Vault-13

Managers in Winchester, MA

United States · 869 asset managers within 25 km (1 in Winchester itself) · 393 wealth managers, banks and others

WinchesterBostonWellesley HillsWalthamBedfordWestwoodQuincyCantonRidgefieldRedding
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 Winchester

#Manager People here Assets Visa salary
551 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
552 Bain Capital Prairie, LLC Boston $663.1m based here $663.1m
553 Great Point Wealth Advisors, LLC Boston $619.2m based here $619.2m
554 Single Point Partners, LLC Boston $568.0m based here $568.0m
555 Financial Advisors, LLC Andover $564.3m based here $564.3m
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 TRV GP V, LLC Boston $498.2m based here $498.2m
559 NBW CAPITAL LLC Boston $463.6m based here $463.6m
560 TimeScale Financial, Inc. Danvers $463.2m based here $463.2m
561 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
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 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
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 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
574 TRV GP IV, LLC Boston $253.7m based here $253.7m
575 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
576 TRV GP VI, LLC Boston $232.3m based here $232.3m
577 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
578 MWA Asset Management Danvers $221.3m based here $221.3m
579 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
580 Breed's Hill Capital LLC Charlestown $207.7m based here $207.7m
581 Sachetta, LLC Lynnfield $205.7m based here $205.7m
582 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
583 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
584 WINCAP FINANCIAL LLC Boston $185.2m based here $185.2m
585 PUREfi Wealth, LLC Boston $182.1m based here $182.1m
586 Cox Capital Mgt LLC Andover $179.7m based here $179.7m
587 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
588 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
589 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
590 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
591 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
592 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
593 Clarendon Private LLC Boston $155.6m based here $155.6m
594 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
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

869 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.