Vault-13

Managers in Methuen, MA

United States · 36 asset managers within 25 km (1 in Methuen itself) · 68 wealth managers, banks and others

MethuenBostonWellesley 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 · Wellesley Hills, MA 21 · Portsmouth, NH 20 · Wellesley, MA 14 · Needham Heights, MA 13 · Burlington, MA 11 · Andover, MA 10 · Woburn, MA 8 · Concord, MA 8 · Manchester, NH 8

Asset managers in and around Methuen

#Manager People here Assets Visa salary
1 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Burlington STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 85 $2.3tn
2 CONSTITUTION CAPITAL HORIZON ADVISOR, LP Andover about 21main office
3 GLOBAL RETIREMENT PARTNERS LLC institutions · Wilmington GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 20 $169.6bn
4 CONSTITUTION CAPITAL EQUITY PARTNERS LP private equity · Andover $5.3bn about 18main office $5.3bn
5 CONSTITUTION CAPITAL PM, L. P. mutual funds · Andover $910.8m about 18main office $910.8m
6 FOLIUM CAPITAL LP private equity, futures · Burlington $960.3m about 10main office $960.3m
7 ARCADIA FUNDS hedge funds, structured credit · Burlington $192.8m about 8main office $192.8m
8 EDELMAN FINANCIAL ENGINES Burlington $326.3bn 6 $326.3bn
9 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tewksbury $5.2bn 4 $5.2bn
10 Walleye Capital LLC hedge funds, futures, FCA fund manager · Middleton Walleye Capital LLC · 2 related pages $52.1bn 3 $52.1bn
11 TIGER IRON CAPITAL, LLC hedge funds, venture · Andover $4.2bn about 3main office $4.2bn
12 Patriot Financial Group Insurance Agency, LLC institutions · Middleton, Windham $2.6bn 3 $2.6bn
13 RETIREMENT RESOURCES INVESTMENT CORPORATION institutions · Andover $2.4bn about 2main office $2.4bn
14 Risk Paradigm Group, LLC Burlington $115.6m about 2main office $115.6m
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Burlington $1.7tn 1 $1.7tn
16 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Burlington $151.0bn 1 $151.0bn
17 BOLTON GLOBAL ASSET MANAGEMENT institutions · North Andover $8.3bn 1 $8.3bn
18 Polaris Capital Management, LLC mutual funds · Salem $5.5bn 1 $5.5bn
19 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
20 CARLISLE TAX CREDIT ADVISORS real estate · Lowell $444.2m office $444.2m
21 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Burlington ESHEL BOT · 70 related pages $368.7bn office $368.7bn
22 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
23 TORONTO DOMINION BANK wealth, bank or insurer · Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
24 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn office $5.7bn
25 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn
26 Financial Advisors, LLC Andover $564.3m based here $564.3m
27 Sachetta, LLC Lynnfield $205.7m based here $205.7m
28 Cox Capital Mgt LLC Andover $179.7m based here $179.7m
29 AFFINIA FINANCIAL GROUP, LLC Burlington $144.3m based here $144.3m
30 Catalyst Investment Management LLC Windham $110.2m based here $110.2m
31 CROSBY Co OF NEW HAMPSHIRE LLC Salem based here
32 NEIRG Wealth Management, LLC Lawrence based here
33 AVERIN CAPITAL LLC venture · Andover office
34 BLUEIO MANAGEMENT, LLC venture · Burlington office
35 Crosby Advisors LLC Salem based here
36 PANTHER GLOBAL hedge funds · Derry office

36 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.