Vault-13

Managers in Natick, MA

United States · 238 asset managers within 25 km (3 in Natick itself) · 172 wealth managers, banks and others

NatickBostonNeedham HeightsWalthamBurlingtonCantonWakefieldHinghamBedfordMount Kisco
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 · Hingham, MA 10 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8

Asset managers in and around Natick

#Manager People here Assets Visa salary
101 L2 Asset Management, LLC hedge funds, mutual funds, futures · Waltham $1.3bn office $1.3bn
102 MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m office $106.6m
103 KAILASH CAPITAL RESEARCH LLC Waltham office
104 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wellesley Hills MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
105 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
106 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Needham Heights EDWARD JONES · 4 related pages $1.0tn office $1.0tn
107 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
108 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
109 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
110 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Westwood, Medford CITIZENS SECURITIES, INC. · 70 related pages $368.7bn 2 offices $368.7bn
111 Empower Advisory Group, LLC mutual funds, wealth · Waltham Empower Advisory Group, LLC · 2 related pages $195.4bn office $195.4bn
112 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
113 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Watertown SANTANDER SECURITIES · 10 related pages $159.9bn office $159.9bn
114 OSAIC HOLDINGS, INC. private equity, wealth · Waltham, Canton CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
115 SOFTBANK GROUP CORP. private equity, venture, FCA fund manager · Newton Center SOFTBANK, INC. · 5 related pages $53.5bn office $53.5bn
116 CNO Financial Group, Inc. structured credit, institutions, wealth · Waltham BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
117 StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
118 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
119 Flagship Pioneering, LLC venture · Cambridge $1.5bn office $1.5bn
120 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
121 Beaumont Financial Partners, LLC Needham Heights $1.0bn based here $1.0bn
122 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
123 O'Brien Wealth Partners LLC Waltham $756.2m based here $756.2m
124 Sensible Financial Planning & Management, LLC. Waltham $550.7m based here $550.7m
125 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
126 Goodman Advisory Group, LLC Needham Heights $435.0m based here $435.0m
127 Mass General Brigham, Inc venture · Somerville Mass General Brigham, Inc, MASS GENERAL BRIGHAM VENTURES, LLC $361.1m office $361.1m
128 Centerpoint Advisors, LLC Needham Heights $352.2m based here $352.2m
129 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
130 FSA Wealth Management LLC Needham Heights $273.5m based here $273.5m
131 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
132 Trevian Wealth Management LLC Weston $234.6m based here $234.6m
133 Gray Private Wealth, LLC Canton $231.4m based here $231.4m
134 Cadence Wealth Management LLC Westborough $223.3m based here $223.3m
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 MELFA WEALTH MANAGEMENT, INC. Westborough $185.5m based here $185.5m
139 RICHARDSON FINANCIAL SERVICES INC. Medway $176.3m based here $176.3m
140 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
141 Hoffman, Alan N Investment Management Wellesley Hills $169.3m based here $169.3m
142 Aevitas Wealth Management, Inc. Wellesley Hills $169.0m based here $169.0m
143 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
144 HARVEST GROUP WEALTH MANAGEMENT, LLC Waltham $160.9m based here $160.9m
145 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m
146 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
147 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
148 COMMONS CAPITAL, LLC Needham Heights $142.9m based here $142.9m
149 WEBER CAPITAL MANAGEMENT LLC /ADV hedge funds · Dover $120.2m based here $120.2m
150 Bluebird Wealth Management LLC Medfield $115.3m based here $115.3m

238 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.