Vault-13

Managers in Needham, MA

United States · 870 asset managers within 25 km (2 in Needham itself) · 377 wealth managers, banks and others

NeedhamBostonWalthamWestwoodBurlingtonCantonWakefieldBedfordNorwalkWestport
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 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Needham

#Manager People here Assets Visa salary
501 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boston, Needham Heights SCS Capital Management LLC, COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn 3 offices $181.9bn
502 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
503 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
504 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
505 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
506 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham, Canton and 1 more CW Advisors, LLC · 6 related pages $85.1bn 4 offices $85.1bn
507 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
508 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
509 TORONTO DOMINION BANK wealth, bank or insurer · Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
510 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
511 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
512 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
513 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
514 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
515 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
516 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
517 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
518 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
519 StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
520 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
521 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
522 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
523 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
524 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
525 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
526 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
527 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
528 Tekla Capital Management LLC Boston $2.6bn based here $2.6bn
529 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
530 Reynders McVeigh Capital Management, LLC Boston $2.0bn based here $2.0bn
531 NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn based here $1.6bn
532 MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 based here $1.6bn $220,0003 filings
533 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
534 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
535 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
536 AMUNDI US institutions · Boston $1.1bn office $1.1bn
537 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
538 Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m office $910.5m
539 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
540 CAPITAL GROWTH MANAGEMENT LP Boston $760.6m based here $760.6m
541 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
542 FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m office $750.4m
543 Camber Capital Management LP Boston $717.9m based here $717.9m
544 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
545 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
546 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
547 Single Point Partners, LLC Boston $568.0m based here $568.0m
548 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
549 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
550 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m

870 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.