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Top 10 advisors in Massachusetts

Top 10 advisors in Massachusetts

We’ve curated a list of the best financial advisors in Massachusetts, take a look at it below

Find an advisor in Massachusetts
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# Financial advisor Assets under management Number of advisors
1 $803,470,618,544 156 advisors
2 $132,265,210,655 29 advisors
3 $91,674,441,516 236 advisors
4 $86,939,587,924 210 advisors
5 $71,843,486,535 144 advisors
6 $59,308,980,333 240 advisors
7 $47,103,808,016 175 advisors
8 $46,233,819,443 433 advisors
9 $44,627,698,516 53 advisors
10 $42,249,722,749 91 advisors

How we came up with this list

To generate our top financial advisors list in Massachusetts, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Massachusetts. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • Geode Capital Management, LLC

    Geode Capital Management, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $803,470,618,544 of assets under management and employs about 156 people. Geode Capital Management, LLC uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $803,470,618,544

    Headcount

    156 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-61117

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    100 Summer Street,
    12th Floor,
    Boston,
    Massachusetts,
    2110

  • Brighthouse Investment Advisers, LLC

    Brighthouse Investment Advisers, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $132,265,210,655 of assets under management and employs about 29 people. Brighthouse Investment Advisers, LLC uses a fee structure of a percentage of assets under your management and for services described in item 5 (g)(12), there is no fee..

    Assets under management

    $132,265,210,655

    Headcount

    29 advisors

    Fee structure

    A percentage of assets under your management

    FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.

    SEC number

    801-47459

    Services offered

    Portfolio Management For Investment Companies

    Selection Of Other Advisers

    Asset Allocation Services Following The Recommendations Of An Independent Third-party Consultant.

    See full profile

    Meet the advisor

    125 High Street,
    Suite 732,
    Boston,
    Massachusetts,
    2110

  • Advent International, L.p.

    Advent International, L.p. is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $91,674,441,516 of assets under management and employs about 236 people. Advent International, L.p. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

    Assets under management

    $91,674,441,516

    Headcount

    236 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    SEC number

    801-29357

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    800 Boylston Street,
    33rd Floor,
    Boston,
    Massachusetts,
    2199

  • Income Research + Management

    Income Research + Management is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $86,939,587,924 of assets under management and employs about 210 people. Income Research + Management uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $86,939,587,924

    Headcount

    210 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-29482

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    100 Federal Street,
    30th Floor,
    Boston,
    Massachusetts,
    2110

  • Bracebridge Capital, LLC

    Bracebridge Capital, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $71,843,486,535 of assets under management and employs about 144 people. Bracebridge Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $71,843,486,535

    Headcount

    144 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-73416

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    888 Boylston Street,
    Suite 1500,
    Boston,
    Massachusetts,
    2199

  • Ta Associates

    Ta Associates is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $59,308,980,333 of assets under management and employs about 240 people. Ta Associates uses a fee structure of a percentage of assets under your management and carried interest.

    Assets under management

    $59,308,980,333

    Headcount

    240 advisors

    Fee structure

    A percentage of assets under your management

    CARRIED INTEREST

    SEC number

    801-74026

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    200 Clarendon Street,
    56th Floor,
    Boston,
    Massachusetts,
    2116

  • Not sure which one to choose?
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    Newton Investment Management North America

    Newton Investment Management North America is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $47,103,808,016 of assets under management and employs about 175 people. Newton Investment Management North America uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

    Assets under management

    $47,103,808,016

    Headcount

    175 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    SEC number

    801-120501

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    Bny Mellon Center, One Boston Place,
    201 Washington Street,
    Boston,
    Massachusetts,
    2108

  • Natixis Advisors, LLC

    Natixis Advisors, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $46,233,819,443 of assets under management and employs about 433 people. Natixis Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and a percentage of wrap sponsor fees..

    Assets under management

    $46,233,819,443

    Headcount

    433 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    A PERCENTAGE OF WRAP SPONSOR FEES.

    SEC number

    801-48408

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Overlay Portfolio Management And Model Research Provider.

    See full profile

    Meet the advisor

    888 Boylston Street,
    Suite 800,
    Boston,
    Massachusetts,
    2199

  • Adage Capital Management, L.p.

    Adage Capital Management, L.p. is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $44,627,698,516 of assets under management and employs about 53 people. Adage Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $44,627,698,516

    Headcount

    53 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-73131

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    200 Clarendon Street,
    52nd Floor,
    Boston,
    Massachusetts,
    2116

  • Not sure which one to choose?
    Use our smart matching tool

    Breckinridge Capital Advisors Inc

    Breckinridge Capital Advisors Inc is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $42,249,722,749 of assets under management and employs about 91 people. Breckinridge Capital Advisors Inc uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $42,249,722,749

    Headcount

    91 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-43833

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    See full profile

    Meet the advisor

    125 High Street,
    Suite 431,
    Boston,
    Massachusetts,
    2110

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