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Largest RIA Firms in Massachusetts by AUM
Explore registered investment advisers headquartered in Massachusetts, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 616 firms with $19.3T in total reported AUM and median AUM of $885.0M.
Firms
616
Matching current profiles
Total AUM
$19.3T
Reported regulatory AUM
Median AUM
$885.0M
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 Jul 2026 | +$954.3B+20.2% | +$2.5T+80.6% | +$2.6T+84.0% | +$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 Jul 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 Aug 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 Sep 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 Jul 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 Oct 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. Marsh Investments US LLC CRD 133449 · Limited Liability Company | BOSTON, MA | $226.0B Oct 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 Sep 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 Jul 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 Aug 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 · BUSINESS TRUST | 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 Sep 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 Aug 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 Sep 2026 | +$32.0B+37.6% | +$26.1B+28.6% | +$5.0B+4.4% | +$46.1B+64.8% | -180 employees-56.4% over 3Y | +16,264 accounts+9681.0% over 3Y |
| 22. Boston Partners CRD 124982 · Corporation | BOSTON, MA | $116.2B Jun 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 Oct 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 Oct 2026 | +$23.4B+27.5% | +$62.4B+135.0% | +$73.6B+209.8% | +$102.5B+1675.1% | -21 employees-4.8% over 3Y | +66,170 accounts+134.0% 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 sufficient historical filing data is unavailable for the lookback period.