Top RIA Firms in Massachusetts (2026)

    38 SEC-registered investment advisory firms headquartered in Massachusetts — a combined $17T in assets under management, led by Fidelity Management & Research Company LLC in Boston. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Fidelity Management & Research Company LLC
    Boston
    AUM $5.7T · 37,227 accounts
    Geode Capital Management, LLC
    Boston
    AUM $1.7T · 176 accounts
    Wellington Management Company LLP
    Boston
    AUM $1.4T · 1,559 accounts
    Ssga Funds Management, Inc.
    Boston
    AUM $1.4T · 287 accounts
    Strategic Advisers LLC
    Boston
    AUM $1.4T · 2,973,512 accounts
    Mfs Investment Management
    Boston
    AUM $514.1B · 355 accounts
    Columbia Management Investment Advisers, LLC
    Boston
    AUM $502.4B · 8,288 accounts
    Loomis, Sayles & Company, L.P.
    Boston
    AUM $386.9B · 24,675 accounts
    Arrowstreet Capital, Limited Partnership
    Boston
    AUM $351.3B · 162 accounts
    Cambridge Associates, LLC
    Boston
    AUM $326.7B · 604 accounts
    Manulife Investment Management (US) LLC
    Boston
    AUM $228B · 4,861 accounts
    Mercer Investments LLC
    Boston
    AUM $226B · 1,417 accounts
    Commonwealth Financial Network
    Waltham
    AUM $212.7B · 615,215 accounts
    John Hancock Investment Management LLC
    Boston
    AUM $212.1B · 126 accounts
    Harbourvest Partners, LLC
    Boston
    AUM $190.9B · 314 accounts
    Acadian Asset Management
    Boston
    AUM $177.5B · 356 accounts
    Nepc, LLC
    Boston
    AUM $152.7B · 132 accounts
    Rhumbline Advisers
    Boston
    AUM $136.5B · 826 accounts
    Income Research + Management
    Boston
    AUM $130.7B · 1,559 accounts
    Putnam Investment Management, LLC
    Boston
    AUM $117.2B · 16,432 accounts
    Boston Partners
    Boston
    AUM $116.2B · 6,982 accounts
    MML Investors Services, LLC
    Springfield
    AUM $115.6B · 454,857 accounts
    Natixis Advisors, LLC
    Boston
    AUM $108.7B · 115,562 accounts
    Bracebridge Capital, LLC
    Boston
    AUM $100.3B · 12 accounts
    Eaton Vance Management
    Boston
    AUM $97B · 3,816 accounts
    Bain Capital Private Equity, LP
    Boston
    AUM $96.4B · 36 accounts
    Numeric Investors LLC
    Boston
    AUM $94.4B · 125 accounts
    Wellington Alternative Investments
    Boston
    AUM $92.2B · 124 accounts
    Advent International, L.P.
    Boston
    AUM $91.6B · 133 accounts
    Grantham Mayo Van Otterloo & Co LLC
    Boston
    AUM $81B · 170 accounts
    Slc Management
    Wellesley Hills
    AUM $76.4B · 690 accounts
    Bain Capital Credit, LP
    Boston
    AUM $76.3B · 185 accounts
    Adage Capital Management, L.P.
    Boston
    AUM $70.4B · 1 accounts
    John Hancock Variable Trust Advisers LLC
    Boston
    AUM $68.6B · 50 accounts
    Ta Associates
    Boston
    AUM $60.9B · 28 accounts
    Newton Investment Management North America
    Boston
    AUM $59.2B · 160 accounts
    Breckinridge Capital Advisors Inc
    Boston
    AUM $54.3B · 18,447 accounts
    Gw&k Investment Management, LLC
    Boston
    AUM $52.8B · 48,710 accounts

    How many RIA firms are in this Massachusetts directory?

    This directory covers the 38 largest SEC-registered investment advisory firms headquartered in Massachusetts, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Massachusetts?

    By regulatory assets under management, the largest firm in this Massachusetts directory is Fidelity Management & Research Company LLC, headquartered in Boston, with approximately $5.7T in AUM.

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