Managers in Framingham, MA

United States · 162 asset managers within 25 km (5 in Framingham itself) · 154 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 · Hingham, MA 10 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Framingham

#	Manager	People here	Assets
51	SEAMANS CAPITAL MANAGEMENT, LLC private equity · Waltham $170.7m	about 2main office	$170.7m
52	Savior LLC Wellesley Hills $140.2m	about 2main office	$140.2m
53	IBS CAPITAL LLC hedge funds · Medfield $123.0m	about 2main office	$123.0m
54	USA MUTUALS ADVISORS, INC. mutual funds, futures · Concord $62.2m	about 2main office	$62.2m
55	BROOKSTONE WEALTH ADVISORS, LLC Newton Center	2
56	DAHAB ASSOCIATES INC Franklin	2
57	Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Marlborough Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP · 5 related pages $152.1bn	1	$152.1bn
58	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Walpole $39.4bn	1	$39.4bn
59	EQT PARTNERS INC. Waltham $39.2bn	1	$39.2bn
60	PDT Partners, LLC hedge funds, futures · Newton Upper Falls $19.2bn	1	$19.2bn
61	VARAGON CAPITAL PARTNERS, L.P. structured credit, mutual funds · Dedham VARAGON CAPITAL PARTNERS, L.P., VCC ADVISORS, LLC $14.0bn	1	$14.0bn
62	Kimmeridge Energy Management Company, LLC private equity, futures · Wellesley Hills $6.3bn	1	$6.3bn
63	ACRES real estate · Acton $4.4bn	1	$4.4bn
64	IMA Advisory Services, Inc. institutions · Newton $3.9bn	1	$3.9bn
65	PEAR TREE ADVISORS INC mutual funds · Lincoln $2.6bn	about 1main office	$2.6bn
66	Wellesley Asset Management hedge funds, mutual funds · Wellesley $2.0bn	1	$2.0bn
67	HOBE MOUNTAIN CAPITAL MANAGEMENT LLC Needham Heights $1.4bn	1	$1.4bn
68	Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m	1	$977.6m
69	CALVERT STREET CAPITAL PARTNERS, INC. private equity · Newton Center $663.1m	1	$663.1m
70	PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m	1	$68.1m
71	AWH FINANCIAL, LLC Norwood	1
72	HEADWAY CAPITAL PARTNERS LLP private equity · Concord	1
73	NEW ERA CAPITAL GP LTD. venture · Newton Highlands	1
74	KKR & CO. INC. hedge funds, private equity, real estate, structured credit and 3 more · Brighton Kohlberg Kravis Roberts & Co. L.P., KKR Credit Advisors (US) LLC · 6 related pages $399.9bn	office	$399.9bn
75	FS/KKR ADVISOR, LLC mutual funds, futures · Brighton $16.1bn	office	$16.1bn
76	L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn	office	$1.3bn
77	MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m	office	$106.6m
78	KAILASH CAPITAL RESEARCH LLC Waltham	office
79	MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn	office	$2.0tn
80	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
81	JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn	office	$1.0tn
82	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
83	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
84	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
85	RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Westwood CITIZENS SECURITIES, INC. · 70 related pages $368.7bn	office	$368.7bn
86	Empower Advisory Group, LLC mutual funds, wealth · Waltham Empower Advisory Group, LLC · 2 related pages $195.4bn	office	$195.4bn
87	FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Needham Heights COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn	office	$181.9bn
88	Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Watertown SANTANDER SECURITIES · 10 related pages $159.9bn	office	$159.9bn
89	OSAIC HOLDINGS, INC. private equity, wealth · Waltham CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
90	SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn	office	$53.5bn
91	CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
92	BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn	office	$8.3bn
93	StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn	office	$5.7bn
94	Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
95	Heritage Financial Services, LLC Westwood $1.2bn	based here	$1.2bn
96	Beaumont Financial Partners, LLC Needham Heights $1.0bn	based here	$1.0bn
97	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m	based here	$902.8m
98	O'Brien Wealth Partners LLC Waltham $756.2m	based here	$756.2m
99	Sensible Financial Planning & Management, LLC. Waltham $550.7m	based here	$550.7m
100	Shorepoint Capital Partners LLC Norwood $502.8m	based here	$502.8m

162 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.