Managers in Carlisle, MA

United States · 104 asset managers within 25 km (1 in Carlisle itself) · 120 wealth managers, banks and others

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 Carlisle

#	Manager	People here	Assets
51	IMA Advisory Services, Inc. institutions · Newton $3.9bn	1	$3.9bn
52	PEAR TREE ADVISORS INC mutual funds · Lincoln $2.6bn	about 1main office	$2.6bn
53	NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn	1	$1.4bn
54	Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m	1	$977.6m
55	USI SECURITIES, INC. Woburn	1
56	HEADWAY CAPITAL PARTNERS LLP private equity · Concord	1
57	L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn	office	$1.3bn
58	CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m	office	$444.2m
59	KAILASH CAPITAL RESEARCH LLC Waltham	office
60	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
61	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
62	RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Burlington, Medford, Woburn ESHEL BOT · 70 related pages $368.7bn	3 offices	$368.7bn
63	BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Andover BMO Family Office, LLC · 10 related pages $275.2bn	office	$275.2bn
64	Empower Advisory Group, LLC mutual funds, wealth · Waltham Empower Advisory Group, LLC · 2 related pages $195.4bn	office	$195.4bn
65	Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Watertown SANTANDER SECURITIES · 10 related pages $159.9bn	office	$159.9bn
66	Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Wakefield VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn	office	$121.1bn
67	OSAIC HOLDINGS, INC. private equity, wealth · Waltham CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
68	TORONTO DOMINION BANK wealth, bank or insurer · Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn	office	$60.1bn
69	CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
70	BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn	office	$8.3bn
71	StoneX Group Inc. institutions, FCA fund manager, wealth · Reading TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn	office	$5.7bn
72	Henshaw Capital LLC Woburn $3.1bn	based here	$3.1bn
73	RPg Family Wealth Advisory, LLC Burlington $1.1bn	based here	$1.1bn
74	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m	based here	$902.8m
75	O'Brien Wealth Partners LLC Waltham $756.2m	based here	$756.2m
76	Boston Standard Wealth Management, LLC Winchester $689.3m	based here	$689.3m
77	Financial Advisors, LLC Andover $564.3m	based here	$564.3m
78	Sensible Financial Planning & Management, LLC. Waltham $550.7m	based here	$550.7m
79	Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m	office	$361.1m
80	WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m	based here	$292.5m
81	Trevian Wealth Management LLC Weston $234.6m	based here	$234.6m
82	Monument Group Wealth Advisors, LLC Concord $208.3m	based here	$208.3m
83	Aspire Wealth Management Corp Waltham $185.8m	based here	$185.8m
84	Cox Capital Mgt LLC Andover $179.7m	based here	$179.7m
85	HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m	based here	$160.9m
86	Bickling Financial Services, Inc. Lexington $160.2m	based here	$160.2m
87	AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m	based here	$144.3m
88	SALEM CAPITAL MANAGEMENT INC Woburn $126.3m	based here	$126.3m
89	Financially in Tune, LLC Stoneham $116.3m	based here	$116.3m
90	Semanteon Capital Management, LP hedge funds · Newton $22.2m	office	$22.2m
91	University of Massachusetts Foundation, Inc. asset owner · Newtonville	based here
92	AGENT CAPITAL, LLC venture · Waltham	office
93	ALTA EQUITY PARTNERS, LLC Concord	office
94	AVERIN CAPITAL LLC venture · Andover	office
95	BLUEIO MANAGEMENT, LLC venture · Burlington	office
96	COMMONWEALTH VENTURE MANAGEMENT CORP. venture · Woburn	office
97	JNR EQUITY FUND I MANAGER LLC real estate · Waltham	office
98	JNR EQUITY FUND II MANAGER LLC real estate · Waltham	office
99	KEPHA PARTNERS MANAGEMENT LLC venture · Waltham	office
100	NORWICH VENTURES venture · Waltham	office

104 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.