AUM
$9.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
101 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-563-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,193 advisers found
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
ATREIDES MANAGEMENT, LP
Boston, MA
AUM
$8.94B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-422-0000
TIAA KASPICK, LLC
Boston, MA
AUM
$8.74B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
650-585-4100
AUREUS ASSET MANAGEMENT, LLC
Boston, MA
AUM
$8.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
617.728.8900
BATTERY GLOBAL ADVISORS, LLC
Boston, MA
AUM
$8.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
617-948-3800
BOLTON GLOBAL ASSET MANAGEMENT
Bolton, MA
AUM
$8.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
110 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
978.779.5361
CAMBRIDGE ASSOCIATES LIMITED, LLC
Boston, MA
AUM
$8.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(617) 457-7500
CRESTWOOD ADVISORS
Boston, MA
AUM
$8.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
56 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
617-523-8880
BV INVESTMENT PARTNERS, L.P.
Boston, MA
AUM
$7.94B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-350-1500
EVENTIDE ASSET MANAGEMENT, LLC
Boston, MA
AUM
$7.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
877-771-3836
SPECTRUM EQUITY
Boston, MA
AUM
$7.32B
Wealth Mgmt
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-464-4600
SILVERSMITH CAPITAL PARTNERS
Boston, MA
AUM
$7.16B
Wealth Mgmt
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-670-4300
GROVESTREET
Newton, MA
AUM
$7.14B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +2 more
781-263-6100
ALGEBRIS INVESTMENTS (US) INC.
Boston, MA
AUM
$6.94B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; COSTS ARE PAID BY ALGEBRIS (UK) LIMITED
617-648-4829
SMARTLEAF ASSET MANAGEMENT LLC
Boston, MA
AUM
$6.85B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
857-366-9340
LMCG INVESTMENTS, LLC
Boston, MA
AUM
$6.83B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-380-5600
AUM
$6.74B
Wealth MgmtInstitutional
Team
95 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-747-1600
THE BOLLARD GROUP LLC
Boston, MA
AUM
$6.72B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
617-720-5800
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
Boston, MA
AUM
$6.48B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-406-6500
ETHOS CAPITAL LP
Boston, MA
AUM
$6.31B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-880-8000
GRIMES & COMPANY
Westborough, MA
AUM
$6.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
251-500
Fees
Percentage of AUM
508-366-3883