Managers in Bolton, MA

United States · 33 asset managers within 25 km (1 in Bolton itself) · 74 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 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8 · Westwood, MA 7 · Westborough, MA 6

Asset managers in and around Bolton

#	Manager	People here	Assets
1	FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Framingham STRATEGIC ADVISERS LLC · 9 related pages $2.3tn	73	$2.3tn
2	World Investment Advisors institutions · Westborough $71.6bn	16	$71.6bn
3	Twelve Points Wealth Management LLC institutions · Concord $2.2bn	about 13main office	$2.2bn
4	Gallagher Fiduciary Advisors, LLC institutions, futures · Framingham $194.8bn	12	$194.8bn
5	Patriot Financial Group Insurance Agency, LLC institutions · Shrewsbury, Worcester, Westborough $2.6bn	8	$2.6bn
6	ASSET STRATEGY ADVISORS, LLC institutions · Wayland $649.3m	about 8main office	$649.3m
7	Mayflower Financial Advisors, LLC private equity, institutions · Westborough $5.8bn	5	$5.8bn
8	EPG INCORPORATED institutions · Framingham $3.2bn	about 4main office	$3.2bn
9	BTS Asset Management, Inc. mutual funds · Lincoln $144.8m	about 4main office	$144.8m
10	Covalent Partners LLC hedge funds · Concord $117.3m	about 4main office	$117.3m
11	KOHLBERG & COMPANY hedge funds, private equity, structured credit · Concord $17.1bn	2	$17.1bn
12	USA MUTUALS ADVISORS, INC. mutual funds, futures · Concord $62.2m	about 2main office	$62.2m
13	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
14	ACRES real estate · Acton $4.4bn	1	$4.4bn
15	PEAR TREE ADVISORS INC mutual funds · Lincoln $2.6bn	about 1main office	$2.6bn
16	BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC Worcester	about 1main office
17	HEADWAY CAPITAL PARTNERS LLP private equity · Concord	1
18	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
19	BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn	office	$8.3bn
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m	based here	$902.8m
21	WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m	based here	$292.5m
22	J. R. Prunier Capital Management LLC Holden $235.2m	based here	$235.2m
23	Cadence Wealth Management LLC Westborough $223.3m	based here	$223.3m
24	Monument Group Wealth Advisors, LLC Concord $208.3m	based here	$208.3m
25	MELFA WEALTH MANAGEMENT, INC. Westborough $185.5m	based here	$185.5m
26	HANOVER INSURANCE GROUP, INC. bank or insurer · Worcester OPUS INVESTMENT MANAGEMENT INC, HANOVER INSURANCE GROUP, INC. $183.0m	based here	$183.0m
27	Woodside Wealth Management LLC Framingham $143.5m	based here	$143.5m
28	Investment Management Trust, LLC Fitchburg $111.6m	based here	$111.6m
29	ALTA EQUITY PARTNERS, LLC Concord	office
30	BIOVENTURES INVESTORS venture · Westborough	office
31	CANNON CAPITAL, LP private equity · Framingham	office
32	INFLECTION MANAGING PARTNER INC. venture · Ashland	office
33	PEAR TREE PARTNERS, LP private equity · Lincoln	office

33 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.