Vault-13

Managers in Acton, MA

United States · 120 asset managers within 25 km (1 in Acton itself) · 129 wealth managers, banks and others

ActonBostonWellesley HillsWestwoodBurlingtonQuincyCantonWakefieldRidgefieldRedding
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 · Concord, MA 8 · Woburn, MA 8 · Westwood, MA 7

Asset managers in and around Acton

#Manager People here Assets Visa salary
51 Kimmeridge Energy Management Company, LLC private equity, futures · Wellesley Hills $6.3bn 1 $6.3bn
52 Mayflower Financial Advisors, LLC private equity, institutions · Auburndale $5.8bn 1 $5.8bn
53 ACRES real estate · Acton $4.4bn 1 $4.4bn
54 PEAR TREE ADVISORS INC mutual funds · Lincoln $2.6bn about 1main office $2.6bn
55 Wellesley Asset Management hedge funds, mutual funds · Wellesley $2.0bn 1 $2.0bn
56 NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn 1 $1.4bn
57 Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m 1 $977.6m
58 PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m 1 $68.1m
59 USI SECURITIES, INC. Woburn 1
60 HEADWAY CAPITAL PARTNERS LLP private equity · Concord 1
61 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
62 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
63 KAILASH CAPITAL RESEARCH LLC Waltham office
64 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
65 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Wellesley Hills MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
66 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Wellesley Hills EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
67 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Lincoln FIDUCIARY TRUST INTERNATIONAL LLC · 29 related pages $509.5bn office $509.5bn
68 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Waltham TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
69 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Burlington, Woburn ESHEL BOT · 70 related pages $368.7bn 2 offices $368.7bn
70 Empower Advisory Group, LLC mutual funds, wealth · Waltham Empower Advisory Group, LLC · 2 related pages $195.4bn office $195.4bn
71 OSAIC HOLDINGS, INC. private equity, wealth · Waltham CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
72 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
73 BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn office $8.3bn
74 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
75 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
76 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
77 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
78 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
79 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
80 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
81 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
82 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
83 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
84 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
85 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
86 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
87 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
88 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
89 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
90 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
91 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
92 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
93 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
94 SALEM CAPITAL MANAGEMENT INC Woburn $126.3m based here $126.3m
95 University of Massachusetts Foundation, Inc. asset owner · Newtonville based here
96 AGENT CAPITAL, LLC venture · Waltham office
97 ALTA EQUITY PARTNERS, LLC Concord office
98 AVANTE GLOBAL hedge funds, futures · Wellesley office
99 BLUEIO MANAGEMENT, LLC venture · Burlington office
100 BOSTON SEED CAPITAL MANAGEMENT, L.L.C. venture · Wellesley Hills office

120 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.