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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA
864 advisers found
ABRAMS CAPITAL MANAGEMENT, L.P.
Boston, MA
AUM
$13.74B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-646-6100
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
ARCLIGHT CAPITAL PARTNERS, LLC
Boston, MA
AUM
$13.54B
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER(S)
617-531-6300
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
Cambridge, MA
AUM
$13.19B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-949-2200
ROCKPOINT
Boston, MA
AUM
$13.04B
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-437-8400
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
WHALE ROCK CAPITAL MANAGEMENT
Boston, MA
AUM
$12.97B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-502-9900
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
INTERCONTINENTAL REAL ESTATE CORPORATION
Boston, MA
AUM
$12.18B
Wealth Mgmt
Team
39 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-782-2600
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
WEBSTER EQUITY PARTNERS, L.P.
Waltham, MA
AUM
$10.31B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-419-1515
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
BAIN CAPITAL VENTURES, LP
Boston, MA
AUM
$9.84B
Wealth Mgmt
Team
47 advisors
Clients
—
Fees
Percentage of AUM; PROFITS ALLOCATION
617-516-2318
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