Vault-13

Managers in Belmont, MA

United States · 874 asset managers within 25 km (1 in Belmont itself) · 378 wealth managers, banks and others

BelmontBostonWellesley 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 · 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 Belmont

#Manager People here Assets Visa salary
551 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
552 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
553 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
554 PEDDOCK CAPITAL ADVISORS, LLC Quincy $500.9m based here $500.9m
555 TRV GP V, LLC Boston $498.2m based here $498.2m
556 Napier Financial, LLC Quincy $480.0m based here $480.0m
557 Kelly Financial Services LLC Quincy $467.2m based here $467.2m
558 NBW CAPITAL LLC Boston $463.6m based here $463.6m
559 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
560 Cubic Asset Management, LLC Boston $422.4m based here $422.4m
561 Cabot-Wellington, LLC Boston $379.5m based here $379.5m
562 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
563 Lowell Blake & Associates Inc. Boston $354.8m based here $354.8m
564 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
565 Monarch Partners Asset Management LLC Boston $338.6m based here $338.6m
566 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
567 STANCE CAPITAL LLC Boston $328.2m based here $328.2m
568 COMPASS CAPITAL CORP /MA/ /ADV Quincy $307.3m based here $307.3m
569 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
570 Fernwood Investment Management, LLC Quincy $287.6m based here $287.6m
571 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
572 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
573 PRW Wealth Management LLC Quincy $262.3m based here $262.3m
574 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
575 TRV GP IV, LLC Boston $253.7m based here $253.7m
576 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
577 TRV GP VI, LLC Boston $232.3m based here $232.3m
578 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
579 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
580 Sachetta, LLC Lynnfield $205.7m based here $205.7m
581 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
582 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
583 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
584 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
585 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
586 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
587 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
588 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
589 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
590 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
591 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
592 Clarendon Private LLC Boston $155.6m based here $155.6m
593 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
594 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
595 Atlas Venture Advisors, Inc. Boston $143.4m based here $143.4m
596 COMMONS CAPITAL, LLC Needham Heights $142.9m based here $142.9m
597 BAIN CAPITAL VENTURE INVESTORS, LLC Boston $132.8m based here $132.8m
598 Orvieto Partners, L.P. Boston $132.6m based here $132.6m
599 Osbon Capital Management LLC Boston $127.5m based here $127.5m
600 SALEM CAPITAL MANAGEMENT INC Woburn $126.3m based here $126.3m

874 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.