Vault-13

Managers in Somerville, MA

United States · 881 asset managers within 25 km (4 in Somerville itself) · 391 wealth managers, banks and others

HinghamMarbleheadHollistonAndoverWindsorGlastonburyWeatogue
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 · Hingham, MA 10 · Andover, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Somerville

#Manager People here Assets Visa salary
551 Camber Capital Management LP Boston $717.9m based here $717.9m
552 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
553 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
554 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
555 Single Point Partners, LLC Boston $568.0m based here $568.0m
556 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
557 ROPES WEALTH ADVISORS LLC Boston $515.3m based here $515.3m
558 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
559 PEDDOCK CAPITAL ADVISORS, LLC Quincy $500.9m based here $500.9m
560 TRV GP V, LLC Boston $498.2m based here $498.2m
561 Napier Financial, LLC Quincy $480.0m based here $480.0m
562 Kelly Financial Services LLC Quincy $467.2m based here $467.2m
563 NBW CAPITAL LLC Boston $463.6m based here $463.6m
564 TimeScale Financial, Inc. Danvers $463.2m based here $463.2m
565 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
566 Cubic Asset Management, LLC Boston $422.4m based here $422.4m
567 Cabot-Wellington, LLC Boston $379.5m based here $379.5m
568 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
569 Lowell Blake & Associates Inc. Boston $354.8m based here $354.8m
570 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
571 Monarch Partners Asset Management LLC Boston $338.6m based here $338.6m
572 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
573 STANCE CAPITAL LLC Boston $328.2m based here $328.2m
574 COMPASS CAPITAL CORP /MA/ /ADV Quincy $307.3m based here $307.3m
575 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
576 Fernwood Investment Management, LLC Quincy $287.6m based here $287.6m
577 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
578 MAD RIVER INVESTORS Boston $267.4m based here $267.4m
579 PRW Wealth Management LLC Quincy $262.3m based here $262.3m
580 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
581 TRV GP IV, LLC Boston $253.7m based here $253.7m
582 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
583 TRV GP VI, LLC Boston $232.3m based here $232.3m
584 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
585 MWA Asset Management Danvers $221.3m based here $221.3m
586 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
587 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
588 Sachetta, LLC Lynnfield $205.7m based here $205.7m
589 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
590 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
591 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
592 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
593 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
594 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
595 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
596 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
597 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
598 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
599 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
600 Clarendon Private LLC Boston $155.6m based here $155.6m

881 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.