Massachusetts · 1,193 advisers
Financial Advisors in Massachusetts
Falists is the most comprehensive public directory of financial advisors in Massachusetts — 1,193 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
1,193
With website
1,027
Largest AUM
$5.69T
Financial planning
446
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Massachusetts
Ranked by AUM and profile completeness · Data from SEC IAPD
AUM
$5.69T
Team
744 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
617-563-7000
GEODE CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$1.74T
Team
37 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1-800-777-6757
WELLINGTON MANAGEMENT COMPANY LLP
Boston, MA
AUM
$1.43T
Team
497 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-951-5000
STRATEGIC ADVISERS LLC
Boston, MA
AUM
$1.37T
Team
17112 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
617-563-7000
MFS INVESTMENT MANAGEMENT
Boston, MA
AUM
$514.05B
Team
327 advisors
Clients
—
Fees
Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
617-954-5000
AUM
$502.40B
Team
440 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-225-2365
LOOMIS, SAYLES & COMPANY, L.P.
Boston, MA
AUM
$386.88B
Team
728 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-482-2450
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Boston, MA
AUM
$351.32B
Team
102 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-919-0000
CAMBRIDGE ASSOCIATES, LLC
Boston, MA
AUM
$326.70B
Team
424 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
617-457-7500
MANULIFE INVESTMENT MANAGEMENT (US) LLC
Boston, MA
AUM
$228.04B
Team
146 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-375-1500
MERCER INVESTMENTS LLC
Boston, MA
AUM
$226.04B
Team
662 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
617-747-9500
COMMONWEALTH FINANCIAL NETWORK
Waltham, MA
AUM
$212.66B
Team
2650 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
781-736-0700
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Boston, MA
AUM
$212.05B
Team
28 advisors
Clients
—
Fees
Percentage of AUM
617-663-3000
HARBOURVEST PARTNERS, LLC
Boston, MA
AUM
$191.18B
Team
296 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-348-3707
ACADIAN ASSET MANAGEMENT
Boston, MA
AUM
$177.46B
Team
125 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-850-3500
BOSTON MANAGEMENT AND RESEARCH
Boston, MA
AUM
$154.73B
Team
144 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PORTFOLIO INCOME
617-482-8260
NEPC, LLC
Boston, MA
AUM
$152.72B
Team
132 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
617-374-1300
RHUMBLINE ADVISERS
Boston, MA
AUM
$136.48B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
617-345-0434
INCOME RESEARCH + MANAGEMENT
Boston, MA
AUM
$130.65B
Team
63 advisors
Clients
0
Fees
Percentage of AUM
617-330-9333
PUTNAM INVESTMENT MANAGEMENT, LLC
Boston, MA
AUM
$117.24B
Team
72 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-292-1000
BOSTON PARTNERS
Boston, MA
AUM
$116.17B
Team
59 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-832-8200
MML INVESTORS SERVICES, LLC
Springfield, MA
AUM
$115.64B
Team
4961 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(413) 226-0000
MFS INSTITUTIONAL ADVISORS INC.
Boston, MA
AUM
$113.59B
Team
327 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-954-5000
NATIXIS ADVISORS, LLC
Boston, MA
AUM
$108.65B
Team
48 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-449-2802
Cities in Massachusetts
Browse financial advisors by city across Massachusetts
The Massachusetts advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.