Vault-13

Managers in Boston, MA

United States · 876 asset managers within 25 km (644 in Boston itself) · 390 wealth managers, banks and others

BostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldBedfordRidgefield
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: Cambridge, MA 68 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Andover, MA 10 · Woburn, MA 8 · Concord, MA 8 · Westwood, MA 7

Asset managers in and around Boston

#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 May Hill Capital, LLC Cohasset $478.7m based here $478.7m
558 Kelly Financial Services LLC Quincy $467.2m based here $467.2m
559 NBW CAPITAL LLC Boston $463.6m based here $463.6m
560 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
561 One Charles Private Wealth Services, LLC Hingham $433.9m based here $433.9m
562 Cubic Asset Management, LLC Boston $422.4m based here $422.4m
563 Cabot-Wellington, LLC Boston $379.5m based here $379.5m
564 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
565 Lowell Blake & Associates Inc. Boston $354.8m based here $354.8m
566 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
567 Monarch Partners Asset Management LLC Boston $338.6m based here $338.6m
568 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
569 STANCE CAPITAL LLC Boston $328.2m based here $328.2m
570 COMPASS CAPITAL CORP /MA/ /ADV Quincy $307.3m based here $307.3m
571 Fernwood Investment Management, LLC Quincy $287.6m based here $287.6m
572 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
573 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
574 PRW Wealth Management LLC Quincy $262.3m based here $262.3m
575 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
576 TRV GP IV, LLC Boston $253.7m based here $253.7m
577 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
578 TRV GP VI, LLC Boston $232.3m based here $232.3m
579 Gray Private Wealth, LLC Canton $231.4m based here $231.4m
580 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
581 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
582 Sachetta, LLC Lynnfield $205.7m based here $205.7m
583 North Ground Capital hedge funds · Cohasset $195.6m based here $195.6m
584 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
585 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
586 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
587 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
588 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
589 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
590 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
591 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
592 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
593 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
594 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
595 Clarendon Private LLC Boston $155.6m based here $155.6m
596 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
597 Atlas Venture Advisors, Inc. Boston $143.4m based here $143.4m
598 COMMONS CAPITAL, LLC Needham Heights $142.9m based here $142.9m
599 BAIN CAPITAL VENTURE INVESTORS, LLC Boston $132.8m based here $132.8m
600 Orvieto Partners, L.P. Boston $132.6m based here $132.6m

876 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.