Vault-13

Managers in Middleton, MA

United States · 70 asset managers within 25 km (2 in Middleton itself) · 113 wealth managers, banks and others

MiddletonBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldWalpole
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 · Hingham, MA 10 · Woburn, MA 8 · Concord, MA 8

Asset managers in and around Middleton

#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 SENTINEL PENSION ADVISORS, LLC institutions · Wakefield $11.9bn about 40main office $11.9bn
3 ICE DATA PRICING & REFERENCE DATA, LLC Bedford 30
4 CONSTITUTION CAPITAL HORIZON ADVISOR, LP Andover about 21main office
5 GLOBAL RETIREMENT PARTNERS LLC institutions · Wilmington GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 20 $169.6bn
6 CONSTITUTION CAPITAL EQUITY PARTNERS LP private equity · Andover $5.3bn about 18main office $5.3bn
7 CONSTITUTION CAPITAL PM, L. P. mutual funds · Andover $910.8m about 18main office $910.8m
8 EASTERLY INVESTMENT PARTNERS LLC hedge funds, private equity, mutual funds · Beverly $2.8bn about 16main office $2.8bn
9 424 CAPITAL, LLC private equity, venture · Wakefield $584.5m about 16main office $584.5m
10 Little Harbor Advisors, LLC hedge funds, mutual funds, futures · Marblehead $242.6m about 11main office $242.6m
11 FOLIUM CAPITAL LP private equity, futures · Burlington $960.3m about 10main office $960.3m
12 OneDigital Investment Advisors LLC institutions · Danvers $155.4bn 9 $155.4bn
13 ARCADIA FUNDS hedge funds, structured credit · Burlington $192.8m about 8main office $192.8m
14 Gallagher Fiduciary Advisors, LLC institutions, futures · Wakefield $194.8bn 7 $194.8bn
15 EDELMAN FINANCIAL ENGINES Burlington $326.3bn 6 $326.3bn
16 GLOBAL DELTA CAPITAL, LLC hedge funds · Somerville $224.9m about 6main office $224.9m
17 CANOPY CAPITAL GROUP Woburn $1.3bn about 5main office $1.3bn
18 WILLOW PARTNER ADVISORS, LLC Prides Crossing about 5main office
19 ENGINEERS GATE MANAGER LP hedge funds, futures · Lexington $23.2bn 4 $23.2bn
20 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tewksbury $5.2bn 4 $5.2bn
21 Patriot Financial Group Insurance Agency, LLC institutions · Middleton, Ipswich $2.6bn 4 $2.6bn
22 East Coast Asset Management, LLC. hedge funds · Essex $1.0bn about 4main office $1.0bn
23 Walleye Capital LLC hedge funds, futures, FCA fund manager · Middleton Walleye Capital LLC · 2 related pages $52.1bn 3 $52.1bn
24 TIGER IRON CAPITAL, LLC hedge funds, venture · Andover $4.2bn about 3main office $4.2bn
25 BROOKWOOD ADVISORS, LLC Beverly $964.5m about 3main office $964.5m
26 RETIREMENT RESOURCES INVESTMENT CORPORATION institutions · Andover $2.4bn about 2main office $2.4bn
27 TFJ Management, LLC hedge funds · Somerville $198.4m about 2main office $198.4m
28 Risk Paradigm Group, LLC Burlington $115.6m about 2main office $115.6m
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Burlington $1.7tn 1 $1.7tn
30 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Burlington $151.0bn 1 $151.0bn
31 Verition Fund Management LLC hedge funds, futures · Wakefield $139.4bn 1 $139.4bn
32 USI ADVISORS institutions · Woburn $56.3bn 1 $56.3bn
33 ASANA PARTNERS, LP real estate · Somerville $8.4bn 1 $8.4bn
34 BOLTON GLOBAL ASSET MANAGEMENT institutions · North Andover $8.3bn 1 $8.3bn
35 Mayflower Financial Advisors, LLC private equity, institutions · Danvers $5.8bn 1 $5.8bn
36 NOTTINGHAM ADVISORS, INC. institutions · Woburn $1.4bn 1 $1.4bn
37 Astoria Portfolio Advisors LLC. mutual funds · Lexington $977.6m 1 $977.6m
38 Moody Aldrich Partners LLC private equity, wealth · Marblehead Moody Aldrich Partners LLC, MAP FUNDS MANAGEMENT, LLC $864.3m about 1main office $864.3m
39 FULHAM & CO private equity · Methuen $200.2m 1 $200.2m
40 DISCIPLINED ALPHA LLC hedge funds, mutual funds · Marblehead $36.9m 1 $36.9m
41 CLEARVIEW FAMILY WEALTH, LLC Peabody about 1main office
42 USI SECURITIES, INC. Woburn 1
43 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
44 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Burlington, Medford, Woburn ESHEL BOT · 70 related pages $368.7bn 3 offices $368.7bn
45 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
46 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Wakefield VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
47 TORONTO DOMINION BANK wealth, bank or insurer · Andover TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
48 StoneX Group Inc. institutions, FCA fund manager, wealth · Reading, Saugus TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
49 Henshaw Capital LLC Woburn $3.1bn based here $3.1bn
50 RPg Family Wealth Advisory, LLC Burlington $1.1bn based here $1.1bn

70 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.