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# | 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)
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.
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
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)
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
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
- Not sure which one to choose?Use our smart matching tool
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 profileMeet 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.
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
- 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)
Your first meeting is free.