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Top RIA Firms in Massachusetts
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Massachusetts. This hub covers 593 matching firms with $19.3T in total reported AUM and median AUM of $929.7M.
Firms
593
Matching current profiles
Total AUM
$19.3T
Reported regulatory AUM
Median AUM
$929.7M
Across firms with AUM
Largest firm
$5.7T
Fidelity Management & Research Company LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Fidelity Management & Research Company LLC CRD 108281 · Limited Liability Company | BOSTON, MA | $5.7T Mar 2026 | +$1.7T+43.4% | +$2.5T+80.6% | +$3.0T+112.5% | +$5.7T+543038.7% | +319 employees+28.8% over 3Y | +13,894 accounts+59.5% over 3Y |
| 2. Geode Capital Management, LLC CRD 115504 · Limited Liability Company | BOSTON, MA | $1.7T Mar 2026 | +$360.0B+26.2% | +$933.1B+116.1% | +$1.1T+154.6% | +$1.6T+1364.0% | +38 employees+24.4% over 3Y | +2 accounts+1.1% over 3Y |
| 3. Wellington Management Company LLP CRD 106595 · Limited Liability Partnership | BOSTON, MA | $1.4T Mar 2026 | +$122.4B+9.4% | +$223.4B+18.5% | +$55.6B+4.0% | +$794.1B+125.3% | -271 employees-12.7% over 3Y | +221 accounts+16.5% over 3Y |
| 4. Ssga Funds Management, INC. CRD 111242 · Corporation | BOSTON, MA | $1.4T Mar 2026 | +$247.2B+21.1% | +$579.1B+68.8% | +$766.2B+117.1% | +$1.2T+555.0% | -9 employees-3.6% over 3Y | +40 accounts+16.2% over 3Y |
| 5. Strategic Advisers LLC CRD 104555 · Limited Liability Company | BOSTON, MA | $1.4T Mar 2026 | +$545.4B+66.1% | +$710.6B+107.7% | +$801.8B+141.1% | +$1.1T+447.2% | +16,893 employees+7713.7% over 3Y | +1,261,212 accounts+73.7% over 3Y |
| 6. Mfs Investment Management CRD 110045 · Corporation | BOSTON, MA | $514.1B Mar 2026 | +$41.0B+8.7% | +$96.6B+23.2% | +$18.5B+3.7% | +$358.9B+231.3% | +44 employees+3.7% over 3Y | +7 accounts+2.0% over 3Y |
| 7. Columbia Management Investment Advisers, LLC CRD 108257 · Limited Liability Company | BOSTON, MA | $502.4B May 2026 | +$44.9B+9.8% | +$114.0B+29.4% | +$94.2B+23.1% | +$201.9B+67.2% | -96 employees-9.5% over 3Y | +3,125 accounts+60.5% over 3Y |
| 8. Loomis, Sayles & Company, L.p. CRD 105377 · Limited Partnership | BOSTON, MA | $386.9B Mar 2026 | +$36.0B+10.3% | +$132.7B+52.2% | +$67.5B+21.1% | +$235.3B+155.3% | +11 employees+1.5% over 3Y | +4,645 accounts+23.2% over 3Y |
| 9. Arrowstreet Capital, Limited Partnership CRD 111298 · Limited Partnership | BOSTON, MA | $351.3B Apr 2026 | +$97.8B+38.6% | +$179.9B+105.0% | +$198.9B+130.5% | +$316.5B+909.8% | +104 employees+25.1% over 3Y | +19 accounts+13.3% over 3Y |
| 10. Cambridge Associates, LLC CRD 104942 · Limited Liability Company | BOSTON, MA | $326.7B Apr 2026 | +$13.2B+4.2% | +$50.7B+18.4% | +$88.2B+37.0% | +$264.3B+423.6% | -38 employees-3.3% over 3Y | +18 accounts+3.1% over 3Y |
| 11. Manulife Investment Management (us) LLC CRD 106435 · Limited Liability Company | BOSTON, MA | $228.0B Mar 2026 | +$39.3B+20.8% | +$7.3B+3.3% | +$24.9B+12.3% | +$182.4B+399.3% | 0 employees+0.0% over 3Y | +2,316 accounts+91.0% over 3Y |
| 12. Mercer Investments LLC CRD 133449 · Limited Liability Company | BOSTON, MA | $226.0B Mar 2026 | +$23.4B+11.6% | +$103.6B+84.5% | +$92.9B+69.8% | +$213.6B+1710.3% | +40 employees+5.9% over 3Y | +1,049 accounts+285.1% over 3Y |
| 13. Commonwealth Financial Network CRD 8032 · Limited Liability Company | WALTHAM, MA | $212.7B May 2026 | +$2.9B+1.4% | +$66.3B+45.3% | +$79.1B+59.3% | +$184.9B+666.7% | -100 employees-2.3% over 3Y | +29,586 accounts+5.1% over 3Y |
| 14. John Hancock Investment Management LLC CRD 105790 · Limited Liability Company | BOSTON, MA | $212.1B Mar 2026 | +$9.9B+4.9% | -$13.4B-6.0% | +$15.3B+7.8% | +$191.7B+944.2% | -26 employees-6.8% over 3Y | -14,248 accounts-99.1% over 3Y |
| 15. Harbourvest Partners, LLC CRD 109846 · Limited Liability Company | BOSTON, MA | $191.2B May 2026 | +$18.0B+10.4% | +$56.6B+42.1% | +$100.3B+110.4% | +$157.8B+473.2% | +214 employees+21.6% over 3Y | +51 accounts+19.4% over 3Y |
| 16. Acadian Asset Management CRD 106609 · Limited Liability Company | BOSTON, MA | $177.5B May 2026 | +$60.2B+51.3% | +$84.5B+90.9% | +$70.2B+65.5% | +$135.3B+320.5% | +45 employees+13.6% over 3Y | +101 accounts+39.6% over 3Y |
| 17. Boston Management And Research CRD 104853 · — | BOSTON, MA | $154.7B Mar 2026 | +$26.6B+20.8% | +$23.7B+18.1% | +$56.1B+56.8% | +$91.8B+145.9% | -573 employees-73.8% over 3Y | -6 accounts-7.7% over 3Y |
| 18. Nepc, LLC CRD 110562 · Limited Liability Company | BOSTON, MA | $152.7B May 2026 | +$15.4B+11.2% | +$89.1B+140.2% | +$108.2B+243.3% | +$152.1B+23040.0% | +23 employees+6.5% over 3Y | +37 accounts+38.9% over 3Y |
| 19. Rhumbline Advisers CRD 107151 · Limited Partnership | BOSTON, MA | $136.5B Mar 2026 | +$28.9B+26.8% | +$48.5B+55.1% | +$69.4B+103.5% | +$112.8B+475.5% | +8 employees+33.3% over 3Y | +148 accounts+21.8% over 3Y |
| 20. Income Research + Management CRD 104863 · Corporation | BOSTON, MA | $130.7B Mar 2026 | +$21.7B+19.9% | +$41.7B+46.8% | +$42.3B+47.9% | +$104.0B+390.3% | +8 employees+3.8% over 3Y | +646 accounts+70.8% over 3Y |
| 21. Putnam Investment Management, LLC CRD 106629 · Limited Liability Company | BOSTON, MA | $117.2B Feb 2026 | +$32.0B+37.6% | +$1.7B+1.5% | +$13.8B+13.3% | +$46.1B+64.8% | -177 employees-56.0% over 3Y | +16,263 accounts+9623.1% over 3Y |
| 22. Boston Partners CRD 124982 · Corporation | BOSTON, MA | $116.2B Mar 2026 | +$17.8B+18.1% | +$31.6B+37.4% | +$42.0B+56.6% | +$94.3B+432.1% | +29 employees+18.6% over 3Y | +1,014 accounts+17.0% over 3Y |
| 23. MML Investors Services, LLC CRD 10409 · Limited Liability Company | SPRINGFIELD, MA | $115.6B May 2026 | +$25.6B+28.5% | +$56.9B+96.7% | +$66.6B+136.0% | +$114.7B+12493.9% | -403 employees-5.5% over 3Y | +128,560 accounts+39.4% over 3Y |
| 24. Mfs Institutional Advisors INC. CRD 107144 · Corporation | BOSTON, MA | $113.6B Mar 2026 | +$1.7B+1.6% | -$3.3B-2.8% | -$20.8B-15.4% | +$50.2B+79.1% | +11 employees+0.8% over 3Y | +5,818 accounts+75.2% over 3Y |
| 25. Natixis Advisors, LLC CRD 106800 · Limited Liability Company | BOSTON, MA | $108.7B Mar 2026 | +$23.4B+27.5% | +$62.1B+133.6% | +$80.7B+289.0% | +$102.5B+1675.1% | +1 employees+0.2% over 3Y | +77,229 accounts+201.5% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.