MACKENZIE INVESTMENTS
Boston, MA
AUM
$18.07B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-439-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
MERGANSER CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$17.66B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
617-494-1000
RA CAPITAL MANAGEMENT, LP
Boston, MA
AUM
$16.40B
Wealth MgmtInstitutional
Team
95 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-778-2500
CW ADVISORS, LLC
Boston, MA
AUM
$15.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
89 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(617) 428-7600
CONGRESS ASSET MANAGEMENT COMPANY, LLP
Boston, MA
AUM
$14.20B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-428-4300
MIROVA US
Boston, MA
AUM
$13.62B
Wealth Mgmt
Team
37 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
857-305-6333
IMPRESA MANAGEMENT LLC
Boston, MA
AUM
$13.04B
Wealth MgmtInstitutional
Team
73 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
617-392-0785
AUM
$12.84B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
617-523-6531
FIRST EAGLE ALTERNATIVE CREDIT, LLC
Boston, MA
AUM
$12.56B
Wealth MgmtInstitutional
Team
42 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-848-2577
APPLETON PARTNERS, INC.
Boston, MA
AUM
$12.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
617-338-0700
SENTINEL PENSION ADVISORS, LLC.
Wakefield, MA
AUM
$11.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
781-914-1361
BNY MELLON ETF INVESTMENT ADVISER, LLC
Boston, MA
AUM
$11.10B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-635-6980
SHEPHERD KAPLAN KROCHUK, LLC
Boston, MA
AUM
$10.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
617-896-1600
SHEPHERD KAPLAN LLC
Boston, MA
AUM
$10.16B
Financial PlanningWealth MgmtInstitutional
Team
24 advisors
Clients
1-10
Fees
A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES
617-896-1600
CHOATE INVESTMENT ADVISORS
Boston, MA
AUM
$10.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
617-973-4900
BAIN CAPITAL REAL ESTATE, LP
Boston, MA
AUM
$10.00B
Wealth MgmtInstitutional
Team
66 advisors
Clients
—
Fees
Percentage of AUM; PROFITS ALLOCATION
617-516-2318
MEKETA INVESTMENT GROUP INC
Westwood, MA
AUM
$9.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
118 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
781-471-3500
WELCH & FORBES LLC
Boston, MA
AUM
$9.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
617-523-1635
F L PUTNAM INVESTMENT MANAGEMENT CO.
Lynnfield, MA
AUM
$9.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
90 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
800-344-3435
FRONTIER CAPITAL MANAGEMENT CO LLC
Boston, MA
AUM
$9.60B
Wealth MgmtRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(617) 261-0777
AUM
$9.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
101 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-563-7000
CABOT PROPERTIES L.P.
Boston, MA
AUM
$9.11B
Wealth MgmtInstitutional
Team
134 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-723-7400
HIGHVISTA STRATEGIES LLC
Boston, MA
AUM
$9.10B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-406-6500
JOHCM (USA) INC
Boston, MA
AUM
$9.01B
Wealth MgmtRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-993-0701