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
501 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
502 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
503 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
504 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
505 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
506 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
507 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
508 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
509 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
510 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
511 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
512 Tekla Capital Management LLC Boston $2.6bn based here $2.6bn
513 Reynders McVeigh Capital Management, LLC Boston $2.0bn based here $2.0bn
514 NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn based here $1.6bn
515 MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 based here $1.6bn $220,0003 filings
516 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
517 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
518 AMUNDI US institutions · Boston $1.1bn office $1.1bn
519 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
520 Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m office $910.5m
521 CAPITAL GROWTH MANAGEMENT LP Boston $760.6m based here $760.6m
522 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
523 FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m office $750.4m
524 Camber Capital Management LP Boston $717.9m based here $717.9m
525 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
526 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
527 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
528 Single Point Partners, LLC Boston $568.0m based here $568.0m
529 Financial Advisors, LLC Andover $564.3m based here $564.3m
530 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
531 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
532 TRV GP V, LLC Boston $498.2m based here $498.2m
533 NBW CAPITAL LLC Boston $463.6m based here $463.6m
534 TimeScale Financial, Inc. Danvers $463.2m based here $463.2m
535 Cubic Asset Management, LLC Boston $422.4m based here $422.4m
536 Cabot-Wellington, LLC Boston $379.5m based here $379.5m
537 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
538 Lowell Blake & Associates Inc. Boston $354.8m based here $354.8m
539 Monarch Partners Asset Management LLC Boston $338.6m based here $338.6m
540 STANCE CAPITAL LLC Boston $328.2m based here $328.2m
541 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
542 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
543 TRV GP IV, LLC Boston $253.7m based here $253.7m
544 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
545 TRV GP VI, LLC Boston $232.3m based here $232.3m
546 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
547 MWA Asset Management Danvers $221.3m based here $221.3m
548 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
549 Sachetta, LLC Lynnfield $205.7m based here $205.7m
550 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m

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.