Vault-13

Managers in Waltham, MA

United States · 868 asset managers within 25 km (24 in Waltham itself) · 378 wealth managers, banks and others

WalthamBostonWellesley HillsWestwoodBurlingtonQuincyCantonWakefieldBedfordRidgefield
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 · 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 · Westwood, MA 7

Asset managers in and around Waltham

#Manager People here Assets Visa salary
501 Empower Advisory Group, LLC mutual funds, wealth · Waltham, Boston Empower Advisory Group, LLC · 2 related pages $195.4bn 2 offices $195.4bn
502 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
503 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
504 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
505 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
506 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
507 Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
508 OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
509 Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
510 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
511 TORONTO DOMINION BANK wealth, bank or insurer · Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
512 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
513 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
514 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
515 Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
516 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
517 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
518 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
519 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn based here $6.9bn
520 SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn office $5.7bn
521 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
522 Bain Capital Investors LLC Boston $4.8bn based here $4.8bn
523 HARVARD MANAGEMENT CO INC Boston $4.3bn based here $4.3bn
524 PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn based here $3.4bn
525 BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn based here $3.3bn
526 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
527 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn office $2.8bn
528 PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 based here $2.8bn $170,1003 filings
529 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
530 Tekla Capital Management LLC Boston $2.6bn based here $2.6bn
531 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
532 Reynders McVeigh Capital Management, LLC Boston $2.0bn based here $2.0bn
533 NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn based here $1.6bn
534 MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 based here $1.6bn $220,0003 filings
535 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
536 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
537 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
538 AMUNDI US institutions · Boston $1.1bn office $1.1bn
539 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
540 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
541 Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m office $910.5m
542 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
543 CAPITAL GROWTH MANAGEMENT LP Boston $760.6m based here $760.6m
544 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
545 FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m office $750.4m
546 Camber Capital Management LP Boston $717.9m based here $717.9m
547 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
548 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
549 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
550 Single Point Partners, LLC Boston $568.0m based here $568.0m

868 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.