Vault-13

Managers in Kingston, MA

United States · 12 asset managers within 25 km (1 in Kingston itself) · 38 wealth managers, banks and others

KingstonBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldBedford
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 · Quincy, MA 11 · Hingham, MA 10 · Westwood, MA 7 · Dedham, MA 6 · Braintree, MA 4 · Norwood, MA 4 · Brookline, MA 4 · Cohasset, MA 3 · Plymouth, MA 2 · Hanover, MA 2 · Rockland, MA 2

Asset managers in and around Kingston

#Manager People here Assets Visa salary
1 World Investment Advisors institutions · Plymouth $71.6bn 4 $71.6bn
2 Wealthspire Retirement, LLC institutions · Norwell Wealthspire Retirement, LLC · 4 related pages $38.6bn 2 $38.6bn
3 RFG Advisory, LLC mutual funds · Pembroke $8.0bn 2 $8.0bn
4 MARINER INSTITUTIONAL, LLC institutions · Rockland $2.8bn 2 $2.8bn
5 ROCKLAND TRUST CO mutual funds, bank or insurer · Hanover BRIGHT ROCK CAPITAL MANAGEMENT, LLC, ROCKLAND TRUST CO $2.5bn about 2main office $2.5bn
6 WRIGHT FINANCIAL Rockland about 1main office
7 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Abington SANTANDER SECURITIES · 10 related pages $159.9bn office $159.9bn
8 BostonPremier Wealth LLC Hanover $235.5m based here $235.5m
9 FMA Wealth Management, LLC Green Harbor $156.2m based here $156.2m
10 Charles Carroll Financial Partners, LLC Kingston $93.0m based here $93.0m
11 EF HUTTON FUND MANAGEMENT LLC hedge funds · Duxbury office
12 JCM FUND MANAGER, LLC real estate · Plymouth office

12 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.