Vault-13

Managers in Ipswich, MA

United States · 22 asset managers within 25 km (1 in Ipswich itself) · 65 wealth managers, banks and others

IpswichBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldMedfield
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 · Portsmouth, NH 20 · Burlington, MA 11 · Quincy, MA 11 · Andover, MA 10 · Woburn, MA 8 · Concord, MA 8 · Wakefield, MA 6 · Newton Center, MA 5 · Danvers, MA 4

Asset managers in and around Ipswich

#Manager People here Assets Visa salary
1 EASTERLY INVESTMENT PARTNERS LLC hedge funds, private equity, mutual funds · Beverly $2.8bn about 16main office $2.8bn
2 Little Harbor Advisors, LLC hedge funds, mutual funds, futures · Marblehead $242.6m about 11main office $242.6m
3 OneDigital Investment Advisors LLC institutions · Danvers $155.4bn 9 $155.4bn
4 Patriot Financial Group Insurance Agency, LLC institutions · Ipswich, Gloucester, Middleton $2.6bn 6 $2.6bn
5 WILLOW PARTNER ADVISORS, LLC Prides Crossing about 5main office
6 East Coast Asset Management, LLC. hedge funds · Essex $1.0bn about 4main office $1.0bn
7 Walleye Capital LLC hedge funds, futures, FCA fund manager · Middleton Walleye Capital LLC · 2 related pages $52.1bn 3 $52.1bn
8 BROOKWOOD ADVISORS, LLC Beverly $964.5m about 3main office $964.5m
9 BOLTON GLOBAL ASSET MANAGEMENT institutions · North Andover $8.3bn 1 $8.3bn
10 Mayflower Financial Advisors, LLC private equity, institutions · Danvers $5.8bn 1 $5.8bn
11 Moody Aldrich Partners LLC private equity, wealth · Marblehead Moody Aldrich Partners LLC, MAP FUNDS MANAGEMENT, LLC $864.3m about 1main office $864.3m
12 DISCIPLINED ALPHA LLC hedge funds, mutual funds · Marblehead $36.9m 1 $36.9m
13 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
14 AFFILIATED MANAGERS GROUP, INC. hedge funds, private equity, mutual funds, institutions and 2 more · Prides Crossing AMG Funds LLC · 17 related pages $18.3bn office $18.3bn
15 TimeScale Financial, Inc. Danvers $463.2m based here $463.2m
16 BOSTON RESEARCH & MANAGEMENT INC Manchester $452.6m based here $452.6m
17 Finer Wealth Management, Inc. Salem $223.8m based here $223.8m
18 MWA Asset Management Danvers $221.3m based here $221.3m
19 Sachetta, LLC Lynnfield $205.7m based here $205.7m
20 RESOLUTE FINANCIAL, LLC Newburyport $117.6m based here $117.6m
21 Park State Asset Management Beverly $102.4m based here $102.4m
22 NEIRG Wealth Management, LLC Lawrence based here

22 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.