Vault-13

Managers in Cambridge, MA

United States · 884 asset managers within 25 km (68 in Cambridge itself) · 401 wealth managers, banks and others

CambridgeBurlingtonHinghamMarbleheadConcordFraminghamMonroeHollistonDanversWindsor
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 · 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 Cambridge

#Manager People here Assets Visa salary
551 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
552 FCPM III SERVICES B.V. venture · Boston FORBION NORTH AMERICA LLC · 3 related pages $750.4m office $750.4m
553 Camber Capital Management LP Boston $717.9m based here $717.9m
554 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
555 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
556 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
557 Single Point Partners, LLC Boston $568.0m based here $568.0m
558 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
559 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
560 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
561 PEDDOCK CAPITAL ADVISORS, LLC Quincy $500.9m based here $500.9m
562 TRV GP V, LLC Boston $498.2m based here $498.2m
563 Napier Financial, LLC Quincy $480.0m based here $480.0m
564 Kelly Financial Services LLC Quincy $467.2m based here $467.2m
565 NBW CAPITAL LLC Boston $463.6m based here $463.6m
566 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
567 One Charles Private Wealth Services, LLC Hingham $433.9m based here $433.9m
568 Cubic Asset Management, LLC Boston $422.4m based here $422.4m
569 Cabot-Wellington, LLC Boston $379.5m based here $379.5m
570 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
571 Lowell Blake & Associates Inc. Boston $354.8m based here $354.8m
572 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
573 Monarch Partners Asset Management LLC Boston $338.6m based here $338.6m
574 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
575 STANCE CAPITAL LLC Boston $328.2m based here $328.2m
576 COMPASS CAPITAL CORP /MA/ /ADV Quincy $307.3m based here $307.3m
577 Fernwood Investment Management, LLC Quincy $287.6m based here $287.6m
578 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
579 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
580 PRW Wealth Management LLC Quincy $262.3m based here $262.3m
581 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
582 TRV GP IV, LLC Boston $253.7m based here $253.7m
583 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
584 TRV GP VI, LLC Boston $232.3m based here $232.3m
585 Gray Private Wealth, LLC Canton $231.4m based here $231.4m
586 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
587 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
588 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
589 Sachetta, LLC Lynnfield $205.7m based here $205.7m
590 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
591 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
592 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
593 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
594 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
595 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
596 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
597 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
598 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
599 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
600 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m

884 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.