RIA firms in Massachusetts
4,215 RIA firms are registered or notice filed in Massachusetts: 944 state registered and 3,271 federally registered. 939 are headquartered here.
Another 289 state registered advisers with no address on file are registered only in Massachusetts. 190 exempt reporting advisers also file in Massachusetts and are not counted as RIA firms. #5 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Massachusetts, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Strategic Advisers LLC | 16,985 | $1.4T | Federally registered | Boston |
| Commonwealth Financial Networkalso a Broker Dealer | 2,871 | $213B | Federally registered | Waltham |
| Integrated Wealth Concepts LLC | 477 | $23.6B | Federally registered | Waltham |
| Columbia Management Investment Advisers, LLC | 201 | $502B | Federally registered | Boston |
| John Hancock Investment Management LLC | 173 | $212B | Federally registered | Boston |
| Santander Securities LLCalso a Broker Dealer | 160 | $3.1B | Federally registered | Boston |
| Bolton Securities Corporationalso a Broker Dealer | 150 | $8.3B | Federally registered | Bolton |
| Eaton Vance Management | 106 | $97B | Federally registered | Boston |
| CW Advisors, LLC | 93 | $15.2B | Federally registered | Boston |
| Ballentine Partners | 91 | $15.3B | Federally registered | Waltham |
Most advisers based in Massachusetts
Advisers registered and working in Massachusetts, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Massachusetts that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $16.6T
- Firms reporting
- 769
- Median, federally registered
- $819M
- Median, state registered
- $32.6M
One firm reports 34% of Massachusetts's reported AUM.
How they charge
Share of the 858 firms headquartered here that report their fees.
Who they serve
Share of the 776 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Massachusetts RIA firms, answered.
How many RIA firms are registered in Massachusetts?
4,215 RIA firms are registered or notice filed in Massachusetts: 944 state registered and 3,271 federally registered. 939 are headquartered there.
Which RIA firms in Massachusetts have the most advisers?
Strategic Advisers LLC (16,985 advisers), Commonwealth Financial Network (2,871 advisers) and Integrated Wealth Concepts LLC (477 advisers).
How much do RIA firms in Massachusetts manage?
The 769 RIA firms headquartered in Massachusetts that report assets report $16.6T in total. The median is $819M for federally registered firms and $32.6M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Massachusetts counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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