Vault-13

Managers in Stoneham, MA

United States · 850 asset managers within 25 km (1 in Stoneham itself) · 387 wealth managers, banks and others

StonehamBostonWellesley 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 Stoneham

#Manager People here Assets Visa salary
501 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
502 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
503 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
504 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
505 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
506 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
507 TORONTO DOMINION BANK wealth, bank or insurer · Boston, Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn 2 offices $60.1bn
508 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
509 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
510 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
511 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
512 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
513 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
514 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
515 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
516 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
517 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
518 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
519 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
520 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
521 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
522 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
523 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
524 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
525 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
526 Tekla Capital Management LLC Boston $2.6bn based here $2.6bn
527 Reynders McVeigh Capital Management, LLC Boston $2.0bn based here $2.0bn
528 NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn based here $1.6bn
529 MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 based here $1.6bn $220,0003 filings
530 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
531 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
532 AMUNDI US institutions · Boston $1.1bn office $1.1bn
533 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
534 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
535 Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m office $910.5m
536 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
537 CAPITAL GROWTH MANAGEMENT LP Boston $760.6m based here $760.6m
538 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
539 FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m office $750.4m
540 Camber Capital Management LP Boston $717.9m based here $717.9m
541 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
542 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
543 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
544 Single Point Partners, LLC Boston $568.0m based here $568.0m
545 Financial Advisors, LLC Andover $564.3m based here $564.3m
546 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
547 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
548 TRV GP V, LLC Boston $498.2m based here $498.2m
549 NBW CAPITAL LLC Boston $463.6m based here $463.6m
550 TimeScale Financial, Inc. Danvers $463.2m based here $463.2m

850 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.