Vault-13

Managers in Franklin, MA

United States · 54 asset managers within 25 km (2 in Franklin itself) · 68 wealth managers, banks and others

FranklinBostonWellesley HillsWalthamWestwoodBurlingtonQuincyWakefieldBedfordGreenwich
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 Franklin

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Smithfield, Framingham STRATEGIC ADVISERS LLC, FIDELITY INSTITUTIONAL WEALTH ADVISER LLC, FIAM LLC · 9 related pages $2.3tn · visa salary $100,006 about 591main office $2.3tn $100,00611 filings
2 MEKETA INVESTMENT GROUP INC /ADV private equity, institutions · Westwood MEKETA INVESTMENT GROUP INC /ADV, MEKETA FIDUCIARY MANAGEMENT, LLC $20.1bn about 43main office $20.1bn
3 Gallagher Fiduciary Advisors, LLC institutions, futures · Framingham $194.8bn 12 $194.8bn
4 FULHAM & CO private equity · Wellesley $200.2m about 10main office $200.2m
5 BARINGS LLC hedge funds, private equity, real estate, structured credit and 3 more · Foxboro BARINGS LLC · 4 related pages $392.8bn 8 $392.8bn
6 DIVIDEX MANAGEMENT LLC Westwood about 8main office
7 ROSE GROVE CAPITAL MANAGEMENT, LLC hedge funds · Wellesley $1.9bn about 7main office $1.9bn
8 THE NEWCASTLE NETWORK LP private equity · Wellesley $222.8m about 7main office $222.8m
9 EDELMAN FINANCIAL ENGINES Norwood $326.3bn 6 $326.3bn
10 Fidelity Management & Research Co LLC private equity, mutual funds, futures · Smithfield $5.7tn 5 $5.7tn
11 EPG INCORPORATED institutions · Framingham $3.2bn about 4main office $3.2bn
12 D. E. SHAW & CO, L.P. hedge funds, futures · Wellesley D. E. SHAW & CO, L.P. · 2 related pages $213.4bn 3 $213.4bn
13 PINNACLE PENSION CONSULTANTS LLC institutions · Needham $2.2bn about 3main office $2.2bn
14 TWIN OAK ETF COMPANY mutual funds, futures · Wellesley $1.1bn about 3main office $1.1bn
15 JULEX CAPITAL MANAGEMENT Natick $246.7m about 3main office $246.7m
16 10TALENTS INVESTORS, LLC private equity, futures · Foxboro $353.0m about 2main office $353.0m
17 IBS CAPITAL LLC hedge funds · Medfield $123.0m about 2main office $123.0m
18 DAHAB ASSOCIATES INC Franklin 2
19 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Walpole $39.4bn 1 $39.4bn
20 Patriot Financial Group Insurance Agency, LLC institutions · Norfolk, Walpole $2.6bn 1main office $2.6bn
21 Wellesley Asset Management hedge funds, mutual funds · Wellesley $2.0bn 1 $2.0bn
22 FAMILYWEALTH institutions · North Attleboro $394.6m 1 $394.6m
23 PEAK ALTITUDE PARTNERS, LP mutual funds · Wellesley $68.1m 1 $68.1m
24 AWH FINANCIAL, LLC Norwood 1
25 MEKETA CAPITAL, LLC mutual funds · Westwood $106.6m office $106.6m
26 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
27 OSAIC HOLDINGS, INC. private equity, wealth · Canton OSAIC INSTITUTIONS, INC. · 6 related pages $85.1bn office $85.1bn
28 StoneX Group Inc. institutions, FCA fund manager, wealth · Holliston TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
29 Hilltop Holdings Inc. wealth, bank or insurer · Natick MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn office $2.5bn
30 Heritage Financial Services, LLC Westwood $1.2bn based here $1.2bn
31 Shorepoint Capital Partners LLC Norwood $502.8m based here $502.8m
32 Relaxing Retirement Coach asset owner · Wellesley $332.3m based here $332.3m
33 Fairfield Financial Advisors, LTD Wellesley $253.8m based here $253.8m
34 Gray Private Wealth, LLC Canton $231.4m based here $231.4m
35 RICHARDSON FINANCIAL SERVICES INC. Medway $176.3m based here $176.3m
36 Claybrook Capital, LLC Wellesley $174.8m based here $174.8m
37 BRIGGS ADVISORY GROUP, INC. Lincoln $174.7m based here $174.7m
38 Bromfield Sneider Wealth Advisors Westwood $161.8m based here $161.8m
39 Kastel Capital Advisors, LLC Wellesley $158.1m based here $158.1m
40 Woodside Wealth Management LLC Framingham $143.5m based here $143.5m
41 WEBER CAPITAL MANAGEMENT LLC /ADV hedge funds · Dover $120.2m based here $120.2m
42 Bluebird Wealth Management LLC Medfield $115.3m based here $115.3m
43 FinArc Investments, Inc. Norwood $110.3m based here $110.3m
44 Amica Retiree Medical Trust Lincoln $73.2m based here $73.2m
45 Meketa Capital, LLC Westwood based here
46 AVANTE GLOBAL hedge funds, futures · Wellesley office
47 BUNKER HILL MANAGEMENT LLC private equity · Wellesley office
48 CANNON CAPITAL, LP private equity · Framingham office
49 CYBERNETIX VENTURES venture · Franklin office
50 DELCAM CAPITAL private equity · Hopedale office

54 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.