Vault-13

Managers in Lexington, MA

United States · 867 asset managers within 25 km (3 in Lexington itself) · 385 wealth managers, banks and others

LexingtonBostonWellesley HillsWestwoodQuincyCantonWakefieldConcordRidgefieldRedding
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 Lexington

#Manager People here Assets Visa salary
551 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
552 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
553 Single Point Partners, LLC Boston $568.0m based here $568.0m
554 Financial Advisors, LLC Andover $564.3m based here $564.3m
555 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
556 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
557 TRV GP V, LLC Boston $498.2m based here $498.2m
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 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
569 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
570 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
571 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
572 TRV GP IV, LLC Boston $253.7m based here $253.7m
573 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
574 TRV GP VI, LLC Boston $232.3m based here $232.3m
575 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
576 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
577 Sachetta, LLC Lynnfield $205.7m based here $205.7m
578 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
579 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
580 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
581 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
582 Cox Capital Mgt LLC Andover $179.7m based here $179.7m
583 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
584 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
585 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
586 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
587 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
588 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
589 Clarendon Private LLC Boston $155.6m based here $155.6m
590 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
591 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
592 Atlas Venture Advisors, Inc. Boston $143.4m based here $143.4m
593 COMMONS CAPITAL, LLC Needham Heights $142.9m based here $142.9m
594 BAIN CAPITAL VENTURE INVESTORS, LLC Boston $132.8m based here $132.8m
595 Orvieto Partners, L.P. Boston $132.6m based here $132.6m
596 Osbon Capital Management LLC Boston $127.5m based here $127.5m
597 SALEM CAPITAL MANAGEMENT INC Woburn $126.3m based here $126.3m
598 Financially in Tune, LLC Stoneham $116.3m based here $116.3m
599 RUTABAGA CAPITAL MANAGEMENT LLC/MA Boston $114.7m based here $114.7m
600 Verdad Advisers, LP Boston $104.4m based here $104.4m

867 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.