Vault-13

Managers in Walpole, MA

United States · 139 asset managers within 25 km (2 in Walpole itself) · 139 wealth managers, banks and others

WalpoleBostonWellesley HillsWalthamWestwoodBurlingtonCantonWakefieldBedfordNorwalk
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 · Providence, RI 25 · Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Quincy, MA 11 · Burlington, MA 11 · Hingham, MA 10 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Walpole

#Manager People here Assets Visa salary
51 Mayflower Financial Advisors, LLC private equity, institutions · Auburndale $5.8bn 1 $5.8bn
52 IMA Advisory Services, Inc. institutions · Newton $3.9bn 1 $3.9bn
53 Patriot Financial Group Insurance Agency, LLC institutions · Norfolk, Walpole $2.6bn 1main office $2.6bn
54 Wellesley Asset Management hedge funds, mutual funds · Wellesley $2.0bn 1 $2.0bn
55 POLYMER CAPITAL MANAGEMENT (US), LLC futures · Brookline $1.4bn 1 $1.4bn
56 HOBE MOUNTAIN CAPITAL MANAGEMENT LLC Needham Heights $1.4bn 1 $1.4bn
57 CALVERT STREET CAPITAL PARTNERS, INC. private equity · Newton Center $663.1m 1 $663.1m
58 FAMILYWEALTH institutions · North Attleboro $394.6m 1 $394.6m
59 PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m 1 $68.1m
60 AWH FINANCIAL, LLC Norwood 1
61 NEW ERA CAPITAL GP LTD. venture · Newton Highlands 1
62 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
63 FS/KKR ADVISOR, LLC mutual funds, futures · Brighton $16.1bn office $16.1bn
64 MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m office $106.6m
65 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
66 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
67 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
68 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
69 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
70 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
71 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Quincy, Abington SANTANDER SECURITIES · 10 related pages $159.9bn · visa salary $133,000 2 offices $159.9bn $133,00014 filings
72 OSAIC HOLDINGS, INC. private equity, wealth · Canton, Quincy OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn 2 offices $85.1bn
73 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
74 StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
75 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
76 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
77 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
78 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
79 PEDDOCK CAPITAL ADVISORS, LLC Quincy $500.9m based here $500.9m
80 Napier Financial, LLC Quincy $480.0m based here $480.0m
81 Kelly Financial Services LLC Quincy $467.2m based here $467.2m
82 GREAT OAK CAPITAL PARTNERS, LLC South Easton $462.7m based here $462.7m
83 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
84 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
85 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
86 COMPASS CAPITAL CORP /MA/ /ADV Quincy $307.3m based here $307.3m
87 Fernwood Investment Management, LLC Quincy $287.6m based here $287.6m
88 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
89 PRW Wealth Management LLC Quincy $262.3m based here $262.3m
90 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
91 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
92 Gray Private Wealth, LLC Canton $231.4m based here $231.4m
93 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
94 RICHARDSON FINANCIAL SERVICES INC. Medway $176.3m based here $176.3m
95 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
96 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
97 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
98 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
99 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
100 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m

139 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.