Vault-13

Managers in Concord, MA

United States · 229 asset managers within 25 km (8 in Concord itself) · 168 wealth managers, banks and others

ConcordBostonWellesley 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 · Hingham, MA 10 · Woburn, MA 8 · Westwood, MA 7

Asset managers in and around Concord

#Manager People here Assets Visa salary
101 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
102 KAILASH CAPITAL RESEARCH LLC Waltham office
103 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
104 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
105 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
106 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
107 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
108 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Waltham, Cambridge TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn 2 offices $419.2bn
109 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
110 Empower Advisory Group, LLC mutual funds, wealth · Waltham Empower Advisory Group, LLC · 2 related pages $195.4bn office $195.4bn
111 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
112 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Watertown SANTANDER SECURITIES · 10 related pages $159.9bn office $159.9bn
113 OSAIC HOLDINGS, INC. private equity, wealth · Waltham CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
114 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
115 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
116 BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn office $8.3bn
117 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
118 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
119 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
120 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
121 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
122 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
123 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
124 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
125 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
126 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
127 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
128 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
129 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
130 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
131 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
132 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
133 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
134 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
135 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
136 M3 Advisory Group, LLC Needham Heights $192.8m based here $192.8m
137 Aspire Wealth Management Corp Waltham $185.8m based here $185.8m
138 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
139 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
140 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
141 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
142 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
143 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
144 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
145 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
146 COMMONS CAPITAL, LLC Needham Heights $142.9m based here $142.9m
147 SALEM CAPITAL MANAGEMENT INC Woburn $126.3m based here $126.3m
148 Financially in Tune, LLC Stoneham $116.3m based here $116.3m
149 Applied Fundamental Research, LLC Cambridge $84.5m based here $84.5m
150 MATRIX IX MANAGEMENT CO. LLC Cambridge $59.2m based here $59.2m

229 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.