Vault-13

Managers in Brookline, MA

United States · 884 asset managers within 25 km (4 in Brookline itself) · 402 wealth managers, banks and others

MedfordBurlingtonHinghamMarbleheadConcordFraminghamMonroeHollistonDanvers
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 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Andover, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Brookline

#Manager People here Assets Visa salary
501 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
502 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
503 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
504 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
505 CITIGROUP INC private equity, real estate, wealth · Boston Citigroup Global Markets Inc. · 13 related pages $215.3bn office $215.3bn
506 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
507 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
508 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston, Needham Heights, Hingham SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 4 offices $181.9bn
509 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
510 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
511 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Boston, Watertown, Quincy SANTANDER SECURITIES · 10 related pages $159.9bn · visa salary $120,000 3 offices $159.9bn $120,00061 filings
512 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
513 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
514 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham, Canton and 1 more CW Advisors, LLC · 6 related pages $85.1bn 4 offices $85.1bn
515 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
516 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
517 TORONTO DOMINION BANK wealth, bank or insurer · Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
518 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
519 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
520 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
521 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
522 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
523 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
524 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
525 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
526 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
527 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
528 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
529 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
530 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
531 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
532 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
533 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
534 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
535 Patriot Financial Group Insurance Agency, LLC institutions · Walpole $2.6bn office $2.6bn
536 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
537 Tekla Capital Management LLC Boston $2.6bn based here $2.6bn
538 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
539 Reynders McVeigh Capital Management, LLC Boston $2.0bn based here $2.0bn
540 NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn based here $1.6bn
541 MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 based here $1.6bn $220,0003 filings
542 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
543 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
544 Liberty Mutual Holding Company Inc. Boston Liberty Mutual Group Asset Management Inc., Liberty Mutual Investment Holdings LLC $1.1bn · visa salary $136,427 based here $1.1bn $136,42713 filings
545 AMUNDI US institutions · Boston $1.1bn office $1.1bn
546 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
547 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
548 Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m office $910.5m
549 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
550 CAPITAL GROWTH MANAGEMENT LP Boston $760.6m based here $760.6m

884 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.