge funds · Boston 1
464 TEN ELEVEN VENTURES, LLC venture · Boston 1
465 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
466 Rafferty Asset Management, LLC mutual funds, futures · Boston $55.2bn office $55.2bn
467 Altimeter Capital Management, LP hedge funds, venture, futures · Boston $18.8bn office $18.8bn
468 FS/KKR ADVISOR, LLC mutual funds, futures · Boston, Brighton $16.1bn 2 offices $16.1bn
469 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boston ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
470 Long Path Partners LP hedge funds, private equity, futures · Boston $1.7bn office $1.7bn
471 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
472 ANZU PARTNERS, LLC venture · Boston $1.1bn office $1.1bn
473 ARA GC PARTNERS, LLC private equity · Boston $935.9m office $935.9m
474 OPTIMA ASSET MANAGEMENT LP hedge funds · Boston $891.6m office $891.6m
475 KAILASH CAPITAL RESEARCH LLC Waltham office
476 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
477 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
478 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
479 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
480 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
481 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
482 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
483 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
484 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
485 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
486 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
487 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
488 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
489 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
490 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
491 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
492 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
493 TORONTO DOMINION BANK wealth, bank or insurer · Boston, Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 2 offices $60.1bn
494 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
495 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
496 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
497 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
498 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
499 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
500 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn

815 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.