Managers in Wakefield, MA
United States · 815 asset managers within 25 km (6 in Wakefield itself) · 352 wealth managers, banks and others
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 |
|---|---|---|
| 501 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn | based here |
| 502 | SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn | office |
| 503 | StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn | 2 offices |
| 504 | Bain Capital Investors LLC Boston $4.8bn | based here |
| 505 | HARVARD MANAGEMENT CO INC Boston $4.3bn | based here |
| 506 | PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn | based here |
| 507 | BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn | based here |
| 508 | Henshaw Capital LLC Woburn $3.1bn | based here |
| 509 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn | office |
| 510 | PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 | based here |
| 511 | FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn | office |
| 512 | Tekla Capital Management LLC Boston $2.6bn | based here |
| 513 | Reynders McVeigh Capital Management, LLC Boston $2.0bn | based here |
| 514 | NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn | based here |
| 515 | MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 | based here |
| 516 | Flagship Pioneering, LLC venture · Cambridge $1.5bn | office |
| 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 |
| 518 | AMUNDI US institutions · Boston $1.1bn | office |
| 519 | RPg Family Wealth Advisory, LLC Burlington $1.1bn | based here |
| 520 | Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m | office |
| 521 | CAPITAL GROWTH MANAGEMENT LP Boston $760.6m | based here |
| 522 | O'Brien Wealth Partners LLC Waltham $756.2m | based here |
| 523 | FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m | office |
| 524 | Camber Capital Management LP Boston $717.9m | based here |
| 525 | Boston Standard Wealth Management, LLC Winchester $689.3m | based here |
| 526 | Bain Capital Prairie, LLC Boston $663.1m | based here |
| 527 | Great Point Wealth Advisors, LLC Boston $619.2m | based here |
| 528 | Single Point Partners, LLC Boston $568.0m | based here |
| 529 | Financial Advisors, LLC Andover $564.3m | based here |
| 530 | Sensible Financial Planning & Management, LLC. Waltham $550.7m | based here |
| 531 | ROPES WEALTH ADVISORS LLC Boston $515.3m | based here |
| 532 | TRV GP V, LLC Boston $498.2m | based here |
| 533 | NBW CAPITAL LLC Boston $463.6m | based here |
| 534 | TimeScale Financial, Inc. Danvers $463.2m | based here |
| 535 | Cubic Asset Management, LLC Boston $422.4m | based here |
| 536 | Cabot-Wellington, LLC Boston $379.5m | based here |
| 537 | Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m | office |
| 538 | Lowell Blake & Associates Inc. Boston $354.8m | based here |
| 539 | Monarch Partners Asset Management LLC Boston $338.6m | based here |
| 540 | STANCE CAPITAL LLC Boston $328.2m | based here |
| 541 | WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m | based here |
| 542 | MAD RIVER INVESTORS Boston $267.4m | based here |
| 543 | TRV GP IV, LLC Boston $253.7m | based here |
| 544 | Trevian Wealth Management LLC Weston $234.6m | based here |
| 545 | TRV GP VI, LLC Boston $232.3m | based here |
| 546 | Finer Wealth Management, Inc. Salem $223.8m | based here |
| 547 | MWA Asset Management Danvers $221.3m | based here |
| 548 | Breed's Hill Capital LLC Charlestown $207.7m | based here |
| 549 | Sachetta, LLC Lynnfield $205.7m | based here |
| 550 | Aspire Wealth Management Corp Waltham $185.8m | based here |
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.