Vault-13

Managers in Lowell, MA

United States · 63 asset managers within 25 km (1 in Lowell itself) · 98 wealth managers, banks and others

LowellBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonConcordMedfield
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 · Andover, MA 10 · Concord, MA 8 · Woburn, MA 8 · Manchester, NH 8

Asset managers in and around Lowell

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Nashua, Burlington STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 175 $2.3tn
2 ICE DATA PRICING & REFERENCE DATA, LLC Bedford 30
3 CONSTITUTION CAPITAL HORIZON ADVISOR, LP Andover about 21main office
4 GLOBAL RETIREMENT PARTNERS LLC institutions · Wilmington GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 20 $169.6bn
5 CONSTITUTION CAPITAL EQUITY PARTNERS LP private equity · Andover $5.3bn about 18main office $5.3bn
6 CONSTITUTION CAPITAL PM, L. P. mutual funds · Andover $910.8m about 18main office $910.8m
7 Twelve Points Wealth Management LLC institutions · Concord $2.2bn about 13main office $2.2bn
8 FOLIUM CAPITAL LP private equity, futures · Burlington $960.3m about 10main office $960.3m
9 ARCADIA FUNDS hedge funds, structured credit · Burlington $192.8m about 8main office $192.8m
10 EDELMAN FINANCIAL ENGINES Burlington $326.3bn 6 $326.3bn
11 CANOPY CAPITAL GROUP Woburn $1.3bn about 5main office $1.3bn
12 ENGINEERS GATE MANAGER LP hedge funds, futures · Lexington $23.2bn 4 $23.2bn
13 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tewksbury $5.2bn 4 $5.2bn
14 BTS Asset Management, Inc. mutual funds · Lincoln $144.8m about 4main office $144.8m
15 Covalent Partners LLC hedge funds · Concord $117.3m about 4main office $117.3m
16 TIGER IRON CAPITAL, LLC hedge funds, venture · Andover $4.2bn about 3main office $4.2bn
17 KOHLBERG & COMPANY hedge funds, private equity, structured credit · Concord $17.1bn 2 $17.1bn
18 RETIREMENT RESOURCES INVESTMENT CORPORATION institutions · Andover $2.4bn about 2main office $2.4bn
19 Risk Paradigm Group, LLC Burlington $115.6m about 2main office $115.6m
20 PHOENIX INTERNATIONAL INVESTMENTS LLC Nashua $97.5m about 2main office $97.5m
21 USA MUTUALS ADVISORS, INC. mutual funds, futures · Concord $62.2m about 2main office $62.2m
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Burlington $1.7tn 1 $1.7tn
23 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Burlington $151.0bn 1 $151.0bn
24 USI ADVISORS institutions · Woburn $56.3bn 1 $56.3bn
25 BOLTON GLOBAL ASSET MANAGEMENT institutions · North Andover $8.3bn 1 $8.3bn
26 Polaris Capital Management, LLC mutual funds · Salem $5.5bn 1 $5.5bn
27 ACRES real estate · Acton $4.4bn 1 $4.4bn
28 Patriot Financial Group Insurance Agency, LLC institutions · Windham $2.6bn 1 $2.6bn
29 PEAR TREE ADVISORS INC mutual funds · Lincoln $2.6bn about 1main office $2.6bn
30 NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn 1 $1.4bn
31 Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m 1 $977.6m
32 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
33 USI SECURITIES, INC. Woburn 1
34 HEADWAY CAPITAL PARTNERS LLP private equity · Concord 1
35 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
36 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
37 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Burlington, Woburn ESHEL BOT · 70 related pages $368.7bn 2 offices $368.7bn
38 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Andover BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
39 TORONTO DOMINION BANK wealth, bank or insurer · Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
40 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
41 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
42 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
43 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord $902.8m based here $902.8m
44 Boston Standard Wealth Management, LLC Winchester $689.3m based here $689.3m
45 Financial Advisors, LLC Andover $564.3m based here $564.3m
46 Lumbard & Kellner, LLC Hollis $329.9m based here $329.9m
47 WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle $292.5m based here $292.5m
48 Monument Group Wealth Advisors, LLC Concord $208.3m based here $208.3m
49 Cox Capital Mgt LLC Andover $179.7m based here $179.7m
50 Bickling Financial Services, Inc. Lexington $160.2m based here $160.2m

63 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.