Vault-13

Managers in Worcester, MA

United States · 12 asset managers within 25 km (3 in Worcester itself) · 42 wealth managers, banks and others

WorcesterBostonWellesley HillsWalthamWestwoodBurlingtonQuincyCantonWakefieldStamford
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: Waltham, MA 24 · Wellesley Hills, MA 21 · Wellesley, MA 14 · Needham Heights, MA 13 · Concord, MA 8 · Westwood, MA 7 · Westborough, MA 6 · Framingham, MA 5 · Lincoln, MA 4 · Auburndale, MA 4 · Norwood, MA 4 · Natick, MA 3

Asset managers in and around Worcester

#Manager People here Assets Visa salary
1 World Investment Advisors institutions · Westborough $71.6bn 16 $71.6bn
2 Patriot Financial Group Insurance Agency, LLC institutions · Worcester, Shrewsbury, Westborough $2.6bn 8 $2.6bn
3 Mayflower Financial Advisors, LLC private equity, institutions · Westborough $5.8bn 5 $5.8bn
4 Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Marlborough Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP · 5 related pages $152.1bn 1 $152.1bn
5 BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC Worcester about 1main office
6 BROOKSTONE WEALTH MANAGEMENT, INC. Oxford about 1main office
7 BOLTON GLOBAL ASSET MANAGEMENT institutions · Bolton $8.3bn office $8.3bn
8 J. R. Prunier Capital Management LLC Holden $235.2m based here $235.2m
9 Cadence Wealth Management LLC Westborough $223.3m based here $223.3m
10 MELFA WEALTH MANAGEMENT, INC. Westborough $185.5m based here $185.5m
11 HANOVER INSURANCE GROUP, INC. bank or insurer · Worcester OPUS INVESTMENT MANAGEMENT INC, HANOVER INSURANCE GROUP, INC. $183.0m based here $183.0m
12 BIOVENTURES INVESTORS venture · Westborough 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.