Managers in Wellesley, MA
United States · 868 asset managers within 25 km (14 in Wellesley itself) · 366 wealth managers, banks and others
Nearby: Boston, MA 644 · Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Needham Heights, MA 13 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8 · Westwood, MA 7
Asset managers in and around Wellesley
| # | Manager | People here |
|---|---|---|
| 501 | Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Boston Cerity Partners LLC · 4 related pages $161.7bn | 2 offices |
| 502 | 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 |
| 503 | Janney Montgomery Scott LLC wealth · Boston JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn | office |
| 504 | OSAIC HOLDINGS, INC. private equity, wealth · Boston, Waltham, Canton and 1 more CW Advisors, LLC · 6 related pages $85.1bn | 4 offices |
| 505 | Canadian Imperial Bank of Commerce wealth, bank or insurer · Boston CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn | office |
| 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 |
| 507 | TORONTO DOMINION BANK wealth, bank or insurer · Boston TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn | office |
| 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 |
| 509 | SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn | office |
| 510 | OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Boston OPPENHEIMER & CO. INC. · 5 related pages $36.7bn | office |
| 511 | Pathstone Holdings, LLC wealth · Boston ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn | office |
| 512 | CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn | office |
| 513 | Fiera Capital Corp hedge funds, private equity, real estate, futures and 2 more · Boston Fiera Capital Inc. · 8 related pages $27.6bn | office |
| 514 | CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · Boston TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn | office |
| 515 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Boston $6.9bn | based here |
| 516 | SOLAMERE CAPITAL, LLC private equity · Boston $5.7bn | office |
| 517 | StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn | office |
| 518 | Bain Capital Investors LLC Boston $4.8bn | based here |
| 519 | HARVARD MANAGEMENT CO INC Boston $4.3bn | based here |
| 520 | PRIO WEALTH LIMITED PARTNERSHIP Boston $3.4bn | based here |
| 521 | BOSTON FINANCIAL MANGEMENT LLC Boston $3.3bn | based here |
| 522 | Henshaw Capital LLC Woburn $3.1bn | based here |
| 523 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. Boston $2.8bn | office |
| 524 | PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston $2.8bn · visa salary $170,100 | based here |
| 525 | FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Boston FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn | office |
| 526 | Tekla Capital Management LLC Boston $2.6bn | based here |
| 527 | Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn | office |
| 528 | Reynders McVeigh Capital Management, LLC Boston $2.0bn | based here |
| 529 | NICHOLS & PRATT ADVISERS LLP /MA Boston $1.6bn | based here |
| 530 | MPM BIOIMPACT LLC Boston $1.6bn · visa salary $220,000 | based here |
| 531 | Flagship Pioneering, LLC venture · Cambridge $1.5bn | office |
| 532 | Heritage Financial Services, LLC Westwood $1.2bn | based here |
| 533 | 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 |
| 534 | AMUNDI US institutions · Boston $1.1bn | office |
| 535 | Beaumont Financial Partners, LLC Needham Heights $1.0bn | based here |
| 536 | Brookmont Capital Management hedge funds · Boston ILA CAPITAL · 2 related pages $910.5m | office |
| 537 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m | based here |
| 538 | CAPITAL GROWTH MANAGEMENT LP Boston $760.6m | based here |
| 539 | O'Brien Wealth Partners LLC Waltham $756.2m | based here |
| 540 | FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m | office |
| 541 | Camber Capital Management LP Boston $717.9m | based here |
| 542 | Boston Standard Wealth Management, LLC Winchester $689.3m | based here |
| 543 | Bain Capital Prairie, LLC Boston $663.1m | based here |
| 544 | Great Point Wealth Advisors, LLC Boston $619.2m | based here |
| 545 | Single Point Partners, LLC Boston $568.0m | based here |
| 546 | Sensible Financial Planning & Management, LLC. Waltham $550.7m | based here |
| 547 | ROPES WEALTH ADVISORS LLC Boston $515.3m | based here |
| 548 | Shorepoint Capital Partners LLC Norwood $502.8m | based here |
| 549 | PEDDOCK CAPITAL ADVISORS, LLC Quincy $500.9m | based here |
| 550 | TRV GP V, LLC Boston $498.2m | based here |
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.