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.
1. Geode Capital Management, LLC
Assets under management
$803,470,618,544
Fee structure
A percentage of assets under your management
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)
2. Brighthouse Investment Advisers, LLC
Assets under management
$132,265,210,655
Fee structure
A percentage of assets under your management
FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.
Services offered
Portfolio Management For Investment Companies
Selection Of Other Advisers
Asset Allocation Services Following The Recommendations Of An Independent Third-party Consultant.
3. Advent International, L.p.
Assets under management
$91,674,441,516
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Income Research + Management
Assets under management
$86,939,587,924
Fee structure
A percentage of assets under your management
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)
5. Bracebridge Capital, LLC
Assets under management
$71,843,486,535
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Ta Associates
Assets under management
$59,308,980,333
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Newton Investment Management North America
Assets under management
$47,103,808,016
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
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)
8. Natixis Advisors, LLC
Assets under management
$46,233,819,443
Fee structure
A percentage of assets under your management
Fixed fees
A PERCENTAGE OF WRAP SPONSOR FEES.
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.
9. Adage Capital Management, L.p.
Assets under management
$44,627,698,516
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Breckinridge Capital Advisors Inc
Assets under management
$42,249,722,749
Fee structure
A percentage of assets under your management
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.