Income Research + Management is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $130.7B in regulatory assets under management, 218 employees, and 1,559 accounts.
Assets Under Management
$130.7B
Employees
218
Offices
--
Total Clients
937
Primary office
BOSTON, MA
115 FEDERAL STREET, 22ND FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.5% of total clients.
Top client categories% of clientsClients
1
HNWI
48.5%
454
2
Charitable
17.6%
165
3
Pension Plans
12.6%
118
4
Insurance Cos.
9.8%
92
5
Government
4.7%
44
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130.7Bas of March 31, 2026
Discretionary99.6%
$130.1B
100% of total RAUM99.6%
Non-discretionary0.4%
$539M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130.7B
Total Accounts1,559
10Y AUM Change+$69.1B (+112.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees218
Clients per Employee4:1
10Y Employee Change+52 (+31.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.